Financial Planners

Kelly S. Fong
Wellspring Financial Group, LLC
1900 McCarthy Blvd, Suite 415
Milpitas, CA 95035 408-571-9018 cell
408-435-1668 tel.
408-456-6768 fax

Charles L. Shoemaker
Joel R. Van Hofwegen, CFP
Ameriprise Financial
2105 South Bascom Ave., Suite 185
Campbell, CA 95008
Tel: 408-625-3710
Toll Free: 877-495-2837
charles.l.shoemaker@ampf.com

Steve Pirotta
Pirotta Financial Services, Inc.
1520 The Alameda Suite 120
San Jose, CA 95126
408-280-5400 tel.
408-288-2295 fax

Victor Liao
World Financial Group
2099 Gold Street, Suite 208
Alviso, CA 95002
408-262-6398 tel.
408-262-6836 fax

Michelle Pollak
Ameriprise
235 Montgomery St., Suite 1169
San Francisco, CA 94104
415-362-6600 x 303 tel.

Pat Terry
Smith Barney
1001 Page Mill Road, Bldg. 4; Suite 101
Palo Alto, CA 94303
408-496-4163 tel.

Mary Lai
Charles Schwab
19960 Stevens Creek Blvd.
Cupertino, CA 95014
408-446-7961 tel.
408-446-7966 fax
marylai@schwab.com

Chris Loo
Ameriprise Financial
8339 Church St., #204
Gilroy, CA 95020
408-846-1728 office
408-529-4369 cell
christopher.d.loo@ampf.com

Karen Lam
Financial Advisor
Senior Vice President / Investments
Banc of America Investment Services, Inc.

San Jose office:
560 S. Winchester Blvd. Suite 100
San Jose, CA 95128
408-260-6017

Mountain View branch:
444 Castro St.
Mountain View, CA 94041
650-386-8144

Judy Cziprian
Financial Advisor
Ameriprise Financial Services, Inc.
3130 De la Cruz Blvd. Suite 128
Santa Clara, CA 95054
Office: 408-988-5454 Fax: 408-988-5457
Mobile: 408-393-3292
judy.a.cziprian@ampf.com
ameripriseadvisors.com/judy.a.cziprian

Michelle Wu
MBA, Financial Advisor
Principal Financial Group
181 Metro Dr., # 700
San Jose, CA 95110
408-437-7239; 408-821-8279

Robert (Rob) Cleland, CFP®
Financial Advisor
CERTIFIED FINANCIAL PLANNER Practitioner ®
Ameriprise Financial Services, Inc.
Pruneyard Towers II, Suite 470
1999 South Bascom Avenue
Campbell, CA 95008
Office: 408-371-5478
Fax:408-369-1040
robert.w.cleland@ampf.com
www.ameriprise.com
CA Insurance License #0A92627

Eric Heckman, CFP, ChFC
Heckman Financial & Insurance Services
111 N. Market Street, Suite 825
San Jose, CA 95113
408-297-9800 tel.
408-297-9899 fax
www.WealthCreator.com
Password code: Heckman

Cheryl Marquez, CFP
Waddell & Reed
1999 South Bascom Avenue, Suite 400
Campbell, CA 95008
408-963-2859 tel.
cmarquez@wradvisors.com

Celia K. Ly
C & T Tax Solutions
10413 Torre Ave., Suite 500
Cupertino, CA 95014
408-437-9028 tel.
408-437-1478 fax

Mike Allard
Cal Bay Investments
500 La Gonda Way, Suite 280
Danville, CA 94526
925-743-3360 tel.
mike@allard-cbi.com

Rodney Banh
Charles Schwab
19960 Stevens Creek Blvd.
Cupertino, CA 95014
408-446-7962 tel.

Christopher de Souza-Lawrence, CIMA®,CFP®
Senior Vice President
Estate Planning Consultant, Wealth Advisor
Western Division
Morgan Stanley
1010, El Camino Real, Ste # 200
Menlo Park, CA 94025
Tel : (650)-463-4502 / (800)-755-1311
Fax: 650-324-1920
chris.lawrence@morganstanley.com

Ron Fetsch
WaMu Investments, Inc.
410 S. Mathilda Ave.
Sunnyvale, CA 94086
408-522-1884 office

Kapil Bhatnagar, CIC, CRM, LUTCF
Carlton Pace Risk Management
ATTN: Kapil Bhatnagar, Financial Advisor
20380 Town Center Lane, Suite 122
Cupertino, CA 95014
Tel: 408-216-7164
Fax: 408-549-9809

Richard Woo
Ameriprise Financial Services
1901 South Bascom Ave., Suite 1190
Campbell, CA 95008
408-559-6018
richard.q.woo@ampf.com

David Raskin
New England Financial
2105 South Bascom Ave., Suite 195
Campbell, CA 95008
408-559-7100 ext. 215