Team Mark Bernard (650)-318-3627 (650)-472-3037 email@example.com I have over 17 years of knowledge creating financial strategies for challenging financial problems. I serve as the primary wealth consultant to many affluent individuals, families, business owners and corporate executives with... Read more Flor Santana 650 472 3037 (650)-472-3037 firstname.lastname@example.org I have over 28 years experience in the financial services industry. I develop client relationships that are long-term and that extend beyond the development of the initial plan. I offer a collaborative partnership that creates and... Read more Teresa Hansel Operations Manager (650)-458-0313 email@example.com I am a San Francisco native and graduated from Mercy High school in San Francisco. I have been in the brokerage industry for the last several years and love working with people considering that is one of my greatest strengths. As... Read more Have a Question? Name Email Question Thank you! Oops!