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Broker Check



Mark Bernard



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...
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Flor Santana

650 472 3037


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...
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Teresa Hansel

Operations Manager


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...
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