Search results for Location: San Francisco

Corinne Salera, CFP®

Monday, April 22, 2019

As an advisor, I understand financial decisions can be very overwhelming. My goal is to simplify the options and provide confidence in a path forward.

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Cara Barr

Monday, April 22, 2019

I support our team holistically with the goal of enriching lives in and out of the office. My parallel objective is to fulfill clients’ life visions.

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Kailey Romey

Monday, April 22, 2019

I aim to build strong, genuine relationships with our clients, leaving them with the assurance that they can come to me no matter the situation or question.

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Cara Picton

Monday, September 10, 2018

As the operations coordinator in our San Francisco office, I serve as the unofficial “director of first impressions” for our clients, making sure they feel welcome and taken care of.

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Alex Boeri

Monday, March 4, 2013

As an advisor, I work with clients to help them achieve their vision of a richer life by creating and executing a plan specific to their needs.

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Chris DeStefano

Monday, February 25, 2013

I believe a key part of living a richer life is removing fear, worry, and ambiguity associated with the future. By taking time to thoroughly get to know clients and understand their hopes, dreams and fears, I strive to build strong relationships.

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Clint Christensen, CFP®

Sunday, February 24, 2013

Brighton Jones’ culture embodies the mission of helping clients live a richer life. When you are a Personal CFO it opens the door to more powerful and connected relationships with our clients and their families.

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David Born, CFP®

Saturday, February 23, 2013

As a member of our Personal CFO team, I apply rigorously tested strategies to help our clients meet their goals and sleep better at night. I help lead efforts to maximize our clients’ resources by designing and executing strategies that grow, protect, and transfer assets as efficiently as possible.

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