Who We Are

Nerd Nation brings deep and diverse financial expertise to the tech sector. Backed by decades of experience and credentials, we take a team-based approach to provide a fully integrated experience from initial planning and coordinating to delegation and follow through. We go the extra mile and beyond the numbers, so you can let go of the day-to-day management of financial planning.

 

PRIVATE WEALTH ADVISORS

Chris Andrews , CFP®, ChFC®, RICP®, WMCP®, CLU®

Private Wealth Advisor

Office 650-264-4902


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David A Bowman , CLU®, ChFC®, CLTC®

Private Wealth Advisor

Office 209-728-2400


Email

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Rick Kalb , CLTC®

Private Wealth Advisor

Office 530-470-1800


Fax 530-470-0463


Email

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PRIVATE WEALTH PLANNING AND CLIENT SUPPORT TEAM

Jone Lee , CFA®, MBA, CFP®, CLU®

Director of Private Wealth Planning

Office 650-264-4915


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Joey Carney , CFP®, ChFC®, WMCP®

Associate Private Wealth Advisor

Office 650-264-4927


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Tatum Clarke

Associate Private Wealth Advisor

Office 650-264-4900


Email

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Zoe Santos

Operations Assistant

Office 650-264-4900


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Anna Sepagan

Client Service Associate

Office 415-733-6555


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Karen D Wallace

Associate Financial Representative

Office 530-470-1800


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Ashley Clark

Director of Operations

Office 650-264-4900


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