Meet our Professionals

With over two decades of experience, we are a dynamic group of professionals dedicated to addressing the complex wealth management needs of our clients. Our journey began as friends and colleagues more than 20 years ago, united by a shared mission to serve high-net-worth clients with unparalleled professionalism and personalized service.

Based in the vibrant city of San Francisco, we take immense pride in the enduring relationships we've built with our clients, team members and the community. In 2023, we transitioned to Wells Fargo Advisors, enhancing our ability to offer clients advanced technology, comprehensive services and a full range of investment resources. Our commitment to excellence is unwavering, characterized by a disciplined, risk-managed investment approach and innovative strategies designed to help achieve better outcomes for our clients.

We are passionate about delivering exceptional wealth management through highly personalized service, all backed by the extensive resources of one of the world's leading financial institutions.
Robert Gehlen

Robert Gehlen

  • CFP
  • Financial Advisor
  • Managing Director - Investments
David Mucha

David Mucha

  • CFP
  • Financial Advisor
  • Managing Director - Investments
Ana Santarina

Ana Santarina

    • Client Performance Analyst

    WORKING WITH A CERTIFIED FINANCIAL PLANNER® professional.



    Bob Gehlen and David Mucha are CERTIFIED FINANCIAL PLANNER® professionals. 

    Working with a CFP® professional can offer benefits that can help enhance your wealth management experience. CFP® professionals are held to rigorous ethical standards and have completed extensive training in various aspects of financial planning, including investment management, retirement planning, tax strategies, and estate planning. This comprehensive expertise allows Bob and David a to provide personalized advice tailored to your unique financial situation and goals.

    Additionally, CFP® professionals are committed to a fiduciary standard, meaning they are obligated to act in your best interest, ensuring that their recommendations are aligned with your financial well-being. A CFP® professional acts as your trusted guide helping you navigate the complexities of wealth management, providing clarity and confidence in your financial decisions.

    You have important goals. Our team is here to help you reach them. Let’s talk. Email us.