
What We Do
The work we do on your behalf is just a small part of your overall journey – but it is vitally important. We want you to be able to spend your time and energy on what matters most to you and your family. We are your guides and trusted advisors, and we look forward to seeing you thrive.
James Watts
Managing Director – Investments
PIM Portfolio Manager
415-257-2506
James.K.Watts@wfa.com
Paul LeFebvre, CIMA® CFP®
Managing Director – InvestmentsSenior Financial Advisor
415-257-2501
paul.lefebvre@wfa.com
Eric Caindec, CFP®
Managing Director – InvestmentsSenior Financial Advisor
415-257-2571
Eric.Caindec@wfa.com
Vincent Zuardo
Senior Client Associate415-257-2527
vince.zuardo@wfa.com
Fatima Romo
Senior Client Associate- Registered415-945-2346
fatima.romo@wfa.com
Shalom Morgan
Managing Director- InvestmentsSenior Financial Advisor
415-945-2303
shalom.morgan@wfa.com
Brendan Dempsey
Managing Director- InvestmentsSenior Financial Advisor
415-945-2337
brendan.t.dempsey@wfa.com
Sarah Pieri
Client Associate - Registered415-257-2516
sarah.pieri@wfa.com
Naomi Peterkin, CFP®
Senior Vice President- InvestmentsSenior Financial Advisor
415-945-2310
peterkin@wfa.com
Fatima Romo
Senior Client Associate- Registered415-945-2346
fatima.romo@wfa.com
Vincent Zuardo
Senior Client Associate415-257-2527
vince.zuardo@wfa.com
Sarah Pieri
Client Associate - Registered415-257-2516
sarah.pieri@wfa.com
