Recognized Forbes Best-in-State Wealth Management Teams 2024, 2025 & 2026
- 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com) Review Award Disclosures
- 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com) Review Award Disclosures
- 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) Review Award Disclosures
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
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
Vincent Zuardo
Senior Client Associate415-257-2527
vince.zuardo@wfa.com
Fatima Romo
Senior Registered Client Associate415-945-2346
fatima.romo@wfa.com
Sarah Pieri
Registered Client Associate415-257-2516
sarah.pieri@wfa.com