A consummate professional, James Watts is driven by a passion for exceptional service that extends to every facet of his roles as advisor and portfolio manager. His client-first focus is grounded in the “Golden Rule,” ensuring each of his clients feels valued, cared for, and confident in his commitment to helping them achieve their financial goals. Clients rely on the deep knowledge, insights, and experience James has developed over a career spanning nearly 25 years. His holistic approach features wealth planning, portfolio management, asset allocation, and security selection.

James works closely with affluent families, including C-suite executives and other professionals, to help them manage and protect their finances while considering both sides of the balance sheet. With a long tenure in the industry, he is proud to now serve many of his clients’ second and third generations. Recognized as a Forbes Best-In-State Wealth Advisor in 2021, James is known as a straight-shooting problem-solver who is as quick to offer a helpful opinion as he is a helping hand.

Born and raised in Florida, James attended UC Santa Barbara and was so charmed by California life he decided to stay. He and his wife, Lisa, have called Marin County home for more than 25 years, and it is where they raised their two daughters. James believes in giving back to his community and is involved with the Surfrider Foundation and Students Rising Above, and he is an alumni supporter of UCSB as both a student and parent. He also has been a volunteer guest teacher in AP Economics at Salesian High School.

An insightful and seasoned advisor, Paul Lefebvre is guided by three defining principles: be kind, be respectful, and treat others as you wish to be treated. His client-focused approach centers on understanding his clients’ financial and emotional needs, including their goals as well as their hopes, fears, and dreams. He strives to be a trusted partner who is always at-the-ready to answer questions and takes the time to educate clients about options and opportunities – all with the goal of giving them confidence to make smart choices for their futures.

A CERTIFIED FINANCIAL PLANNER™ professional, Paul leverages his advanced knowledge and training – in addition to his nearly 20 years of experience – to help clients manage their financial priorities and make informed decisions across a range of financial matters and life circumstances. A goals-based advisor, his holistic strategies include both sides of the balance sheet. Paul works with individuals and families of all ages and stages, and is proud to serve multiple generations of his clients’ families. He is a dedicated, hard-working, and empathetic professional who values the high standards of personalized service and integrity for which he is known.

A Northern California native, Paul attended San Francisco State University, where he earned a Bachelor of Science in Finance. He and his wife, Shannon, live in Petaluma with their young daughter and a beloved Chocolate Lab. Paul spends the majority of his free time coaching Girl’s Softball, and spending time with family and friends. Not one to sit still, Paul goes jogging, golfing, and hiking in his spare time – anything that gets him outside and keeps him moving.

A hands-on, goals-based advisor with more than 25 years of experience, Eric Caindec’s primary focus is helping his clients feel financially comfortable with the life they’re living, as well as with the direction they’re going. Integral to helping clients achieve long-term financial security and success is developing strong relationships that help Eric understand each client and create a roadmap individualized to their specific goals and aspirations. He uses a strategic, holistic approach and incorporates scenario planning and both sides of the balance sheet to help clients build realistic plans and make informed decisions about their futures.

To begin his educational career, Eric earned his Bachelor of Science in Mathematics and Economics from the University of California, Santa Barbara. He then attended the University of Southern California, where he received a Master of Science in Systems Management. After starting his professional career in econometric forecasting, Eric transitioned to financial services in 1996, when he put his problem-solving skills and passion for numbers to work helping people. He is a CERTIFIED FINANCIAL PLANNER™ professional who primarily works with families to design and implement custom plans, as well as closely monitor, rebalance, and update those plans over time. Eric is an advisor who successfully blends his analytical nature with genuine empathy and compassion. He considers it a privilege to be able to help make a difference in his clients’ lives every day.

Born in Honolulu, Eric was raised in Hawaii and Southern California. In 1991, he and his wife, Cara, settled in the Bay Area, where they raised their two now-adult sons and still live today. A believer in giving back to his community, Eric volunteers at local food banks and is on the board of directors for an affordable housing property affiliated with his church. He enjoys salmon fishing, hiking, cooking, golfing, and playing the ukulele.

Backed by more than 10 years of industry service, Vincent Zuardo focuses on providing clients with the highest level of personal service and professional integrity, in addition to streamlining the client experience and supporting the day-to-day business needs of the practice.

Prior to the start of his career, Vincent received his bachelor’s degree in managerial economics from the University of California, Davis.

Vincent lives in San Rafael, CA, where he enjoys being outdoors, hiking, working out, and all sports.

The newest member of the team, Sarah Pieri is eager to begin her career and grow her knowledge in the finance and investments industry. Sarah looks forward to building relationships with our clients and providing them with personalized service.

Sarah attended Sonoma State University where she studied Business Administration with an emphasis in Finance. After graduating college, she spent two years working for her family’s small HVAC company in South San Francisco where she was born and raised. She is now loving living in Penngrove.

Outside of work, Sarah likes to explore Sonoma County and all the food and wine it has to offer. In the summertime, she travels to her family vacation home in Clearlake where she enjoys boating and various watersports.