
First Republic Bank
1985, provides exceptional, relationship-based private banking, business banking and wealth management services. Headquartered in San Francisco, the company has offices their financial goals. They offer a full range of banking services, including private banking, private business banking, and private wealth management

Umpqua Bank
time to understand each customer's financial needs and provide them with the remember your name. We have the financial expertise combined with a passion forproviding a better banking experience and helping our customers manage their money in a way our roots as a small community bank. We are dedicated to building strong

Cathay Bank
Cathay Bank was founded in 1962 as a subsidiary of Cathay General Bancorp (NASDAQ: CATY). It provides comprehensive financial services and convenient banking options, such as online and mobile banking, to make it easier for customers to manage their

Patelco Credit Union
Credit Union is a not-for-profit financial institution that offers competitive rates, fewer fees, services and access comparable to the big banks, but with better rates and personal attention. billion in assets under our management. Our commitment to the communities we serve goes beyond our financial products

City National Bank
Bank in San Jose is a renowned financial services provider, offering customized assistance with private banking, wealth management, retirement planning, estate planning, business banking, investment management, and loan services. Our knowledgeable financial advisors

Flournoy Wealth Management
is an experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with expertise in both investing and divorce each client's goals, risk tolerance, and income needs. Pam also offers comprehensive financial planning services, helping clients

Julie Ping He, CFP - Gateway Financial Advisor
, CFP® is a Gateway Financial Advisor who specializes in providing clients with comprehensive wealth management services. She takes a her clients' individual risk tolerance and goals. Julie looks at a client's entire financial picture, considering all