MEET THE BOARD

BRANDON AU, CFS, CLTC

PRESIDENT

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RYAN BALLESTEROS

YAT CO-CHAIR

MassMutual Northern California

101 Montgomery St., Suite 600

San Francisco, CA 94104
Tel: (415) 743-1007

bau@financialguide.com

New York Life

1731 Technology Drive, Suite 400
San Jose, CA 95110
Tel: (408) 452-6041  FAX (408) 452-6012

ballesterosr@ft.newyorklife.com

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RICH DOTSON
SPONSORSHIP CHAIR

Thrive Wealth Solutions

1798 Technology Drive, Suite 178
San Jose, CA 95110
Tel: (408) 286-1888, ext. 115

rich@thrivemywealth.com

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ALEX CARTAGENA

MEMBRSHIP CHAIR

New York Life

1731 Technology Drive, Suite 400
San Jose, CA 95110
Tel: (408) 676-9578  FAX (408) 452-6012

acartagena@ft.newyorklife.com

MARK SWENSON
DIRECTOR-AT-LARGE

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JONATHAN EBRAHIMOON

YAT CO-CHAIR

New York Life

1731 Technology Drive, Suite 400
San Jose, CA 95110
Tel: (408) 966-0977  FAX (408) 452-6012

jebrahimi@ft.newyorklife.com

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VIVIA CRISTAL STROME
DIRECTOR-AT-LARGE

Thrivent

7011 Koll Center Parkway, Suite 190
Pleasanton, CA 94566
Tel: (310) 804-2067 

vivia.strome@thrivent.com

MassMutual Northern California

2201 Walnut Ave., Suite 380
Fremont, CA 94538
Tel: (510) 789-2395 

mswenson@financialguide.com

DIANA WONG
DIRECTOR-AT-LARGE

MassMutual Northern California

2201 Walnut Ave., Suite 380
Fremont, CA 94538
Tel: (408) 421-6598 

dwong@financialguide.com