Broker Check

Team

 

Michael has been in the financial services industry since 1990 and for almost three decades, he has been furthering his knowledge of the design, implementation, and management of client-specific investment strategies. After working for...

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Nic has been in financial services for over 13 years and brings his extensive knowledge in investment and retirement strategies to Camino Advisors, where he enjoys being an independent advisor and fostering long-term relationships with...

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Mono began his career as a financial advisor in 1998 at American Express Financial Advisors. Since then, he has worked at both bank and wire-house settings. In 2009, Mono became an independent advisor and has found the right platform...

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Mark is a portfolio manager at Camino Advisors, where he provides fee-based investment advisory services and portfolio management. He also specializes in comprehensive investment management and estate planning services for families and...

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At Camino Advisors, Steve seeks to assist his clients in pursuing their estate and retirement goals through planning, education, and service. He has been in the industry for nearly 50 years and throughout that time, he has built and...

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Zack is a Bay Area native who started his career as a Financial Advisor in 2005. He’s built a practice centered around getting clients to set meaningful financial goals and designing investment strategies that are tailored to...

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Chris is one of the Partners at Camino Advisors and assists with retirement planning, asset/liability financial planning, small business retirement plan analysis, concentrated stock risk management, and tax-efficient wealth management....

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Deanna is our Administrative Assistant, where she helps with administrative support, compliance, and 401(k) management. She has been in the financial industry for over 13 years and has previously worked at both large and small...

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Allen is a financial advisor who provides fee-based investment advisory and portfolio management at Camino Advisors. He has over 14 years of experience addressing the needs of Silicon Valley executives and families, focusing on...

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