Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
John McNertney, CFP®, Director
John is a Director and a member of the Business Development Team with Polaris Greystone. John has extensive experience within the financial services industry, having worked at TD Ameritrade and Merrill Lynch prior to joining the Polaris Greystone team. John meets directly with clients and prospective clients to communicate Polaris Greystone's investment strategies and review all financial planning needs.
John is a graduate of the University of Iowa, where he earned a BS degree with a major in psychology and minors in French and philosophy. He is also a Certified...
Merritt Woodring (CRD# 1304933) is an Investment Advisor Representative working at Cypress Partners, LLC in Ross, CA and has over 27 years of experience in the finance industry. Merritt Woodring has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Karl Mills (CRD# 2040384) is the president and founder of Jurika, Mills & Keifer, LLC, an independent investment advisor and wealth management firm based in San Francisco, California.
Jurika, Mills & Keifer provides sophisticated wealth management, planning and advisory services to a limited number of individuals and families. We combine a forward-looking view of the world with a deep understanding of our client's goals to build and preserve wealth over time. Over the years, we have developed a reputation for independent thinking, practical judgement, and close relationships with our clients.
Mr. Mills leads the firm;'s investment and portfolio management activities. With almost 30 years of experience in the investment industry, he is well known for his broad and insightful perspective on the investment markets and industry. His investment commentaries are widely read and he is frequently profiled and quoted in the financial press. Mr. Mills is also an avid supporter of the arts and serves as Vice Chair of the San Francisco Opera. He is also a Trustee Emeritus of Bates College.
Mark Vicencio (CRD# 4105009) is an Investment Advisor Representative working at Lowery Thomas, LLC in Orinda, CA and has over 17 years of experience in financial planning and investment advisory services.
Lowery Thomas, LLC focuses on investment advisory services, wealth management and comprehensive financial planning. We are professionals with expertise in financial planning, taxes and investments. Lowery Thomas has four Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise,...
Ryan Cole (CRD# 6062869) is an Fee Only Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER™ working at Citrine Capital, LLC in San Francisco, CA. Ryan has over 6 years of experience in the finance industry. CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.