Skip to content

Financial Planners

Regardless of the size of your wealth, having a trusted financial planner on your team can really make the difference in your future. Because Joe cares about your success and security, he is particular in recommending only Trusted Advisors when it comes to Financial Planners.



Private Wealth Advisor
Ameriprise Financial

With over 23 years of experience in Financial Planning, Leon Roat understands what it takes to preserve and grow your wealth. He understands the intricacies of managing wealth and he is able to direct you accordingly. When your choices influence the future of generations to come, you need Leon to help you make wise and sustainable financial decisions.

Contact Leon today to discuss your wealth plan at 408.918.5300.

Ron Howard | Managing Principal & President | Siena Wealth Management, Inc.


Managing Principal and President
Siena Wealth Management

Ron Howard operates an independent fee-only registered investment firm and currently serves over 188 high net worth individuals and families. A family man himself, Ron strives to provide peace of mind and perspective throughout the complete planning process. His expertise includes, but is not limited to modern portfolio theory, asset allocation, investments, taxation, financial planning and business development.

Contact Ron today to discuss your wealth options at 408.244.3800.



CFP and Founder
Meyers Wealth Management

David S. Meyers worked for many years at the institutional level of very large-scale portfolios of bonds and structured securities before he decided he wanted to focus on helping individuals, families and businesses. He started Meyers Wealth Management in 2008 in Massachusetts and moved it to Palo Alto in 2009. He has spend decades fine-tuning his education and experience to deliver the highest quality of financial advice and planning available.

Contact David to see how he may help you with your financial planning at 800.993.2994.



Private Wealth Advisor
Ameriprise advisors

When it comes to understanding the challenges and opportunities of managing wealth, George Papadoyannis is experienced and knowledgeable. He understands exactly what it takes to manage affluence and build a future so that you can live the comfortable life you deserve throughout future decades. He is uniquely qualified to help you achieve your investment and planning strategies so that you preserve and enjoy your wealth.

Contact George to discuss your wealth investment needs at 650.539.9170.