CONNECT

Address:

644 North Santa Cruz Avenue Suite 4
Los Gatos, CA 95030

Phone:

(408) 354-5554

Your Team


Christopher B. Giordano - Founder, AIF® - Email Chris

Chris Giordano was born and raised in a Victorian home in Los Gatos, CA. He is the third generation of an Italian immigrant family. Chris developed a growing interest in the financial management world as a boy, sparked by his father’s passion for investment. Upon graduating from the University of California, Santa Barbara, Chris became a financial advisor and built a successful wealth management business.
The 2000 dot com crash left an indelible mark on Chris; he was disappointed with the traditional money management approach advocated by some large banks, which was reaffirmed by the 2008 stock market crash. Chris left a Wall Street firm in 2009 to open his independent, private practice and provide better, unbiased advice and service to individuals, families, and businesses.


Allegra Swan, CFP® - Financial Advisor - Email Allegra

Allegra Swan is a CERTIFIED FINANCIAL PLANNER™ Practitioner who enjoys educating and empowering clients as she helps them define a path to pursue their financial goals.

Allegra grew up in Saratoga and is a graduate of the University of California, Santa Barbara. She brings over five years of financial services experience to the Giordano Wealth Management Group team.

She enjoys mountain biking, hiking, and mentoring with Big Brothers Big Sisters of Santa Cruz County.


Katelyn Graben - Director of Operations - Email Katelyn

Katelyn Graben provides office support to the Giordano Wealth Management Group by executing various systems, procedures and policies while monitoring administrative projects. Her organizational and planning skills ensure that operations are executed smoothly. Katelyn’s client-first mentality was honed by her extensive customer service background. Born in Brunswick, Maine, Katelyn has lived in California for many years. She is a recent graduate of San Jose State University’s Public Relations program. While at SJSU, Katelyn interned at Dwight, Bentel & Hall Communications as a public relations specialist. During her tenure, she worked with a variety of clients on both long-term and short-term projects.


Michael Brown - Director of Business Development and Marketing - Email Michael


Michael Brown brings to our team his experience marketing and developing products for a multitude of companies, including his most recent efforts at Facebook. As Director of Marketing and Business Development, he leads the efforts to grow and develop our brand.

Originally from Los Gatos, Michael has spent his professional life between Los Gatos and Los Angeles. He is the former CEO of Give It Legs - a marketing and product development firm - and was educated at Loyola Marymount University and San Jose State University.


Alyssa White - Administrative Assistant - Email Alyssa


Alyssa White is a San Jose native who holds a B.A. degree from CSU Chico. Her experience in early childhood education and tech recruiting sharpened her organizational skills and developed her keen sense for customer service. Inspired by her interest with her own retirement accounts, Alyssa pivoted to the financial services industry. She performs an administrative and operational role, focusing her efforts on creating a welcoming atmosphere for clients while making things run seamlessly behind the scenes. A true dynamo, she also assists with marketing and administrative tasks. Alyssa’s hobbies include camping and attending country concerts.


Sandra Moll - Client Services Associate - Email Sandra

Sandra Moll holds B.A. and M.A. degrees from San Jose State University. She became a financial planner and investment advisor representative in the early 1980s; cofounding Mayer, Moll & Associates in 1985. Sandra joined the Giordano Wealth Management Group in 2012. Sandra has over 30 years of experience in the financial services industry; her expertise is working with high net worth clients in the Silicon Valley. She helps individuals assess their financial goals as their lives evolve and serves as an advocate in the management of their finances. She utilizes a comprehensive, education-based, customized approach and also assists with the selection, placement, and monitoring of insurance and investments.


Jeremy Olen, CFA® - Managing Partner, The Financial Services Network

As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer of Strategic Wealth Advisors Group (SWAG), Jeremy is responsible for supporting all Network advisors in how to best leverage investment tools, products and technology to support their practices.

Jeremy’s prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.


Jeff Schnoebelen - Vice President, The Financial Services Network

In his role as Vice President of Portfolio Consulting at The Financial Services Network, Jeff contributes to the design of optimal portfolios for clients in addition to managing the Portfolio Consulting Team.

Jeff joined The Network and Strategic Wealth Advisors Group in 2008 as a partner of Dynamic Capital Management (DCM), the legacy group that went on to become Portfolio Consulting Services. Prior to DCM, he spent several years managing institutional money at State Street in the International Hedge Fund and Mutual Fund Index.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck