Giordano Wealth Management Group

CONNECT

Address:


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

Phone:

(408) 354-5554

Your Team


Advisory Team

Our advisors are available to answer investment and financial planning related questions. They are committed to providing personalized, objective guidance and advice based on your specific needs.


 

 

       Chris Giordano, AIF® -

       Founder & Financial Advisor

       Email Chris

 

 

       Allegra Swan -

       Financial Advisor

       Email Allegra

 

 


Service Team

Our administrative professionals handle most of the operational and administrative support to our advisors. This includes helping to gather information used to develop financial plans, scheduling client reviews, and account administration.


 

 

       Alyssa White -

       Director of Marketing & Business Development

       Email Alyssa

 

 

       Katelyn Graben -

       Director of Operations

       Email Katelyn

 

 


Investment Team

Our portfolio consulting team work directly with our advisors to design optimal investment portfolios for our clients.


 

 

       Jeremy Olen, CFA® -

       Managing Partner & Chief Investment Officer

       The Financial Services Network

 

 

       Hao Dang, CFA -

       Vice President of Portfolio Consulting

       The Financial Services Network