Giordano Wealth Management Group

CONNECT

Address:

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

Phone:

(408) 354-5554

Your Team


Christopher Giordano, AIF® - Founder - Email Chris

Chris was born and raised in Los Gatos and is a graduate of the University of California, Santa Barbara. He is an Accredited Investment Fiduciary™ and has been a financial advisor for over 25 years. Chris established Giordano Wealth Management Group in order to provide personalized, objective guidance and advice to individuals, families, and businesses. When he is not at work Chris enjoys spending time with his wife and daughter, cooking, travelling, and being outdoors with his dogs.

 

Allegra Swan, CFP® - Financial Advisor - Email Allegra

Allegra grew up in Saratoga and is a graduate of the University of California, Santa Barbara. She is a CERTIFIED FINANCIAL PLANNER™ Practitioner with over seven years of financial services experience. Allegra's primary role involves developing, implementing, and reviewing clients' financial plans and investment strategies. She enjoys mountain biking, hiking, and mentoring with Big Brothers Big Sisters of Santa Cruz County. Allegra is an associate member of California Society of Enrolled Agents and Mission Society of Enrolled Agents. Here at GWMG, Allegra focuses on educating and empowering women, while easing anxieties that often accompany financial decisions.

 

Katelyn Graben - Director of Operations - Email Katelyn

Katelyn was born in Brunswick, Maine, and is a graduate of San Jose State University. She is known for her client-first mentality and excellent customer service. Katelyn works directly with clients to gather and organize financial planning data, which is instrumental to the development and review of their financial plans. She is also responsible for designing and implementing systems to ensure that operations run smoothly. Katelyn is an avid Bay Area sports fan and enjoys spending time with her husband and their dog, Lucy.

 

Alyssa White - Director of Marketing and Business Development - Email Alyssa


Alyssa grew up in San Jose and is a graduate of California State University, Chico. As Director of Marketing and Business Development, she leads the effort to grow and develop our brand. Alyssa's role includes managing the website, planning client events, and creating advertisement campaigns. She also provides administrative and operational support as needed. Alyssa enjoys camping and country music.

 

Sandra Moll

 

During her career as a financial planner and investment advisor representative, Sandy cofounded Mayer, Moll & Associates. Sandy joined the Giordano Wealth Management Group in 2012. After over 35 years in the business, she is now retired from the firm and now enjoys being a community volunteer with organizations that support the arts, homeless youth, and education. She is also currently Board President of Downtown College Prep, a public charter middle and high school for low income, first generation college students.

 

 

Jeremy Olen, CFA® - Managing Partner and Chief Investment Officer, The Financial Services Network

Jeremy is a graduate of the University of Michigan. He is a Chartered Financial Analyst® with over 17 years of portfolio management experience. Jeremy was previously a senior partner of Dynamic Capital Management, which went on to become Portfolio Consulting Services. He is a member of the Giordano Wealth Management Group's portfolio management team. Jeremy's prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC. He has published two indices and launched two ETFs.


Hao Dang, CFA - Vice President of Portfolio Consulting, The Financial Services Network

Hao is a member of the Portfolio Consulting Team responsible for trade execution and portfolio administration. In his role, he offers trade and investment support to our advisors, which includes trade due diligence, research, portfolio analytics and market updates. Hao is a 2019 Level II CFA candidate. Prior to joining The Financial Services Network in 2016, Hao served as a financial advisor for both Edward Jones and Merrill Lynch. In addition, he earned a wealth of experience in statistical analytics, budgeting and business operations at Wells Fargo and the Pacific Gas and Electric Company.