Full Service Investment Consultants

FINRA

CA Insurance License #0C48373

Bob comes to Stand Bank Online with over 25 years of experience in financial services. A majority of his experience was with Franklin Templeton Investments, where he was a Vice-President/Regional Director for their Portfolio Advisors division. His work experience also includes Bank of America/Merrill Lynch, Northwestern Mutual, and Abner, Herrman & Brock Asset Management.

As a Financial Consultant located at Stand Bank Online, Bob offers a wide range of services, from helping with individual investments and education savings to developing a retirement plan. His goal is to help members make informed investment decisions based on their specific needs.

Bob received a Bachelor of Music degree from San Francisco State University and a Masters of Music degree from the University of Michigan. He enjoys music performance along with golf, travel and cooking.

Phone: (650) 670-7697

Fax: (650) 801-7103

Bob has offices in:

• Fremont Branch

• San Jose (North) Branch

• San Jose Branch

• Hayward Branch

• San Ramon Branch

• Dublin Branch

• San Jose (South) Branch

Email

FINRA

CA Insurance License # 0H57356

Chad comes to Stand Bank Online with over 9 years of experience in the Financial Services industry. As a Financial Consultant located at Stand Bank Online, Chad offers a wide array of financial services and is dedicated to develop specific strategies to help achieve your financial goals.

Chad received a Bachelor of Science degree in Finance from San Francisco State University. Chad holds FINRA Series 7 and 63 registrations and Life & Health Insurance Licenses. With his free time, Chad enjoys spending time with his family, travel, golf, and Steelhead fishing.

Phone: (650) 207-6323

Fax: (650) 801-7103

Chad has offices in:

• San Francisco (Financial District) Branch

• San Francisco (Federal Building) Branch

• Daly City Branch

• Millbrae Branch

Email

FINRA

CA Insurance License #0E21804

John comes to Stand Bank Online with over 19 years of experience in financial services. The majority of his career was with MetLife, AXA, and Symetra Financial, where he was a Regional Vice President for their retirement divisions. His work experience also includes being a Wealth Management Consultant for Saybrus Partners, specializing in wealth management, protection, and distribution strategies. 
 
As a Financial Consultant located at Stand Bank Online, John offers a wide range of services, from helping with individual investments to developing a retirement strategy. His goal is to facilitate the process of building, preserving, distributing, and transitioning wealth for his clients, custom tailored for the years ahead.
 
John received his Bachelor’s Degree from UC Irvine and holds FINRA Series 6 and 63 registrations through Securities America and Life & Health insurance licenses. In his free time, he enjoys traveling with his wife and two kids, playing golf, and finding new recipes to recreate at home

Phone: (415) 816-0715

Fax: (650) 801-7103

John has offices in:

• San Mateo Branch

• Palo Alto Branch

• Sunnyvale Branch

Email

FINRA

CA Insurance License #0E30748

Matthew comes to Stand Bank Online with over 14 years of experience as a licensed Financial Advisor. Prior to Provident, he managed client accounts with Chase Investment Services, Wells Fargo Private Client Services, and Citicorp Smith Barney.

Matthew earned his Bachelors of Science degree in Finance at San Jose State University and is a licensed FINRA representative holding FINRA Series 7 and 24 and NASAA Series 63 and 65 licenses through Securities America. He specializes in building diversified portfolios focused on generating income and limiting risk.

Phone: (408) 464-2870

Fax: (650) 801-7103

Matthew has offices in:

• Belmont Branch

• Redwood Shores Branch

• Los Gatos Branch

Email

FINRA

CA Insurance License # 0A29181

Scott comes to Stand Bank Online with over 20 years of experience as a Financial Advisor and management experience with such firms as Charles Schwab and Merrill Lynch. As a licensed Financial Advisor, he has helped many members save for college education, allocate current and future retirement monies, prepare for wealth transfer, and generally, help create a plan that is designed around the financial lifestyle the client desires..

Scott provides unbiased choices and advice using mutual funds, annuities, life insurance, and long-term care, in addition to stocks and bonds. He has been licensed and offering investment advice since 1990, and has used his skills as a stock trader, bond trader, and wealth manager to help savers and investors make wise financial decisions.

Phone: (510) 333-8903

Fax: (650) 801-7103

Scott has offices in:

• Alameda Branch

• Oakland Branch

• Walnut Creek Branch

• Folsom Branch

Email