Broker Check

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Carlo Panaccione, CFP®

Founder, Private Wealth Advisor, LPL Registered Principal

650-595-1700

Within minutes of first meeting Carlo you can’t help but recognize his genuine passion for making a positive difference in the lives of the people he comes in contact with each and every day. Since 1986, Carlo has provided the...

Read more

Erik S. Davis, CFP®

Founder, Private Wealth Advisor, LPL Registered Principal

650-595-1700

When Erik started his career in 1992, he built a practice based on open communication and his desire to make a definable difference in each and every client’s life. In his work, Erik most values the relationships that have grown...

Read more

Erik Midas

Financial Advisor

(650) 595-1700

Erik began his career in the financial industry in 2008 as a securities trader at a major investment firm. Since 2008, Erik’s experience includes securities trading, alternative investments, investment banking and wealth...

Read more

Karen K. Franco, CFP®

Planning Specialist, LPL Registered Administrative Assistant

650-595-1700

Karen is a crucial team member who began her career in 1986. Her years of financial planning experience help her to provide dedicated and conscientious service to co-workers and clients alike. She earned her CFP® from the College...

Read more

Neel Desai

Planning, Portfolio Specialist, LPL Registered Administrative Assistant

650-595-1700

Planning, Portfolio Specialist, LPL Registered Administrative Assistant

Read more

Patrick McCullough, CFP®

Director of Client Service

650-595-1700

Pat has been designing industry leading financial plans for clients for over 25 years as an advisor, regional analyst, and most recently as Navigation Group’s Team Leader and resident planning expert. His experience and...

Read more