Our Silicon Valley (San Jose) Office

Meet Our Silicon Valley (San Jose) Colleagues

Associate

Associate

Principal

Associate

Senior Associate

Partner

Associate

Associate

Senior Associate

Principal

Principal

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with the advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Cerity Partners & Nasdaq Private Market Announce Exclusive Strategic Partnership

December 11, 2025 - Cerity Partners is thrilled to announce a new exclusive strategic partnership and investment in Nasdaq Private Market, a leader in secondary liquidity for private companies.…

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Video: December 2025 Economic and Market Outlook

December 3, 2025 - There’s been recent volatility in the equity markets, reflecting multiple concerns, including a possible AI bubble. But as Partner and Chief Equity Strategist Jim Lebenthal…

Mariella Foley

Partner

Individuals and Families

Retirement Planning for Single Women: How to Prepare

December 11, 2025 - Women already face gender-specific financial planning challenges. These include a longer life expectancy and a pay gap that results in lower salaries and lower lifetime…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.