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Our Team

Robert Eldred, CFP®

Registered Principal

(415) 575-6626

Robert Eldred has been a practicing financial advisor since 1991. He started with IDS Financial, later to be known as American Express Financial Advisors (AEFA). It was here that he developed his financial planning skills, and where he...

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Carole Ortlieb

Advisor Assistant

(925) 757-3700

Carole Ortlieb has been assisting Robert Eldred for over ten years. By scheduling appointments, fulfilling client requests, and helping to streamline office operations, she is usually the first point of contact for the office. Prior to...

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Alison Martin

LPL Registered Client Services Associate


Alison Martin is the newest member of Robert's team. She is an LPL Registered Admin and is fully licensed to buy and sell securities in California. She specializes in assisting Robert with securities research, as well as running...

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