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Our Team

We, here at Vantage, value the same things you do—family, community, health and overall balance. We genuinely enjoy working with each other and look forward to providing you with the best possible experience. We take our fiduciary responsibility seriously, which means our clients come first.

David “Val” Fernelius

David “Val” Fernelius

CFP®
Managing Partner, Financial Advisor

Tom O’Brien

Tom O’Brien

CFP®, CLU®, ChFC®, MBA
Managing Partner, Financial Advisor

Sarah Kardavani

Sarah Kardavani

Director of Operations

Kim Mendez

Kim Mendez

Administrative Coordinator

Brandy Navarro

Brandy Navarro

CFP®, ChFC, CLU
Managing Partner, Financial Advisor

Bob Stafford

Bob Stafford

CFP®, CLU®
Managing Partner, Financial Advisor

Christina Gann Munguia

Christina Gann Munguia

CFP®, MSFP
Director of Financial Planning

John D. Lee

John D. Lee

CFP®, MBA
Managing Partner, Financial Advisor

Mitone Griffiths

Mitone Griffiths

CFP®
Financial Advisor

Paula Aquino

Paula Aquino

Client Services Specialist

Contact

Reach out any time. We would love to help you plan for your future.

P: 650.638.9600

F: 650.638.9604

info@vantagewealthmgmt.com

The website is a publication of Vantage Wealth Management, LLC. The firm is registered as an investment adviser with SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. 

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