Our Team

• 

  Nicholas Casagrande

  Founder, CEO & Financial Advisor

  Phone Number 415.480.3669

  Email nicholas.casagrande@ceterafs.com

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• 

  Paula Chamberlin

  Office Assistant

  Phone Number 415.480.3670

  Email paula@ncfinancialgroup.com

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• 

  Pamela del Rio

  Director, Marketing

  Phone Number 415.819.6934

  Email pamela@ncfinancialgroup.com

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• 

  Gaelen Donahue-Cooper

  Director, Tax Preparation & Client Services

  Phone Number 415.367.4268

  Email gaelen@ncfinancialgroup.com

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• 

  Robyn Green

  Front Desk

  Phone Number 415.480.3670

  Email robyn@ncfinancialgroup.com

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• 

  Meredith Harris

  Client Services Associate

  Phone Number 415.480.0018

  Email meredith.harris@ceterafs.com

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• 

  Paul Rogers

  Senior Accountant

  Phone Number 415.367.4591

  Email paul@ncfinancialgroup.com

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• 

  Amber Salomon

  Manager, Client Services

  Phone Number 415.390.5068

  Email amber@ncfinancialgroup.com

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• 

  Christy Wentworth

  Account Services

  Phone Number 415.886.4911

  Email christy@ncfinancialgroup.com

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• 

  Janet Wong

  Director, Finance

  Email janet@NCFinancialGroup.com

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• 

  Cindy Wood

  Client Services Associate

  Phone Number 415.480.0018

  Email cindy.wood@ceterafs.com

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