Our Associates

• 

  Kalvin Sid, CFP®, MBA, CKA®

  Owner / Principal Planner

  Phone Number 650-378-8588

  View Profile
• 

  Lily Lee

  Investment Advisor representative

  View Profile
• 

  Karen Yu

  Executive Assistant

  View Profile
• 

  Inese Pevzner

  Executive assistant

  Phone Number 650-378-8588

  Email inese@sidfinancial.com

  View Profile

David Fung

• 

  David Fung

  View Profile