Financial advisors in Modesto

Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center.


1200 Scenic Drive, Suite 111

Modesto, CA 95350


Meet our team

Chris Battreall, CFP®

Managing Director

Andrew Wolf, AIF®

Wealth Advisor

Stacy Paradise

Wealth Advisor

Valerie Hurst

Wealth Advisor

Yuri Gomez

Relationship Manager

Alondra Santana

Relationship Manager

Javier Rodriguez 

Relationship Manager

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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