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Maynard Lichterman, CFP
Senior Vice President
Financial Advisor
Financial Advisor
tel: (415) 984-6028
toll free: (800) 289-9060
fax: (415) 984-6596
Professional Details
- Certified Financial Planner, 1988
College of Financial Planning
Denver, CO - B.S. - Business Administration, 1966
Roosevelt University
Chicago, IL - Smith Barney Chartered
Council Member - Rotary Club of North Oakland
Past President
Emeryville, CA - Temple Isaiah
Past President - Smith Barney Chairman's Council
Member
Maynard Lichterman, CFP
is licensed in the following state(s):
AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI
Walter Stevenson
Senior Vice President
Financial Advisor
Portfolio Manager
Financial Advisor
Portfolio Manager
tel: (415) 984-6737
toll free: (800) 289-9060
fax: (415) 984-6596
Professional Details
- 2008 - present: Morgan Stanley*
Senior Vice President
Portfolio Manager / Financial Advisor - Founded Stevenson Capital Management in 1983
- 7 Years Experience with a Major West Coast Firm Prior to Founding Stevenson Capital Management
- Held a Seat on the Pacific Stock Exchange in the Late 1970's
Walter Stevenson
is licensed in the following state(s):
AZ, CA, CT, ID, NV, OR, TX, WA
John S. Lin, CFP
Vice President
Financial Advisor
Senior Investment Management Consultant
Financial Planning Specialist
Financial Advisor
Senior Investment Management Consultant
Financial Planning Specialist
tel: (415) 984-6638
toll free: (800) 289-9060
fax: (415) 984-6596
Professional Details
- B.S. - International Business, 1999
Cal Poly Pomona - Certified Financial Planner
- Morgan Stanley* Financial Planning Specialist Designation
- Financial Services Industry Experience since 2000
- Series 7, 31, 63, 65, Long Term Care & Life Insurance Licensed
- Blue Chip Council - Smith Barney
John S. Lin, CFP
is licensed in the following state(s):
AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, LA, MA, MN, NC, NJ, NM, NV, NY, OR, TX, UT, WA, WI, WY
Julie Baeder, CIMA
Vice President
Financial Advisor
Senior Investment Management Specialist
Financial Advisor
Senior Investment Management Specialist
tel: (415) 984-6005
toll free: (800) 289-9060
fax: (415) 984-6596
Professional Details
- 19 Years of Investment Industry Experience
- Licenses Held: Series 7, 65, 63, 31 and Insurance
- Certified Divorce Financial Analyst Designation
- Executive Women International
Finance Committee 1998 - 2003 - The Investment Management Consultant's Association
Ethics Committee 1998 - 2005 (Chairman 2003 - 2005)
National Conference Committee 2005 - Present - Girls, Inc. - Finance Committee (present)
- Rowe Camp & Conference Center - Finance Committee (present)
- First Unitarian Church of Oakland - Executive Team
- Blue Chip Council 2005 - 2008
Julie Baeder, CIMA
is licensed in the following state(s):
AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI
Patricia Barry
Group Administrator
Financial Planning Associate
Financial Planning Associate
tel: 415-984-6737
fax: 415-984-6596
Professional Details
- 20 Years of Experience
- Manages Team Operations & Client Services
- Series 7, 9, 10, 63 & 66 Licensed
- Notary
Ellen Clariza
Registered Client Service Associate
tel: 415-984-6034
fax: 415-984-6596
Professional Details
- 20+ years of Financial Services Industry Experience
- Series 7 & 63 Licensed
Sheila Gladney
Client Service Associate
tel: 415-984-6035
fax: 415-984-6596
Professional Details
- 15 Years of Service at Morgan Stanley*
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures