Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Debbie Charpentier
Financial Planner
Debbie.Charpentier@AcordandFong.com
"I wouldn't trade this job for anything. It's a privilege to get to know people on a personal basis and make a difference in their lives." Since 1989, I have been helping people simplify their financial lives. Over the years, I have...
Avery Tannenbaum
Support Specialist
Cody Steele
Financial Advisor
Joanne Lucila Soltes
Executive Administrative Assistant
925-445-0099
joanne.lucilasoltes@acordandfong.com
Osaic Associated Advisors
Martin Fong, ChFC®, CRPC®
Founder / Financial Planner
Martin understands that each client has their own unique financial needs, and he is devoted to fully understanding their current financial situation. Martin is committed to making certain that good information, sound advice and a...
Jordan Murray, CFP®
Financial Planner
Jordan Murray is one of our partners. He grew up in the East Bay and graduated from Westmont College in 2010 and started with Osaic FA in the same year. Jordan began his career immediately as a financial planner and has risen to become...
Gibran Le, CRPC®
Financial Planner
Gibran Le has been with Acord & Fong Wealth Strategies and Osaic FA since 2016. He believes that his experience as a first-generation Vietnamese American has developed his passion to help others achieve financial...
Louis Romero III
Financial Planner
Louis Romero III is a Financial Planner working with the Acord and Fong Group since 2018. Louis has been in the Financial Services industry since 2006, when he began his career working in Boston, MA. He currently services health care...
Taressa Soto
Financial Planner
Taressa Soto grew up in the San Francisco, Bay area. She graduated from The University Of Arizona with a BA in Business Management. Taressa Is a Financial Planner with the Acord and Fong group at Osaic FA. Taressa...
Osaic Associated Staff
Marissa Clavin*
Practice Manager
Marissa joined Acord and Fong Wealth Strategies in April 2021, and serves as the Practice Manager for the Fong Team. Her diverse background focused around helping others, makes her a strong asset to the team. Marissa is a Bay Area...
Sheila Stewart*
Client Service Assoc.
Lelanie Figura*
Business Processor
John Wilk*
Business Operations Specialist
John joined Acord and Fong Wealth Strategies in January 2022. As the Business Operations Specialist for the Fong Team in San Ramon, John works to ensure a smooth client experience by preparing and processing new business, prepping...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.