Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Julie L Brim
Associate Wealth Management Advisor
julie.brim@nmfn.com
(415) 733-6559
Julie joined Alan’s team in 1999. She works closely with Alan in preparing financial strategies and comprehensive investment analyses for clients. She oversees all investment related activities including portfolio construction, investment research and account management.
Julie attended UC Santa Barbara and holds her General Securities License, as well as the California Life & Health Insurance and Long Term Care Licenses.
CA License: 0D03230
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Sherry Chin
Associate Financial Representative
sherry.chin@nmfn.com
(415) 733-6594
Sherry has been with our team since 2001. She is responsible for managing client relations. Along with directing the flow of business, she is also responsible for client services and is in frequent contact with our clients.
Sherry earned her Bachelor’s degree from Notre Dame de Namur University. She holds her Securities License, California Life & Health Insurance, and Long Term Care Licenses.
CA License: 0E32401
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Arabelle V Restauro
Associate Wealth Management Advisor
arabelle.restauro@nmfn.com
(415) 733-6567
Arabelle joined our team in 2004 after earning her Bachelor’s degree in Business Administration from San Francisco State University. She assists our clients with investment trading as well as investment operations. Her primary responsibilities are generating proposals, setting-up and transferring accounts, and processing other day-to-day investment transactions.
She holds her California Life & Heath, Long Term Care, and Variable Insurance Licenses, as well as the General Securities License.
CA License: 0E95084
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Audrey V Balingit
Associate Financial Representative
audrey.balingit@nmfn.com
(415) 733-6593
Audrey joined our team in 2005. She holds her California Life & Health Insurance and Long Term Care Licenses, and she handles our insurance service operations, underwriting, presentations, and client service. She is also responsible for office operations and marketing.
Audrey earned her Bachelor’s degree from San Francisco State University in 2002.
CA License: 0F18808
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Ruchi Dadlani
Financial Representative Assistant
ruchi.dadlani@nmfn.com
(415) 733-6702
Ruchi is the latest addition to our team (2009). Her primary responsibilities are to provide administrative support for our insurance and investment service operations.
Ruchi earned her Bachelor's degree from Golden Gate University in 2002.
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