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 plans and comprehensive investment analyses for our clients. 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 Office Hours: Mon - Thurs 7:00 a.m - 4:00 p.m
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Arabelle V Restauro
Associate Wealth Management Advisor
arabelle.restauro@nmfn.com
(415) 733-6567
Arabelle joined our team in 2004. She assists in both insurance and investment operations. Her primary responsibilities are generating proposals, setting-up and transferring accounts, and processing other day-to-day investment transactions.. Arabelle earned her Bachelor’s degree in Business Administration from San Francisco State University. She holds her General Securities License as well as the California Life & Health Insurance, Long Term Care, and Variable Insurance Licenses. CA License: 0E95084 Office Hours: Mon - Thurs 8:30 a.m - 4:30 p.m / Fri 9:00 a.m - 3:00 p.m
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Sherry Chin
Director of Marketing and Client Services
sherry.chin@nmfn.com
(415) 733-6594
Sherry has been with our team since 2001. She is responsible for managing client relations. She directs the flow of business, is also responsible for client service, 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 Office Hours: Mon - Fri 9:00 a.m - 4:30 p.m
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Audrey V Balingit
Director of Insurance Services
audrey.balingit@nmfn.com
(415) 733-6593
Audrey joined our team in 2005. Audrey handles our insurance service operations, 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. She holds her Securities License, California Life & Health Insurance and Long Term Care Licenses. CA License: 0F18808 Office Hours: Mon - Thurs 8:30 a.m - 4:30 p.m / Fri 9:00 a.m - 3:00 p.m
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Ruchi Dadlani
Communication and Marketing Manager
ruchi.dadlani@nmfn.com
(415) 733-6702
Ruchi joined our team in 2009. She is responsible for client and marketing events and overall office administration. She also assists in insurance and investment services operations and client relations. Ruchi earned her Bachelor’s degree from Golden Gate University. Office Hours: Mon - Fri 8:00 a.m - 3:30 p.m
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