Broker Check

Meriwest Wealth Advisors, LLC. - San Jose, CA

5615 Chesbro Avenue
San Jose, CA 95123

Call Us: 408-363-3200

Team

 

Ian Foo, AIF®

VP Wealth Management

(408) 363-3318

(408) 866-4352

Ian is an experienced leader with a demonstrated history of working in the financial services industry. He holds a General Securities Representative (Series 7), Uniform Combined State Law (Series 66), General Securities Sales...

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As a Financial Advisor, I’m dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your...

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Andrew Nguyen is an eldest of the eight siblings in his family. Andrew graduated from San Jose State University with a Bachelor’s Degree, and started his financial services experience as a Registered Representative in 2000.

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Keith France brings 20 years of experience in the financial services industry helping individuals, families, and in particular credit union members construct comprehensive plans to achieve their financial goals. Keith became a...

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Vinh Do cares deeply about providing holistic planning for each client. Vinh understands that every financial plan is unique and brings over 15 years of experience in the financial services industry to assist clients plan for:...

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Susanna graduated from the University of New Mexico in Albuquerque with a B.B.A. in International Management and a B.A. in Psychology. She began her career in the financial services industry in the early 2000’s and obtained her...

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Anna is licensed in accounting, and working on an associated degree in business. She began her career in the financial industry over a decade ago and holds the California Life and Health Insurance Licenses. She built her solid...

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