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Meriwest Wealth Advisors, LLC. - San Jose, CA

5615 Chesbro Avenue
San Jose, CA 95123

Call Us: 408-363-3300

Team

 
Ian embodies the quintessence of dynamic leadership, propelled by an unwavering dedication to empowering individuals and communities through profound financial education and investment opportunities. Rooted in a wealth of experience in...

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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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Maritess Gage

Client Service Associate

408-866-1002

408-866-4352

Tess is a Client Service Associate at MW Wealth Advisors, LLC, and Cetera Investment Services LLC. She joined the team in July 2021. She provides administrative support to the Financial Advisors. She comes to the team with over a...

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Mildred has been working in the financial service industry for over twenty years.  She brings her wealth of knowledge as Financial Advisor not only from her extensive work experience, but from her formal education having graduated...

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Omar Maslic is a highly experienced Financial Advisor with over 20 years of experience in the financial industry, with a focus on investment planning, retirement strategies, and wealth management. He holds a General Securities...

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Stephen Barta

Client Service Assistant

408-866-1002

408-866-4352

Stephen is a dedicated member of our back office support team. He strives to provide effective and responsive support for our diverse members that make up the MWA clientele. After graduating with a Bachelor's in Business Administration...

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