Cal Financial Professionals

Advisory Boards

Advisory Boards

The Advisory Boards bring together leading financial professionals to provide input, guidance and advocacy for UC Berkeley Extension’s Personal Financial Planning and Wealth Management programs.

As Program Director, Keith Gatto is UC Berkeley Extension’s liaison for the Advisory Boards. Cal Financial Professionals is not affiliated with the Advisory Boards or UC Berkeley Extension.

Personal Financial Planning Advisory Board

Board Chair

Kurt Carrasquilla, Morgan Stanley Smith Barney

Board Members

Catherine Bradford, Merrill Lynch

Saundra Davis, Sage Financial Solutions

Eric Flett, Concentric Wealth

Kevin Gahagan, Mosaic Financial Partners

Tim Kochis, Aspiriant

Peter Eric Philipp, Cambridge Investment Research

Richard Stone, Private Ocean

Shane Westhoelter, Gateway Financial Advisors

Wealth Management Advisory Board

Board Chair

David Coffaro, Wells Fargo

Board Members

Peter Lou, Wells Fargo

William Osher, Epic Wealth Management

Peter Eric Philipp, Cambridge Investment Research

Clara Piloto, Center for Executive Development, Haas School of Business