Johnpaul provides comprehensive wealth management services including financial, retirement and educational planning, life insurance services and investment management. He works locally with clients throughout the San Francisco Bay Area. His extensive resources include Stanford Federal Credit Union and LPL Financial. These relationships allow him to develop strategies that are tailored to the clients’ unique situations, while delivering a high level of personalized service. Johnpaul joined Stanford Federal Investment Services in 2012. He is located at Stanford FCU’s Pampas Lane Branch, but is available by appointment in all other locations.

FINRA/Securities and Registrations
Series 7: General Securities Representative*   Series 65: Uniform Investment Advisor Law**  Series 63: Uniform Securities Agent State Law*   CA Insurance License: #0E61821

* Held through LPL Financial
** Held through LPL Financial and Strategic Wealth Advisors Group

Located at: 694 Pampas Lane, Stanford, CA 94305

Brennan became a Financial Advisor in 2016 after spending two years as the Investment Sales Assistant at Stanford Federal Investment Services. Born and raised in Woodside CA, Brennan attended high school in San Francisco and studied Finance at Gonzaga University in Spokane, WA. Brennan graduated from Gonzaga with a bachelor’s degree in Business Administration with a concentration in Finance. Brennan strives to provide tailored advice to each client’s unique situation. With resources from Stanford Federal Credit Union and LPL Financial, Brennan develops customized strategies while delivering a high level of personalized service. Outside of the office, Brennan enjoys golfing, skiing, playing ice hockey, reading, hiking and attending sporting events. He is located at Stanford FCU’s Medical Center Branch, but is available by appointment in all other locations.

FINRA/Securities and Registrations
Series 7:   General Securities Representative*   Series 66: Uniform Combined State Law**   CA Insurance License: #0I47358

* Held through LPL Financial
** Held through LPL Financial and Strategic Wealth Advisors Group

Located at: 300 Pasteur Drive, Stanford, CA 94305

Adeline started her career as an LPL Financial Advisor in 2017 and joined Stanford Federal Investment Services in 2018. Her areas of focus include goal-based asset management, tax management strategies, as well as retirement and legacy planning. As part of the Stanford Federal Investment Services team, she is passionate about helping clients work towards improving their financial lives and strives to secure their assets, especially during times of uncertainty and market volatility. She knows the importance of setting clear expectations and having consistent communications to support clients in developing a financial strategy that works for them. She is located at Stanford FCU’s University Avenue Branch, but is available by appointment in all other locations.

FINRA/Securities and Registrations
Series 7: General Securities Representative*   Series 66: Uniform Combined State Law**   CA Insurance License: #0M80453

* Held through LPL Financial
** Held through LPL Financial and Strategic Wealth Advisors Group

Located at: 525 University Avenue, Palo Alto, CA 94301