Graham Green, Partner / Wealth Advisor
415.217.7915, ggreen@jsfin.com
Graham offers financial services for individual households and closely held business owners.
Education & Professional Certifications
The University of Wisconsin, Madison
Community & Affiliations
Board Member, Call of the Sea
In his spare time, Graham enjoys actively competing in San Francisco’s Knarr fleet of sailboats, is a member of the St. Francis Yacht Club, and spends time in West Marin with wife, son, and 2 dogs.
CA Insurance License #0B11545
Christopher Owen, AIF®, Partner / Wealth Advisor
415.217.7912, cowen@jsfin.com
Chris offers financial services for individual households and closely held business owners.
Education & Professional Certifications
The University of Notre Dame
Accredited Investment Fiduciary (AIF)
Community & Affiliations
Secretary, Marin School of the Arts Foundation
Outside the office, Chris is active in the support and engagement of music and the arts. Chris lives in San Rafael with his wife Shannon and daughter Madalena.
CA Insurance License #0G62903
Michael Velzo, AIF®, Partner / Wealth Advisor
415.217.7906, mvelzo@jsfin.com
Michael offers financial services for individual households and closely held business owners.
Education & Professional Certifications
The University of Michigan, Ann Arbor
Accredited Investment Fiduciary (AIF)
Community & Affiliations
Board President, Jackson Square Association
Board President, Marinero Heights Association
Michael and his wife Summer live in Tiburon overlooking Richardson Bay. Michael is a classically trained musician, an avid trail runner, and proud Wolverine!
CA Insurance License #0L74916
Louise Fung, Director of Client Operations
415.217.7909, lfung@jsfin.com
Louise manages accounts for individuals, providing a high degrees of service to our wealth management clients.
Education/Professional Certifications:
The London College of Fashion, University of Arts London
Diploma in Insurance, Chartered Insurance Institute - United Kingdom
A native of London, outside of work Louise enjoys traveling to other countries and spending time with her family and two dogs.
Elaine Yu, Retirement Plan Consultant
415.217.7907, eyu@jsfin.com
As Manager of Retirement Plan Services, Elaine focuses the efforts of the department on ensuring superb client experience.
Education/Professional Certifications:
Qualified Pension Administrator (QPA)
Community & Affilliations:
Member of the American Society of Pension Professionals and Actuaries (ASPPA)
Annual participant, Lupas Foundation Walk
Outside of the office, Elaine enjoys spending time with her family and is active in her community.
Mabel San, Client Services Representative
415.217.7905, msan@jsfin.com
Mabel provides concierge service for individual, benefits, and retirement plan clients.
Outside of the office, Mabel loves spending time with friends and family.