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  2. CBI's Portfolio Consulting Team

CBI's Portfolio Consulting Team

Christopher F. Mercado, MBA, AIF, CFP®, CIMA®

Christopher is an owner and Managing Partner of The Financial Services Network.  Beginning his career in 1996, Christopher has held various positions in investment sales, equity trading, business consulting and business development.

Christopher is a native Northern Californian and resides with his loving family in Danville, California.


Jeremy Olen, CFA

Jeremy is an owner and Managing Partner of The Financial Services Network and Chief Investment Officer of Strategic Wealth Advisors Group (SWAG).   Jeremy’s career began in the field of technology as an executive and risk manager.

Jeremy lives in Northern California with his daughter and Labradoodle Kobe. In his free time, Jeremy enjoys playing hockey, hiking and being outdoors.


Hao Dang

Vice President, Portfolio Consulting Services

Hao is a member of the Portfolio Consulting Team responsible for trade execution and portfolio administration. In his role as Vice President of the Portfolio Consulting team, he offers trade and investment support for Network advisors, which includes trading due diligence, research, portfolio analytics and market updates. Hao is a 2019 Level II CFA candidate.

Meet Michael Allard

Danville Team

Santa Clara Team

Portfolio Consulting Team

Hillis Financial Services

 

500 La Gonda Way, Suite 280
Danville, CA 94526

  •  Tel: (925) 743-3360
  •  Fax: (925) 743-3363

2880 Lakeside Drive, Suite 100
Santa Clara, CA 95054

  •  Tel: (408) 986-0898
  •  Fax: (408) 986-1610
  •  Toll Free: (800) 722-4829
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The Financial Consultants of CalBay Investments are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY

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