Alders Financial Solutions

(415) 892-7766

Team

Your Marin County Financial Planning Solution

Alders Financial Solutions is a full service financial planning and investment management firm focused on working with investors in Marin County, Sonoma County and the San Francisco Bay Area.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Louis Batmale

Financial Advisor

(415) 256-8970

(415) 256-8966

Since 2000, Louis has built a practice on providing financial advice, education, and services that successfully match his clients with customized financial strategies. Louis serves as a client advocate providing strategies in wealth...

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Gary Bramon started in the business of financial planning in December of 1964 after graduating from Sacramento State University. He has been known over the years as having an ability to explain useful and innovative financial concepts...

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Donna ZermeƱo

Chief Operations Officer

(415)256-8970

(415) 256-8966

Donna A. Zermeño, joins the office of Louis F. Batmale as the Operations Manager with over 35 years of experience in the financial services industry. After 18 years in mortgage banking as a Funding Manager, Donna made the...

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Frank B. Bruno, CFP®, LUTCF

Assistant Operations Officer/Financial Consultant

(415) 892-7766

(415) 898-6072

Frank Bruno specializes in developing and customizing retirement/financial plans for our customers. He also assists Gary Bramon with client reviews and recommendations.

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George A. Craig

Financial Advisor

415.892.7766

415.898.6072

George Craig joins the office of Louis F. Batmale as Financial Advisor with over 19 years of experience in the financial services industry and over 15 years of Branch Manager experience. George opened the first and only Marin office...

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Lauren A. Patterson

Registered Administrative Associate

415.892.7766

415.898.6072

Lauren joined Alders Financial Solutions in January of 2018. She has ten years’ experience in the securities industry. Lauren has attained the Series 7 and 66 security registrations. She is currently an LPL Registered...

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Marcus Nilsson

Assistant Trader & Assistant Investment Analyst

415-892-7766

415-898-6072

Marcus moved to United States from Sweden in 1985. He grew up in Pleasanton, CA and took a keen interest in the financial markets in 1997 when he began a summer clerkship on the Pacific options exchange for a floor trading firm...

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Debbie Sciutti

Customer Service Representative

415-892-7766

415-898-6072

Debbie Sciutti has over twenty years of financial knowledge and experience. Debbie worked as a manager and a Senior Relationship Banker for Home Fed Bank, Bay View Bank, Wells Fargo Bank, Citibank and Opus Bank. She has developed many...

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