Meet the team

About Us - Why Hire Us

Do you dream of a financially worry-free retirement with no compromise in lifestyle? Would you like to balance your money, family, and health? If you value money for the freedom, security, and choices it offers, my associates and I have the expertise to show you the way. Our gentle approach may be exactly what you need.

What to Expect

House Calls
In-Person Reviews
Cooperation/Association with Your Other Professional Advisors
Independence: Recommendations made are generated from conflict-free guidance
Quarterly Portfolio Reports
Cutting-Edge Technology
Responsiveness: We pride ourselves on acting quickly when a request is made.
Impeccable Service and Reputation

Our team

Team Klein

Scott Klein

Financial Planner

(925) 963-0169

scott@guardrailfinancial.com

Professional Designation: CERTIFIED FINANCIAL PLANNER™ professional Member: The Financial Planning AssociationAmerican Association for Long-Term Care Insurance As a CERTIFIED FINANCIAL PLANNER™ professional, and as a Financial...

Grace Teo

Executive Assistant

grace.teo@equitable.com

A San Francisco State University graduate with a B.S. in Business Administration (concentration in Accounting) degree, Grace is a CTEC Tax Preparer and is in the process of attaining her Enrolled Agent tax license with the IRS....

Team Trias

Anthony Trias

CERTIFIED FINANCIAL PLANNER™ professional, CLU®, RICP®, ChSNC®

415-479-1777

anthony@guardrailfinancial.com

As a CERTIFIED FINANCIAL PLANNER™ professional, I am driven by a passion for helping others achieve their financial goals through a personalized and comprehensive approach to life planning. With over 17 years of experience in the...

Sarah Withey

Operations Manager

(415) 479-1777

sarah.withey@equitable.com

Sarah has been blessed to live in several of our great states and cities, currently happy living in beautiful Northern California. As Operations Manager, she works to oversee the day-to-day activities and ensure workflows run smoothly...

Jennifer Trujillo

Client Services Manager

(415) 415-1777

jennifer.trujillo@equitable.com

Jennifer is originally from the East Bay and has called Marin home for about 6 years. As Office Manager, she specializes in administrative planning, marketing development, and assisting clients with account requests, while ensuring...

Team Gibson

Raymond Gibson

Financial Advisor

(415) 269-3338

raymond.gibson@equitable.com

Raymond has over 37 years of experience in financial planning and portfolio management. He understands that financial planning is a crucial aspect of both personal and professional life, and is committed to helping individuals,...

Robert Knoll Jr.

Financial Advisor

(925) 951-1146

robert.knoll@equitable.com

Robert’s goal is to help businesses, individuals, and families achieve their financial goals. Whether they are just starting out or leaving their legacy, Robert helps create a customized financial plan dedicated to their life and their...