DeAnne Cardona, CMFC®

Operations Manager

As our Operations Manager, DeAnne Cardona combines market experience and proactive service in meeting our clients’ needs. Among her responsibilities, she handles new accounts and transfers and oversees account setup and maintenance with our investment custodians. She also assists our Chief Investment Officer with trading, as she has longtime experience in investment markets.

DeAnne started her career on the options floor of the Pacific Coast Stock Exchange in San Francisco. In the years following, she added a variety of experience to her resume, including wire operator at Dean Witter Reynolds and registered sales assistant and short-term bond/money market trader at Alex Brown and Sons. She also attained the Chartered Mutual Fund Counselor™ designation and has been an integral part of our team since she joined us in 2010.

DeAnne and her family live in Walnut Creek, where she and her son are volunteers for boys team charity, a volunteer organization dedicated to developing an altruistic spirit in young men through participation in philanthropic projects. In addition, she enjoys hiking on Mt. Diablo and annual vacations in Lake Tahoe.

Education and Certifications

  • Chartered Mutual Fund Counselor™ (CMFC®) Designation, College for Financial Planning

  • Notary Public, State of California

Memberships and Community Involvement

  • Member, Charles Schwab Operations Study Group, East Bay

  • Volunteer, Diablo League, Boys Team Charity