Silicon Valley Financial Advisors - Lasecke Weil, LLC - Palo Alto - Campbell - Santa Clara - San Jose CA.

Curt Weil has been providing services to investors for over 37 years. He spent the first 23 years of his career at E.F. Hutton & Company, where he served as Regional Director of Financial Planning from 1986 through 1989. In addition to being a Certified Financial Planner® licensee, he is also Adjunct Professor of Personal Financial Planning for the University of California, Santa Cruz.

Tracy F. Lasecke is a partner with Lasecke Weil Wealth Advisory Group and has been with the company since 2000. Before joining the group, Mr. Lasecke worked as an agent for The Principal Financial Group, a registered investment representative and broker for The New England Company and as a trust officer for a regional bank. He has also been a retirement plan trustee and investment specialist and has extensive experience in the area of life, health, disability and long-term care insurance.

Jeffrey F. Yoakum is a Certified Financial Planner and an Executive Vice President with the Lasecke Weil Wealth Advisory Group. Mr. Yoakum has fifteen years experience in the financial services industry and, prior to joining the group, was a financial advisor with Northern Trust and Mellon Financial. His role is to facilitate the development of clients’ financial values and goals. Mr. Yoakum is responsible for providing wealth planning strategies to individuals, families and non-profit organizations.

Heather Innes Sadique is Director of Client Services with Lasecke Weil Wealth Advisory Group and has over 15 years experience in the financial industry. Prior to joining Lasecke Weil in 2003, she started her career in finance with Prudential Capital in San Francisco. From there she moved to a start-up investment banking firm where she worked as the Corporate Secretary, managing Investor Relations,  coordinating corporate board meetings, minutes, filings, etc. as well as handling Executive Assistant capacities. She then became a Senior Investment Specialist at Charles Schwab where she assisted clients with specialized portfolio allocations and other high touch service needs. After spending six years with Schwab, she moved to Merrill Lynch, gaining additional experience on an equity and options trading desk while working with one of Merrill’s largest wealth management teams, She was then asked to join Lasecke Weil.

Scott Yang, a Certified Financial Planner®, joined Lasecke Weil Wealth Advisory Group in 2004 and is the group’s Planning and Investment Research Manager,  overseeing financial planning and investment management to help clients reach their goals.  He is a licensed CPA and has worked in the financial services industry in both an advisor and operations capacity.  He has 15 years of public accounting and corporate finance experience