Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


Our advisors

Scott Pollak

CRPC™

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Scott Pollak Visit Scott Pollak's website

Michelle N Pollak

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michelle N Pollak Visit Michelle N Pollak's website

Nancy Tran Laroco

Associate Financial Advisor

Practice Manager
Learn more about Nancy Tran Laroco Visit Nancy Tran Laroco's website


Our team

Nicole Geeting

Nicole Geeting

Administrative Assistant

Personal Intro

Nicole has 10+ years of experience in client services, management, financial services and real estate. Her substantial background makes her a pivotal member to the Pollak & Pollak Wealth Management team. Nicole is responsible for administrative and operational support along with executing marketing strategies.

Roles & Responsibilities

  • She will be your point of contact for all administrative, Notary and marketing event needs.
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Marcella Jennifer

Marcella Jennifer

Paraplanner

Personal Intro

Marcella is a recent graduate from the University of California, Berkeley. Her previous experience in digital strategy and business development helps her understand the extensive planning and thoughtfulness that goes into client financial planning. Marcella is responsible for financial planning assistance, preparation of client files and new accounts, and stock analysis.

Qualifications

  • B.A. in Economics - University of California, Berkeley

Roles & Responsibilities

  • She will be your point of contact for financial planning support, client onboarding, and new account setup.
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