Our Associates

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  Karen Yu

  Executive Assistant

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Amy Yamini

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  Amy Yamini

  Head of client relations

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David Fung

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  David Fung

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Inese Pevzner

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  Inese Pevzner

  Head of Operations

  Phone Number 650-378-8588

  Email inese@sidfinancial.com

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Kalvin Sid

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  Kalvin Sid, CFP®, MBA, CKA®

  Owner / Principal Planner

  Phone Number 650-378-8588

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Lily Lee

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  Lily Lee

  Investment Advisor representative

  Email lily@sidfinancial.com

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