ADVISOR BIO

Ankit Shah is a financial advisor with Mariner Wealth Advisors in Pleasanton, CA. Ankit has been working in the financial services industry since 2004. He has a Series 7, Series 66, and SIE license. Ankit is also a Certified Financial Planner. Prior to joining Mariner Wealth, Ankit was a financial advisor at COMMONWEALTH FINANCIAL NETWORK. Ankit specializes in providing financial planning, portfolio management, and family office services to a wide range of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Benjamin William Wong is a financial advisor at Mariner Wealth, located in Pleasanton, CA. Benjamin has been a registered investment advisor since 1983 and has a wide range of experience in the financial services industry. Benjamin holds the Series 63, Series 7, Series 24, and Series 51 licenses. Benjamin has also earned the Certified Financial Planner designation.

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ADVISOR BIO

James Eric Maxwell is a financial advisor with over 20 years of experience in the financial services industry. James is currently registered with Creative Planning and Maxwell Wealth in California, New York, and Texas. James previously worked for Raymond James Financial Services, Inc., Morgan Stanley, and other prominent firms. James has a wide range of experience working with clients including individuals, high-net-worth individuals, corporations, and institutions. James is committed to providing his clients with personalized financial advice and investment management services.

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ADVISOR BIO

Jinger Marie Pajestka is a financial advisor associated with Mariner Wealth. Jinger has been in the industry since 2013 and is licensed to provide financial advice in California. Jinger previously worked at Commonwealth Financial Network and Wells Fargo Clearing Services, LLC. Jinger has a range of professional licenses and certifications, including Series 6, Series 7, and Series 63 and 65. Jinger is dedicated to providing a personalized approach to help clients achieve their financial goals.

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ADVISOR BIO

Shabina Rafiq is a registered investment advisor representative with Mariner Wealth. Shabina has been in the industry since 2001. Before joining Mariner Wealth, Shabina Rafiq was a registered representative at Commonwealth Financial Network. Shabina Rafiq holds Series 6, 7, and 63 securities licenses as well as the SIE and Series 65 licenses. Shabina Rafiq is also a licensed notary public.

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ADVISOR BIO

Shawn Sandoval is a financial advisor with over 20 years of experience in the industry. Shawn is currently registered with Mariner Wealth Advisors and has previously worked with Commonwealth Financial Network, Securities America, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Pruco Securities Corporation, and American Express Financial Advisors Inc. Shawn has a strong background in financial planning and investment management, and is committed to providing his clients with personalized financial advice. Shawn has earned the Certified Financial Planner designation and holds Series 7, 9, 63, and 65 licenses.

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ADVISOR BIO

Timothy Stanford is a financial advisor at Onedigital Investment Advisors. Timothy has been in the industry since 2024 and is licensed in California. Timothy specializes in a wide range of advisory services including portfolio management for individuals, businesses and pooled investment vehicles, financial planning, and pension consulting. Timothy has a Series 65 license, and the firm he works for has over $107 billion in assets under management.

SPECIALIZATIONS