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Team

How We Work

How We Work

Our journey into financial services is driven by personal experiences. We witnessed friends and family struggle to find reliable financial guidance, and we knew we could make a difference. With our expertise in personal finance and professional training, we aim to help people better prepare for their future.

Over the years, we’ve built a reputation for educating individuals in a straightforward manner, making complex financial concepts easy to understand and apply. We are dedicated to helping our clients achieve their financial goals and are deeply committed to serving our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

John Findley, CRPC

John Findley, CRPC

Financial Planner

(925) 659-0295

John.Findley@MyModernWealthPartners.com

Meet The Team
Chris Zonca, CCPS

Chris Zonca, CCPS

Financial Planner

(925) 659-0268

Chris.Zonca@MyModernWealthPartners.com

Meet The Team
Jeff Chun, ChFC, CRPC

Jeff Chun, ChFC, CRPC

Financial Planner

(650) 377-4116

Jeff.Chun@MyModernWealthPartners.com

Meet The Team
Tom O’Neill, CRPC

Tom O’Neill, CRPC

Financial Planner

(925) 659-0226

Thomas.ONeill@MyModernWealthPartners.com

Meet The Team
Benjamin M. Horn, CRPC<sup>&#174;</sup>

Benjamin M. Horn, CRPC®

Financial Planner

(925) 659-0210

Ben.Horn@MyModernWealthPartners.com

Meet The Team
Jack Farnstrom, CRPC, CFP<sup>&#174;</sup>

Jack Farnstrom, CRPC, CFP®

Financial Planner

(925) 659-0378

Jack.Farnstrom@MyModernWealthPartners.com

Meet The Team
Scott Cangelosi, CFP&#174;

Scott Cangelosi, CFP®

Financial Planner

(925) 648-2050

Scott.Cangelosi@MyModernWealthPartners.com

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Nick Ruotolo

Nick Ruotolo

Financial Planner

(925) 659-0237

Nick.Ruotolo@MyModernWealthPartners.com

MEET THE TEAM

Frederick Lewis, CRPC®

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Pacific Eng

Pacific Eng

Financial Planner

925-659-0217

Pacific.Eng@MyModernWealthPartners.com

More Info