Broker Check

1500 Grant Ave
Suite 238
Novato, CA 94945

Ketron Financial, LLC

(415) 892-0928

 

Team

 

Courtenay Wise

Investment Advisor, CRPC®

415-892-0928

415-898-2441

Courtenay Wise began her career in the mortgage industry in 2006 as an office administrator. She then transitioned to the financial services industry working for Wells Fargo and then Redwood Credit Union as a Senior Member Service...

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Glen S. Calkins, MBA

Portfolio Management Service

(415) 892-0928

(415) 898-2441

Glen S. Calkins received his Bachelor of Business Administration from University of Miami, 1968 Major - Finance/Investments and his Master of Business Administration (finance/economics) from the University of Bridgeport 1972.

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Jessica Lopez is an accomplished Office Manager with an impressive 22-year career in finance. She brings an abundance of expertise and knowledge to our team. Over the last decade, Jessica Lopez has served as the dedicated Office...

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Josh Aguirre

Admin Assistant

415-892-0928

415-898-2441

Josh is a dedicated part-time office assistant supporting the Ketron Financial team. Efficient in client communication, administrative tasks, database management with a focus on ensuring seamless operations. His work history that...

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Russell W. Ketron has been helping clients make intelligent, informed and healthy financial and life planning decisions since 1972.

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Ruth Aguirre

Operations Manager

(415) 892-0928

(415) 898-2441

Ruth Aguirre has been with Ketron Financial, LLC for over 15 years.

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