◈ Homepage — http://www.vantagewealthmgmt.com/Skip to Main Content Who we are What we do When you need us Dogs of Vantage Contact You are not a cookie. We are not cookie cutters. Objective and comprehensive financial services—designed just for you. MEET OUR TEAM “What’s important to you?” At Vantage Wealth Management, LLC, we are committed to fostering long-term client relationships. Through our one-on-one process, we develop a deep understanding of each client. The more we understand what’s important to you, the more effective we are at helping you work towards goals that are unique to you. We’re here to help you achieve your financial goals. Vantage Wealth Management, LLC provides a comprehensive approach to your financial security. We proudly offer: Full-service, completely customized financial plans Independent, objective opinions about which products and services will address your needs Our advisor team of CERTIFIED FINANCIAL PLANNER® professionals, each with at least 10 years of experience and a combined 85 years of experience MEET OUR TEAM Planning for your future starts today. Most major life events affect your finances. But the truth is, it’s always a good time to start thinking about—and taking steps toward—your financial success. Personal Events Change in marital status ​ Birth of child/grandchild ​ Inheritance or large windfall of money ​ Purchase/sale of property ​ Health changes ​ Large expenditure(s) are on the horizon ​ Getting serious about preparing for the future Business Events Entering the workforce ​ Change of job/career ​ Purchase/sale of business ​ Retirement Questions to Ask Do I have enough? ​ How will I generate income in retirement? ​ Are my taxes too high? ​ How can I make sure that I don’t become a burden to my kids? Interested in speaking with one of our team members? We'd love to talk. Contact Reach out any time. We would love to help you plan for your future. Address 66 Bovet Road, Suite 310 San Mateo, CA 94402 P: 650.638.9600 F: 650.638.9604 [email protected] The website is a publication of Vantage Wealth Management, LLC. The firm is registered as an investment adviser with SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  ​ ADV Part 2A  Form CRS Privacy Policy ​ ​ © 2025 by Vantage Wealth Management, LLC ◈ Interior Pages — 4 pages crawled--> What we do | Vantage Wealth Mgmt top of page Who we are What we do When you need us Dogs of Vantage Contact More Use tab to navigate through the menu items. We’re here when you need us. At Vantage Wealth Management, LLC, we are committed to fostering long-term client relationships. The key to building lasting relationships is developing a deep understanding of each client. The better we understand you and what’s important to you, the more effective we can be at helping you work towards your goals. LET'S TALK Creating a Financial Plan That’s Customized for You Customized to reflect who you are, what you want, and how you’ll get there. Evaluating Tax Planning Efficiencies We help you aim to keep more of what you make. Assessing and Managing Risk What risks are you exposed to and how can we help you mitigate them? Planning Your Legacy We work with you to help preserve your legacy. Managing Your Investments We make managing investments our full-time job, so it doesn’t have to be yours. Regularly Revising Your Financial Plan As your life and your goals change, so should your plan. Contact Reach out any time. We would love to help you plan for your future. Address 66 Bovet Road, Suite 310 San Mateo, CA 94402 P: 650.638.9600 F: 650.638.9604 [email protected] The website is a publication of Vantage Wealth Management, LLC. The firm is registered as an investment adviser with SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  ​ ADV Part 2A  Form CRS Privacy Policy ​ ​ © 2025 by Vantage Wealth Management, LLC bottom of page --> Dogs of Vantage | Vantage Wealth Mgmt top of page Who we are What we do When you need us Dogs of Vantage Contact More Use tab to navigate through the menu items. Dogs of Vantage John’s dogs Dora & Boots Dora (white boxer) and Boots (hound of some sort), were adopted as a bonded pair from the Sonoma County Humane Society. Two dogs for the price of one! They are generally inseparable, but have completely different personalities. Boots is a dog’s dog who loves food and mischief (mostly combined) and has a huge hound voice. Dora is slow moving and always looks like she’s glaring at you, but breaks out her playful side whenever family members return home. Mitone’s dog Gracie Gracie is a Cavapoo (Cavalier King Charles Spaniel and Poodle mix). She’s 10 years old and loves to go out for sniffs. She stays by my side when I work from home and likes to look out the window and observe the neighbors and their pets walking by. She loves to eat, and carrots and broccoli are some of her favorite foods. Bob’s dog Riley The Stafford Family adopted Riley from Pound Puppy Rescue 6 years ago. When we first saw her, we knew right away that she needed to be part of our family. She immediately became all five Stafford’s favorite, and we are obsessed with her. She is loyal, smart and makes the best dog noises! She’s also been on the Channel 2 news. Tom’s dog Harley Harley entered our lives in April 2022 and life has never been the same. She was named after a TV character from one of our kids’ shows, not the motorcycle company. Her personality can best be described as desperate for affection, wicked smart, and gentle. Harley loves to play fetch and to swim in lakes, rivers and our neighbors’ pool. For Tom’s birthday, his son’s card said “Dad, I love you as much as you love Harley.” Harley is a frequent visitor at the office and she hopes to meet you all soon. Brandy’s dog Bohemia Bohemia has been part of our family for over 12 years. Her fun Boxer energy and willingness to be apart of the fun keeps her in the mix, even in her older age. She loves lounging in the sun, leisurely walks and random treats. Her favorite activities, by far, are playing fetch and trying to destroy a new toy Dad buys her.  Paula’s dog Bosco Bosco is our charming French Bulldog with a personality as big as his heart. This little bundle of joy is a master of cuddles—though only when he feels like it! Despite his small stature, Bosco has a protective streak and often believes he's much larger than he really is. He has an unwavering need to be close to his humans, always seeking to be in the middle of the action. Bosco's blend of bravery and affection makes him an irreplaceable part of our family. Whether he's standing guard or snuggling up, Bosco's presence brings warmth and happiness to everyone around him. Val’s dogs Versace & Sheba Versace aka Sace (white poodle) is a former show girl.  When not out for a walk she enjoys barking, eating, and sleeping. The Queen of Sheba aka Sheba (black poodle) is known as the power poodle for her athleticism. Very lovable, Sheba spends most of her time outside surveying her Queendom and chasing lizards. Gabe’s dog Lambeau Lambeau is a 5-year-old Aussiedoodle with boundless energy, a love for morning runs, and a nose for scraps provided by his toddler sidekick. While Lambeau lacks the role of a guard dog, he more than makes up for it by being an affectionate shadow who loves all of the pets.  Contact Reach out any time. We would love to help you plan for your future. Address 66 Bovet Road, Suite 310 San Mateo, CA 94402 P: 650.638.9600 F: 650.638.9604 [email protected] The website is a publication of Vantage Wealth Management, LLC. The firm is registered as an investment adviser with SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  ​ ADV Part 2A  Form CRS Privacy Policy ​ ​ © 2025 by Vantage Wealth Management, LLC bottom of page --> Team (All) | Vantage Wealth Mgmt top of page Who we are What we do When you need us Dogs of Vantage Contact More Use tab to navigate through the menu items. Our Team We, here at Vantage, value the same things you do—family, community, health and overall balance. We genuinely enjoy working with each other and look forward to providing you with the best possible experience. We take our fiduciary responsibility seriously, which means our clients come first. David “Val” Fernelius CFP® Managing Partner, Financial Advisor Read More Tom O’Brien CFP®, CLU®, ChFC®, MBA Managing Partner, Financial Advisor Read More Sarah Kardavani Director of Operations Read More Kim Mendez Administrative Coordinator Read More Brandy Navarro CFP®, ChFC, CLU Managing Partner, Financial Advisor Read More Bob Stafford CFP®, CLU® Managing Partner, Financial Advisor Read More Gabe French CFP® Financial Planner Read More John D. Lee CFP®, MBA Managing Partner, Financial Advisor Read More Mitone Griffiths CFP® Financial Advisor Read More Paula Aquino Client Services Specialist Read More Contact Reach out any time. We would love to help you plan for your future. Address 66 Bovet Road, Suite 310 San Mateo, CA 94402 P: 650.638.9600 F: 650.638.9604 [email protected] The website is a publication of Vantage Wealth Management, LLC. The firm is registered as an investment adviser with SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  ​ ADV Part 2A  Form CRS Privacy Policy ​ ​ © 2025 by Vantage Wealth Management, LLC bottom of page --> Contact | Vantage Wealth Mgmt top of page Who we are What we do When you need us Dogs of Vantage Contact More Use tab to navigate through the menu items. Contact us 66 Bovet Road, Suite 310 San Mateo, CA 94402 P: 650.638.9600 F: 650.638.9604 [email protected] Contact Reach out any time. We would love to help you plan for your future. Address 66 Bovet Road, Suite 310 San Mateo, CA 94402 P: 650.638.9600 F: 650.638.9604 [email protected] The website is a publication of Vantage Wealth Management, LLC. The firm is registered as an investment adviser with SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  ​ ADV Part 2A  Form CRS Privacy Policy ​ ​ © 2025 by Vantage Wealth Management, LLC bottom of page