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Our Team



Evor C. Vattuone, CFP®
President and Financial Advisor

Biography & Background

I consider myself fortunate to have been involved professionally in the financial advisory markets for over 12 years. Since graduating from San Jose State University with a double major in Business Finance and Aeronautics, I’ve had the opportunity to work for both large and small advisory firms, which has led to a deep understanding of what’s truly best for clients. I started my career in 1996, working for VM Investments – a New York City based firm who managed investments for high net worth individuals, including being a sub-advisory firm for Goldman Sachs. In 2000, I decided to build a practice closer to home, so I joined American Express Financial Advisors (now Ameriprise), in Campbell, CA becoming one of their top financial planners. From 2006 through 2007, I worked as a consultant for six different financial planning firms in the San Francisco Bay Area while developing the foundation for Aspire Capital Management.

Qualifications and Associations

  • CFP® (CERTIFIED FINANCIAL PLANNER) professional
  • Certified Fund Specialist (CFS)
  • Certified College Planning Specialist (CCPS)
  • Active Board Member of the Financial Planning Association (FPA) - East Bay Chapter.
  • Over 12 years experience successfully managing investments and financial planning
  • Additional qualifications include:
  • Registered Investment Advisor (RIA) with the SEC/FINRA, State of California.
  • Registered Life Agent with the State of California




Johnny Roland
Personal Financial Planner
Candidate for CFP® Certification

Biography & Background

I am excited to be associated with a firm that places its clients first—always. I have been employed in the financial services industry for over twenty years in a variety of marketing, sales, management, and operations positions. I know from experience that clients can be easily confused, misled, and disappointed as they rely for help and advice on people whose primary goals are to meet quotas and sales targets. I was a strategic business consultant in the Global Financial Services Practice in Cisco for eleven years. I spent six years with American Express in Japan as VP/General Manager of their Stored Value Group—annual sales $1.2 billion—leading a local sales, marketing, and service team of 26 people. I also spent ten years with Bank of America in San Francisco as VP in a variety of sales and marketing management positions building client relationships with all the major banks throughout the Asia Pacific region. I have an MBA from San Francisco State University and a BA from the University of California Berkeley. I have also studied in Japan for two years and have a Level 1 rating on the Japanese Language Proficiency Test.

Qualifications and Associations

  • Candidate for CERTIFIED FINANCIAL PLANNER ™ certification
  • Member of Financial Planning Association (FPA) and National Association of Personal Financial Planners (NAPFA)
  • Over 15 years experience successfully managing investments and financial planning

Additional qualifications include:

  • Volunteer Registered Counselor with California Department of Aging, Health Insurance Counseling and Advocacy Program (HICAP)
  • Preparer Tax Identification Number (PTIN) registered with Internal Revenue Service and have done tax preparation work for over 130 clients