Meet Our Team of Investment Professionals
Oscar Harrison
CA Insurance Lic# 0L81723
LPL Financial Insurance Lic. #0518721
CA Insurance Lic# 0L81723
Senior Vice President, Wealth Management Group, LPL Program Manager
(510) 943-1977
oscar.harrison@fremontbank.com
Oscar Harrison has been helping clients manage their wealth for over 20 years. He joined Fremont Bank in 2013 after managing and leading 100’s of advisors at some of Wall Street’s largest firms.
Scott Belshaw
CA Insurance Lic# 4243152
LPL Financial Insurance Lic. #0518721
CA Insurance Lic# 4243152
Senior Director of Investment Services
(510) 943-1977
Scott is the Director of FB Investment Services. He has multiple years of experience in the industry. Scott has worked as a Financial Advisor, an Associate Market Manager and Complex Risk Officer for Morgan Stanley and Merrill...
Matthew Weaver, CFA®
CA Insurance Lic# 0K72872
LPL Financial Insurance Lic. #0518721
LPLIA Lic# 0B91442
CA Insurance Lic# 0K72872
Vice President, LPL Financial Advisor
(510) 943-1977
matthew.weaver@fremontbank.com
“Your goals start the discussion. My strengths help deliver financial clarity and reduce the burden and stress of financial matters so you my you can do what you love in life with confidence.
Ken Lee
CA Insurance Lic# 0E98651
LPL Financial Insurance Lic. #0518721
LPLIA Lic# 0B91442
CA Insurance Lic# 0E98651
Vice President, LPL Financial Advisor
510-512-7932
Ken Lee began his career in financial services in 2005 and was employed with his first investment firm for nearly 15 years. Ken joined FB Investment Services in 2021. Ken holds the Certified Wealth Strategist® designation as well...
Allan Alcayde
CA Insurance Lic# 0777985
LPL Financial Insurance Lic. #0518721
LPLIA Lic# 0B91442
CA Insurance Lic# 0777985
LPL Financial Advisor
(510) 943-1977
“Everyone’s financial picture is different, and the picture changes over time. I will assist you in bring that picture into focus.” Allan has over 20 years of financial experience here in the Bay Area. He works...
Demetrios Zarefakis
CA Insurance Lic# 0H21648
LPL Financial Insurance Lic. #0518721
LPLIA Lic# 0B91442
CA Insurance Lic# 0H21648
LPL Financial Advisor
510-943-1977
demetrios.zarefakis@fremontbank.com
Demetrios serves as an LPL Financial Advisor at FB Financial Services, A Division of Fremont Bank. For over 11 years he has been providing comprehensive financial and estate planning to individuals and small businesses in the Bay Area....
Brendan Stone
CA Insurance License #4035191
LPL Financial Insurance Lic. #0518721
LPLIA Lic# 0B91442
CA Insurance License #4035191
LPL Financial Advisor
510-670-2463
Brendan began his career at Merrill Lynch Wealth Management in San Francisco and joined FB Investment Services in 2022. He specializes in Financial Planning for all types of clients, from small business owners to healthcare...
Patrick Phillips
LPL Financial Advisor
(510) 670-2486
patrick.phillips@fremontbank.com
CA Insurance Lic. #4140682
LPL Financial Insurance Lic. #0518721
LPLIA Lic# 0B91442
LPL Financial Advisor
(510) 943-1977
Brian.ingebretsen@fremontbank.com
Abhijit Talathi
Investment Strategist for Matthew Weaver, LPL Financial Advisor
(510) 943-1977
abhijit.talathi@fremontbank.com
“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.” – Benjamin...
Matthew Healy, JD
CA Insurance Lic. #0B77727
LPL Financial Insurance Lic. #0518721
LPLIA Lic# 0B91442
Wealth Planner
(510) 943-1977
"“It’s not how much money you make, but how much you keep, how hard it works for you, and how many generations you keep it for.” - Robert Kiyosaki Matt comes to FB Investment Services with over thirty-five years of experience as an...
Ravi Goundar
Investment Representative
(510) 943-1977
Evelyn May-Yee Huey, CRPC®, FPQP™, WMS®
CRPC®, FPQP™, WMS®
CA Insurance Lic.# 0D76485
LPL Financial Insurance Lic. #0518721
LPLIA Lic# 0B91442
CRPC®, FPQP™, WMS®
CA Insurance Lic.# 0D76485
LPL Wealth Management Sales Assistant for Oscar Harrison, LPL Financial Advisor
(510) 943-1977
Evelyn joined the Fremont Bank Family in 2017 to partner with Oscar Harrison as a Registered Sales Assistant in the Financial Services Department now known as FB Investment Services. She has been in the financial services industry for...
CA Insurance Lic. #4529584
LPL Financial Insurance Lic. #0518721
LPLIA Lic# 0B91442
LPL Registered Administrative Assistant for Matthew Weaver, LPL Financial Advisor
510-943-1977
Hana.cuartelon@fremontbank.com
Christina Javier
Administrative Assistant for Ken Lee, LPL Financial Advisor
(510) 512-7932
Christina.javier@fremontbank.com
Nicole Abeleda
Administrative Assistant for Ken Lee, LPL Financial Advisor
(510) 943-1977
nicole.abeleda@fremontbank.com
Nicole joined FB investment Services in September 2024, bringing her passion for excellence and commitment to teamwork. With over 15 years of experience in the healthcare sector, Nicole Transitioned to investment services after...
Kylee Harrison
Administrative Assistant
(510) 943-1977
kylee.harrison@fremontbank.com
Gerralyn Romero
Administrative Assistant for Allan Alcayde, LPL Financial Advisor
(510) 943-1977
gerralyn.romero@fremontbank.com
Gerralyn Romero is an Administrative Assistant at Fremont Bank and is part of the Ken Lee Wealth Management Team. Gerralyn has a Master of Business Administration from Dominican University of California and a passion for delivering...