Meet Our Team

“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...

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. 

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...

“I look forward to serving my clients and working with them every step of the way toward their financial goals”. Brian’s mission is to help Bay Area families and professionals address their family planning needs.

“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.

Brian joined the FB investment Services family in 2018. He takes arelationship-first approach, where he can gain a better understandingof his client’s aspirations and create a personalized plan to pursuethose goals. As a United...

Chuck Shreve serves as the Vice President of Wealth Management at FB Investment Services and the Program Manager for LPL Financial. For over 28 years, he has been providing banking and investment services for high net worth individuals... 

“My mission is to enable my clients to live the life they've imagined.” Terry provides a comprehensive approach to wealth management. It begins with taking time to understand what the client is seeking to achieve and then...

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....

Welcome to FB Investment Services, a division of Fremont Bank. Through every interaction, decision, and innovation we strive to showcase our commitment to financial success through partnership. We are pleased to introduce you to your...

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...

Welcome to FB Investment Services, a division of Fremont Bank. Through every interaction, decision, and innovation, we strive to showcase our commitment to financial success through partnership. We are pleased to introduce you to your...

Nina Phan is a LPL Registered Sales Assistant with over seven years of experience. She joined FB Investment Services in 2021 after working with J.P. Morgan Chase Bank and BBVA Investments. In her most recent role, Nina placed great...

Scott is an Assistant Manager for 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...