US - CA - Cupertino - 1 Apple Park Way - Apple Park (CA3218), US - CA - Cupertino - 20563 Stevens Creek Blvd (CA3143), US - CA - Cupertino - 21020 Homestead Rd (CA4104), US - CA - Los Altos - 227 S San Antonio Rd - HAWTHORNE-SAN ANTONIO BC (CA4173), US - CA - Menlo Park - 633 Santa Cruz Ave - MENLO PARK BC (CA5142), US - CA - Mountain View - 384 San Antonio Rd - SAN ANTONIO BC (CA4122), US - CA - Mountain View - 444 Castro St - MOUNTAIN VIEW MAIN OFFICE (CA4109), US - CA - Palo Alto - 530 Lytton Ave - PALO ALTO MAIN OFFICE (CA5106), US - CA - Redwood City - 1875 Virginia Ave - WOODSIDE PLAZA (CA5154), US - CA - Redwood City - 700 Jefferson Ave - REDWOOD CITY MAIN OFFICE (CA5101), US - CA - San Carlos - 760 Laurel St - SAN CARLOS BC (CA5153), US - CA - Sunnyvale - 1310 S Mary Ave - DE ANZA SQUARE BC (CA4161). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.