Everest Wong
Everest Wong is an experienced financial professional with an industry career going back to 1998. He is the Founder and CEO of Tactivest. Everest has a breadth of experience combining wealth, financial and retirement planning along with tax and exit strategies into a comprehensive financial plan.
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CA Insurance Lic # 0C53985
Life, Health & Disability
Certified Financial Planner CFP® - Registered 2009 to 2018
Andrew J. Stout
While working as a private wealth advisor at some of the most prominent names in the financial service industry, Andrew made an observation and envisioned an opportunity. He felt that affluent clients were being underserved and he imagined a place that could serve them in a manner more fitting with what they truly required and deserved. This was the genesis of the wealth management group that would come to bear his name.
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Today, Andrew is a highly experienced private wealth advisor and senior portfolio manager who directs a wealth management practice that provides global private wealth management services for a select group of families, business owners, corporate retirement plans, professional athletes, entertainment personalities, family foundations and endowments with complex financial needs.
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Series 65 - Uniform Investment Advisor
CA Insurance Lic # 0C21959
Life, Health & Disability
Brie Peixoto
Brie Peixoto has been the Office Manager of Tactivest since she joined the firm in April of 2013. After many years of working side-by-side the CEO and Representatives of Tactivest, she has gained extensive experience in client relations and back office operations. She utilizes her knowledge of administrative duties and client management to provide the best possible service while establishing strong relationships with
our clients.
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Series 65 - Uniform Investment Advisor