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Bernard L. Smit, ChFC, CLU, CFP®

Investment Advisor Representative—Firm Principal | Recognized in 2017 by the Financial Times as one of the nation's 400 Top Financial Advisors

925-280-1800 x102

“I am very direct with my clients in seeking to really understand their aspirations for their funds and what their motivations are for working with me.”...

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Damien S. Couture, CFP®, ChFC

Investment Advisor Representative—Firm Principal

925-280-1800 x101

“I combine customized financial solutions with sound money management to help my clients prepare for retirement and to stay retired.”...

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“What I enjoy most about my job is that I am able to propose to clients a variety of strategies. I do the research and explain the alternatives and my clients select the approach that they are most comfortable with.”...

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“I believe that the more I understand what makes each of my clients unique, the greater service I can provide. It truly is a long-term partnership and it’s crucial to listen and really understand what’s important to...

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Robert Yager

Registered Investment Advisor


Bob was born and educated in the Bay Area. After attending college where he studied math, physics and counseling psychology, he taught for 10 years. During that period he developed an interest in finance and joined a large investment...

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Don joined the firm to support the Financial Advisors in developing financial plans and doing investment research for the clients of our growing practice...

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Rebecca supports the Financial Advisors in all aspects, including client relations, account preparation, transaction assistance, and account monitoring...

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Paula Croskey

Long Term Care Specialist


www.CroskeyLTCPro.comPaula’s philosophy of a financial plan consists of three components – Protection, Accumulation and Retirement. A financial plan should provide a way to protect one’s family and provide a way to keep the family’s...

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Mary-Catherine brings several years of experience in the financial industry to our team. She started her financial career at CitiFinancial in 2007 and went on to work for the nation’s largest independent broker-dealer, LPL Financial,...

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Maria Bautista

Research & Operations Analyst

925-280-1800 x 106


Maria Bautista is our new Research and Operations Analyst. She is responsible for executing investment trades, doing investment research, and helping with special operational projects. Prior to joining WCWM, Maria spent 15 years...

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