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California Advisory Firm Bolsters Private Client Practice

Harriet Davies

8 April 2011

Sensiba San Filippo Financial Advisers, a Bay Area, California-based advisory and fiduciary services firm, has appointed Cassandra Anderson to its private client business.

Anderson’s prior career includes roles at Deloitte & Touche Investment Advisors, Goldman Sachs Private Client Services, and Wells Fargo Private Client Services.

On the move to the new firm, she cited a desire to work in a fee- as opposed to commission-based environment.

SSF Financial is the wealth management firm affiliated with the regional tax and accountancy practice Sensiba San Filippo, which is part of the KS International network.