Equitable Advisors Northern California/Hawaii

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accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

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It is our pleasure to introduce Becca Short as the new Office Coordinator for our Walnut Creek office!Becca grew up in B...
09/03/2026

It is our pleasure to introduce Becca Short as the new Office Coordinator for our Walnut Creek office!

Becca grew up in Baltimore, Maryland and recently relocated to the Bay Area with her background focused in politics and economics.

She is new to the area and is excited to meet people and explore places on the West Coast.

Becca is also a big foodie and is open to all recommendations!

Fun Facts:

Becca competed in board game competitions as a kid.
She also has a miniature dachshund named Beans that she takes everywhere.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

Equitable Advisors of Northern California/Hawaii is honored to welcome Gary Cruff from Ameriprise to Andrew Minker's tea...
08/04/2026

Equitable Advisors of Northern California/Hawaii is honored to welcome Gary Cruff from Ameriprise to Andrew Minker's team! Welcome Gary!

Fascinated by financial concepts, investing, and guiding others towards making informed financial decisions from a young...
07/09/2026

Fascinated by financial concepts, investing, and guiding others towards making informed financial decisions from a young age, Samuel was inspired to become a financial professional. He completed his licensing requirements in February 2026 and joined Equitable Advisors shortly thereafter. Born in Texas and raised in the Bay Area, he attended Berkeley High School before earning his degree from the University of California, Santa Cruz.

Fun Facts: Outside of work, Samuel enjoys building and modifying cars, including engine swaps and performance upgrades, and taking them to the race track. He is also a passionate foodie who loves exploring new restaurants, cuisines, and unique dining experiences.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Big goals. Strong teamwork. Great people. 💡🤝Our NorCal team gathered in Folsom for our annual Mid-Year Planning Meeting ...
07/01/2026

Big goals. Strong teamwork. Great people. 💡🤝
Our NorCal team gathered in Folsom for our annual Mid-Year Planning Meeting to align on what's ahead and spend quality time together outside the office! We believe the best results come from teams that are connected, collaborative, and supported. Interested in joining us? We'd love to hear from you!

Please welcome our newest associate to our San Francisco Office, Kurtis Louie. We are thrilled to have you as part of th...
06/24/2026

Please welcome our newest associate to our San Francisco Office, Kurtis Louie. We are thrilled to have you as part of the Equitable Advisors Family! Welcome, Kurtis!

Honoring Juneteenth—a powerful reminder of resilience, progress, and the ongoing journey toward equity. Today, we reflec...
06/19/2026

Honoring Juneteenth—a powerful reminder of resilience, progress, and the ongoing journey toward equity. Today, we reflect on the past, recognize the contributions that shape our future, and reaffirm our commitment to building a more inclusive and empowered workplace for all.

At our core, we believe diverse perspectives drive innovation, strengthen communities, and move business forward.
If you’re passionate about growth, impact, and being part of a team that values purpose as much as performance—let’s connect. Join us in shaping what’s next.

Please welcome our newest associate to our San Francisco Office, Mikey Damir. We are thrilled to have you as part of the...
06/17/2026

Please welcome our newest associate to our San Francisco Office, Mikey Damir. We are thrilled to have you as part of the Equitable Advisors Family! Welcome, Mikey!

Please welcome our newest associate to our San Francisco Office, Ryan Okamoto. We are thrilled to have you as part of th...
06/10/2026

Please welcome our newest associate to our San Francisco Office, Ryan Okamoto. We are thrilled to have you as part of the Equitable Advisors Family! Welcome, Ryan!

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275 Battery Street
San Francisco, CA
94111

Telephone

+14152762100

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