Broker Check

Meet Our Team

“The Secret of Success Lies Not in Doing Your Own Work, But in Recognizing The Right Person To Do It.” - Andrew Carnegie 

Values

Leadership. Focus. Stability. Balance. Equanimity. Service. Integrity. Honesty. Transparency. Discipline. Loyalty. Discretion. Compassion.

Mission

To help investors see the investment world as it truly is. Provide innovative, personalized and thoughtful investment opportunities for our clients. Earn and maintain the trust of The Drishti Family and to grow, protect and serve The Drishti Community. Practice gratitude and give back to society and the planet.

Leadership

Jeff Prichard, CIMA®, CPWA®

CEO / Founder

858-221-7123

[email protected]

Jeff has worked with investors, investment professionals and companies across the investment ecosystem since 1998. His passion and entrepreneurial mindset have consistently driven growth and innovation for the clients and the firms...

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Investment And Research

(Partnership with the Financial Services Network)

Jeremy Olen

Jeremy Olen, CFA®

The Financial Services Network

Managing Partner, Chief Investment Officer

858-221-7123

Hao Dang

Hao Dang

The Financial Services Network

Vice President, Portfolio Consulting

858-221-7123

Operation And Client Service

Madai Webb

Administrative Operations Manager

650-276-3947

650.338.3947

[email protected]

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Focus, Stability, Balance During Transition