Legacy Capital Group California
459 Monterey Avenue, Suite 100
Los Gatos, CA 95030
Tel (408) 399-6330
Fax (408) 399-6333

More Information
info@legacycapitalgroup.com


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Richard Baer *
Founder & CEO
richard@legacycapitalgroup.com


Brent Bunger *

Founder & President
brent@legacycapitalgroup.com


Andy Baugh *

Chief Financial Officer
andy@legacycapitalgroup.com


Andrew Eakin *

Planning Associate
andrew@legacycapitalgroup.com


Robin Tenold
Director of Plan Design
robin@legacycapitalgroup.com


Amy Cono *
Key Accounts Coordinator
amy@legacycapitalgroup.com

Juliana Ghukasyan *
Insurance Assistant
juliana@legacycapitalgroup.com

 

 

 

 

Kim Lawson *
Chief Operating Officer
kim@legacycapitalgroup.com


Kassandra Xavier
Plan Design Assistant
kassandra@legacycapitalgroup.com


Jennifer Brannon *
Insurance Coordinator
jennifer@legacycapitalgroup.com


Geraldine Escalona
Office Assistant
geraldine@legacycapitalgroup.com


Kristina Avila

Front Office Assistant
kristina@legacycapitalgroup.com

Nicole Lagrimas
Financial Products Assistant
nicole@legacycapitalgroup.com

 

 

 

 

 

 

* Securities offered of NFP Securities, Inc.(NFPSI), Member FINRA/SIPC. Investment Advisory Services offered through Legacy Capital Group California a Registered Investment Advisor. Legacy Capital Group is a member of Partners Financial, an affiliate of NFPSI. Legacy Capital Group and NFPSI are not affiliated. NFPSI does not provide legal or tax advice.

This site is published for residents of the United States only. Registered representatives of NFPSI and Investment Adviser Representatives of Legacy Capital Group California may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.