Potentia Wealth

Adam Roberts is a CFP® with six years of industry experience, currently serving as an advisor at Potentia Wealth. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, and academic appointments at San Jose State University and Fresno City College. He is also licensed to sell fixed insurance products. Potentia Wealth offers discretionary portfolio management, financial planning, and selection-of-other-advisor services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employs a variety of analytical methods, and emphasizes minimizing fees and tax impacts while utilizing LPL platforms for implementation.

Raghunandan Krishnan is a financial advisor at Potentia Wealth with seven years of industry experience. He holds a Series 66 designation and has worked at Potentia RIA, LLC since 2024, following roles at Mariner Independent Advisor Network, LLC and LPL Financial, LLC. Potentia Wealth provides discretionary portfolio management, financial planning, and selection-of-other-advisor services for individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, uses a combination of fundamental, technical, and top-down analysis, and emphasizes minimizing fees and tax implications.

Sandra Swanson is a financial advisor with Potentia Wealth in San Jose, CA, holding a Series 66 designation and eight years of industry experience. She previously worked at Mariner Independent and LPL Financial LLC. Potentia Wealth is a team-based firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management and financial planning services. The firm customizes portfolios using fundamental, technical, and top-down analysis while focusing on fee and tax efficiency, with a majority of client assets custodied at LPL.

Kevin Swanson is a CFP® with 22 years of industry experience, currently serving at Potentia Wealth. His prior roles include positions at Mariner Independent Advisor Network and LPL Financial. He volunteers on the Finance and Investment Committee for the San Jose State Tower Foundation, overseeing investment compliance and recommendations. Potentia Wealth provides discretionary portfolio management, financial planning, and advisor selection services for individuals, plans, nonprofits, and businesses. The firm customizes portfolios based on client objectives, utilizing a mix of fundamental, technical, and top-down analysis, and emphasizes fee minimization and tax efficiency.

Craig Pine is a financial advisor at Potentia Wealth with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2007, as well as Mariner Independent Advisor Network from 2016 to 2024. Pine currently provides investment advisory services through Potentia RIA, LLC, an independent registered investment advisor. Potentia Wealth offers discretionary portfolio management, financial planning, and selection-of-other-advisor services to individuals, pension/profit-sharing plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives, horizon, and risk tolerance, employing fundamental, technical, and top-down analysis, with an emphasis on minimizing fees and tax impacts.

Todd Barney is a CFP® professional with 25 years of industry experience. He currently works at Potentia Wealth and has previously been with Invesco Distributors, Inc. and OppenheimerFunds Distributor, Inc. Barney serves on the finance committee of the Ronald McDonald House in Palo Alto, contributing to budgeting oversight and event participation. Potentia Wealth provides discretionary portfolio management, financial planning, and selection-of-other-advisor services for individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, emphasizing fee and tax minimization, and manages approximately $485.5 million in discretionary assets across a team of eight advisors.

Emily Brillo is a financial advisor with Potentia Wealth in Escondido, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial and Mariner Independent. She is involved in operational, compliance, and business transition duties related to LPL Financial. Potentia Wealth provides discretionary portfolio management, financial planning, and selection-of-other-advisor services for individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, technical, and top-down analysis, and offers both wrap and non-wrap account options primarily custodied at LPL.

Christopher Meade is a financial advisor with Potentia Wealth in Sacramento, CA, holding a Series 65 designation and one year of industry experience. His prior roles include positions at LPL Financial, Validus Advisors LLC, Cambridge Investment Research, and Fountainhead Wealth Inc. Outside of advisory work, he is also licensed as an insurance agent for accident, health, sickness, and life insurance. Potentia Wealth is a team-based firm providing discretionary portfolio management, financial planning, and selection-of-other-advisor services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm tailors portfolios based on client objectives, risk tolerance, and time horizon, using a combination of fundamental, technical, and top-down analysis, while emphasizing fee and tax minimization.

Austin Cua is a CFP® professional with five years of industry experience, currently serving as an advisor at Potentia Wealth. His prior experience includes roles at Mariner Independent Advisor Network, LPL Financial, and Raroque Wealth Management. Potentia Wealth provides discretionary portfolio management, financial planning, and selection-of-other-advisor services for individuals, pension/profit-sharing plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, emphasizes fee and tax minimization, and manages approximately $485.5 million in discretionary assets across about 587 clients.