Presidio Capital Management, LLC

Francis Edsall is a financial advisor at Presidio Capital Management, LLC with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Virtus Investment Advisers, LLC, VP Distributors LLC, Virtus Fund Advisers, LLC, and Ridgeworth Distributors, LLC. Presidio Capital Management provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering discretionary portfolio management, financial planning, and consulting. The firm employs diversified, actively managed portfolios tailored to client goals, utilizing third-party managers and technology platforms while incorporating alternative investments and ongoing portfolio monitoring.

David Chenet is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He currently works at Presidio Capital Management, LLC and has previously been affiliated with LPL Financial LLC, Paradigm Wealth Advisory, LLC, and First Allied Advisory Services, Inc. Presidio Capital Management provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering discretionary portfolio management, financial planning, and consulting. The firm employs diversified, actively managed portfolios aligned with client goals and utilizes third-party sleeve managers and turnkey asset management platforms, including alternative investments and structured products.

Matthew Vallebo is a financial advisor at Presidio Capital Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including CETERA Investment Advisers LLC, First Allied Advisory Services, and Wells Fargo. Outside of his advisory role, Vallebo serves as Volunteer President of the Mira Mesa Wrestling Club, where he participates in financial oversight, fundraising, and compliance. Presidio Capital Management provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm aligns investment strategies with comprehensive financial plans, utilizing diversified, actively managed portfolios and a range of investment vehicles, including options and structured products, supported by technology platforms and client educational programs.

Rielle Sanidad is a CFP® professional at Presidio Capital Management, LLC with one year of industry experience. She has been with Presidio Capital Management since 2021 and previously worked at the University of San Diego and Punahou School. Presidio Capital Management provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering discretionary portfolio management, financial planning, and consulting. The firm uses diversified, actively managed portfolios tailored to client goals and employs technology platforms alongside alternative investment strategies in its offerings.

Joseph Stella is a CFP® professional with 10 years of industry experience. He is currently with Presidio Capital Management, LLC and has previously worked at Cetera Investment Advisers LLC, First Allied Advisory Services, First Allied Securities, and Gould Asset Management. Presidio Capital Management provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering discretionary portfolio management, financial planning, and access to turnkey asset management platforms. The firm uses diversified, actively managed portfolios aligned with client goals and employs third-party managers and alternative investments in its strategies.

Dustin Tenbroeck is a CFP® professional with 20 years of industry experience, currently serving at Presidio Capital Management, LLC. His prior roles include positions at Cetera Investment Advisers LLC and First Allied Securities, Inc. He holds fiduciary responsibilities with the Lesley Youdall Rev Trust and is involved in a real estate advisory capacity through Absolute Wealth Advisors. Presidio Capital Management provides investment advisory services to individuals, trusts, retirement plans, and businesses, utilizing diversified, actively managed portfolios aligned with comprehensive financial plans. The firm employs third-party managers and technology platforms to offer customized portfolio solutions, including alternative investments and structured products.

Ryan Sandler is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently with Presidio Capital Management, LLC, where he has worked since 2024. His prior experience includes roles at Black Swift Group, Mavos Capital Management, and Private Management Group Inc. Presidio Capital Management provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering discretionary portfolio management, financial planning, and consulting. The firm uses diversified, actively managed portfolios tailored to client goals and employs third-party sleeve managers and alternative investment strategies, along with technology platforms to enhance client service.

Jonathan Freeman is a financial advisor at Presidio Capital Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at firms including CCG Wealth Management LLC, Entrewealth, LLC, and Axxcess Wealth Management, LLC. Presidio Capital Management provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing diversified, actively managed portfolios tailored to client goals and time horizons.