About Us
Peninsula Wealth is an independent wealth management firm with dedicated professionals ready to meet your needs. Our team consists of Certified Financial Planners™ and has over 75 years of combined experience. We are located in the SOMA area of San Francisco, right off the CalTrain, and serve clients throughout the greater Bay Area.
Peninsula Wealth was founded on the idea that every client deserved transparent and accessible financial planning – at a time when this belief was uncommon in our industry. This belief still holds true today and runs through everything we do. We understand that our clients have worked hard towards their financial goals. In turn, we get considerable satisfaction in maintaining their trust, guiding them through life’s important decisions, and giving them the peace of mind that they will accomplish the things that are most important to them. No matter how complicated the needs of the client are, the advice should be affordable, relatable, and straightforward for everyone.
Rahul Shah
CFP® - Founder
Rahul is the founder and CEO of Peninsula Wealth and a CFP® (Certified Financial Planner™) in his own right. His primary focus is on developing and implementing comprehensive wealth management strategies for high net worth individuals and families. Rahul lives in San Francisco with his wife and two sons and when he’s not working, you can find him coaching little league and trying to convince his kids to carry on his love for Michigan sports teams.
Kristina Ventura
Director of Operations
Kristina has worked in the financial services industry since 1999 with previous experience in both the mortgage and insurance sectors. At Peninsula Wealth, Kristina brings her keen eye for detail to Operations, keeping everything from administration to compliance running smoothly. Kristina was born and raised in California, and loves catching sunsets at the beach and hiking the redwoods, but most of all, she likes immersing herself in the different cultures that make up her beautiful home state.
Bob Keane
CFP® - Financial Advisor
Bob has worked in the financial services industry for over 15 years with a background in investment management infrastructure and advisory services platforms. A CFP® (Certified Financial Planner™), Bob enjoys combining education, analysis, and listening skills to help his clients meet their financial goals. Bob lives on the Peninsula with his wife Andrea and enjoys gardening, reading and bluegrass music as well as spending as much time as possible outdoors.
Brett Davalos
Financial Advisor
Brett has been working in financial services since 2008 when he got his start as a Financial Advisor at Merrill Lynch. He joined Peninsula Wealth in 2012 and loves educating clients about their options and helping to pass financial education on to the next generation. A proud Bay Area native, Brett lives with his wife in San Francisco and during his time off, you can find him working on playing a perfect game of golf.
Angelica San Felipe
CFP® - Planning Associate
Angelica brings a background in tech and civil engineering to her work in financial services. At Peninsula Wealth, she puts these skills to use in client relationship, marketing, and day-to-day office operations. Outside of work, she loves to explore new hiking spots and/or new restaurants. She and her husband love to travel, explore new cities and cultures, and try new cuisines.
Marci Joachims
Senior Client Associate
Marci comes to Peninsula Wealth with over 15 years experience in client service and prior experience in 401k record keeping. Marci will help to reinforce the world class service of our team, build client relationships, and offer full support on documents and administration. Marci was born and raised in the Pacific Northwest, and loves reading, and spending time with her husband and dog. Outside of work, you can find her cuddled up with her dog reading or finding going on adventures with her family.
Sam Terminello
CFP® Financial Advisor
Sam has worked in financial services since 2018, beginning his career with Vanguard where he specialized in retirement planning and worked as an advisor. In 2024, he joined Peninsula Wealth, bringing with him a passion for partnering with clients to create strategies tailored to fit their unique goals and needs. Sam lives in Albany with his wife Mari, two young children Layla and TJ and two dogs Bentley and Cooper. Outside of work, he enjoys fishing, biking, and mountaineering.
Stay connected
