Broker Check

Our Team

Stephen F. Schliesser, CFP®

President and CEO, The Pacific Center for Financial Services

925-838-7700

925-838-7499

steves@pcfsonline.com

Investment Advisor Representative, The Pacific Center for Financial Services 
OSJ Branch Manager, Cetera Advisor Networks LLC., 
Investment Research Director, The Pacific Center for Financial Services

Steve has provided financial planning services since 1985. He has conducted hundreds of seminars on financial planning, estate planning and retirement strategies for employees of companies such as Pacific Bell, SBC, AT&T and Chevron.

  • Certified Financial Planner (CFP), College for Financial Planning, since 1985
  • Bachelor of Science, Financial Planning, Golden Gate University
  • Member of a professional team of financial planners

Steve enjoys his time off with his wife Gloria and sons Tony and Dan.

 

Brad Bargmann

OSJ Branch Manager, Cetera Advisor Networks LLC.

925-838-7700

925-838-7499

Investment Advisor Representative, The Pacific Center for Financial Services 
Registered Representative, Cetera Advisor Networks LLC.

Brad has conducted numerous corporate seminars on financial planning and retirement strategies for major companies such as Pacific Bell, AT&T and Chevron.

  • Bachelor of Arts, Journalism, San Francisco State University
  • Member of a professional team of financial planners

Brad enjoys his time off with his wife Rose, sons Pierce and Will and daughter Bella.

Chad M. Franck

Investment Advisor Representative, The Pacific Center for Financial Services

925-838-7700

925-838-7499

chadf@pcfsonline.com

Registered Representative, Cetera Advisor Networks LLC.

Chad joined our firm in 2001. He earned a degree from Cal State East Bay in Business Administration with an option in finance. He holds the Series 7 and Series 66 registrations as well as a California Insurance and Real Estate license. 

Chad enjoys his time outside the office with spouse Becky, and children Kyle, Kevin, and Kalee. Favorite activities include snowboarding, mountain biking, fishing and boating.

Ashley Souza, AIF(R)

Investment Advisor Representative, The Pacific Center for Financial Services

925-838-7700

925-838-7499

ashleys@pcfsonline.com

Registered Representative, Cetera Advisor Networks LLC.

Ashley joined our firm in 2004. She is the director of trading, compliance associate and helps in the managing of client portfolios. She holds a degree from Cal State East Bay in Business Administration with options in both finance and corporate management. She holds a FINRA Series 7 and Series 66 registrations as well as a California Insurance license. She is also a notary public.

Ashley enjoys spending time with her husband Dustin, 2 kids, Hudson and Harper and two dogs. Her favorite activities include soccer, hiking and spending time with her friends and family.

Christina Carroll Jones

Director of Client Services

925-838-7700

925-838-7499

christinaj@pcfsonline.com

Chris joined the firm in 2003 and is an administrative assistant to Brad Bargmann. She has been in the securities business since 1980, many of those years spent specializing in commodities and options. She attended USC, where she majored in Spanish. Chris enjoys being an "empty nester", cooking and traveling with her husband.

 

Rose Bargmann

Administrative Assistant

925-838-7700

925-838-7499

roseb@pcfsonline.com

Rose joined the firm in 2015 as an office assistant. She attended California State University, Sacramento, and graduated with a Bachelor of Arts degree with a Special Major in Journalism and Graphic Design. She worked in book publishing for a number of years before deciding to stay home with her three children. She enjoys spending time with her husband and children, traveling and enjoying the outdoors.