Our Team
Meet the team that makes financial planning come to life at our firm. Together, we are committed to providing exceptional customer service to all of our clients.
Herb Foedisch , CFP®, CLU®
Founder and Private Wealth Advisor
PROFESSIONAL
Herb has been active in the financial services industry for more than 30 years, specializing in the varied needs of business owners and affluent families. Herb brings a unique background to the planning process from experience as a former entrepreneur in the manufacturing and construction industries and as a Wealth Management Advisor with Northwestern Mutual. Herb’s sophisticated yet down-to-earth approach to financial planning helps him create life-long relationships with each of his clients.
EDUCATION
- Santa Clara University, Bachelor of Science (Economics)
DESIGNATIONS
- Chartered Life Underwriter (CLU®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
ASSOCIATIONS AND MEMBERSHIPS
- Financial Planning Association
- Business Enterprise Institute
- Estate Planning Council
- Association of Advanced Life Underwriters
- National Association of Insurance and Financial Advisors
COMMUNITY SERVICE AND IMPACT
- President, St. Vincent de Paul Society of Marin
- Past Vice President, St. Vincent de Paul Society of Marin
- Past Development Chair, Catholic Charities of San Francisco
- Past Board Chair Central YMCA
- Past Board Member of the San Francisco Metro YMCA
PERSONAL
Herb Foedisch has lived in the San Francisco Bay Area for more than 45 years and enjoys spending time with his wife Joan and three daughters Alix, Karyn and Kacey.
Herb also enjoys the outdoors, where he can regularly be found hiking, biking and boating.
Joshua Y Weaver , CFP®
Private Wealth Advisor
PROFESSIONAL
Josh joined Paradise Cay Financial in 2015 after spending 19 years in the institutional investment business. He began his career on the floor of the NYSE and then returned to the Bay Area in 1999 where he worked at Robertson Stephens and JMP Securities. Josh’s thoughtful approach to financial planning and his extensive knowledge of stock options and equity based compensation make him an immensely valuable advisor to our Paradise Cay Financial clients.
EDUCATION
- University of California, Berkeley, Bachelor of Arts (Economics)
DESIGNATIONS
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Series 7, 63, 55, 24
ASSOCIATIONS AND MEMBERSHIPS
COMMUNITY SERVICE AND IMPACT
- Boys Team Charity, Lamorinda
- Former Athletic Director of St. Monica’s Church athletic program
PERSONAL
Josh lives in Moraga with his wife Maria and three children Maxwell, Dashiell, and Phoebe. He enjoys cooking, travel, and golf. He also enjoys family time which generally includes hours and hours of youth sports.
Wynne Y Wan , RICP®
Director of Investment Operations and Services
PROFESSIONAL
Wynne joined Northwestern Mutual in 2005 and Paradise Cay Financial in 2007 as our Director of Investment Operations & Services. She holds FINRA Series 7 and Series 66 investment licenses, as well as a Life and Health Insurance for the state of California. Wynne graduated from San Francisco State University with a Bachelor of Business Administration in Finance.
DESIGNATIONS
- Retirement Income Certified Professional (RICP®)
HOW CAN WYNNE HELP YOU?
- Trade requests
- Opening and maintaining investment accounts
- Transferring funds to or from your account
- Questions regarding account paperwork or account statements
PERSONAL
Wynne grew up in San Francisco and currently resides in Daly City with her husband, Charles and her daughters, Ava and Mia. Outside of work, Wynne enjoys yoga and spending time with her family.
PROFESSIONAL
Sallie Madriz joined Northwestern Mutual in 2012 as a financial representative intern and joined the Paradise Cay Financial team in 2017 as our Director of Insurance Operations and Services. She holds a FINRA Life and Health Insurance license for the state of California. Sallie graduated from the University of San Francisco with a Bachelor’s degree in International Business and minor in Spanish in 2015.
HOW CAN SALLIE HELP YOU?
- Applying for insurance/risk management products
- Policy questions and service requests
- Questions regarding statements or billing notices
PERSONAL
Sallie is a Bay Area native and currently resides in Daly City with her partner, Justin, and German Shepherd, Tyson. Outside of work, Sallie enjoys traveling, hiking and photography.