Our Team 2017-06-20T17:53:02+00:00

Our Team

Steve San Filippo

Founding Partner & Financial Adviser

(650) 358-9000 ext. 4001

With over 40 years in the industry, Founding Partner, Steve San Filippo, has accumulated significant experience in assistingclients with various accounting needs as well as advising clients on investment strategy and wealth management. Steve has worked extensively with clients in construction, real estate, technology, venture capital, professional services and high-net-worth individuals. Learn More »


Jason Tripp

Chief Compliance Officer

650) 358-9000 ext.6411

Jason Tripp is the Chief Compliance Officer of SSF Financial Advisers. Prior to joining the firm, Jason was an Examiner at FINRA where he would audit big name Investment Banking firms and Financial Advisors such as Goldman Sachs, Charles Schwab, eTrade and Wells Fargo to ensure clients were being treated properly and, when necessary, spearhead enforcement actions against bad actors. This experience along with Jason’s keen instincts have provided him with the ability to serve clients with accuracy, efficiency and trust. Learn More »


Debbie Koelling

Client Services Manager

650) 385-9000 ext. 4910

With over 40 years of experience, Client Services Manager, Debbie Koelling, serves as the direct liaison between SSF Financial, clients and custodians. Debbie’s attention to detail, resourcefulness, organization, ability to multi-task, prioritize and manage project timelines are all skill-sets that benefit SSF Financial and the clients they serve. Learn More »