Broker Check

Team

 
Charlie Duncan is the President, Chief Investment Officer and founding principal of Duncan Investment Advisors, Inc., dba Duncan Financial.Charlie holds a Bachelor’s in Business Administration Degree from the University of San Diego....

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Paul Duncan is the Vice President and Senior Financial Advisor at Duncan Financial. He has been working in the financial services industry since 1994 and he holds both the Series 7 and Series 66 licenses. Paul earned his bachelor's...

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Jeffrey Mantoani

Director of Operations and Compliance

(888) 756-7568

Jeff Mantoani oversees operations and compliance for Duncan Financial. He has an extensive industry background with over 16 years of brokerage operations experience. Prior to joining Duncan Financial in 2010, Jeff served for four years...

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Inez joined the Duncan Financial team in 2008. Starting off as a client service representative, she now coordinates all marketing events and new client relations. Inez has a Bachelor’s Degree from the University of California, Santa...

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Michael joined the Duncan Financial team in July 2012, after previously working in commercial insurance as a licensed agent for 5 years. He graduated from UCSD with Bachelor’s Degrees in both Economics and Psychology. He now holds a...

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Christian joined the Duncan Financial team in 2015. Prior to joining the firm, he was a financial analyst at Wells Fargo’s Commercial Bank in San Francisco. There he was responsible for completing annual reviews of healthcare,...

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Shari Premo

Client Services Representative/ Office Administration

(888) 756-7568

Shari joined the Duncan Financial team after moving to the San Diego area in 2016. With an extensive customer service background in banking and administration, she is dedicated to driving day-to-day operational excellence. She assists...

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