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Your Wealth Management Team

We are a forward-thinking accounting, wealth management and investment advisory firm providing tailored guidance and exceptional experience to a select group of individuals, families, and businesses in the Bay Area and around the country.

Our mission is to leverage our vast experience, deep expertise, and passion for service as we help our clients define and pursue their financial goals and aspirations.

Members of the Team

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Roshan Weeramantry

Director / Investment Advisor Representative
rweeramantry@rinawealth.com

Roshan is the Director of RINA Wealth Management Services, LLC. In this role, Roshan is leveraging his extensive experience and vast relationships to help RINA Accountancy realize it’s long-held vision of bringing a more holistic approach by incorporating wealth management services as an option for our clients.

For over 20 years Roshan has worked for investment firms that manufacture mutual funds, retirement products, and alternative investments – a job that required him to call on thousands of financial advisors around the country. Those visits showed Roshan how widely the quality of the client’s experience varied depending on the advisor’s approach. While many advisors were committed to doing what’s right for their clients, others remained stuck in the traditional Wall Street culture that prioritized company profits over people.

Increasingly bothered by this discrepancy and looking for a way to make a positive impact on client’s lives, Roshan discovered RINA Accountancy… Call it fate or good timing, but their conversation coincided with RINA Accountancy beginning to further develop the Wealth Management business more significantly. The two soon realized they had a unique opportunity to work together building a financial planning focused firm that was fully integrated with an existing world class tax team. For RINA this was the first major step in developing true Advice Coordination for clients.

Roshan’s skills in launching and growing new businesses, combined with his passion for Social Impact Investing (SII) and client service, make him the ideal champion for our mission to bring this exciting new vision to our business as we continually strive to be more valuable to our clients.

Education/Credentials:

DePaul University, Chicago, Bachelor of Science Degree in Finance, 1999

Tom Neff

CPA, MBA
Investment Advisor Representative
tneff@rinawealth.com

Tom Neff, CPA, MBA, is an Investment Advisor Representative with RINA Wealth Management Services, LLC. Tom has more than 30 years of experience working with high net worth individuals, multi-generational families, CEOs, executives, entrepreneurs, and their closely-held businesses. He provides tax and financial planning, investment advisory, international tax, estate planning, insurance, and risk management services to his clients.

Tom’s experience encompasses a wide range of industries, including professional services, contractors, real estate developers, manufacturers and distributors, and franchisors.

Education/Credentials:

  • University of Dayton, Ohio, Bachelor of Science Degree in Accounting, 1986
  • Golden Gate University, MBA in Taxation, 2004
  • CPA License, 1998

Professional/Civic Organizations:

  • California Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • MGI NA International Tax Committee, Chair
  • CalCPA Education Foundation International Tax Conference, Speaker & Member
  • San Francisco Bay Area ProVisors, Member
  • Northern California District Export Council, Appointee January 2018
  • Vistage International, Group Member
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Brenda Colburn Jemmott

CPA
Chief Compliance Officer / Investment Advisor Representative
bjemmott@rina.com

​​​​​​Brenda Jemmott, CPA is an Investment Advisor Representative and the Chief Compliance Officer of RINA Wealth Management Services, LLC. Brenda joined RINA in 2006 and is the head of our Oakland office. Brenda has provided tax consultation and compliance services to businesses and high-net worth individuals for over 19 years. From 2003 — 2006, she worked as a revenue agent for the IRS in their Large to Mid-Size Business division. While at the IRS, she audited large corporations from the government perspective. She gained experience with complex corporate transactions and in international taxation.

Brenda specializes in the area of international tax compliance and consultation, real estate taxation and tax planning for corporate ownership changes. She is the co-chair of RINA’s international tax group and is the head of the tax controversy group. She is skilled at complex corporate tax transactions, planning and analyses. With clients reaching out to global markets, Brenda provides advice on the U.S. tax consequences of foreign transactions, both inbound and outbound. In the tax controversy area, she knows the procedures of the IRS and can successfully represent tax payers in tax agency examinations. Brenda provides presentations on commercial real estate tax incentives as well as income tax and legislative updates.

Education/Credentials:

  • SUNY Plattsburgh, Bachelor’s Degree, Accounting, 1995
  • Golden Gate University, Master’s Degree, Taxation, 2003

Jamshed B. Gandi

CPA, CFP®, MS (TAX)
Investment Advisor Representative
jbgandi@rinawealth.com

Jamshed B. Gandi is an Investment Advisor Representative with RINA Wealth Management Services LLC. Jamshed has more than 30 years of experience providing tax, financial and estate planning, international tax, wealth preservation, and valuation services. His clientele is comprised of closely-held entities and their owners in real estate syndications, including hotels and resorts, construction, technology, retail, and manufacturing.

Education/Credentials:

  • University of Karachi, Pakistan, Bachelor of Commerce, 1971
  • Certified Public Accountant- State of California, 1982
  • Golden Gate University, San Francisco, Masters of Taxation, 1985
  • Certified Financial Planner, 2004

Professional/Civic Organizations:

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants, Past Board Member
  • Certified Financial Planners Association, Member – East Bay Chapter
  • San Francisco Chapter of the California Society of Certified Public Accountants, Past President
  • Estate Planning Council of Diablo Valley, Vice President
  • Golden Gate University Tax Alumni Board, Past President
  • South Asia Professional Club of San Francisco, Past President and Founding Member
  • Ohloff Recovery Programs, Past Board Member and Treasurer
  • Caring Hands, Volunteer and Board of Directors, Vice President
  • Mount Diablo Astronomical Society, Past Treasurer
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Ken Ancell

Investment Advisor Representative
kancell@rinawealth.com
510-873-0951

Ken has worked in the investment industry for over 30 years, 15 of those as a financial advisor.

As the steward and personal Chief Financial Officer of hundreds of clients’ investment portfolios, Ken is passionate about helping individuals and families realize their financial dreams.

A world traveler, passionate baker, patient father of two, and charitable global citizen, Ken would like to help you meet your investment goals while doing good at the same time.

Education

  • Southern Illinois University B.S., M.S.
  • John Marshall Law School
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Violet Hungerford

Administrative Assistant
admin@rinawealth.com

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Laila Savelis

Client Service Associate
admin@rinawealth.com