We are Open Source Equity. Straightforward, honest, financial advisors.
Our
Values
Transparency
Our Business Model is simple. You have an opportunity to view and monitor our investments and participate in all or some of our investments (i.e., faith-based investments, private equity and public market equities). The decision is always yours to come along and share in our profits.
Innovation
We believe that friends share good news and ideas with others. As a Faith Driven organization, we believe in adding value to community, friends and family alike.
Compassion
We share our profits with many organizations and causes focused on clean drinking water, educational, environment, human rights, law & order, social justices. As a shareholder, you get to weigh in on what ministries and NGOs we provide grants to.
Respect
We have a basic belief that all human beings are created in the image of God. Therefore, they should be treated with courtesy and respect. Together, we share in the pursuit of happiness and financial security.
OUR PEOPLE
Our team of professionals believe financial literacy should be accessible to everyone.
Dallas Moreno
Senior Financial Analyst
Sofia Pazari
Junior Financial Analyst
Monet Goode
Senior Financial Analyst
David P. Bernal
Managing Principal
Our Home
dpbernal@icloud.com
(925) 785-4114
12935 Alcosta Blvd, No. 2503
San Ramon, CA 94583
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