Our History
In 1960, John F. Lococo (senior) started First Street Insurance Agency. Over time the business evolved into a full-service wealth management firm that serves individuals and businesses throughout the Bay Area. In 2018, First Street Wealth Advisors was launched as a separate entity to better reflect the services we provide.
Our Team
John E. Lococo - Executive Financial Wealth Advisor
John E. Lococo is the principal for First Street Wealth Advisors.
For more than 20 years people have worked with John because of his passion, commitment, and dedication to creating effective strategies that address their goals and concerns for financial security.
What that means is John and the First Street Team bring a caring professional team approach dedicated to understanding your goals, eliminating goal blocking challenges, and creating effective financial strategies and solutions designed to meet your specific requirements.
Prior to assuming his management and client responsibilities with First Street, John worked in senior management positions in the Bay Area providing client focused services and support. Additionally, John has served in a variety of leadership roles for the local and national Presbyterian Church.
John enjoys baseball, cooking, woodworking, biking, running, wine and singing in choir.
The real benefit of working with John will be your clarity, confidence, and “Peace of Mind” towards achieving the “good” life you desire for yourself and those you care about.
John E. Lococo
Executive Financial Wealth Advisor
Bob Brusati - Certified Financial Planner
Robert A. Brusati began his working career in banking and then on to investment operations at Sutro & Company. In 1988, while at Sutro, he transitioned to a registered representative working with Client Account Services. In March of 1990, Bob joined American Investors Company (AIC), which allowed him more flexibility to serve his Clients. For over 30 years he has served Clients with a passion for creating financial plans that are tailored to their individual goals, desires, and needs.
In late 2018 Bob and John Lococo partnered under the First Street banner to incorporate client-oriented technology-based services, provide additional client services and insure future service continuity for clients and their families.
Bob enjoys baseball (he is part of a small cadre of people who have served as a Giant’s Ball Dude), basketball, and walking, especially when it includes his partner Shirley.
Bob Brusati
Certified Financial Planner
Christopher J. Lococo - Financial Wealth Advisor
Christopher J. Lococo is the third generation of Lococo’s to work for the family firm.
Chris started his career in 2011 working for a Third-Party Administrator analyzing Retirement Plans and establishing recommendations to better assist individuals with their retirement goals.
Chris joined Morgan Stanley in 2013 as a Wealth Advisory Associate and a year later advanced to Client Associate for their top South Bay Team. Chris’s responsibilities included helping Clients navigate their Financial Plans and assisting with analytical evaluations of their Portfolios. Additionally, Chris was responsible for syndicate and intraday trading.
Chris joined the family business in late 2016 with a desire to provide more personalized service based on client concerns, goals, and desires.
Chris is active in Aikido martial arts and teaches kids and teen classes at his local Dojo. Chris enjoys soccer, baseball, history, cooking, woodworking and spending time with his wife Stephanie.
Christopher J. Lococo
Financial Wealth Advisor
Diane Arata - Office Administrator
Diane Arata is one of the friendly voices you hear answering the phone in the San Rafael office.
For over 53 years Diane has provided friendly, effective office administration, computer communication and order processing support for financial, legal, insurance and accountant professionals.
As a member of the First Street Team, Diane provides valuable back office support that allows us to deliver the services we strive to provide our clients.
In her off-time Diane loves going on cruises with her husband Greg. She also enjoys their cat Pepper and cooking/gardening.
Diane Arata
Office Administrator
John E. Lococo - Executive Financial Wealth Advisor
Securities:
General:
John E. Lococo is the principal for First Street Wealth Advisors.
For more than 20 years people have worked with John because of his passion, commitment, and dedication to creating effective strategies that address their goals and concerns for financial security.
What that means is John and the First Street Team bring a caring professional team approach dedicated to understanding your goals, eliminating goal blocking challenges, and creating effective financial strategies and solutions designed to meet your specific requirements.
Prior to assuming his management and client responsibilities with First Street, John worked in senior management positions in the Bay Area providing client focused services and support. Additionally, John has served in a variety of leadership roles for the local and national Presbyterian Church.
John enjoys baseball, cooking, woodworking, biking, running, wine and singing in choir.
The real benefit of working with John will be your clarity, confidence, and “Peace of Mind” towards achieving the “good” life you desire for yourself and those you care about.
John E. Lococo
Executive Financial Wealth Advisor
Bob Brusati - Certified Financial Planner
General:
Robert A. Brusati began his working career in banking and then on to investment operations at Sutro & Company. In 1988, while at Sutro, he transitioned to a registered representative working with Client Account Services. In March of 1990, Bob joined American Investors Company (AIC), which allowed him more flexibility to serve his Clients. For over 30 years he has served Clients with a passion for creating financial plans that are tailored to their individual goals, desires, and needs.
In late 2018 Bob and John Lococo partnered under the First Street banner to incorporate client-oriented technology-based services, provide additional client services and insure future service continuity for clients and their families.
Bob enjoys baseball (he is part of a small cadre of people who have served as a Giant’s Ball Dude), basketball, and walking, especially when it includes his partner Shirley.
Bob Brusati
Certified Financial Planner
Christopher J. Lococo - Financial Wealth Advisor
Securities:
General:
Christopher J. Lococo is the third generation of Lococo’s to work for the family firm.
Chris started his career in 2011 working for a Third-Party Administrator analyzing Retirement Plans and establishing recommendations to better assist individuals with their retirement goals.
Chris joined Morgan Stanley in 2013 as a Wealth Advisory Associate and a year later advanced to Client Associate for their top South Bay Team. Chris’s responsibilities included helping Clients navigate their Financial Plans and assisting with analytical evaluations of their Portfolios. Additionally, Chris was responsible for syndicate and intraday trading.
Chris joined the family business in late 2016 with a desire to provide more personalized service based on client concerns, goals, and desires.
Chris is active in Aikido martial arts and teaches kids and teen classes at his local Dojo. Chris enjoys soccer, baseball, history, cooking and spending time with his fiancée Stephanie.
Christopher J. Lococo
Financial Wealth Advisor
Diane Arata - Office Administrator
General: Diane@FirstSWA.com
Diane Arata is one of the friendly voices you hear answering the phone in the San Rafael office.
For over 53 years Diane has provided friendly, effective office administration, computer communication and order processing support for financial, legal, insurance and accountant professionals.
As a member of the First Street Team, Diane provides valuable back office support that allows us to deliver the services we strive to provide our clients.
In her off-time Diane loves going on cruises with her husband Greg. She also enjoys their cat Pepper and cooking/gardening.
Diane Arata
Office Administrator