Sponsors

Sponsors of Our Chapter for 2019

We could not provide the level of educational programs and networking events without the generous and caring support of our sponsors.  We recognize them here and encourage our members to consider their advice and support in your practice as the circumstances dictate and the needs arise.

Click on their logo or on their link to go to their website.

Gold Sponsors

 

Bluerock Capital Management
John Sorrell

(925) 858-2497


David Shaffer Logo

David Shaffer Insurance Services

David Shaffer

(925) 944-7100

Article: Bridging the Property & Casualty Gap  from the Journal of Financial Planning 


 

Invesco Funds

Alex Hayes

(925) 765-9745


Ivy Funds

Kurtis Cicero, CFA

(480) 549-0359


 

Litman Gregory
Chad Perbeck

(925) 253-5245


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MFS Investment Management

Corey Silva

(415) 676-7801


Orinda Logo 

Orinda Asset Management

Craig Kirkpatrick

(925) 402-1678


 

Signet Mortgage Corporation

Clay Selland

(925) 807-1500 ext. 303


 

Stonecrest Managers
Kara Paik

(415) 840-6815


Susan Danzig LLC
Susan Danzig

(925) 954-1773


Silver Sponsors

 

American Century Investments

Matt Beck

(816) 340-9771


 

C2 Reverse Mortgage

Harold Bauer

(925) 548-2293


 

Flex Shares-Northern Trust

John Jordan

(707) 696-0190


 

Hennessy Funds

AJ Hennessy

(800) 966-4354


 

IMD Goldman Sachs

Brian Nash

(773) 304-8627


 

Jackson

Brian Carlson

(925) 787-7343


 

Lincoln Financial

Alanah Egan

(925) 659-0203


 

Retirement Funding Solutions

Amanda Keith – – (415) 747-5668
Rick San Vicente – – (925) 848-6575

 

Russell Investments
Mike Whitney

800 787-7354


 

 

State Street Global Advisors
Chris Murphy, CIMA®

(415) 260-8308


 

TD Ameritrade
Michael Jones

(510) 717-4031


 

UC Berkeley Extension

Heather C. Liston, CFP®, EA

(510) 643-2331


 

Voya Investment Management
Joe Yastrub

(516) 695-6234