GOLD
John Bacigalupi 1037 Sunnyhills Road Oakland, CA 94610 Tel: (650) 703-7180 Email: John.Bacigalupi@cantor.com Web: www.cantor.com |
Drew Larson 1001 Liberty Avenue Pittsburgh, PA 15222 Tel: (415) 463-0627 Email: drew.larson@federatedhermes.com Web: www.federatedhermes.com |
David Shaffer, ARM, CPRIA |
My hometown is Oakland, CA and today I live in Lafayette with my amazing partner, Tricia, her son, my daughter, and our cat. After graduating from UCLA in 1978, I began my insurance career at an insurance agency in San Francisco. In 1983, I became the Agency Principal of David Shaffer Insurance Services and recently celebrated my 27th year in business as a Professional Independent Insurance Agency. My personal interests include cooking, hiking, downhill skiing, photography, various volunteer work, and traveling. In 2019, I spent three incredible weeks in Portugal and during the 2020 Thanksgiving week, enjoyed five incredible days in Yosemite.
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Jack Schultz, CIMA® Tel: (925) 515-6834 Email: Jack.Schultz@invesco.com Web: www.Invesco.com Linkedin: |
Brian T. Carlson, CIMA®, CFP® Regency Vice President 150 Belgian Drive Danville, CA 94526 Tel: (925) 787-7343 Email: brian.t.carlson@jackson.com Web: www.jackson.com Linkedin: https://www.linkedin.com/in/briancarlson662 |
I collaborate with advisors in the East Bay and Marin County to find solutions that fit their clients individual needs. I have been with Jackson since 2005, I have lived in Colorado, Georgia, Indiana, and the Bay Area all with Jackson. Married with two daughters, big sports fan, love movies, friends, and golf! COMPANY HIGHLIGHT: |
Matt Barley 250 Fillmore St, Ste. 300 Denver, CO 80206 Tel: (949) 230-9496 Email: mbarley@meketacapital.com Web: www.meketacapital.com Linkedin: |
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Mr. Gengo is a senior vice president and external advisor |
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As a financial planner your job is to help clients feel secure and confident in their retirement. To do that you create plans that can handle the ups and downs. The problem is it’s impossible to anticipate everything which can make a client feel anxious and concerned about events outside of their control. Clients deserve to look forward to retirement and enjoy it. Help your clients stop feeling stressed and anxious about their retirement finances and instead help them accomplish more than they could have dreamed of in retirement. Over the last 15 years we have helped clients access over $50 million of home equity to solidify their retirement finances. Let me show you how. It is important for you to be able to fully understand how a reverse mortgage works and how it can benefit your clients. I can help with that. As CPA and 20 years as the owner of Signet Mortgage. I am a Certified Reverse Mortgage Professional (CRMP) and love to educate others on the strategic application of a reverse mortgage. Not limited to just reverse mortgages I can apply the same level of expertise to the first time homebuyer through clients moving on up as families grow too! So, please schedule a conversation using the tab to the left. |
SILVER
American Century Investments
Tod McMichael, CIMA
(925) 980-4880
Goldman Sachs
Brian Nash and John Jordan
(773) 304-8627 and (707) 696-0190
JP Morgan
Thomas McKean and Andy Yin
(805) 280-8583 and (626) 375-3884
Mariner Wealth Advisors
Dan Pease
(925) 643-6836
Transamerica
Marcie Carvalho
(303) 941-5886
Voya Investment Management
Kyle McKenzie
(925) 890-5232