Sponsors

Sponsors of Our Chapter for 2018

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

American Century Investments
Matt Beck

(816) 340-9771

Bluerock Capital Management
John Sorrell

(925) 858-2497

David Shaffer Insurance Services

(925) 944-7100

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

Michael Fredrick

(925) 360-4116

Franklin Templeton Investments
JB Walker

(925) 708-4672

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MFS Investment Management

(415) 676-7801

Oppenheimer Funds

(925) 765-9745

Carolyn Sweeney

(925) 930-8180

Signet Mortgage Corporation

(925) 807-1500 ext. 303

Stonecrest Managers
Kara Paik

(415) 840-6815

Silver Sponsors

(925) 584-2293

East Bay Divorce Financial Planning
Beth McClelland

(925) 876-7668

Fidelity Investments
Campbell Judge & Eric McCormick

(415) 606-4627

Flex Shares-Northern Trust

(707) 696-0190

Hanson McClain Advisors

(916) 475-1353

(800) 966-4354

Holmgren & Associates
John Holmgren

(510) 381-1961

Goldman Sachs Asset Management

(773) 304-8627

(925) 787-7343

(610) 470-3871

Litman Gregory
Chad Perbeck

(925) 253-5245

Orinda Asset Management

Craig Kirkpatrick

(925) 402-1671

Russell Investments
Mike Whitney

(925) 548-6836

Sierra Funds
Alex Ward

(916) 757-2383

Steven’s Printing
Jeff Clark

(925) 212-3036

TD Ameritrade
Jeff Zabel

(425) 441-8582

UC Berkeley Extension

Heather C. Liston, CFP®, EA

(510) 643-2331

Voya Investment Management
Joe Yastrub