Sponsors

Sponsors of Our Chapter for 2020

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 Insurance Services

(925) 944-7100

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

(925) 765-9745

Kurtis Cicero, CFA

(480) 549-0359

Litman Gregory
Chad Perbeck

(925) 253-5245

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MFS Investment Management

(415) 676-7801

Orinda Asset Management

Craig Kirkpatrick

(925) 402-1678

Signet Mortgage Corporation

(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

Cantor Fitzgerald

John Bacigalupi

(650) 703-7180

Diamond Hill Capital Management

(707) 696-0190

Flex Shares-Northern Trust

(707) 696-0190

(800) 966-4354

IMD Goldman Sachs

(773) 304-8627

(925) 787-7343

Lincoln Financial

(925) 659-0203

Mutual of Omaha – Mortgage

Amanda Keith – – (415) 747-5668

Rick San Vicente – – (925) 848-6575

Russell Investments
Mike Whitney

(925) 548-6836

State Street Global Advisors
Chris Murphy, CIMA®

(415) 260-8308

TD Ameritrade Institutional
Jeff Zabel

(425) 270-9447

The Financial Services Network
Tom Croxton

(858) 414-5430

Thornburg
Kevin Parent

UC Berkeley Extension

Heather C. Liston, CFP®, EA

(510) 643-2331

Voya Investment Management
Joe Yastrub

(516) 695-6234