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.
Bluerock Capital Management
John Sorrell
(925) 858-2497
(925) 944-7100
Article: Bridging the Property & Casualty Gap from the Journal of Financial Planning
Franklin Templeton Investments
JB Walker
(925) 708-4672
(415) 840-6815
East Bay Divorce Financial Planning
Beth McClelland
(925) 876-7668
Holmgren & Associates
John Holmgren
(510) 381-1961
(925) 253-5245
Russell Investments
Mike Whitney
(925) 548-6836
(916) 757-2383
(925) 212-3036
(425) 441-8582
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