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




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





Litman Gregory
Chad Perbeck

(925) 253-5245







Signet Mortgage Corporation

Clay Selland

(925) 807-1500 ext. 303







Silver Sponsors








Hennessy Funds

AJ Hennessy

(800) 966-4354





Jackson

Brian Carlson

(925) 787-7343





Mutual of Omaha – Mortgage

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




 



TD Ameritrade
Jeff Zabel

(206) 582-5067