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

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


Brian Carlson

(925) 787-7343

Mutual of Omaha – Mortgage

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