Sponsors

Sponsors of Our Chapter for 2017

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

(925) 944-7100

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

American Century Investments
Matt Beck

(816) 340-9771

Bluerock Capital Management
John Sorrell

(925) 858-2497

Franklin Templeton Investments
JB Walker

(925) 708-4672

Carolyn Sweeney

(925) 930-8180

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MFS Investment Management

(415) 676-7801

Oppenheimer Funds

(925) 234-8544

Preferred Capital Securities

(925) 518-0576

Michael Fredrick

(925) 360-4116

Signet Mortgage Corporation

(925) 807-1500 ext. 303

Stonecrest Managers
Kara Paik

(415) 840-6815

Silver Sponsors

Fidelity Investments
Campbell Judge & Eric McCormick

(415) 606-4627

Goldman Sachs Asset Management

(773) 304-8627

HennessyFundsLogo

(800) 966-4354

Orinda Asset Management

Craig Kirkpatrick

(925) 402-1671

UC Berkeley Extension

(510) 643-1052

Sammons Retirement Solutions

(866) 747-3421

Reverse Mortgage west

(415) 465-7348

Flex Shares-Northern Trust

(707) 696-0190

Litman Gregory
Chad Perbeck

(925) 254-8999

Voya Investment Management
Joe Yastrub

(516) 695-6234

PIMCO
Don Colman

(925) 389-7194

East Bay Divorce Financial Planning
Beth McClelland

(925) 876-7668