GOLD
![]() John Bacigalupi 1037 Sunnyhills Road Oakland, CA 94610 Tel: (650) 703-7180 Email: John.Bacigalupi@cantor.com Web: www.cantor.com |
![]() David Shaffer, ARM, CPRIA Agency Principal 877 Ygnacio Valley Road, Suite 220 Walnut Creek, CA 94596 Tel: (925) 944-7100 Email: david@davidshaffer.com Web: www.davidshaffer.com Linkedin: https://www.linkedin.com/in/david-shaffer-arm-cpria-59b46410/ |
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![]() Drew Larson 1001 Liberty Avenue Pittsburgh, PA 15222 Tel: (916) 532-0296 Email: drew.larson@federatedhermes.com Web: www.federatedhermes.com |
![]() Joel Johnson Tel: (602) 2142938 Email: jmj18@ntrs.com Web: www.flexshares.com Linkedin: |
COMPANY HIGHLIGHT:
At the heart of this philosophy is how we think about, view and analyze risk. As risk-aware investors, this means that risk is taken intentionally to achieve your clients’ desired outcomes. |
![]() Jack Schultz, CIMA® Tel: (925) 515-6834 Email: Jack.Schultz@invesco.com Web: www.Invesco.com Linkedin: |
![]() Brian T. Carlson, CIMA®, CFP® Regency Vice President Tel: (925) 787-7343 Email: brian.t.carlson@jackson.com Web: www.jackson.com Linkedin: https://www.linkedin.com/in/briancarlson662 |
COMPANY HIGHLIGHT: |
![]() Jordan Selvin 111 Huntinton Ave Boston, MA 02199-7632 Tel: (925) 733-7764 Email: jselvin@mfs.com Web: www.mfs.com Linkedin: |
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Mr. Gengo is a senior vice president and external advisor |
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Clients deserve to look forward to retirement and enjoy it. Help your clients stop feeling stressed and anxious about their retirement finances and instead help them accomplish more than they could have dreamed of in retirement. Over the last 15 years we have helped clients access over $50 million of home equity to solidify their retirement finances. Let me show you how. It is important for you to be able to fully understand how a reverse mortgage works and how it can benefit your clients. I can help with that. As CPA and 20 years as the owner of Signet Mortgage. I am a Certified Reverse Mortgage Professional (CRMP) and love to educate others on the strategic application of a reverse mortgage. Not limited to just reverse mortgages I can apply the same level of expertise to the first time homebuyer through clients moving on up as families grow too! So, please schedule a conversation using the tab to the left. |
Susan Danzig
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Book a quick call with Susan: https://susandanzig.com/breakthrough Financial Advisor Success Assessment Check out the FAST Program: https://susandanzig.com/fastinfo |
SILVER
Advisor Partners
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(925) 980-480
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Tod McMichael, CIMA
(925) 980-4880
Dimensional Fund Advisors
Randy Wacker
(310) 309-6759
JP Morgan
Thomas McKean
(805) 280-8583
Mariner Advisor Network
Tom Croxton
(650) 445-0462
Putnam Investments
Thomas Schmidt
(415) 757-8597
State Street Global Advisors
Luke Hayes
(510) 967-8243