Partners - FPA of the East Bay

GOLD

 


Michael J. O’Connor
Business Development Executive
2185 N. California Blvd., Suite 290
Walnut Creek, CA 94596
Tel: (415) 939-3841
Email: moconnor@advisorpartners.com
Web: www.advisorpartners.com
Linkedin: https://www.linkedin.com/company/advisor-partners-llc

Mike is a veteran in the investment management industry with over 20 years of experience working with both institutional and high net worth clients. Prior to joining Advisor Partners, Mike worked as Vice President of Investments for WrapManager, an Independent RIA catering to high net worth clientele. Before WrapManager, Mike was a Managing Director at Harris, Bretall, Sullivan & Smith, LLC (later acquired by Federated Investors) as well as Genworth Financial Wealth Management. Mike implemented investment platform solutions for CPAs and independent investment advisory firms serving high net worth investors

COMPANY HIGHLIGHT:
Advisor Partners (“AP”) is an accomplished provider of tax loss-harvesting and direct indexing asset management services.


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/

My hometown is Oakland, CA and today I live in Lafayette with my amazing partner, Tricia, her son, my daughter, and our cat.  After graduating from UCLA in 1978, I began my insurance career at an insurance agency in San Francisco. In 1983, I became the Agency Principal of David Shaffer Insurance Services and recently celebrated my 27th year in business as a Professional Independent Insurance Agency.  My personal interests include cooking, hiking, downhill skiing, photography, various volunteer work, and traveling. In 2019, I spent three incredible weeks in Portugal and during the 2020 Thanksgiving week, enjoyed five incredible days in Yosemite.


COMPANY HIGHLIGHT:
What really sets my agency apart from other insurance agencies and licensed agents is how we approach our
insurance work. We start with the premise we always do what is in the best intertest of our clients. We will
not provide any premium indication, known as a quote, or suggest any insurance company that we represent
until after an extensive review of all the existing insurance coverage, the completion of a unique Insurance
Risk and Attitude Questionnaire, and after we have identified thoroughly all the assets at risk
.  In contrast,
most agents or agencies will just want to provide immediately a quote without any deep analysis. Click Here
for more information.

 


Kelli Stanko
Tel: (602) 2142938
Email: kms21@ntrs.com
Web: www.flexshares.com
Linkedin: 

COMPANY HIGHLIGHT:
With $1.2 trillion in total assets under management,*and a longstanding fiduciary history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients. At Northern Trust Asset Management, we understand that investing ultimately serves a greater purpose for your clients. That’s why our philosophy is rooted in the fundamental belief that investors should get compensated for the risks they take – in all market environments and in any investment strategy.

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
EmailJack.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

I collaborate with advisors in the East Bay and Marin County to find solutions that fit their clients individual needs. I have been with Jackson since 2005, I have lived in Colorado, Georgia, Indiana, and the Bay Area all with Jackson. Married with two daughters, big sports fan, love movies, friends, and golf!

COMPANY HIGHLIGHT:
What makes Jackson different truly is our investment Platform with no investment restrictions when a guarantee is added to the contract. In time periods where uncertainty, volatility, and low rates exist we offer many different options.


Jordan Selvin
111 Huntinton Ave
Boston, MA 02199-7632

Tel: (925) 733-7764
Email: jselvin@mfs.com
Web: www.mfs.com
Linkedin:
 

 



Joe Gengo
5180 Pastor Dr.
Granite Bay, CA 95746
Tel: (415) 608-7480
Email: Joseph.Gengo@pimco.com
Web: www.pimco.com
Linkedin:

Mr. Gengo is a senior vice president and external advisor
consultant for PIMCO Investments. He is responsible for
distribution of PIMCO’s mutual funds, managed accounts and
other investment products to independent firms in northern
California and Nevada. Mr. Gengo joined the firm in 1995. He
has 25 years of investment experience and holds a bachelor’s
degree in business administration with a minor in finance from Roger Williams
University. He is also a member of the Financial Planning Association and the
Foundation for Financial Planning


Clay Selland
2500 Old Crow Canyon Rd., Ste. 410
San Ramon, CA 94583
Tel: (925) 807-1503
Email: clay@signetmortgage.com
Web: www.signetmortgage.com
Linkedin: linkedin.com/in/claysellandmortgage/
Schedule a conversation
https://calendly.com/clayselland/inital-conversation

 

As a financial planner your job is to help clients feel secure and confident in their retirement. To do that you create plans that can handle the ups and downs. The problem is it’s impossible to anticipate everything which can make a client feel anxious and concerned about events outside of their control.

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
Certified Business Development Coach/Speaker/Trainer/Program Leader
Tel: (925) 954-1773
Email:  susan@susandanzig.com

Company web address:  susandanzig.com
LinkedIn address:
https://www.linkedin.com/in/susandanzig/

 

Susan Danzig is a Certified Business Development Coach, speaker, trainer, and program leader. She has been consulting with financial services professionals since 2004. Susan’s specialty is brand refinement, messaging, and strategic marketing to enhance a business’s market value for growth and sale. Susan is a graduate of the University of Colorado in Boulder, a Certified Business Development Coach, and a Certified Master Neuro Linguistic Programming Practitioner. A strong contributor to the financial services community, Susan is a Past President of the East Bay Chapter of the Financial Planning Association and a Past National Board Member of the Financial Planning Association.

Company Highlight:
Given the competitive landscape for financial advisors today, strategic business development, effective
communication and marketing strategies combined with top sales skills are more important than ever. I
developed and recently launched the Financial Advisor Success Training (FAST) program which is specifically designed to help advisors attract and retain business. For information about FAST, click on this link: https://susandanzig.ac-page.com/financial-advisor-success-training-fast

“Several of our Wealth Advisors have gone through Susan Danzig’s Financial Advisor Success Training (FAST) program. Our Wealth Advisors have big goals, and the FAST program has been invaluable in helping them to stay organized, on track, and focused on the right marketing strategies. We have grown significantly during this year we’ve been working with Susan.”

“The FAST program is comprehensive and helps advisors create the foundation they need to attract ideal
clients quickly. After years of watching advisors try a variety of approaches, Susan knows how to help them stay the course with the training, tracking, accountability, and coaching. If you’re looking for a business development and marketing system that trains advisors on critical marketing and sales skills to reach their
AUM goals, then I highly recommend the FAST program.”
-Arthur Ambarik, CEO, Perigon

 

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