2024 Scholarship winnersRobert Paylor and BOD
(925) 778-1165 eastbayfpa@gmail.com


John Bacigalupi
1037 Sunnyhills Road
Oakland, CA 94610
Tel: (650) 703-7180
Email: John.Bacigalupi@cantor.com
Web: www.cantor.com

Drew Larson
1001 Liberty Avenue
Pittsburgh, PA 15222

Tel: (415) 463-0627
Email: drew.larson@federatedhermes.com
Web: www.federatedhermes.com


David Shaffer, ARM, CPRIA
Vice President
12 Amanda Lane
Lafayette, CA 94549
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.

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.

Jack Fladeland
Tel: (925) 359-5773
Web: www.Invesco.com


Brian T. Carlson, CIMA®, CFP®
Regency Vice President
150 Belgian Drive
Danville, CA 94526
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!

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.

Matt Barley
250 Fillmore St, Ste. 300
Denver, CO 80206

Tel: (949) 230-9496
Email: mbarley@meketacapital.com
Web: www.meketacapital.com


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

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


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.



Goldman Sachs
Brian Nash and John Jordan
(773) 304-8627 and (707) 696-0190

JP Morgan
Thomas McKean and Andy Yin
(805) 280-8583 and (626) 375-3884