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 |
COMPANY HIGHLIGHT: |
![]() 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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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 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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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: “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 |
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