Please join us for our upcoming monthly breakfast meeting! Now at CONTRA COSTA COUNTRY CLUB
Andrew Agosta First Trust |
Ken Bakar Orinda Asset Management |
Mary Ballin Private Ocean |
Harold Bauer Caliber Home Loans |
Martin Brook Retired |
Jim Carley Reverse Mortgage Funding |
Brian Carlson Jackson |
Jeff Clark Steven's Printing |
Kelly Crane Napa Valley Wealth Management |
Leah Davis Guest of Hyun Joo Park |
Justin Dodson J.P. KING ADVISORS, INC. |
Jason Dudum Dudum Financial |
Jamshed Gandi Rina Wealth Management Services LLC |
Brian Gemmer Gemmer Asset Management LLC |
David Gemmer Gemmer Asset Management LLC |
Dennis Goins Dennis Goins & Associatrs |
Barbara Gray Pivotal Wealth Advisors |
Kirk Harding Bay Computing |
Ernest Holguin Holguin & Sy Wealth Management |
John Holmgren Holmgren & Associates |
Thomas Howard Lodestar Private Asset Management |
Kirsten Howe Absolute Trust Counsel |
John Hutchinson Stifel |
Patrick Johnson CPS SACRAMENTO |
Dan Kanivas Guest of Kara Paik |
Craig Kirkpatrick Act-Three Consulting |
Greg Knight Engage Advising |
Martha Mastracci First Republic Bank |
Beth McClelland East Bay Divorce Financial Planning |
Eric McCormick Fidelity Investments |
Julie McKinney JBM Mortgage |
Debbie Mitchell Bedell Frazier Investment Counselling, LLC |
Joe Morgan JWM Wealth Management, LLC |
John Mullen Perseus Wealth |
Brian Nash IMD Goldman Sachs |
Michael Olff Gateway Financial Advisors |
Adele Ostomel Ginsburg Financial Advisors |
Kara Paik Stonecrest |
Frank Pare PF Wealth Mangement |
Chad Perbeck Litman Gregory Asset Management |
Marilyn Plum EP Wealth Advisors |
Debbie Pursey Walnut Creek Wealth Management |
Patrice Rainer Rainer Wealth Management |
Maureen Recker MassMutual Pacific |
Teresa Riccobuono Simply Organized |
Michael Ricinak 59409 |
Walter Ruczynski MassMutual Northern California |
Scott Sampson Smart Portfolios |
Jessica Schafer J.P. King Advisors, Inc. |
Maxwell Schmitz DI + LTC |
Clay Selland Signet Mortgage |
Dave Shackelford Ameriprise Financial |
David Shaffer HEFFERNAN BRIGNOLE INSURANCE SERVICES LLC |
Corey Silva MFS Investment Management |
Bernie Smit Walnut Creek Wealth Management |
Mark Sweetland Swan Global Investments |
William Tom Mosher Financial Advisors |
Roger Tran Ginsburg Financial Advisors, Inc. |
Nancy Tredwell Bedell Frazier Investment Counselling, LLC |
Alex Ward Sierra Funds |
Amber Woodbury Guest of Clay Selland/Signet Mortgage Corp. |
Joe Yastrub Voya Investment Management |