Please join us for our upcoming monthly breakfast meeting! Now at CONTRA COSTA COUNTRY CLUB
When
Wednesday, May 2, 2018 from 7:15 AM to 9:00 AM PDTLook who else is already registered!
| Joanna Aiken EnsoWealth |
| Bill Allen CFA Candidate |
| David Allen True Wealth Advisory Group |
| Harold Bauer Caliber Home Loans |
| Martin Brook Retired |
| Jim Carley Reverse Mortgage Funding |
| Brian Carlson Jackson |
| Allen Carr Broadstone |
| Mike Chewning OppenheimerFunds |
| Jeff Clark Steven's Printing |
| Justin Dodson J.P. KING ADVISORS, INC. |
| Benjamin Douglas Rimon Law |
| Christopher Flores HC Financial Advisors, Inc. |
| Kevin Gahagan Mosaic Financial Partners, Inc. |
| Jamshed Gandi Rina Wealth Management Services LLC |
| Brian Gemmer Gemmer Asset Management LLC |
| Seth Geunther Oppenheimer Funds |
| Larry Ginsburg Ginsburg Financial Advisors, Inc. |
| Dennis Goins Dennis Goins & Associatrs |
| Barbara Gray Pivotal Wealth Advisors |
| Kirk Harding Bay Computing |
| Thomas Howard Lodestar Private Asset Management |
| John Hutchinson Stifel |
| Barbara Jolliffe Securities America Inc |
| Michael Jones TD Ameritrade Institutional |
| Anjanette Kallas T.Rowe Price |
| Craig Kirkpatrick Act-Three Consulting |
| Tony Matheson Matheson Financial Partners |
| Elizabeth McClelland East Bay Divorce Financial Planning |
| Eileen McPeake McPeake & Company LLC |
| Sean Mihal Russell Investments |
| Joe Morgan JWM Wealth Management, LLC |
| John Mullen Perseus Wealth |
| Kyle Najarian Oppenheimer Funds |
| Brian Nash IMD Goldman Sachs |
| Sharon Nasstrom Cambridge Investment Research |
| Michael Olff Gateway Financial Advisors |
| Kara Paik Stonecrest |
| Chad Perbeck Litman Gregory Asset Management |
| Norma Perkins Bay Equity Home Loans |
| Marilyn Plum Retired - CFP Emeritus |
| Teresa Riccobuono Simply Organized |
| Don Rogers Walnut Creek Wealth Management |
| Jessica Schafer J.P. King Advisors, Inc. |
| Clay Selland Signet Mortgage |
| Dave Shackelford Ameriprise Financial |
| David Shaffer HEFFERNAN BRIGNOLE INSURANCE SERVICES LLC |
| Cliff Shum Shum Financial Group, Inc. |
| John Sorrell Bluerock |
| Mark Sweetland Swan Global Investments |
| Kim Thomas TriNet |
| William Tom Mosher Financial Advisors |
| Peter Van Gemeren Van Gemeren Wealth Management, Inc. |
| Carl Wayne American Heart Association |
| Mike Whitney Russell Investments |
| Joseph Yastrub Voya Investment Management |