Advisors | CouncilONE Advisors

Approved

Dylan Malot

Financial

Company: Bernstein

E-mail Address: dylan.malot@bernstein.com

Phone Number: 4152178055

Approved

JP McDermott

Business Services & Consulting, Financial, Insurance

Company: MassMutual Pacific

E-mail Address: jpmcdermott@financialguide.com

Phone Number: 925-949-7423

Approved

Christopher Mead

Attorneys

Company: Cooper, White & Cooper LLP

E-mail Address: cmead@cwclaw.com

Phone Number: 415.765.6232

Approved

Charu Mungale

Business Services & Consulting

Company: TeamLogic IT of Santa Clara

E-mail Address: cmungale@teamlogicit.com

Phone Number: 408-970-9322

Approved

Rolf Neuweiler

Accounting, Business Services & Consulting, Financial

Company: a2z CFO, LLC

E-mail Address: rolf@a2zcfo.com

Phone Number: 925-216-5058

Approved

Rosangela Nicholson

E-mail Address: rosangela.nicholson@marcumllp.com

Approved

Ken Norvell

Business Services & Consulting, Technology

Company: CMIT Solutions of Pleasanton

E-mail Address: knorvell@cmitsolutions.com

Phone Number: 925-462-8862

Approved

Virginia Peiser

Attorneys

Company: Doyle Quane Freeman

E-mail Address: JVPeiser@familytrustsandestates.com

Phone Number: 9253142320

Approved

William Podger

Banking

Company: City National Bank

E-mail Address: bill.podger@cnb.com

Phone Number: 415 576 3908

Approved

Stacey Poole

Attorneys

Company: Lerner-Poole, LLP

E-mail Address: stacey@cafamilylaw.com

Phone Number: (415) 391-6000

Approved

Bruce Potterton

Business Services & Consulting, Recruiting / Staffing / HR

Company: The Fletching Group

E-mail Address: bruce@fletchinggroup.com

Phone Number: 415-640-4460

Approved

Ivoree Robinson

Business Services & Consulting, Financial, Insurance

Company: ABD Insurance & Financial Services

E-mail Address: ivoree@theabdteam.com

Phone Number: 415-243-6265

Approved

David Scharff

Financial

Company: Silver Transitions Financial & Insurance Solutions

E-mail Address: dscharff@silvertransition.com

Phone Number: 510.282.1690

Approved

Lan Shaw

Financial

Company: Vision Financial Planning, Inc

E-mail Address: lan@visionfinancialplanning.com

Phone Number: 5103588668

Approved

Tyler Shewey

Attorneys

Company: Berliner Cohen

E-mail Address: tyler.shewey@berliner.com

Phone Number: 408-286-5800

Approved

Kayla Shirakhon

Banking, Business Services & Consulting, Financial, Real Estate – Commercial

Company: Wells Fargo

E-mail Address: kayla.shirakhon@wellsfargo.com

Phone Number: 415-660-0787

Approved

Fausta Shuler

Accounting, Business Services & Consulting

Company: Hemming Morse LLP

E-mail Address: shulerf@hemming.com

Phone Number: 415-836-4087

Approved

James Sinunu

Attorneys

Company: Sinunu Bruni LLP

E-mail Address: jsinunu@sinunubruni.com

Phone Number: 415 471 1501

Approved

Marty Smith

Real Estate – Commercial

Company: Alhouse Deaton

E-mail Address: msmith@alhousedeaton.com

Phone Number: 650-269-8117

Approved

Steve Solodoff

Accounting, Business Services & Consulting, Financial

Company: B2B CFO

E-mail Address: Stevesolodoff@b2bcfo.com

Phone Number: 530-746-2018

Approved

Scott Stauffer

Financial

Company: BetterWealth LLC

E-mail Address: scott@betterwealth.us

Phone Number: 408-659-2390

Approved

Ethan Stone

Attorneys

Company: Stone Business Law, P.C.

E-mail Address: ethan.stone@stonebusinesslaw.com

Phone Number: 6503185732

Approved

Betsy Strong

Financial

Company: Strong Legacy Planning

E-mail Address: bstrong@stronglegacyplanning.com

Phone Number: 415 442 8324

Approved

Dennis Sullivan

Attorneys

Company: Law Offices of Dennis M. Sullivan

E-mail Address: sullivan601@msn.com

Phone Number: 4159825454

Approved

Elizabeth Suzuki

Business Services & Consulting

Company: Sutton Suzuki Architects

E-mail Address: esuzuki@sutton-suzuki.com

Phone Number: 4153833139

Approved

Jeff Tachiki

Attorneys

Company: The Tachiki Law Group

E-mail Address: jeff@tachikilaw.com

Phone Number: 510-527-0900

Approved

Joanne Tan

Business Services & Consulting, Sales & Marketing

Company: 10+ Visual Branding

E-mail Address: director@joannetanvisualbranding.com

Phone Number: 925-878-1992

Approved

Colean Tang

Business Services & Consulting

Company: Sales Synergy Consulting LLC

E-mail Address: coleantang@salessynergy.net

Phone Number: 4082189325

Approved

Jeff Tremolada

Real Estate – Commercial

Company: The Axiant Group

E-mail Address: jefft@axiantgroup.com

Phone Number: 415-374-2102

Approved

Greg Uyehara

Insurance

Company: Krauter and Company

E-mail Address: guyehara@krautergroup.com

Phone Number: 415-767-1317

Approved

Marc Vacarro

Business Services & Consulting, Technology

Company: Skyen, LLC

E-mail Address: marc@skyen.com

Phone Number: 4154847651

Approved

Miki Vierra

Real Estate – Commercial

Company: Cushman & Wakefield

E-mail Address: miki.correa@cushwake.com

Phone Number: 408-572-4164

Approved

James Walker

Real Estate – Commercial

Company: Walker Partners

E-mail Address: jim@walkerpre.com

Phone Number: 415-248-5388

Approved

Jon Welch

Recruiting / Staffing / HR

Company: TASC

E-mail Address: jon.welch@tasconline.com

Phone Number: (925) 482-5105

Approved

Matthew Wheeler

Accounting

Company: Wheeler Accountants LLP

E-mail Address: matt.wheeler@wheelercpa.com

Phone Number: 408-252-1800

Approved

Phil Winslow

Accounting

Company: Phil Winslow, CPA

E-mail Address: phlwinslow@earthlink.net

Phone Number: 9259321655

Approved

Jeffrey Wong

Attorneys

Company: Jeffrey H. Wong, Attorney at Law

E-mail Address: jeffwong@jhw-law.com

Phone Number: 408-725-7507

Approved

James Wu

Attorneys

Company: Quarles & Brady LLP

E-mail Address: James.Wu@quarles.com

Phone Number: 925-658-0300

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