Advisor List

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21 Members
Approved
James Argo
Financial, Real Estate – Commercial
Company: Guarantee Mortgage
E-mail Address: james@jamesargo.com
Phone Number: 415-292-1993
Approved
Basil Barouki
Banking, Financial, Real Estate – Commercial
Company: U.S. Trust, Bank of America Private Wealth Management
Phone Number: 925-658-9787
Approved
Richard Callaway
Financial, Insurance
Company: Pacific Diversified Insurance Services
E-mail Address: rcallaway@pdins.com
Phone Number: 925 686 2860
Approved
Joe Greenhalgh
Business Services & Consulting, Financial
Company: CFOs2GO
E-mail Address: jgreenhalgh@cfos2go.com
Phone Number: 6507267356
Approved
Marco Grelli
Financial, Insurance
Company: Lincoln Financial Advisors
E-mail Address: Marco.Grelli@lfg.com
Phone Number: 9256590304
Approved
Claudia Hess
Accounting, Business Services & Consulting, Financial
Company: Hess Art Advisory & Appraisal Group
Phone Number: (415) 580-2781
Approved
Christopher Hughes
Financial
Company: Del Monte Group, LLC
Phone Number: 9257366410
Approved
Nayan Lapsiwala
Financial
Company: Aspiriant
E-mail Address: nlapsiwala@aspiriant.com
Phone Number: 650-305-3482
Approved
Jonathan Leidy
Business Services & Consulting, Financial
Company: Portico Wealth Advisors
Phone Number: 415-925-8700
Approved
John Lin
Banking, Financial
Company: Morgan Stanley
E-mail Address: jlin008@gmail.com
Phone Number: 510-332-7939
Approved
William Maimone
Attorneys, Business Services & Consulting, Financial
Company: Bill Maimone Business Consulting
E-mail Address: billmaimone@comcast.net
Phone Number: 925-253-3557
Approved
Dylan Malot
Financial
Company: Bernstein
Phone Number: 4152178055
Approved
JP McDermott
Business Services & Consulting, Financial, Insurance
Company: MassMutual Pacific
Phone Number: 925-949-7423
Approved
Rolf Neuweiler
Accounting, Business Services & Consulting, Financial
Company: a2z CFO, LLC
E-mail Address: rolf@a2zcfo.com
Phone Number: 925-216-5058
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
Phone Number: 510.282.1690
Approved
Lan Shaw
Financial
Company: Vision Financial Planning, Inc
Phone Number: 5103588668
Approved
Kayla Shirakhon
Banking, Business Services & Consulting, Financial, Real Estate – Commercial
Company: Wells Fargo
Phone Number: 415-660-0787
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
Betsy Strong
Financial
Company: Strong Legacy Planning
Phone Number: 415 442 8324

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