| organization name | city | fait
accompli? | online? |
|
| Fortune Strategies Inc / Patricia Tanner, CEO & Founder | Alamo |
Woman
| website email ad |
| FSC Securities Corp / John Dunsing | Walnut Creek |
| website email |
| Gregory Associates / CW Bill Gregory | San Ramon |
C of C
| email |
| Groh CFP, Richard / Richard Groh, CFP | Greenbrae |
| website email ad |
| Halmilton Martell & Associates / R Thomas Martell | San Ramon |
| email |
| Hamilton Martell & Associates / Charles Hamilton | San Ramon |
| email |
| Heath, Ronald G - Investment Counseling | Pleasanton |
| email |
| Herrmann Financial Services Inc / David Herrmann CFP | Danville |
Exec
| website email ad |
| IDEAL Financial Services / Jeff Witt | Lafayette |
C of C
| website email |
| Independence Capital Corp / Ed Torres | Pittsburg |
C of C
| email ad |
| ING Financial Partners, Inc / John Reising - Financial Advisor | Oakland |
| website email ad |
| Insurance & Financial Services / Keith Hentschel | Pleasanton |
| |
| Integrated Financial Management / Brian Roberts | Pleasant Hill |
C of C
| website email |
| Integrated Financial Resources | Oakland |
| |
| Investco | Oakland |
| |
| Investment Management & Research, Inc / Ellen E Shell, CFP | Burlingame |
Woman
| ad |
| John Hancock Financial Services | San Mateo |
C of C
| |
| Kathryn Amenta / Kathryn Amenta | San Francisco |
Woman
| email ad |
| Kit Cole Investment Advisory Services | San Rafael |
| website email |
| Krieger Campbell Inc | Oakland |
| |
| Lamorinda Asset Advisors Inc - Total Wealth Management / Paul Griessel, President | Walnut Creek |
| website email ad |
| Larry P Ginsburg CFP | Oakland |
| |
| Lincoln Financial Advisors / Phillip Cordano, Financial Planner | San Ramon |
C of C
| website email |
| Logorio Leininger Financial Services / Natalie Leininger | Pleasanton |
| email |
| Mass Mutual Financial Group | Pleasanton |
C of C
| website email ad |
| Matthew Kennedy & Co - Corporate Financial Advisory / Michael Bloom | Lafayette |
C of C
| email ad |
| Merrill Lynch / Hallie Hart, CFM, CFP®, Financial Planner | San Ramon |
| website email ad |
| Merrill Lynch | Oakland |
C of C
| website email ad |
| Merrill Lynch / James J Dyer, VP, Global Private Client | Berkeley |
C of C
| website email ad |
| Metlife Financial Services / David Turng | Alameda |
| website email ad |
| Metlife Financial Services / Tina Engineer | Lafayette |
C of C
| website email ad |
| Mighti Paq Corp / Mikk King | Alameda |
C of C
| |
| Montclair Financial Group | Oakland |
C of C
| |
| Morgan Stanley / Cyle Sherman, Financial Planner | Walnut Creek |
C of C
| website email |
| Morrison & Frazier, LLC / Colleen Supran | Lafayette |
C of C
| website email ad |
| National Planning Corporation / Beverly Tanner, CFP | Larkspur |
Woman
| ad |
| New England Financial / David Lowman | San Jose |
C of C
| email |
| Parhiala Financial / Paul Parhiala | Fremont |
| email |
| Patelco Credit Union | Pleasanton |
C of C
| website email |
| Paul Hallowell EA | Alameda |
ValueStar
| |
| Personal Financial Consultants Inc / Loren B Kayfetz, CLU, ChFC, CFP | San Ramon |
C of C
| website email ad |
| Pleasanton Financial Advisors / Gary Smith | Pleasanton |
| email |
| Principal Financial Group / Bob Wright | Lafayette |
C of C
| email |
| Prudential Financial Planning Services / Inga Khersonsky, CLU, ChFC | Brentwood |
| website email ad |
| Prudential Financial Planning Services / John Tarabini, MBA | Walnut Creek |
| website email ad |
| Putney Klein Associates Inc / Charles Putney, President | Walnut Creek |
| website email |
| Republicano Jr, Victor P, CPA, DABFA | Alameda |
| website email ad |
| Reynold Financial Management / Reynold Samoranos | Orinda |
C of C
| email ad |
| Rittmann Financial Services / Jerrold (Fritz) Rittmann | Livermore |
ValueStar
| email |
| Riviera Ventures / Bob Dahl | Alameda |
C of C
| email |
