Sponsors

Gold Sponsors



Litman Gregory-Resized

Patrick Clancy
1676 N. California Blvd., Suite 500
Walnut Creek, CA 94596
(925) 253-5209
www.masterfunds.com

Dave Yeske, MA, DBA, CFP®
536 Mission Street, Room 4332
San Francisco, CA 94105
(415) 442-6524
www.ggu.edu
Christina Gray
4300 Stevens Creek Blvd.
Suite 275
San Jose, CA 95129
(408) 557-0700 ext. 220
www.stonecrest.com
Pender_Capital_2017

Mark Dickinson
4485 Berting Street
San Diego, CA 92115
(443) 253-8525
www.pendercapital.com

Gwendaline Mazzara
(415) 445-7105
www.fiws.fidelity.com

RMF 2015Mary-Alice Cardenas
115 Harvard Avenue
Mill Valley, CA 94941
(415) 233-1007
www.reversefunding.com

Samantha Yalof
400 Howard Street
San Francisco, CA 94105
(916) 616-7917
www.blackrock.com
homa_rassouli_11_27_162
Homa Rassouli
7250 Redwood Blvd.
Suite 300
Novata, CA 94945
(415) 717-4618
www.hrassouli.com
RiverNorth Logo (3).jpgChris Lakumb
555 5th Street,
Suite 300-B
Santa Rosa, CA 95401
(312) 890-3740
www.rivernorth.com

Mary Jo Lafaye
1101 5th Avenue,
Suite 150
San Rafael, CA 94901
(415) 259-4979
www.maryjolafaye.com
American-Century-2017
Matthew Beck
325 China Basin, #206
San Francisco, CA 94158
(816) 340-9771
www.americancentury.com

Silver Sponsors


 

Anna Lee
1995 University Avenue, Suite 110
Berkeley, CA 94704
(510) 664-4019
www.extension.berkeley.edu
/spos/pfp.html
Broadstone 2017

Allen Carr
131 Alvarado Road
Berkeley, CA 94705
(585) 402-7851
www.broadstone.com

FlexShares 2015
John Jordan
42 El Patio Street
Oakland, CA 94611
(707) 696-0190
www.flexshares.com
Thomas Burwell
1825 S. Grant Street
Suite 250
San Mateo, CA 94402
(650) 365-5341 ext. 237
www.redwoodmortgage.com
S2K_Financial_2017

Lonnie Kandel
2111 South Adams Street
Denver, CO 80210
(303) 619-7638
www.s2kfinancial.com

Shawn Sidhu
1250 Aviation Avenue, Suite 200Q
San Jose, CA 95110
(408) 599-3628
www.thrivemtg.com
Reverse Mortgage West Logo-Resized
William Smith, CFA
100 Shoreline Highway
Suite 100, Bldg. B
Mill Valley, CA 94941
(415) 465-7348
www.wsmithreverse.com
David Chee, CPA
4695 Chabot Drive, Suite 200
Pleasanton, CA 94588
(510) 436-3100
www.davidchee.com
Jeff Zabel
33410 S.E. Redmond Fall City Road
Fall City, WA 98024
(425) 441-8582
www.tdainstitutional.com
Terry Riordan
31872 Via Pato
Coto De Caza, CA 92679
(917) 940-8721
www.investments.voya.com 

Bill Bergstrom

300 Montgomery Street, #450
San Francisco, CA 94104
(415) 820-2204
www.pennbrookinsurance.com