Stonecrest is a group of independent, alternative investment companies focused on managing Private Lending and Acquisition Funds. With over 3 decades of experience, our Alternative Funds are used for:
– Portfolio Diversification
– Capital Preservation
– Passive Monthly Income
– Overall Portfolio Yield
A key to Stonecrest success is the diversification within the company. This has provided a great foundation for our positive performance in the ever-changing real estate and lending markets
Wendy Hales, CFP®
1473 Norman Drive
Sunnyvale, CA 94087
Innovative Portfolios is a new money management firm helping RIAs help their clients. But while our company is new, we are not new to money management-our team has decades of experience with customized portfolio strategies as well as option-based strategies on top of traditional investments. We can offer scale to RIAs-providing you with institutional-level money management strategies for your client portfolios of every size.
Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.
1682 Novato Blvd #350
Novato, CA 94947
1 (415) 493-2502
I’m an insurance broker with Arthur J Gallagher & Co., specializing in personal insurance. I have a deep understanding of the insurers and the products in the marketplace that meet the needs of mid affluent and affluent clientele. I currently partner with several wealth management firms. My goal is to be an asset to a financial advisor, providing personal insurance expert analysis. My review and recommendations allow the financial advisor to know if the personal insurance of their clients is in good shape in terms of product and pricing. Also, if there are gaps in coverage, especially in terms of the umbrella limit and the insured value of the home.
RobustWealth was developed by advisors for advisors to minimize back-office headaches, so firms can focus on building long-lasting relationships with clients. Three connected experiences – Client, Advisor, and Enterprise – seamlessly integrate an array of features including automated rebalancing, billing/reporting, document vaults, electronic account opening, goal-based investment portfolios, and flexible investment options. Each feature neatly fits into a suite of services that can be completely white labeled to keep your firm front-and-center. For more information, visit us at RobustWealth.com. Your best life is ahead; Climb On!
One Harbor Drive
Sausalito, CA 94965
As an experienced reverse mortgage specialist at Reverse Mortgage Funding LLC, I am committed to helping homeowners age 60 and older get the financial security that they need to cultivate a long and fulfilling retirement in the comfort of their own homes. Given the high home values in the San Francisco Bay Area and the volatility of the market, it is important that financial planners consider the largest financial asset that their older clients have in retirement planning—home equity. Thanks to new borrower protections and academic research by respected scholars such as Dr. Wade Pfau and Dr. John Salter, reverse mortgages have gained acceptance as a valuable tool to help your clients realize their long-term financial goals. I look forward to sharing the scholarly research and common uses of reverse mortgages with you. And helping you to recognize clients that can benefit from a reverse mortgage so that they can enjoy peace of mind in retirement!
Chad Perbeck, CIMA®
1676 N. California Blvd., Suite 500
Walnut Creek, CA 94596
Founded in 1987, Litman Gregory is a San Francisco Bay Area firm that manages assets for high net worth individuals, institutions, and other advisors using strategies that draw on its global tactical asset allocation expertise and in-depth manager due diligence. The firm also publishes its research for investment professionals through Advisor Intelligence. Litman Gregory advises a family of no-load mutual funds, including a fully liquid, multi-strategy alternatives fund.
GGU is offering two types of scholarships exclusively for FPA members applying for Fall admission! Scholarships for the Graduate Certificate in Financial Planning are worth $11,690 each and certificate students can add just three electives and earn our prestigious MS in Financial Planning. We’re also offering scholarships for the three-course Graduate Certificate in Financial Life Planning which are worth $5,000 each. Students can apply these three classes toward the MS in Advanced Financial Planning, whether your area of concentration is Taxation or Financial Life Planning. So, if you’re entering the profession or have already passed the CFP® exam, we have programs (and scholarships!) to help you take your game to the next level.
TCS Insurance is a Life, Disability and Long-Term Care Insurance brokerage firm. We work closely with financial advisors to design, implement and administer insurance plans for individuals and organizations. We have 2 primary niches, (1) Providing individual life, disability and long-term care insurance to high-income, affluent insurance buyers and (2) Designing, implementing and administering custom Disability Insurance plans for organizations with multiple High-income individuals where we implement guaranteed-issue Disability Insurance plans.
937 Capp Street
San Francisco, CA 94110
Anvil modernizes your paperwork, bringing paperwork online as simple and beautiful websites that auto-fill the original PDF forms. Now, instead of multiple email attachments and hunting for completed forms in your inbox amongst endless email threads. Simply share an Anvil link, and monitor the completion progress from your Anvil Dashboard.
Data is captured digitally, auto-validated and filled out correctly on each form, every time. Integrations with DocuSign, Salesforce, and Dropbox (more to come!) means no more missing signatures, and data is instantly synced to where you need it.
No more hunting for completed forms, back-and-forth to correct errors, chasing clients for signatures, manually entering data into your software systems. Just use Anvil.
Heather C. Liston, CFP®, EA
1995 University Avenue, Suite 3363
Berkeley, CA 94704
UC Berkeley Extension’s Certificate Program in Personal Financial Planning provides a top-quality academic path to the financial planning profession. Students who complete this certificate are eligible to take the CFP® Certification Exam. Several of our courses also offer 15 hours each of Continuing Education credit for current CFP(R) professionals.