Platinum Strategic Partners

Homa Rassouli
390 San Luis Way
Novata, CA 94945
(415) 717-4618
https://homarassouli.com/

Homa is a Reverse Mortgage Specialist and is well known as a trusted resource for retirees.  She brings extensive knowledge and expertise to her work.  Her goal is to help transform the lives of her clients with the benefit of a Reverse Mortgage whether they are looking to stop making monthly mortgage payments, extend a retirement portfolio or simply have in place as a resource, she is available to host educational seminars for professionals as well as prospective clients interested in how a reverse mortgage may fit in his or her portfolio. 


Ramona Johanneson
Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.
1682 Novato Blvd #350
Novato, CA 94947
(415) 493-2502
www.ajg.com

I am an insurance broker specializing in personal insurance. I understand the marketplace and know which insurers are writing policies that match the needs of mid affluent and affluent clientele. As the third largest brokerage worldwide, access to the number of insurers is nearly unlimited. Primarily the companies I represent, who are writing policies in California, are ACE/Chubb, Cincinnati, Nationwide, PURE, Safeco and Travelers. My goal is to be an asset to financial advisors, providing expert analysis of their clients’ personal insurance. My review and recommendations allow a financial advisor to know if the personal insurance of their clients is adequate, in terms of both product and pricing. In addition, knowing if there are gaps in coverage, especially in regards to the insured value of the home, valuables that need protecting, the peril of earthquake and a proper umbrella limit.

 

 

John Bacigalupi
1037 Sunnyhills Road
Oakland, CA 94610
(650) 703-7180
www.cantor.com

Cantor Fitzgerald is an American financial services firm that was founded in 1945. It specializes in institutional equity, fixed income sales and trading, and serving the middle market with investment banking  services, prime brokerage, and commercial real estate financing.

Liz McCarthy & Shenna Moe
Marin Luxury Real Estate Agent Team
McCarthy + Moe Group
300 Drakes Landing Road, #120
Greenbrae, CA 94904
415-250-4929

mccarthymoe.com

Whether this is your first home purchase or you’re a seasoned home seller, The McCarthy + Moe Group, in collaboration with Compass Real Estate, will ensure your home sales for the highest possible price and will assist you in buying your dream home. We take the time to understand exactly what you need to reach your real estate goals.

Kelly Friis & Kyle McKenzie
Voya
KF-7623 Circulo Sequoia
Carlsbad, CA 92009

760-710-7881

voya.com

We manage $314 billion in assets for institutions, financial intermediaries and individual investors. Voya IM is one of the 50 largest managers of institutional assets globally. Drawing on a 50-year investing heritage and the expertise of over 300 investment professionals, we are committed to delivering consistent, superior investment results and client service. Voya IM is the asset management business of Voya Financial, a leading health, wealth and investment company with more than 6,000 employees dedicated to helping 14+ million clients plan, invest and protect their savings.

Dimensional Fund Advisors
Sara Blandford & Andy Yin, CFA
1299 Ocean Avenue
Santa Monica, CA 90401
310-576-1193
www.dimensional.com

Founded in 1981, Dimensional has a long history of applying academic research to practical investing. We offer a full range of equity and fixed income strategies designed to target higher expected returns. With over $500B in assets under management, we offer investors access to our investment approach via mutual funds, ETFs, and SMAs.


Christina Gray
4300 Stevens Creek Blvd.
Suite 275
San Jose, CA 95129
(650) 492-1874
www.stonecrest.net

Stonecrest is a group of independent, alternative investment companies focused on managing private lending and acquisition funds.  Our management strategy targets investors who want to preserve capital, de-risk portfolios, diversity and secure an income stream.

 

 

James Palen
535 Cowper St.
Suite 200
Palo Alto CA 94391
(628) 231-6509

www.scholarshare529.com
ScholarShare 529 is California’s official state education savings plan that has been heloing families to save, invest and pay for college for over 20 years. Scholarshare is a direct sold 529 program with an average cost that is less than half the national average for all 529 programs. By combing tax efficient withdrawals and low cost investments, Scholashare can help your client’s education saving go as far as possible towards their education goals.

 


Grace Holzer
First Eagle Investment Management, LLC
1345 Avenue of the Americas
New York, NY 10105
(212) 632-2873
www.feim.com

First Eagles is a value-oriented manager. With the merge of THL, we now offer private credit and other income-oriented vehicles. First Eagle’s Global Value team has adopted the value investment philosophy first developed by Benjamin Graham and later refined by Warren Buffett. The key principle is the purchase of shares in what we believe to be well-positioned, well-managed and well-capitalized companies when they are trading at a discount to the team’s estimate of their intrinsic value – a discount known as a “margin of safety.” The team’s focus is our bottom-up, fundamental, benchmark agnostic approach to equity investing.


​Jen Marshall
Loan Depot
700 Larkspur Landing Circle, Suite 210
Larkspur, CA 94939
(415)-205-3771
https://www.loandepot.com/loan-officers/jenmarshall
Fully service mortgage lender for purchase or refinance. 1-4 units, conforming, jumbo, alt-docs, asset dissipation, interest-only, reverse mortgage, HELOC.

Scott C. Fong
SIFF Investment Services
President and Founder
3245 Geary Blvd
San Francisco, CA 94118-9992
415-601-1051

www.siffinvestment.com

SIFF Investment Services was started in 2002 and is a Fee only consulting firm for Real Estate Investors.

Think of us as your Financial Planner for Real Estate Investors. Our greatest value is to act as an independent third party advisor, NOT the Broker/Realtor. We coordinate and oversee transactions to ensure investors receive the best service, pricing, and investment options. Our target market are highly appreciated properties (single family homes, apartments, commercial buildings, etc) located in the Bay Area that are underperforming. We will advise investors through 1031 Exchanges(tax deferred) and locate suitable properties that will increase their returns significantly. On average, we help increase our clients net rental incomes by 30% or more.

Silver Strategic Partners

Brandon Ma
Capital Group Home of the American Funds
Steuart Tower
1 Market Street, Suite 2000
San Francisco, CA 94105
(415) 260-7163
capitalgroup.com/ria/

Celebrating its 90th anniversary in 2021, Capital Group, home of American Funds, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of September 30, 2021, Capital Group manages more than $2.3 trillion in equity and fixed income assets for millions of individual and institutional investors around the world.



Beth Miller-Rowe
3478 Buskirk Ave. #1000
Pleasant Hill, CA 94553
(925) 969-0380
yourreverse.com

Beth has been in the mortgage business for 38 years, specializing exclusively in Senior Lending for the last 12 years. Beth’s focus is working with her clients to determine their goals and what they hope to achieve with a reverse mortgage. Beth works together, with the Planner and the client, to make sure a reverse mortgage is a positive, sustainable solution based on those goals. A reverse mortgage helps a FP manage SOR risk and potentially extend the life of the client’s portfolio. Because of this, it is critical that we work as a team to help your clients reach their overall financial goals.