Platinum Strategic Partners
Homa Rassouli
390 San Luis Way
Novata, CA 94945
(415) 717-4618
https://mutualreverse.com/lo/homa-rassouli/
I am a reverse mortgage expert with over 38 years of experience in the financial services and mortgage industry. The critical part of my services is to assess and provide viable information to clients who are trying to remain independent in their golden years with security and flexibility. First and foremost, I begin by understanding the needs of my clients. Whether they are looking to stop making monthly mortgage payments, extend a retirement portfolio, or simply age in their own homes, I make recommendations to best suit their individual needs. I provide learning and educational sessions to aging groups and 62+ communities. I help promote reverse mortgage benefits that can help people confidently realize their financial goals and live a more satisfying life.
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.
John Bacigalupi
1037 Sunnyhills Road
Oakland, CA 94610
(650) 703-7180
www.cantorassetmanagement.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.
Ramona Johanneson
Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.
500 N. Brand Blvd. #100
Glendale, CA 91203
(415) 493-2502
www.ajg.com
I am an Area Vice President and Producer handling new business for the brokerage. My expertise is personal insurance and I have been a producer for over 30 years. As one of the largest insurance and risk management firms worldwide, our access to companies is nearly unlimited for both preferred and non-preferred insurance companies. 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. If the current insurance is inadequate and there is an alternative insurer who can better meet the needs of the client, quotations are presented for a personal insurance program tailored to the client.
Christina Gray
4675 Stevens Creek Blvd.
Suite 235
Santa Clara, CA 95051
(650) 492-1874
www.stonecrest.net
Stonecrest is an Alternative Investment group and asset manager focused on real estate in private lending and acquisition funds. Serving high net worth investors, RIAs and family offices since 1986, we take pride in our track record of generating consistently high, risk-adjusted returns in funds that aim to meet the long-term goals of our clients.
Alec Morrison
3049 California St.
San Francisco, CA 94115
(415) 417-7305
www.invesco.com
Invesco is a global asset manager that has been managing investments for institutional and retail clients since the 1940s. The firm manages $1.8t in assets through Mutual Funds, ETFs, SMAs, and CITs in both public and private markets. Invesco is dedicated to helping clients achieve greater possibilities with an offering of exceptional investment capabilities.
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.
Andy Yin
JPMorgan Asset Management
560 Mission Street, 3rd Floor
San Francisco, CA 94105
626-375-3884
www.jpmorganfunds.com
Vadim Gorin
Avantis Investors
360 E. 2nd Street, Suite 500
Los Angeles, CA 90012
213-992-9008
www.avantisinvestors.com
Avantis Investors was established in 2019 to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions that fit seamlessly into asset allocations. We take common-sense investment principles and incorporate the latest academic research to build investment strategies designed to improve outcomes for investors.
The innovations of Avantis Investors® rest on the established foundation of American Century Investments, an asset manager known for industry-leading client care, stewardship and stability. Founded over 65 years ago, American Century Investments boasts an institutional-quality investment management platform with $260 billion in assets under management (as of Dec 31, 2024).
Through American Century Investments’ unique ownership structure, 40% of profits in the form of dividends are directed to The Stowers Institute for Medical Research. The Institute is devoted to expanding our understanding of the secrets of life and to improving life’s quality through innovative approaches to the causes, treatment and prevention of diseases. Your investments with Avantis Investors help support research that can improve human health and save lives.