Platinum Strategic Partners
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.
Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.
1682 Novato Blvd #350
Novato, CA 94947
I’m an insurance broker 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 represent many reputable companies, such as AIG, ACE/CHUBB, Cincinnati, Encompass, Nationwide, PURE, Safeco and Travelers. 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 regards to the umbrella limit and the insured value of the home.
Celebrating 40 years of educating financial planners, GGU offers graduate certificates in Financial Planning and Financial Life Planning and Master’s degrees in Financial Planning and Advanced Financial Planning. Study in the classroom or entirely online with our highly acclaimed scholar-practitioner faculty.
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
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.
Vaksman Khalfin, PC
Robert Vaksman, Esq
875 Mahler Road
Burlingame, CA 94010
We are a boutique law firm based in Burlingame, CA with more than two decades of experience in trusts and estates. Over the years, we have assisted 1000s of clients with their Estate Planning, Trust Administration, and Probate matters. In addition to trusts and estates, we are pleased to assist clients with business law and real estate matters.
The Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ) seeks to offer investors exposure to the growth in Internet and Ecommerce activities in the developing world as middle classes expand and affordable smartphones provide unprecedentedly large swaths of the population with access to the Internet for the first time.
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.
Silver Strategic Partners
Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth families, trusts, and foundations. As a certified B Corporation member and a signatory of the Principles for Responsible Investment (PRI), we join a family of global organizations working towards positive societal change and help our clients bridge their financial and social objectives. Our firm offers deep expertise and experience in socially responsible investing through BakerAvenue’s Impact Strategy. We’re headquartered in San Francisco with offices in New York, Dallas, and Seattle. For more information, visit bakerave.com.
A global investment manager, Capital Group has helped investors succeed by remaining true to our values and approach. They include a distinctive way of managing money, an emphasis on research, a long-term view and a recognition of the power of relationships. Helping investors succeed has helped us grow. Since 1931, we have provided low-cost, actively managed funds that have delivered strong long-term results. Today, we’re one of the world’s largest investment management organizations, managing more than $2 trillion.
UC Berkeley Extension’s Certificate Program in Personal Financial Planning provides a top-quality 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® professionals.
1995 University Avenue, Suite 200
Berkeley, CA 94704
Saturna Capital, manager of the Amana, Saturna Sustainable, Sextant, and Idaho Tax-Exempt funds, draws pon years of investment experience to aid investors in navigating today’s complex market environment. Founded in 1989, Saturna has helped individuals and institutions build wealth, earn income, preserve capital and achieve their financial goals for more than thirty years.