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.
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.
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
Allianz Life Insurance Company of North America
23415 Shorebreak Lane #59
Valencia, CA 91355
(310 ) 728-9943
Allianz is a leading provider of retirement solutions. Our innovative products give your clients financial protection and guaranteed retirement income. Allianz has committed to RIA’s by providing:
RISK MANAGEMENT SOLUTIONS
A suite of risk management solutions, including annuities, for multiple planning objectives across a spectrum of practice models, including advisory and brokerage annuities.
ADVANCED STRATEGIES & PLANNING
Premier strategic and planning support from our experienced team of CERTIFIED FINANCIAL PLANNER™ professionals, tax attorneys, and advanced planning strategists.
WEAL TH MANAGEMENT PLATFORMS
Dedicated tech support to help connect with many of the largest platforms in the industry.
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.
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.
535 Cowper St.
Palo Alto CA 94391
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.
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.
700 Larkspur Landing Circle, Suite 210
Larkspur, CA 94939
Fully service mortgage lender for purchase or refinance. 1-4 units, conforming, jumbo, alt-docs, asset dissipation, interest-only, reverse mortgage, HELOC.
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.