Platinum Strategic Partners

Homa Rassouli
7250 Redwood Blvd.
Suite 300
Novata, CA 94945
(415) 717-4618
www.mutualreverse.com/homa-rassouli 

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’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.

 

 

 

 

Dr. Dave Yeske, CFP®
536 Mission Street
San Francisco, CA 94105
(415) 442-6524
www.ggu.edu

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.

 

 

 


Christina Gray
4300 Stevens Creek Blvd.
Suite 275
San Jose, CA 95129
(408) 557-0700
www.stonecrest.net

Real Estate Alternative Investments in Private Debt and Acquisition Funds. Stonecrest has been in business for over 34 years and manages over 300 million in assets.



Beth Miller-Rowe
3478 Buskirk Ave. #1000
Pleasant Hill, CA 94523
(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.

Vaksman Khalfin, PC
Robert Vaksman, Esq
875 Mahler Road
Suite 203
Burlingame, CA 94010
vaksman-khalfin.com

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.

Silver Strategic Partners

 

 

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

Heather C. Liston, CFP®, EA
1995 University Avenue, Suite 3363
Berkeley, CA 94704
extension.berkeley.edu 

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.