Strategic Partners

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.

 

 

Mike Diephouse
4450 MacArthur Blvd., Suite 110
Newport Beach, CA 92660
(949) 809-2695
www.scholarshare529.com
ScholarShare 529 is a state-sponsored, tax-advantaged 529 college savings plan that’s helping families and individuals plan for the cost of higher education. It’s available to any citizen or tax payer. And just about anyone can help contribute including Grandparents, other family members and friends.

 


Christina Gray
4300 Stevens Creek Blvd.
Suite 275
San Jose, CA 95129
(408) 557-0700 ext. 220
www.stonecrest.net

Stonecrest is a group of independent, alternative investment companies focused on managing private lending and acquisition funds.  Stonecrest’s well-seasoned management has over 3 decades of industry experience.  Targeted for investors for preservation of capital with minimal risk, portfolio diversification and steady income.


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 with Arthur J Gallagher & Co., 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 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 regarding the umbrella limit and the insured value of the home.

 

Haitham Al-Sayed
1300 North State Street
Bellingham, WA 98225
(360) 734-9900
www.saturna.com

At Saturna Capital and the Amana Mutual Funds Trust, we endeavor to align our investments with our principles. Our Funds favor companies with low price-to-earnings multiples, strong balance sheets, and proven businesses. They follow a value-oriented approach consistent with Islamic finance principles. Generally, these principles require that investors avoid interest and investments in businesses such as liquor, pornography, gambling, and banks. The Funds avoid bonds and other conventional fixed-income securities.


Chad Perbeck, CIMA®
1676 N. California Blvd., Suite 500
Walnut Creek, CA 94596
(925) 253-5245
www.AdvisorIntelligence.com
Originally founded as an investment management firm in 1987, our success has been fueled by a commitment to doing what’s in the best long-term interest for clients.  The Litman Gregory companies provide wealth and investment management services to individuals and institutions, advise the Litman Gregory Master Funds, provide Litman Gregory portfolio strategies on TAMPs and UMAs and publish investment research, model portfolios and client communications through AdvisorIntelligence.


Sue Summers, CIMA®
RobustWealth
1675 Larimer St, Ste 380, Denver, CO 80202
(609) 232-8222
www.robustwealth.com

RobustWealth was developed by advisors for advisors to minimize back-office headaches, so firms can focus on building long-lasting relationships with clients. Three connected experiences – Client, Advisor, and Enterprise – seamlessly integrate an array of features including automated rebalancing, billing/reporting, document vaults, electronic account opening, goal-based investment portfolios, and flexible investment options. Each feature neatly fits into a suite of services that can be completely white labeled to keep your firm front-and-center. For more information, visit us at RobustWealth.com. Your best life is ahead; Climb On!


Mary-Alice Cardenas
One Harbor Drive
Suite 300
Sausalito, CA 94965
(415) 233-1007
www.reversefunding.com/maryalice-cardenas
As an experienced reverse mortgage specialist at Reverse Mortgage Funding LLC, I am committed to helping homeowners age 60 and older get the financial security that they need to cultivate a long and fulfilling retirement in the comfort of their own homes. Given the high home values in the San Francisco Bay Area and the volatility of the market, it is important that financial planners consider the largest financial asset that their older clients have in retirement planning—home equity. Thanks to new borrower protections and academic research by respected scholars such as Dr. Wade Pfau and Dr. John Salter, reverse mortgages have gained acceptance as a valuable tool to help your clients realize their long-term financial goals. I look forward to sharing the scholarly research and common uses of reverse mortgages with you. And helping you to recognize clients that can benefit from a reverse mortgage so that they can enjoy peace of mind in retirement!

 

 

 

 

 

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.

 

 

 

Silver Strategic Partners

Sam Adams, CEO
Vert Asset Management
85 Liberty Ship Way, Suite 201
Sausalito, CA, 94965
(415) 650-7129

www.vertasset.com

Vert Asset Management is a dedicated ESG fund manager. Our mission is making investing for sustainability easier. We work in close consultation with academic experts and experienced portfolio managers to create investment products that work for the wealth management community. Vert combines ESG research and a disciplined rules-based process to deliver funds that seek to achieve investors’ twin goals of sustainability and market rates of return. We currently manage a public mutual fund – The Vert Global Sustainable Real Estate Investment Fund – that invests in publicly traded real estate investment trusts on sustainability criteria. As a business, Vert practices the triple bottom line approach by focusing on people, planet and profit. We educate the financial services industry on sustainable investing. We engage with state and federal regulators to build capacity for ESG investing and we are an active owner dialoguing with the companies we hold in our fund on ESG issues. We are a Certified B Corp, a signatory to the Principles for Responsible Investment (PRI), and a contributor to 1% For the Planet.

 

 

John Jordan
(707) 696-0190
www.flexshares.com
Northern Trust is an advisory firm to some of the largest families and institutions globally. Our goals based investing approach is designed to enhance your clients’ unique outcomes.  Our FlexShares ETFs, Mutual Funds, SMAs and industry leading asset allocation research are designed to help scale and enhance independent advisory practices.

 

 

 

 

Josh Wineriter
1390 Market Street, Suite 200
San Francisco, CA 94102
(415) 309-6265
www.tdainstitutional.com

TD Ameritrade Institutional empowers more than 6,000 independent registered investment advisors to transform the lives of their clients. We provide powerful technology and resources that help simplify running a business and let advisors do what matters most — spend time serving their clients. Through meaningful innovation, steadfast advocacy and unwavering service, we support RIAs as they build businesses that positively impact their clients and communities.
TD Ameritrade Institutional is a division of TD Ameritrade, Inc., member FINRA/SIPC, a brokerage subsidiary of TD Ameritrade Holding Corporation.

 

 

 

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


TCS Insurance
David Richter
101 Larkspur Landing Circle, #116
Larkspur, CA 94939
(415) 464-2818
www.tcs-insurance.com

TCS Insurance is a Bay Area based Life, Disability and Long-Term Care Insurance brokerage firm with a national practice of designing custom insurance solutions for high-income, high-net worth individuals and their organizations.

Heather C. Liston, CFP®, EA
1995 University Avenue, Suite 3363
Berkeley, CA 94704
(510) 643-2331
extension.berkeley.edu/cert/pfp.html
UC Berkeley Extension’s Certificate Program in Personal Financial Planning provides a top-quality academic 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(R) professionals.

 

 

 

 

Matt Beck
(816) 340-9771
www.americancentury.com
American Century Investments is one of the nation’s leading asset management firms providing multiple product lines including ETF’s, SMA’s, Mutual Funds, CIT’s and other related strategies.  Recently, American Century Investments launched Avantis Investors, an evolutionary step combining passive and active strategies within portfolios.