Financial Professionals

4120 Cameron Park

Suite 403

Cameron Park

95682

Dawn Strachan

January 7, 2019 By collaborative staff - s.h.

Dawn

Strachan

, RICP®, CDFA®

3838 W. Carson Street

Suite 325

Torrance

90503

Kimberly Malesky

June 19, 2023 By collaborative staff - s.h.

Kimberly

Malesky

, CFP®, MBA, CDFA®

1187 Coast Village Rd.

Ste. 1-778

Montecito

93108

Amy Clews

June 15, 2020 By collaborative staff - s.h.

Amy

Clews

, CPA, CDFA®

895 Dove Street

Suite 300

Newport Beach

92660

Cathy Daigle

August 5, 2019 By collaborative staff - s.h.

Cathy

Daigle

Los Gatos

95031

Judith F. Sterling

May 1, 2019 By collaborative staff - s.h.

Judith

Sterling

, CDFA®, CPA

5418 Diane Way

Santa Rosa

95409

Russel Phelps MSFPF, CFP, CDFA

September 16, 2019 By collaborative staff - s.h.

Russel

Phelps III

1130 Iron Point Rd

Suite 150

Folsom

95630

Anna Addleman

June 15, 2020 By collaborative staff - s.h.

Anna

Addleman

, CPA, CDFA®

600 B Street

Suite 2040

San Diego

92101

600 B Street

Suite 2040

San Diego

92101

Don Blythe

January 7, 2019 By collaborative staff - s.h.

Don

Blythe

, CPA, CDFA®, MBA

Don Blythe MBA CPA CDFA Collaborative Mediator

San Francisco Bay Area

Shayleen O’Connell, CPA/ABV/CFF, CDFA

May 26, 2022 By collaborative staff - s.h.

Shayleen

O'Connell

, CDFA®, CPA

Offices in Northern California

David Droppo

October 27, 2020 By collaborative staff - s.h.

David

Droppo

1655 N Main St.

Ste 230

Walnut Creek

94596

Victoria Kirilloff

August 14, 2021 By collaborative staff - s.h.

Victoria

Kirilloff

, CDFA®

2219 Main Street

Suite 446

Santa Monica

90405

Mihaella Bayla

March 4, 2023 By collaborative staff - s.h.

Mihaella

Bayla

, JD, CDFA®

123 2nd Ave S

Ste 230

Edmonds

98020

Cicinelli, CFA, CFP®, CDFA®, MAFF®

Brett Cicinelli

May 9, 2023 By collaborative staff - s.h.

Brett

16832 Otsego St

Encino

91436

Alex Weinberger

August 26, 2022 By collaborative staff - s.h.

Alex

Weinberger

11661 San Vicente Blvd

Suite 820

Los Angeles

90049

Gary LaMusga

June 12, 2019 By collaborative staff - s.h.

Gary

LaMusga

, CDFA®

2815 Mitchell Drive

#105

Walnut Creek

94598

Natalie Leinenger

August 5, 2021 By collaborative staff - s.h.

Natalie

Leinenger

2240 Third Street

Livermore

94550

Steven Rutlen

August 26, 2020 By collaborative staff - s.h.

Steven

Rutlen

, CPA, CDFA®

Steven J. Rutlen CPA CDFA®

Offices in Folsom, Roseville & Sacramento

95630-1888

Jennifer Napper

May 5, 2020 By collaborative staff - s.h.

Jennifer

Napper

, CFP®, CDFA®, MBA

2999 Oak Rd.

Suite 1030

Walnut Creek

94597

Kristine Rushing

September 2, 2020 By collaborative staff - s.h.

Kristine

Rushing

, CFP®, CDFA®, MBA

7700 Irvine Center Drive

#800

Irvine

92618

Cinda Jones

April 23, 2020 By collaborative staff - s.h.

Cinda

Jones

7676 Hazard Center Drive

Suite 500

San Diego

92108

11622 El Camino Real

Suite 100

Del Mar

92130

Ron Anfuso

September 16, 2020 By collaborative staff - s.h.

Ron

Anfuso

, CPA, ABV, CFF CDFA®

28441 Highridge Rd

Ste 110

Rolling Hills Estates

90274

Kelley Christensen

June 7, 2021 By collaborative staff - s.h.

Kelley

Christensen

11548 Fair Oaks Blvd

Fair Oaks

95628

Lynne Verdone

June 12, 2019 By collaborative staff - s.h.

Lynne

Verdone

601 University Ave.

Suite 104

Sacramento

95825

Tony Owings

July 31, 2020 By collaborative staff - s.h.

Tony

Owings

4240 Rocklin RD. #6

Rocklin

95677