Professionals

Elizabeth Brown

April 28, 2019 By Tim Crouch

8989 Rio San Diego Drive

Suite 160

San Diego

91942

Liz Salin

October 8, 2019 By collaborative staff - s.h.

Liz

Salin

1214 Lincoln

San Rafael

94901

Ann Buscho

March 20, 2019 By collaborative staff - s.h.

Ann

Buscho

, PhD

San Rafael

94901

Leslee Newman

July 9, 2019 By collaborative staff - s.h.

5130 E. La Palma Avenue

Suite 210

Anaheim

92807

Sterling Myers

April 28, 2019 By Tim Crouch

150 N. Santa Anita Avenue

Suite 685

Arcadia

91006

Michael Bury

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

2639 Forest Ave

Suite 130

Chico

95928

John Osborne

June 6, 2019 By collaborative staff - s.h.

John

Osborne

1280 Boulevard Way

Suite 212

Walnut Creek

94595

Beth McClelland

January 7, 2019 By Beth McClelland, MBA, CFP®, CDFA®

Beth

McClelland

, MBA, CFP®, CDFA®

2832 College Ave

Berkeley

94705

1990 North California Blvd #600

Walnut Creek

94596

Lydia Crandall

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

2400 Geng Road

Ste 110

Palo Alto

94303-3350

MaryJennifer Blomfield

April 28, 2019 By Tim Crouch

MaryJennifer

Blomfield

20 Dunes Street

Morro Bay

93442

Melissa Atteberry

April 4, 2019 By Taylor Spencer

30 Constitution Drive

Suite 100

Chico

95973

Keith Britany

April 4, 2019 By Taylor Spencer

Keith

Britany

16463 Los Gatos Blvd.

Los Gatos

95032

Rahima Laird

September 6, 2019 By collaborative staff - s.h.

475 W Bradley Ave.

El Cajon

92020

Monica Hensley

April 27, 2019 By collaborative staff - s.h.

Monica

Hensley

, CFP®

7161 N Millbrook Ave

Suite 103

Fresno

93720

Hal Bartholomew

April 4, 2019 By Taylor Spencer

4740 Folsom Blvd.

Sacramento

95819

George B. Richardson

April 4, 2019 By Taylor Spencer

2225 East Bayshore Road

Suite 200

Palo Alto

94303

Lynn Waldman

April 27, 2019 By collaborative staff - s.h.

Lynn

Waldman

11622 El Camino Real

Suite 100

San Diego

92130

Suite 207

San Diego

92103

Ria Severance

April 4, 2019 By Taylor Spencer

Ria

Severance

1910 Huntington Drive

Suite 16

So. Pasadena

91030

Cathy Daigle

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

Cathy

Daigle

Los Gatos

95031

Stuart Lord

August 10, 2019 By collaborative staff - s.h.

Stuart

Lord

925 Ygnacio Valley Road

Ste. 102B

Walnut Creek

94596

P.O. Box 5192

Walnut Creek

94596

Meghan Lang

August 27, 2019 By collaborative staff - s.h.

1061 Eastshore Highway, Suite 201

Albany

94708

Sara Milburn

May 30, 2019 By collaborative staff - s.h.

410 Broadway

Suite 150

Laguna Beach

92651

Elaine Ryzak Fraser

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

1220 Howard Avenue

Suite 250

Burlingame

94010

Kathy Campbell

April 28, 2019 By collaborative staff - s.h.

1901 S. Bascom Ave.

Suite 1550

Campbell

95008

Michele Bissada

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

120B Santa Margarita Avenue

Menlo Park

94025

Diane J.N. Morin

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

2225 E. Bayshore Rd.,

Suite 200

Palo Alto

94303

Emily De Falla

April 4, 2019 By Taylor Spencer

1990 N. California Blvd.

Suite 600

Walnut Creek

94596

185 Front Street

Suite 203

Danville

94526

Mark Hill

April 4, 2019 By Taylor Spencer

Mark

Hill

11512 El Camino Real

Suite 350

San Diego

92130

Tanya Prioste

January 7, 2019 By Tanya Prioste, J.D.

2400 Geng Road

Suite 110

Palo Alto

94303

Sarah Orr

April 28, 2019 By collaborative staff - s.h.

503 4th Street

Suite B

Davis

Dawn Strachan

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

Dawn

Strachan

, CDFA®, RICP®

2780 Skypark Drive

Suite 206

Torrance

90505

2200 Pacific Coast Highway

Suite 312

Hermosa Beach

90254

Lauren Zorfas

October 8, 2019 By collaborative staff - s.h.

2000 Alameda De Las Pulgas

Suite 161

San Mateo

94030

Jane Euler

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

111 North Sepulveda Blvd.

Suite 345

Manhattan Beach

90266

Gary LaMusga

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

Gary

LaMusga

, CDFA®

2125 Oak Grove Road

110

Walnut Creek

94598

Pamela Canter

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

177 Bovet Road

Suite 600

San Mateo

94402

Lisa Murray

July 19, 2019 By collaborative staff - s.h.

1220 Howard Avenue

Ste 250

Burlingame

94010

Karen Heller Berdy

April 4, 2019 By Taylor Spencer

2540 Camino Diablo

Suite 201

Walnut Creek

94597

4733 Chabot Drive

Suite 203

Pleasanton

94588

John Denny

April 4, 2019 By Taylor Spencer

4940 Campus Drive

Suite A

Newport Beach

92660

Suzan Barrie Aiken

April 4, 2019 By Taylor Spencer

1000 Bridgeway

Suite D

Sausalito

94965

David Fink

August 20, 2019 By collaborative staff - s.h.

David

Fink

Attorney

1425 Leimert Blvd.

Suite 402

Oakland

94602

Colin O’Connor

October 22, 2019 By collaborative staff - s.h.

1840 South Elena Avenue

Suite 100

Redondo Beach

90277

Vi Ballard

April 4, 2019 By Taylor Spencer

Ballard

3424 W. Carson Street

#580

Torrance

90503

Pam Flournoy

May 30, 2019 By collaborative staff - s.h.

Pam

Flournoy

1165 Lincoln Ave

Ste 330

San Jose

95125-3046

Lissa Rapoport

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

199 Fremont Street

21st Floor

San Francisco

94105

Tina Mears

September 9, 2019 By collaborative staff - s.h.

Tina

Mears

3435 Camino Del Rio South

Suite 338

San Diego

92108

Nadia Fernandez

April 30, 2019 By collaborative staff - s.h.

Nadia

Fernandez

2254 Riverside Drive

Los Angeles

90039

Douglas J. Wolf

September 17, 2019 By collaborative staff - s.h.

21300 Victory Blvd

Suite 420

Woodland Hills

91367

Nina Raff

April 27, 2019 By collaborative staff - s.h.

Nina

Raff

1934 Divisadero Street

San Francisco

94115

Jami K. Fosgate

April 4, 2019 By Taylor Spencer

3500 West Olive Ave.

Suite 300

Burbank

91505

Nancy Ross

April 28, 2019 By collaborative staff - s.h.

Nancy

Ross

10455 Torre Ave.

Cupertino

95014

Michelle Daneshrad

October 3, 2019 By collaborative staff - s.h.

21781 Ventura Blvd

Suite 636

Woodland Hills

91364

Mary Ann Aronsohn

April 4, 2019 By Taylor Spencer

Mary Ann

Aronsohn

1910 Huntington Drive

#15

So. Pasadena

91030-4887

William Powell

April 27, 2019 By collaborative staff - s.h.

1163 Main Street

Morro Bay

93402

Russel Phelps MSFPF, CFP, CDFA

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

Russel

Phelps III

1130 Iron Point Rd

Suite 150

Folsom

95630

Bart Carey

September 6, 2019 By collaborative staff - s.h.

505 S. Villa Real Dr

Suite 111

Anaheim

92807

John D. “JD” Heberger

August 20, 2019 By collaborative staff - s.h.

John D. "JD"

Heberger

, CPA

5090 N. Fruit Avenue

Suite 102

Fresno

93711

Kimberly Madigan

May 29, 2019 By collaborative staff - s.h.

3 Lagoon Drive

Suite 190

Redwood City

94065

Patricia Clark

August 29, 2019 By collaborative staff - s.h.

Patricia

Clark

Attorney

1700 Eureka Road

Suite 190

Roseville

95661

Constance Walsh

June 14, 2019 By collaborative staff - s.h.

Constance

Walsh

11622 El Camino Real

Suite 100

San Diego

92130

Shawn Weber

April 4, 2019 By Taylor Spencer

777 South Highway 101

Suite 123

Solana Beach

92075

Shawn Skillin

March 20, 2019 By collaborative staff - s.h.

4025 Camino Del Rio South

#300

San Diego

92019

Lorna Jaynes

April 4, 2019 By Taylor Spencer

39899 Balentine Drive

Suite 200

Newark

94560

Joann Myers

April 28, 2019 By Tim Crouch

Joann

Myers

444 E. Huntington Dr.

Suite #333

Arcadia

91006

Wendy Jones

May 1, 2019 By Ann Buscho, Ph.D.

3828 Carson Street

100

Torrance

90503-9320

Amy Rodney

October 25, 2019 By collaborative staff - s.h.

829 Sonoma Ave.

Santa Rosa

95404

Catherine Conner

April 30, 2019 By collaborative staff - s.h.

829 Sonoma Avenue

Santa Rosa

95404

Joanne Ratinoff

May 8, 2019 By collaborative staff - s.h.

12100 Wilshire Blvd.

Suite 1940

Los Angeles

90025

Camille King

May 29, 2019 By collaborative staff - s.h.

1061 Eastshore Hwy

Ste 206

Berkeley

94710

Sharon Clark

April 4, 2019 By Taylor Spencer

Sharon

Clark

, PhD

1120 McKendrie St.

San Jose

95010

Warren Sacks

April 27, 2019 By collaborative staff - s.h.

Warren

Sacks

, CPA

15460 Ventura Blvd.

3rd Floor

Sherman Oaks

91403

2200 Pacific Coast Highway

Suite 312

Hermosa Beach

90254

Kathleen Faulkner

May 8, 2019 By Ann Buscho, Ph.D.

Kathleen

Faulkner

, CDFA®

4120 Cameron Park

Suite 403

Cameron Park

95682

Lynne Verdone

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

Lynne

Verdone

601 University Ave.

Suite 104

Sacramento

95825

Lisa R. Zonder

April 4, 2019 By Taylor Spencer

3625 Thousand Oaks Boulevard

Suite 323

Westlake Village

91362

Beth Proudfoot

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

Beth

Proudfoot

3880 S Bascom Ave

Suite 115

San Jose

95124

1102 Sanchez Street

San Francisco

94114

Donna T. Gibbs

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

334 19th Street

Oakland

94612

Kerry Wallis

April 27, 2019 By collaborative staff - s.h.

2669 Manhattan Ave

#186

Hermosa Beach

90254

Brenda Avilla-Kintz

August 20, 2019 By collaborative staff - s.h.

Brenda

Avilla-Kintz

42820 Albrae Street

Fremont

94538

Don Blythe

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

Don

Blythe

, CPA, CDFA®, MBA

315 Montgomery

Suite 900

San Francisco

94104

Carol Hughes

September 26, 2019 By collaborative staff - s.h.

Carol

Hughes

, PhD, LMFT

23441 S. Pointe Drive

Suite 130

Laguna Hills

92653

Julia Perkovich

April 30, 2019 By collaborative staff - s.h.

3425 American River Drive

Sacramento

95864

Diana Hirning-johnson

May 29, 2019 By collaborative staff - s.h.

Diana

Hirning-johnson

719 2nd St.

Suite 16

Davis

95616

Linda Silveria

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

2021 The Alameda

Suite 102

San Jose

95126

Gretchen Wallacker

October 22, 2019 By collaborative staff - s.h.

411 Borel Avenue

Suite 550

San Mateo

94402

James Hallett

April 27, 2019 By collaborative staff - s.h.

1001 6th St.

Suite 120

Manhattan Beach

90266

Christy Keeling

April 27, 2019 By collaborative staff - s.h.

1108 Garden St

Suite 205

San Luis Obispo

93401

Emily DuBois

April 27, 2019 By collaborative staff - s.h.

55 River Street

Suite 100

Santa Cruz

95060

Marcy Sharafian

May 29, 2019 By collaborative staff - s.h.

6201 Antioch Street

Oakland

94611

Suanne I. Honey

April 30, 2019 By collaborative staff - s.h.

1605 E. Fourth St.

Suite 250

Santa Ana

92701

Cathleen Collinsworth

July 19, 2019 By collaborative staff - s.h.

Cathleen

Collinsworth

, CDFA®

4000 Barranca Parkway

Ste 250

Irvine

92604

Meredith G Lewis

April 4, 2019 By Taylor Spencer

777 S. Highway 101

Suite 123

Solana Beach

92075

Judith F. Sterling

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

Judith

Sterling

, CDFA®, CPA

5418 Diane Way

Santa Rosa

95409

Matthew J. Long

April 28, 2019 By collaborative staff - s.h.

1114 State Street

Suite 222

Santa Barbara

93101