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2008-2009
List of members by type will be updated soon.
Accountants
| Carol |
Ach |
CAROL W. ACH, CPA |
| Holly |
Agbayani |
BROWN ADAMS LLP, Certified Public Accountants |
| Julius |
Aires |
BLANK, AIRES & O'SULLIVAN |
| Janet |
Craig |
RSM McGLADREY INC. |
| Kenneth |
Goldman |
KENNETH GOLDMAN ACCOUNTANCY CORP |
| Marc |
Paulsen |
ACCOUNTANCY CORPORATION |
| David |
Sacarelos |
SEILER LLP |
| Patrick |
Sheridan |
PATRICK J SHERIDAN, CPA |
| Robert |
Simmons |
ABBOTT, STRINGHAM & LYNCH |
| Jerome |
Spector |
SPECTOR & ASSOCIATES, LLP |
| Karin |
Swanson |
KARIN SWANSON CPA |
| Leonard |
Williams |
LEONARD W. WILLIAMS, CPA |
Attorney
| David |
Ach |
LAW OFFICES OF DAVID L. ACH |
| Steven |
Anderson |
CARR, MCCLELLAN, INGERSOLL, THOMPSON & HORN |
| Diana |
Gendotti |
LAW OFFICES OF DIANA DEAN GENDOTTI |
| C. |
Hamilton |
C. BRUCE HAMILTON, ATTORNEY AT LAW |
| Liza |
Hanks |
Structure Law Group, LLP |
| Gillian |
Hays |
DORSEY & WHITNEY |
| David |
Hettig |
LAKIN SPEARS, LLP |
| Jeffrey |
Holman |
Kaye Holman Law Group |
| Roger |
Kokores |
A PROFESSIONAL CORPORATION |
| Tish |
Loeb |
Lakin Spears Attorneys at Law |
| Mitchell |
Miller |
Miller Law Group |
| Charles |
Schulz |
CHARLES G SCHULZ RETIRED ATTORNEY |
| Charles |
Volpe |
BERLINER COHEN |
| Jan |
Cummins |
Jan Cummins Attorney at Law |
| Michelle |
Ting |
Dorsey & Whitney LLP |
Bank/Trust Officers
| Jeanne |
Barrett |
BOREL PRIVATE BANK & TRUST CO |
| Krista |
Conover |
BOREL PRIVATE BANK & TRUST COMPANY |
| Dorothea |
Dutton |
USBANK PRIVATE CLIENT GROUP |
| Richard |
Gross |
BANK OF THE WEST |
| Nancy |
Johnson |
BOREL PRIVATE BANK & TRUST COMPANY |
| Lynne |
Johnston |
BOREL PRIVATE BANK & TRUST COMPANY |
| Jon |
Kiya |
CITY NATIONAL BANK |
| Anna |
Paiva |
Borel Private Bank & Trust Company |
| Lynn |
Sereno |
BOREL PRIVATE BANK & TRUST COMPANY |
| Catherine |
Brucker |
American Trust |
| Cathy |
Colgan |
American Trust |
| Carolyn |
Battaini |
Wells Fargo Bank |
Charitable Trust
| Michael |
Lorilla JD MBA |
UC Santa Cruz |
Financial Planner
| |
|
|
| Carol |
Acker |
NANCY K. WEEKS ASSOCIATES, LLC |
| Elizabeth |
Alexis |
ALEXIS AND PALMER FINANCIAL ADVISORS, LLC
|
| Richard |
Chambers |
INVESTOR'S CAPITAL MANAGEMENT, LLC |
| Jennifer |
Cray |
Investor's Capital Management, LLC |
| Stephen |
Johnson |
JOHNSON MAROTTA |
| Jacqueline |
Mayer |
MAYER, MOLL & ASSOCIATES |
| Jacquelyn |
Reimann |
SGC FINANCIAL & INSURANCE SERVICES |
| Anton |
Reynolds |
PROTECTED INVESTORS OF AMERICA |
| Julie |
Schatz |
INVESTOR'S CAPITAL MANAGEMENT, L |
| Daniel |
Taylor |
FOUNDERS FINANCIAL NETWORK |
| Marty |
Schnell |
Kane Financial Services |
| K. Esther |
Szabo |
KK Wealth Advisors, LLC |
| Elizabeth |
Wu |
LPL Financial |
| Joseph |
Alfonso |
Aegis Financial Advisory |
| David |
Beck |
Bay Area Planners |
| David |
Enemark |
Citi Family Office |
| Robert |
Lyman |
JOHNSON MAROTTA |
| Craig |
Uffelman |
Ameriprise Financial Services |
Investment Counselors
| |
|
|
| John |
Dolan |
DOLAN CAPITAL MANAGEMENT |
| Fay |
Jones |
PROTECTED INVESTORS OF AMERICA |
| Austin |
Lemoine |
AUSTIN LEMOINE CAPITAL MANAGEMENT |
| Deborah |
Peri |
Curran & Lewis Investment Management |
| FRITZ |
BRAUNER |
The Brauner Company |
| Frank |
Schwartz |
PROTECTED INVESTORS OF AMERICA |
| ROBERT |
SULLIVAN |
SULLIVAN & SERWITZ |
| Clay |
Ernst |
Bingham, Osborn & Scarborough |
Insurance
| |
|
|
| Chris |
Acker |
C B Acker Associates Insurance Svcs |
| Bradford |
Elman |
NINE DOTS BENEFITS & INSURANCE SERVICES |
| John |
Elman |
John Elman CLU |
| Peter |
Miller |
NORTHWESTERN MUTUAL LIFE |
| Richard |
Killilea |
Highland Capital Brokerage |
Other
| Karen |
Brosi |
KAREN BROSI, EA,CFP, LLC |
| Veronica |
Dostal |
Accredited Financial Counselor |
| Hugh |
March |
FOOTHILL SECURITIES, INC. |
| Neil |
O'Keeffe |
BERNSTEIN GLOBAL WEALTH MANAGEMENT |
| Robert |
Semple |
SEMPLE CAPITAL AND RISK MANAGEMENT, LLC |
| Ilze |
Silis |
TSB Financial |
| Patricia |
Stone |
STONE-QUARRE, MEDICAL CLAIMS MGMT |
| Richard |
Zimmerman |
DIVORCE MEDIATION GROUP |
| Joel |
Jakubson |
Jakubson Financial Organizers |
| Steve |
Philpott |
Nelson Roberts Investment Advisors |
| Mark |
Jamison |
Bernstein Global Wealth Management |
| Kathryn |
Maxwell |
Maxwell Money Mgmt. |
| Kaye |
Sharbrough |
Senior Seasons |
| Jan |
Fong |
Borel Private Bank & Trust Company |
| Michelle |
Rogers |
Home Instead Senior Care |
| Ori |
Bash |
FMV Opinions, Inc. |
| Lyndell |
Kelly |
Kelly Money Management, LLC |
| Juliet |
Anderson |
US Trust , Bank of America Priva |
| Leslie |
Beck |
Beck Investment Management, LLC |
Professional Organizer
| |
|
|
| Judy |
Johnson |
UNEXPECTED TREASURES |
| Jeanne |
Smith |
EXIT STAGE RIGHT,LLC |
| Sue |
Busby |
Professional Organizer |
Professional Fiduciary
| Lucille |
Cooter |
COOTER FIDUCIARY SERVICES |
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Real Estate
| Susanne |
Bohl |
Coldwell Banker |
| David |
Breaux |
Borel Private Bank |
| Sally |
Brudos |
Brudos Realty |
| Todd |
Flesner |
Stern Mortgage Company |
| John |
King |
Alhouse King Residential Realty |
| Steve |
TenBroeck |
Alain Pinel Realtors |
| Grayson |
Williams |
LAWSON & ASSOCIATES |
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