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Estate Planners in California

Estate Planners in Sacramento, CA

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Here is a complete directory of nearly all available Estate Planners in Sacramento, CA.

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22 results found

Michelle Goff Sacramento, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Managing Partner • Owner • Chief Executive • Financial Manager • Human Resources Specialist • Recruitment • Office Assistant • Independent Contractor • Office Clerk • Clerical Specialist • Contractor • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Law Specialist • Lawyers • Customer Service • Independent Business Owners

Experience & Education

Position:
Partner at Goff, Conway-Spatola Law Group
Title:
Partner-Goff, Conway-Spatola Law Group
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Goff, Conway-Spatola Law Group Partnersince Apr 2010Law Office of Michelle A. Goff - Sacramento, CaliforniaOwnerMar 2004 - Mar 2010
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John Perreault Sacramento, CA

Professions & Specialties

Financial Planner • Estate Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Senior Planner • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Senior planner at First Federal
Title:
Financial Planner
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
First Federal Senior plannersince Dec 2005Transition for Veterans/ Insurance services Estate PlannerJan 2007 - May 2010
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Dominic Vessigault Sacramento, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Financial Manager

Experience & Education

Position:
Estate Advisor at King, King & King, Attorneys-at-Law, Certified Estate Planner (CEP) at NICEP
Title:
Estate Advisor at King, King & King, Attorneys-at-Law
Location:
Sacramento, California Area
Industry:
Legal Services
Work history:
King, King & King, Attorneys-at-Law Estate AdvisorNICEP Certified Estate Planner (CEP)since 2007
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Donna Shioya Sacramento, CA

Professions & Specialties

Law Specialist • Lawyers • Owner • Chief Executive

Experience & Education

Position:
Attorney / Owner at LifePath Law
Title:
Attorney/Owner, LifePath Law
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
LifePath Law - 225 30th Street, Suite 300, Sacramento, CA 95816Attorney / Ownersince Jan 2007National Network of Estate Planning Attorneys MemberJan 2007 - Aug 2012
Estate Planner Legal Network
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Jennifer Rouse Sacramento, CA

Professions & Specialties

Associate Attorney • Lawyers • Chairperson • Chief Executive

Experience & Education

Position:
Past President at Women Lawyers of Sacramento, Associate Attorney at Johnson Fort Meissner Joseph...
Title:
Associate Attorney at Johnson Fort Meissner Joseph & Palley
Location:
Sacramento, California Area
Industry:
Legal Services
Work history:
Women Lawyers of Sacramento Past Presidentsince 2010Johnson Fort Meissner Joseph & Palley Associate Attorneysince Jun 2007
Estate Planner Legal Network
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Susan Hill Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • School Principal • School Administrator • Educational Manager • Law Specialist • Lawyers • Wildlife Biologist • Coordinator • Managers • Financial Manager • Community Service Manager • Judicial Law Clerk • Biological Scientist • Tour Guide • Government Administration Professional • Independent Business Owners

Experience & Education

Position:
President, Principal Attorney at Hill Law Offices, PC
Title:
President & Principal Attorney, Hill Law Offices, PC
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Hill Law Offices, PC - 935 University Avenue, Sacramento, CA 95825President, Principal Attorneysince Jun 2007US Fish and Wildlife Service Senior Fish and Wildlife Biologist, Conservation Bank CoordinatorApr 2001 - Sep 2007
Skills:
Estate Planning, Probate, Trusts, Courts, Wills, Mediation, Legal Research, Powers of Attorney,...
Estate Planner Legal Network
Full Profile

Lou Bortoletto Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Pedagogue • Moderator • Advisor • Cooks

Experience & Education

Position:
Chief Marketing Officer at ICON Integrated Financial Services, LLC
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
ICON Integrated Financial Services, LLC Chief Marketing Officersince Dec 2008
Skills:
Management, Team-Building and Leadership, Training, Mentoring and Creative Sales-Solutions and...
Certified Estate Planner
Full Profile

Jeffrey Bedell Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Founder • Founding Member • Chief Executive • Advisor • Representative • Law Specialist • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Clerical Specialist • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Attorney at Bedell Law Office, Financial Advisor & Investment Advisor Representative at Bedell...
Title:
Founder/Sole-Proprietor at Bedell Law Office
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Bedell Law Office - Sacramento, California AreaAttorneysince Apr 2011Bedell Financial - Sacramento, California AreaFinancial Advisor & Investment Advisor Representativesince Jan 2010
Languages:
Spanish
Certifications:
Series 7: General Securities Representative, Financial Industry Regulatory Authority (FINRA)
Series 66: Uniformed Combined State Law Exam, North American Securities Administrator's Association
Estate Planner Legal Network
Full Profile

Don Madsen Sacramento, CA

Professions & Specialties

Attorney At Law • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Attorney at Donald P. Madsen, Attorney at Law
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Donald P. Madsen, Attorney at Law Attorney
Estate Planner Legal Network
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Jonathan Huber Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive • Law Specialist • Lawyers • Financial Manager • Paralegal

Experience & Education

Position:
Owner / President at Huber Law Group, A.P.C.
Title:
Attorney: Estate Planning, Administration, and Litigation
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Huber Law Group, A.P.C. Owner / Presidentsince May 2013Law Office of Jonathan Huber - Sacramento, California AreaAttorneyJun 2003 - May 2013
Skills:
Estate Planning, Estate Administration, Wills, Irrevocable Life Insurance Trusts, Special Needs...
Estate Planner Legal Network
Full Profile

Roger Billings Sacramento, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Physician • Financial Manager

Experience & Education

Location:
Sacramento, California Area
Industry:
Law Practice
Skills:
Estate Planning, Trusts, Wills, Civil Litigation, Estate Administration, Bankruptcy, Commercial...
Languages:
Spanish, Portuguese
Full Profile

Kellie Vasen Sacramento, CA

Professions & Specialties

Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Lawyers • Contractor • Independent Business Owners • Record Clerk • Judicial Law Clerk • Title Examiner • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Data Entry Specialist • Data Scientist • Hayward • Watchman • Financial Manager

Experience & Education

Position:
Attorney at Law at Vasen Legal Services
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Vasen Legal Services Attorney at Lawsince May 2009State Street Bank Training ContractorAug 2008 - Apr 2009
Full Profile

Daniel Hunt Sacramento, CA

Professions & Specialties

Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Principal at The Law Offices of Daniel A. Hunt
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
The Law Offices of Daniel A. Hunt - 3620 American River Drive Ste. 110, Sacramento, CAPrincipalsince Aug 2011The Law Offices of Kimber B. Goddard Office Managing AttorneyMay 2006 - Aug 2011
Skills:
Probate, Wills, Trusts, Estate Planning, Powers of Attorney, Elder Law, Estate Administration,...
Estate Planner Legal Network
Full Profile

Dave Morris Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Counselor • Advisor • Real Estate Manager • Financial Manager

Experience & Education

Position:
Attorney and Counselor at Law at Morris Law Group, PLC
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Morris Law Group, PLC Attorney and Counselor at Law
Skills:
Asset Protection, Estate Planning, Trusts, Powers of Attorney, Estate Law, Business Transactions,...
Estate Planner Legal Network
Full Profile

Craig Christensen Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Owner at Christensen Capital Law Corporation
Title:
Owner, Christensen Capital Law Corporation
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Christensen Capital Law Corporation Ownersince Mar 2010Juris Group, Inc. PresidentMay 2005 - Oct 2008
Skills:
Trusts, Asset Protection, Estate Planning, LLC, Public Companies, Wills, Probate, Powers of...
Languages:
Chinese
Estate Planner Legal Network
Full Profile

Lynda Vincent Sacramento, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Instructor • Pedagogue • Independent Contractor • Contractor • Claims Examiner • Nurse • Nurse Practitioner • Legal Counsel • Bachelor of Arts • Financial Manager • Independent Business Owners

Experience & Education

Position:
Para-Educator at Sacramento, CA
Title:
Health Care, Insurance, Education
Location:
Sacramento, California Area
Industry:
Insurance
Work history:
Sacramento, CA Para-EducatorSacramento City Unified School District - Fremont Adult SchoolPara-EducatorFeb 2009 - Jun 2011
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Ken Avelino Sacramento, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Law Specialist • Lawyers • Operations Manager • Financial Manager • Master of Business Administration • Juris Doctor • Bachelor of Science • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers

Experience & Education

Position:
Owner at Avelino Law Firm, Attorney at Avelino Law Frim
Title:
Owner, Avelino Law Firm
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Avelino Law Firm Ownersince Jul 2004Avelino Law Frim Attorneysince Jul 2004
Skills:
Securities, Estate Planning
Full Profile

Amy Halloran Sacramento, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Of Counsel • Lawyers • Jurist • Legal Counsel • Counselor • Advisor • Juris Doctor • Psychologist • Special Education Professors • Recruitment • Financial Manager • Psychology Specialist

Experience & Education

Position:
Attorney at Law Office of Williams & Associates
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Law Office of Williams & Associates - Sacramento, California AreaAttorneysince Feb 2011Kronick, Moskovitz, Tiedemann & Girard Of CounselOct 2009 - Feb 2011
Skills:
Estate Planning, Estate Tax Planning, Succession Planning, Trusts, Wills, Powers of Attorney,...
Full Profile

Douglas Alliston Sacramento, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Chairperson • Chief Executive • Financial Manager • Construction • Training and Coaching Professional • Professional Development Teacher • Farmworker

Experience & Education

Position:
Attorney at Murphy Campbell Guthrie & Alliston
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Murphy Campbell Guthrie & Alliston Attorneysince 2007BNI El Dorado Hills PresidentOct 2009 - Sep 2010
Skills:
Insurance, Public Sector, Captives, Estate Planning
Full Profile

Bruce Hatch Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Sales Representative • Sales Agent • Project Manager • Construction • Project Managers • Operations Manager • Financial Manager • Caregiver • Nursing Assistant

Experience & Education

Position:
Sales Representative at Humbolt Redwood Company, Project Manager/Marketing at P R construction
Title:
Sales Representative at Humbolt Redwood Company
Location:
Sacramento, California Area
Industry:
Construction
Work history:
Humbolt Redwood Company - Woodland, CASales Representativesince Jan 2013P R construction - Sacramento, CAProject Manager/Marketingsince Dec 2011
Caregiver ans estate planner for elderly couple
Full Profile

Vincent Maita Sacramento, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Associate • Corporal • Client Service Officer • Customer Service • Supporting Member • Team Member • Financial Manager

Experience & Education

Title:
Correctional Officer at California Department of Corrections
Location:
Sacramento, California Area
Industry:
Financial Services
Full Profile

Donald Madsen Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Fiduciary • Trust Law Attorney • Lawyers • Financial Manager

Experience & Education

Position:
Attorney at Donald P Madsen, Attorney
Location:
Sacramento, California Area
Industry:
Legal Services
Work history:
Donald P Madsen, Attorney Attorneysince Feb 2002
Estate Planner Legal Network
Full Profile




Sub-specializations

Estate Planner  (22)