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Estate Planners in San Francisco, CA

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78 results found

Brian Damiani San Francisco, CA

Professions & Specialties

Certified Financial PlannerEstate PlannerPuchasing and Estimating ManagerAdvisorRepresentativeSupporting MemberPlannerAnalystCounselorTeam MemberAnalystsChief Executive OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveSports TrainerSports TrainersFinancial Analyst

Experience & Education

Position:
CFP® & Investment Advisor Rep with Transamerica Financial Advisors | CEO of Wealth Management...
Title:
CFP® & Investment Advisor Representative with Transamerica Financial Advisors, Inc. | CEO of Wealth Management Assoc.
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Wealth Management Associates - Pleasanton, CACFP® & Investment Advisor Rep with Transamerica Financial Advisors | CEO of Wealth Management Assocsince Jan 2000Wealth Management Associates - Pleasanton, CAFinancial & Estate Planner | College & Legacy Planner | Insurance Needs Analystsince Jan 2000
Skills:
Financial Plans, 401(k) Plans, Life Insurance, Annuities, Mutual Funds, Succession Planning, Fixed...

David Kramer San Francisco, CA

Professions & Specialties

Certified Financial PlannerEstate PlannerFinancial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveFinancial ManagerMaster of Business AdministrationGuideAdvisorTour GuideFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial AnalystAgentSales AgentSales Representative

Experience & Education

Position:
CFP(sm) - Certified Financial Planner, MBA at Retirement Wealth & Tax Advisors (RWTA)
Title:
owner, Retirement Wealth & Tax Advisors
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Retirement Wealth & Tax Advisors (RWTA) - Pleasant Hill, CaliforniaCFP(sm) - Certified Financial Planner, MBAsince Jan 1984Retirement Wealth & Tax Advisors Owner1977 - 2011
Languages:
English, Spanish
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards

Greg Gurtner San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeFinancial ManagerTrainerChief Networking OfficerOperations ManagerCustomer RelationsGraphic Design SpecialistGraphic DesignerBachelor of Science

Experience & Education

Position:
Insurance Agent, Unit Field Trainer CLTC at Bankers Life and Casualty
Title:
Unit Field Trainer with Bankers Life and Casualty
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
Bankers Life and Casualty - Sonoma CountyInsurance Agent, Unit Field Trainer CLTCsince Oct 2009CSAA-IIB Vendor Managment Specialist1994 - 2008

Frank Vento San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCounselorIndependent ContractorAdvisorContractorPainterPlumberPlumbing SpecialistSurveyorGeodesistGeo ScientistGeoscientistTax AccountantIndependent Business OwnersFinancial Manager

Experience & Education

Position:
Realtor Sales and Service at Intero Real Estate
Title:
Realtor and Real Estate Consultant
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Intero Real Estate - San Mateo County Coastside and PeninsulaRealtor Sales and Servicesince Feb 2013

Christopher Armstrong San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerPartnerOwnerChief ExecutiveFinancial ManagerLaw SpecialistLawyer

Experience & Education

Position:
C.S. Armstrong, PC is a partner in Armstrong & Hastings, LLP at Armstrong & Hastings, LLP,...
Title:
C.S. Armstrong, PC is a partner in Armstrong & Hastings, LLP at Armstrong & Hastings, LLP
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Armstrong & Hastings, LLP - 425 California Street, Suite 1550, San Francisco, CA 94104C.S. Armstrong, PC is a partner in Armstrong & Hastings, LLPsince Jan 2012C.S. Armstrong, P.C. Ownersince 2005
Skills:
Wills, Estate Administration, Trusts, Tax, Corporate Law, Estate Planning, Legal Writing

Robert Litfin San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Owners Edge
Title:
Owner, Owners Edge
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Owners Edge - San Jose CA 95136Ownersince Jan 1985

Gordon Baker San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerOwnerPartnerChief ExecutiveFinancial ManagerBakerAttorney At LawArticled ClerkLaw SpecialistLawyerLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Owner at R. Gordon Baker, Jr., Atty at Law, P.C.
Title:
Owner, R. Gordon Baker, Jr., Attorney at Law, P.C.
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
R. Gordon Baker, Jr., Atty at Law, P.C. Ownersince Jan 1995Field, Baker & Richardson Attorney, PartnerJan 1990 - Dec 1994

David Hill San Francisco, CA

Professions & Specialties

Financial ConsultantEstate PlannerFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerLaw SpecialistLawyerRepresentativeFinancial ManagerAccounting BookkeeperBookkeeperLogistician

Experience & Education

Position:
Estate Planner at Law Offices of David J. Hill
Title:
Estate Planning Attorney and Financial Advisor
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Law Offices of David J. Hill Estate Plannersince 1999New York Life Insurance Company Registered RepresentativeNov 2009 - Mar 2011
Skills:
Estate Planning, Probate, Tax, Family Law, Trusts, Financial Planning, Wills, Retirement Planning,...
Languages:
French

John Rosenberg San Francisco, CA

Professions & Specialties

Financial Services ProfessionalEstate PlannerFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Semi-retired at Independent Life Insurance, Equities and Estate Planning
Title:
Independent Financial Services Professional and Estate Planner
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Independent Life Insurance, Equities and Estate Planning Semi-retiredsince Oct 1964

Michael Cogen San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerMediatorLaw SpecialistLawyerPsychologistFinancial ManagerPsychology Specialist

Experience & Education

Position:
Mediator, QDRO Specialist, Estate Planner at Law and Mediation Offices of Michael Cogen
Title:
Mediator, QDRO Specialist, at Law and Mediation Offices of Michael Cogen
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Law and Mediation Offices of Michael Cogen Mediator, QDRO Specialist, Estate Plannersince Sep 1985

Phil Batchelder San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerArticled ClerkLaw SpecialistLawyerVolunteerNon-ProfitBoard MemberFinancial ManagerManagement Team ExecutiveOperations Manager

Experience & Education

Title:
Estate Planner at Philip Batchelder, Esq. Volunteer Member, Board of Directors at San Bruno Mountain Watch Conservancy
Location:
San Francisco Bay Area
Industry:
Law Practice

Michael Turner San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerFinancial ManagerLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
BUSINESS UNIT MANAGER at CIG CORP REALTY AND LOANS, Certified Estate Planner™ at NICEP CEP®
Title:
BUSINESS UNIT MANAGER CIG CORP
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
CIG CORP REALTY AND LOANS - Northern CaliforniaBUSINESS UNIT MANAGERsince Jan 2005NICEP CEP® Certified Estate Plannersince 2005

Sally Berry San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerLaw SpecialistLawyerFinancial Manager

Experience & Education

Position:
Estate Planner, Wills, Trusts at Law Office of Sally F. Berry
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Law Office of Sally F. Berry Estate Planner, Wills, Trusts

Bill Lynch San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Estate Planner/Loan Agent at Barnes Financial Group
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Barnes Financial Group Estate Planner/Loan Agent

Tobias Lester San Francisco, CA

Professions & Specialties

Puchasing and Estimating ManagerAttorney At LawLaw SpecialistLawyerFinancial Manager

Experience & Education

Position:
Attorney at Law Offices of Tobias M. Lester
Title:
Bankruptcy, Wills and Trusts, Land Acquisition and Entitlement
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Law Offices of Tobias M. Lester Attorneysince 2003
Estate Planner Legal Network

Jack Chen San Francisco, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentEstate PlannerCertified Financial PlannerPuchasing and Estimating ManagerDirector of Business DevelopmentBusiness Development ManagerOperations ManagerChairpersonChief ExecutiveMarketing ManagerProject ManagersFinancial ManagerProject ManagerConstructionInternational AffairsInvestorRetail ProfessionalClient Service OfficerRetail SalespersonCustomer ServiceCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEconomistBachelor of ScienceAssociate of ArtsAssociate in Applied ScienceMaster of SciencePsychologistField Marketing SpecialistMarketing AdministratorPsychology Specialist

Experience & Education

Position:
Director of Business Development at Titan Capital Management, LLC
Location:
San Francisco Bay Area
Industry:
Executive Office
Work history:
Titan Capital Management, LLC - San Francisco Bay AreaDirector of Business Developmentsince Feb 2013Independent Trader Independent TraderJul 2011 - Jan 2013
Languages:
English, Chinese

Chip Allen San Francisco, CA

Professions & Specialties

OwnerChief ExecutiveLaw SpecialistLawyer

Experience & Education

Position:
Owner at Law Office of Chip Allen
Title:
Owner, Law Office of Chip Allen
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Law Office of Chip Allen Ownersince Jul 2000
Estate Planner Legal Network

Shauntae Bronner San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerOffice AssistantOffice ClerkClerical SpecialistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAssistant Vice PresidentChief Administrative OfficerVice PresidentChief ExecutiveNon-ProfitPurchasing ManagersFinancial ManagerParalegalLitigation Support SpecialistInformation Technology SpecialistData ScientistIT SpecialistDirector of ContractsStudent Worker

Experience & Education

Position:
Executive Assistant at Stanford University - Land, Buildings & Real Estate
Location:
San Francisco Bay Area
Industry:
Legal Services
Work history:
Stanford University - Land, Buildings & Real Estate - Vice President's OfficeExecutive Assistantsince Apr 2010Rosewood Hotels & Resorts - Executive SuiteExecutive AssistantFeb 2010 - Apr 2010
Skills:
Event Planning, Microsoft Office, Research, Administrative Support, Writing, Legal Research,...

William Holsinger San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerAttorney At LawLaw SpecialistLawyerBoard MemberManagement Team ExecutiveOperations ManagerVolunteerNon-ProfitMediatorCo-FounderFinancial ManagerFounderFounding MemberChief ExecutiveCommunity Service ManagerOrganization ManagementJuris DoctorBachelor of ArtsAssociate of ArtsGeneral EducationHigh School DiplomaHospital Care ProfessionalHealth ProfessionalHealth PractitionerGovernment Administration ProfessionalEntertainer

Experience & Education

Position:
Board Member at Project Ninety Inc., Hospice Volunteer at Mission Hospice, Member at Burlingame...
Title:
Attorney at Law
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Project Ninety Inc. - San Mateo, CaliforniaBoard Membersince Feb 2012Mission Hospice - San Mateo CountyHospice Volunteersince Jan 2009
Skills:
Estate Planning, Family Law, Civil Litigation, Employment Law, Courts, Personal Legal Counsel,...

Tram Nguyen San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerContract AttorneyDocument ReviewerLawyerVolunteerInterpreterNon-ProfitLanguage SpecialistStudent LawyerCounselorOrganization ManagementAdvisorResearch AssistantResearcherSurvey ResearcherFinancial ManagerOperations Manager

Experience & Education

Position:
Contract Attorney at Various Legal Firms, Volunteer Attorney at Asian Law Caucus
Title:
Contract Attorney
Location:
San Francisco Bay Area
Industry:
Legal Services
Work history:
Various Legal Firms - Bay Area, CAContract Attorneysince Dec 2012Asian Law Caucus - San Francisco Bay AreaVolunteer Attorneysince Mar 2012
Skills:
Legal Research, Probate, Courts, Bankruptcy, Legal Writing, Estate Planning, Mergers, Tax,...

John Rueppel San Francisco, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerPartnerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerLaw SpecialistJudgeLawyerResearch AssistantResearcherSurvey ResearcherFinancial ManagerJuristLegal Counsel

Experience & Education

Position:
Founding Partner at O'Neil & Rueppel, LLP
Title:
Partner at O'Neil & Rueppel, LLP
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
O'Neil & Rueppel, LLP - San Francisco Bay AreaFounding Partnersince Jan 2010San Francisco Trial Court - Law and Motion Legal Research AssistantSep 2009 - Dec 2009
Estate Planner Legal Network

Wayne Rivers San Francisco, CA

Professions & Specialties

OwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at American Liberty legacy
Title:
Owner, American Liberty legacy
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
American Liberty legacy Ownersince Jun 1990
Skills:
Real Estate Broker, Insurance Specialists, Certified Estate Planner

Elijah Keyes San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerAssociate AttorneyLaw SpecialistLawyerCarnival WorkerRecreation AttendantAssociate ProfessorLecturerPostsecondary TeacherJuristLegal CounselClerical SpecialistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerJuris DoctorSports TrainersFinancial Manager

Experience & Education

Position:
Associate Attorney at Carney, Sugai, & Sudweeks, LLP
Title:
Estate Planning and Elder Law Attorney
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Carney, Sugai, & Sudweeks, LLP Associate Attorneysince Oct 2010Golden Gate University School of Law - San Francisco Bay AreaAdjunct Professor of LawJul 2010 - Dec 2010
Skills:
Legal Research, Legal Writing, Civil Litigation, Mediation, Public Speaking, Litigation, Trials,...
Languages:
Spanish

Arpana Warren San Francisco, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveAttorney At LawLaw SpecialistLawyerFinancial ManagerCertified Nurse AideNurseNurse PractitionerMusicianSingerChoir MemberSoloistMusic DirectorVocalistLeaderNon-ProfitManagers

Experience & Education

Position:
Owner at Arpana Grace Warren, Attorney At Law
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Arpana Grace Warren, Attorney At Law Ownersince 1987
Skills:
I create custom, affordable estate plans for caring people, I help my clients create a plan that...
..and my love in my law practice as an estate planner

Craig Ackerman San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCustomer ServiceClient Service OfficerSales PersonBuyerSales RepresentativeBuyer and SellerAdvisorChairpersonChief ExecutiveCourierOperations ManagerFinancial ManagerMaster of Business AdministrationAuthoressAuthorConstruction ManagerMusic ArtistMusician

Experience & Education

Position:
Real Estate Broker at Ackerman Realty Group
Title:
Experienced Real Estate Broker & REALTOR
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Ackerman Realty Group Real Estate Brokersince Feb 2002Ackerman Business Partners President, Sales LeadershipJun 1998 - Feb 2001
Certifications:
Certified Residential Specialist, CRS, Northern California

Howard Thomas San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerAttorney At LawLaw SpecialistMediatorLawyerLegal CounselSchool PrincipalSchool AdministratorEducational ManagerCounselorSubject Matter ExpertBusiness AdministratorContractorAdvisorSkilled ProfessionalChief Executive OfficerPartnerCorporate ExecutiveChief ExecutiveFinancial ManagerOperations ManagerModelVisual Basic DeveloperSoftware DeveloperSoftware DevelopersAgentSupplierBuyerSales RepresentativeServices ProfessionalSales and Service SpecialistSales AgentBuyer and SellerMarket AnalystMarket Research AnalystLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of Business AdministrationJuris DoctorIndependent Business Owners

Experience & Education

Position:
Attorney at Law at Mediation & Legal Services
Title:
Mediation & Legal Services
Location:
San Francisco Bay Area
Industry:
Legal Services
Work history:
Mediation & Legal Services - Walnut Creek, CaliforniaAttorney at Lawsince Feb 2007Self Employed - Walnut Creek, CaliforniaMediator & StudentJan 2004 - Feb 2007

Tamara Investigations San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerInvestigatorSecurityFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberBusiness ConsultantAdvisorTeam MemberLaw SpecialistFiduciaryDefense AttorneyLawyerTrust Law AttorneyHuman Resources SpecialistRecruitmentFinancial Manager

Experience & Education

Position:
Tamara@tamarathompsoninvestigations.com at Tamara Thompson Investigations
Location:
San Francisco Bay Area
Industry:
Security and Investigations
Work history:
Tamara Thompson Investigations Tamara@tamarathompsoninvestigations.comsince 1989
Skills:
Internet research, Genealogy tracing, civil litigation, finding people, developing background on...

Conswella Byrd San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerLaw SpecialistLawyerRegistered NurseParalegalLitigation Support SpecialistNotaryNurseNurse PractitionerJuris DoctorOperations ManagerFinancial Manager

Experience & Education

Position:
Estate Planning Attorney, Oakland CA at Law Office of Conswella M. Byrd, Faculty at California...
Title:
Estate Planning Attorney, Oakland CA
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Law Office of Conswella M. Byrd Estate Planning Attorney, Oakland CAsince Jan 1990California State University, East Bay Facultysince Jan 1990
Skills:
Wills, Powers of Attorney, Estate Planning, Living Wills, Living Trusts, Trusts, Legal Writing,...

Kirsten Lewis San Francisco, CA

Professions & Specialties

Estate PlannerFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerFounderFounding MemberChief ExecutiveSports TrainerSports TrainersAdvisorMarketing ManagerOperations ManagerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGolferAthleteAgentSales AgentSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBachelor of Fine ArtsMaster of ScienceField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Founder / Coach at Awesomeness Of You, 21st Century Client Attraction Expert at Inspired Advisor
Title:
Founder / Coach at Awesomeness Of You
Location:
San Francisco Bay Area
Industry:
Sports
Work history:
Awesomeness Of You Founder / Coachsince May 2010Inspired Advisor 21st Century Client Attraction Expertsince Oct 2007

John Wunderling San Francisco, CA

Professions & Specialties

PartnerChief ExecutiveLaw SpecialistLawyer

Experience & Education

Position:
Partner at Ferrari Ottoboni Caputo & Wunderling LLP
Title:
Partner, Ferrari Ottoboni Caputo & Wunderling LLP
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Ferrari Ottoboni Caputo & Wunderling LLP Partnersince Sep 1999
Estate Planner Legal Network

Lisa Veizades San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerOf CounselMediatorJuristLegal CounselLaw SpecialistLawyerJuris DoctorPsychologistManagersFinancial ManagerPsychology Specialist

Experience & Education

Position:
Of Counsel at Canter Moorhead
Location:
San Francisco Bay Area
Industry:
Legal Services
Work history:
Canter Moorhead Of Counselsince Aug 2012A Respectful Divorce Collaborative Professional/Mediator/AttorneyDec 2009 - Aug 2012
Skills:
Collaborative Law, Collaborative Practice, Prenuptial Agreements, Family Law, Alternative Dispute...

Darin Donovan San Francisco, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOf CounselLaw SpecialistJuristLegal CounselLawyerBoard MemberDirectorManagement Team ExecutiveOperations ManagerFinancial ManagerSupporting MemberTeam Member

Experience & Education

Position:
Of Counsel at Hopkins & Carley, Board Member at Peninsula School, Ltd.
Title:
Of Counsel - Estate Planning and Family Wealth Management ddonovan@hopkinscarley.com
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Hopkins & Carley Of Counselsince Mar 2010Peninsula School, Ltd. - Menlo Park, CaliforniaBoard Membersince 2009
Skills:
Trusts, Probate, Estate Planning, Wills, Non-profits, Public Speaking, Disputes, Negotiation,...
Estate Planner Legal Network

James Berge San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerLaw SpecialistLawyerInstructorPedagogueGeneral CounselOf CounselJuristLegal CounselAccounting BookkeeperChief AccountantAccounting ClerkCertified Public AccountantFinance and Accounting SpecialistBookkeeperAccount ManagerJuris DoctorGovernment Administration ProfessionalMathematicianFinancial ManagerCommunity Service Manager

Experience & Education

Position:
Estate Planning Attorney at Berge & Berge LLP
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Berge & Berge LLP Estate Planning Attorneysince 1993LawReviewCLE Instructor, Estate Planning BasicsAug 2013 - Aug 2013
Certifications:
Specialist in Estate Planning, Trust and Probate Law, California State Bar Board of Legal Specialization
Certified Public Accountant, California Dept. of Consumer Affairs

Einat Arbel San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerOf CounselAttorney At LawLaw SpecialistJuristLegal CounselLawyerDocument ReviewerStudent LawyerNon-ProfitStudent WorkerFinancial Manager

Experience & Education

Position:
Of Counsel at Law Offices of Janet Brewer, Estate Planning Attorney at Law Office of Einat Arbel
Title:
Of Counsel at Law Offices of Janet Brewer
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Law Offices of Janet Brewer - Palo AltoOf Counselsince Oct 2012Law Office of Einat Arbel Estate Planning Attorneysince 2010
Languages:
Hebrew, English

Chris Carroll San Francisco, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerDirectorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberIndependent ConsultantTeam MemberCounselorAdvisorPhotographerChief ExecutiveFinancial ManagerLogisticianBusiness AdministratorLogistics Supply Chain ProfessionalManagers

Experience & Education

Position:
Director of Events and Marketing at Copenbarger & Copenbarger LLP., Associate at Lifestyle...
Title:
Director of Events and Marketing at Copenbarger & Copenbarger LLP., Associate at Lifestyle Financial Services
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Copenbarger & Copenbarger LLP. - Irvine, San Jose, Pasadena, Chino, SacramentoDirector of Events and Marketingsince Mar 2012Lifestyle Financial Services - Irvine, CAAssociatesince Mar 2012
Skills:
Lead Generation, Small Business, Customer Service, Customer Relations, Social Networking, Event...
Languages:
English, Spanish
Estate Planner Legal Network

David Spence San Francisco, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerAttorney At LawLaw SpecialistLawyerAdjunct InstructorLecturerPostsecondary TeacherJuris DoctorFinance and Accounting SpecialistTax AccountantAccounting BookkeeperBookkeeperOperations ManagerFinancial Manager

Experience & Education

Position:
Attorney at Royse Law Firm, Adjunct Faculty Member at San Jose State University, Lucas Graduate...
Title:
Attorney at Law, Royse Law Firm, P.C.
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Royse Law Firm Attorneysince Jun 2009San Jose State University, Lucas Graduate School of Business, MST Program Adjunct Faculty Membersince Apr 2011
Skills:
Estate Planning, Trusts, Tax Law, Planned Giving, Asset Protection, Succession Planning, Estate Tax ...
Estate Planner Legal Network

Nicole Davidson San Francisco, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerLaw SpecialistAssociate AttorneyLawyerOwnerChief ExecutiveDocument ReviewerJudicial Law ClerkFinancial ManagerResearch AssistantBiotechnology ProfessionalResearcherSurvey ResearcherBiologistBiological ScientistPsychologistInformation Technology SpecialistIT SpecialistPsychology Specialist

Experience & Education

Position:
Attorney/Owner at Law Office of Nicole A. Davidson
Title:
Trust & Estates Attorney
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Law Office of Nicole A. Davidson Attorney/Ownersince Mar 2003The Arnold Law Practice Associate AttorneyFeb 2004 - Nov 2004
Skills:
Powers of Attorney, Wills, Irrevocable Life Insurance Trusts, Special Needs Trusts, Advance Care...
Estate Planner Legal Network

Carl Cunningham San Francisco, CA

Professions & Specialties

Loan OfficerEstate PlannerLoan OfficersCertified Financial PlannerPuchasing and Estimating ManagerBusiness Development ManagerOperations ManagerSecurityDirector of OperationsFinancial ManagerAccount Service ManagerEquipment Tools Purchasing AgentClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
Business Development Manager at Cypress Security
Location:
San Francisco Bay Area
Industry:
Security and Investigations
Work history:
Cypress Security Business Development Managersince May 2010Silicon Valley Security & Patrol, Inc. Business Development Manager2009 - 2010

Lauren Schall San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerAttorney At LawLaw SpecialistLawyerGeneral CounselLaw ClerkOf CounselJuristLegal CounselJudicial Law ClerkPartnerBoard MemberChairpersonFounderChief ExecutiveManagement Team ExecutiveOperations ManagerFounding MemberFinancial ManagerApprenticeConstructionSecretaryStudent WorkerProperty ManagerReal Estate Manager

Experience & Education

Position:
Attorney at Law Offices of Lauren Schall
Title:
Attorney at Law
Location:
San Francisco Bay Area
Industry:
Law Practice
Skills:
Business Law, Estate Planning and Real Estate Law

Javed Ellahie San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerPartnerOwnerChief ExecutiveLaw SpecialistLawyerFinancial ManagerForemanConstruction AdministratorConstruction ManagerProperty ManagerReal Estate ManagerAdvisor

Experience & Education

Position:
Partner at Ellahie & Farooqui
Title:
Partner, Ellahie & Farooqui, LLP
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Ellahie & Farooqui Partnersince Jul 2008The Ellahie Law Firm OwnerMar 1977 - Jun 2008
Skills:
Bankruptcy, LLC, Estate Planning, Mediation, Wills, Trusts, Probate, Corporate Law, Dispute...
Languages:
Urdu

Jeffrey Quijano San Francisco, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerVice PresidentChief ExecutiveLaw SpecialistLawyerExecutive CompensationFinancial ManagerFiduciaryTrust Law AttorneySpeakerCounselorTeam MemberSpokespersonRepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President/Senior Trust Officer at U.S. Trust, Bank of America Private Wealth Management
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
U.S. Trust, Bank of America Private Wealth Management - Palo Alto, CAVice President/Senior Trust Officersince 2011Leadership Palo Alto Fellow2012 - 2012
Estate Planner Legal Network

Jeffrey Enright San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerChairpersonOwnerPartnerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerPoliceFinancial OfficerFinancial ManagerAppraiserEstimatorFinancial AnalystMarketing ProfessionalAdvertising Sales AgentBachelor of Arts

Experience & Education

Position:
President at ENRIGHT & COMPANY, INC.
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
ENRIGHT & COMPANY, INC. Presidentsince Apr 2000Carneghi-Bautovich & Partners, Inc. PartnerNov 1988 - Apr 2000
Skills:
Experience with a variety of real estate property types and appraisal/consulting assignments,...

Robert Kosbie San Francisco, CA

Professions & Specialties

Certified Financial PlannerEstate PlannerPuchasing and Estimating ManagerDirectorManagerOperations ManagerManaging PartnerPartnerChief ExecutiveFinancial ManagerCertified Public AccountantAccounting BookkeeperBookkeeperFinancial AnalystMaster of Business AdministrationBachelor of ScienceParalegal

Experience & Education

Position:
Director - Valuation and Litigation at RINA Accountancy Corporation
Title:
Dierctor - Valuation and Litigation at RINA Accountancy Corporation
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
RINA Accountancy Corporation Director - Valuation and Litigationsince Jan 2010RINA Accountancy Corporation Tax ManagerJan 2010 - Apr 2010
Skills:
Valuation, Business Valuation, Appraisal, Litigation Support, Tax, Appraisals
Certifications:
Certified Public Accountant, State of California
Accredited in Business Valuations, American Institute of CPAs

Russell Jong San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerOwnerChief ExecutiveChefFood PreparerFood Preparation WorkerInformation Technology SpecialistIT SpecialistPartnerProduction ManagerTechnology ManagerTechnical ManagersFinancial ManagerGraphic Design SpecialistGraphic DesignerSupervisorTechnicianAdvisorManagersTechnical SpecialistTechnical Support SpecialistsSales RepresentativeMarket AnalystMarket Research Analyst

Experience & Education

Position:
Principal at Russell Jong Consulting, Owner/Chef at Jong Culinary Arts, Principal at Russell Jong - ...
Title:
Entrepreneurial Strategist
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Russell Jong Consulting Principalsince Jan 2004Jong Culinary Arts Owner/Chefsince Jan 1988

Brad Shannon San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerAccount RepresentativeAgentClient Service OfficerSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceSenior Customer Service RepresentativeAdvertising ProfessionalAdvertising Sales AgentRecruitmentFinancial ManagerLawyer

Experience & Education

Position:
Account Rep at American Fidelity
Title:
Financial Advisor
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
American Fidelity Account Repsince Mar 2012Shannon Financial - San Francisco Bay AreaIndependent Financial AdvisorJan 2010 - Jun 2012
Skills:
Strategic Financial Planning, Insurance, Life Insurance, Leadership, Training, Finance, Disability...
Estate Planner Legal Network

Carol Zolla San Francisco, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerProbate LawyerAssociate AttorneyLawyerLaw SpecialistFinancial Manager

Experience & Education

Position:
Estate Planning and Probate Attorney at Zolla Law Firm (Sole Proprietorship)
Location:
San Francisco Bay Area
Industry:
Legal Services
Work history:
Zolla Law Firm (Sole Proprietorship) Estate Planning and Probate Attorneysince Mar 2002Hopkins & Carley Associate AttorneyAug 2000 - Mar 2002
Skills:
Certified as a Specialist in Estate Planning, Trust, and Probate Law by the State Bar of...
Estate Planner Legal Network

Elizabeth Combs San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerJuris DoctorLaw SpecialistLawyerChief ExecutiveFinancial Manager

Experience & Education

Title:
J.D., Golden Gate University, School of Law
Location:
San Francisco Bay Area
Industry:
Law Practice
Skills:
Legal Research, Legal Writing, Westlaw, Legal Assistance, Family Law, Immigration Law, Elder abuse, ...

James Barringer San Francisco, CA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerAttorney At LawLaw SpecialistOf CounselLawyerJuristLegal CounselDirectorManagement Team ExecutiveOperations ManagerChief ExecutiveFinancial ManagerSupporting MemberTeam MemberInformation Technology SpecialistIT Specialist

Experience & Education

Position:
Attorney at Law Office of James A. Barringer
Title:
Attorney
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Law Office of James A. Barringer - San Francisco Bay AreaAttorneysince Sep 2012Evans, Latham and Campisi Of CounselOct 2000 - Jun 2012

James Creighton San Francisco, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveAttorney At LawLaw SpecialistLawyerFinancial ManagerProperty ManagerReal Estate Manager

Experience & Education

Position:
Owner/Attorney at Law at Creighton Law Offices
Title:
Attorney-Estate Planning, Certified as a Specialist in Estate Planning, Trust, and Probate Law
Location:
San Francisco, California
Industry:
Law Practice
Work history:
Creighton Law Offices - 1 Daniel Burnham Court, Ste. 914, San Francisco, CA 94109-5462Owner/Attorney at Lawsince Jul 1997
Skills:
Trained Mediator, Blogging, University Teaching, Estate Planning, Public Speaking, Italian,...
Languages:
English, Italian
Estate Planner Legal Network

Kathleen Hunt San Francisco, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerDirectorChief ExecutiveOperations ManagerIndependent ContractorContractorLaw SpecialistLawyerIndependent Business OwnersFinancial ManagerJuristLegal CounselReal Estate ManagerComedian

Experience & Education

Position:
Owner at Unique Law (Self-employed)
Title:
Owner, Unique Law: specializing in illuminating solutions; professional and affordable
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Unique Law Ownersince Jun 2004Center for Sex and Culture Director2005 - Nov 2012
Skills:
Civil Litigation, Commercial Litigation, Litigation, Legal Research, Courts, Trusts, Legal Writing, ...
Estate Planner Legal Network