Business List: Financial Planner in Vallejo, CA, USA

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Pacific Pension & Benefit Services Inc 2300 Clayton Rd, Concord, CA 94520
92567xxxx5 jha****@f*************.com
Kent Johansson - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx9 abc*******@u**.com
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services 1255 Treat Blvd Ste 300, Walnut Creek, CA 94597
92594xxxx8 dns*****@a***.com
Kenny Heller 600 Montgomery St Ste 1600 San Francisco, CA 94111
14157xxxxx3 adm*******@c*****.com 5 91 108169 16330 109000
First Command Financial Advisor - Austin Jones 1300 Oliver Rd Ste 270, Fairfield, CA 94534
70744xxxx2 abe***@f***********.com
Spiegelman Wealth Management 985 Moraga Rd Ste 203, Lafayette, CA 94549
92538xxxx0 ada*@s***************.com
Sentinel Wealth Consulting Group - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx6 aar**********@u**.com
AAA Vallejo Branch 1183 Admiral Callaghan Ln Vallejo, CA 94591
83327xxxx5 aaa*************@n*****.aaa 3.8 88
James Agrusa - Financial Advisor, Ameriprise Financial Services 101 Gregory Ln Ste 42, Pleasant Hill, CA 94523
92535xxxx7 dns*****@a***.com
Harvest Financial LLC 1728 Jefferson St, Napa, CA 94559
70725xxxx1 har*********************@d*****************.com 5 3
Strategic Insights Danville, CA 94526
92568xxxx3 jan*@s**************************.com
empeno group, Inc. 425 Virginia St Ste B, Vallejo, CA 94590 92538xxxx9
Edward Jones - Financial Advisor: Sunny Sharma 1485 Treat Blvd, Walnut Creek, CA 94597
92590xxxx5 a.j*********@e**********.com 110786 110000
Securities America Inc 1255 Treat Blvd, Walnut Creek, CA 94597
92547xxxx0 aad********@s****************.com 3081 28 3700
Compass Investment LLC 88888xxxx5
JA Lawson and Associates 2000 Glen Cove Marina Rd #7146, Vallejo, CA 94591 70724xxxx8
Millennium Financial Services 1160 Brickyard Cove Rd Ste 200, Richmond, CA 94801 51069xxxx5 4.5 87
Lifetime Planning Advisors 1485 Treat Blvd Ste 202b, Walnut Creek, CA 94597
92593xxxx0 nha******@l*******.com
R & R Financial Service 425 Virginia St, Vallejo, Ca 94590 70771xxxx5
Waddell & Reed 2140 Jefferson St Ste E, Napa, CA 94559
70725xxxx3 aam***@w******.com 20100 234 21000
BMB Investments LLC 55 Springstowne Ctr, Vallejo, CA 94591
86651xxxx0
Edward Jones - Financial Advisor: Daniel F Dwyer 1721 1st St, Napa, CA 94559
97175xxxx4 a.j*********@e**********.com 91054 105000
Compass Financial Group - UBS Financial Services Inc. 703 Trancas Street 3 And 4 Financial Plaza, Napa, CA 94558
70725xxxx5 abc*******@u**.com
Thomas K. Porta CPA, CFA, CFP, Esq. 1410 Georgia St, Vallejo, CA 94590
70764xxxx8 inf*@c***************.com 2.9 20
SD Mayer & Associates 235 Montgomery St Fl 30 San Francisco, CA 94104
41568xxxx1 abe**@s******.com 4 4 2 4 241 39 253
Edward Jones 367 Civic Dr Ste 8, Pleasant Hill, CA 94523
92579xxxx7 a.j*********@e**********.com 90979 105000
Raymond James 2350 Kerner Blvd Ste 370, San Rafael, CA 94901
41546xxxx6
Hangar 4 Partners 6 Hamilton Lndg Ste 210, Novato, CA 94949
41538xxxx0 bml@h**************.com
Stonewater Wealth Management 1615 Saint Francis Ct, Benicia, CA 94510 70775xxxx7
Genworth Wealth 2300 Contra Costa Blvd, Pleasant Hill, CA 94523 92568xxxx8
Dr. Lisa Hanslip Coaching San Mateo
65027xxxx1
Connor Antonson - Financial Advisor, Ameriprise Financial Services 1277 Treat Blvd Ste 660, Walnut Creek, CA 94597
92527xxxx0 amb*********@a***.com
Edward Jones - Financial Advisor: Ken Casper 555 1st St Ste 104 Benicia, CA 94510
70774xxxx3 a.j*********@e**********.com 3.5 2 3 2 90705 105000
Walnut Creek Private Wealth Management - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
80043xxxx2 abc*******@u**.com
Keegan's Tax & Financial Services 1610 Tennessee St, Vallejo, CA 94590 70764xxxx9 dom***@f*.com
Edward Jones - Financial Advisor: Benjamin A Crombie, CFP® 700 Main St Ste 103, Suisun City, CA 94585
70742xxxx0 a.j*********@e**********.com 110786 110000 5 1
Al Sanli - Advantage Funding 711 Grand Ave Ste 260 San Rafael, CA 94901
92562xxxx0 al@a***************.net 5 25
Ameraprise Financial W Hjurpe 1766 3rd St, Napa, CA 94559
70725xxxx5 dns*****@a***.com
Soares Financial Inc. 2033 1st Ave, Napa, CA 94559
70725xxxx0 col****@s**************.com
M & S Enterprises, Inc. 8032 Carlisle Way, Vallejo, CA 94591 70773xxxx6
Concentric Wealth Management 251 Lafayette Cir Ste 200, Lafayette, CA 94549
92596xxxx0 ama***@c****************.com
U.S. Bank ATM - Solano Public Market 1611 Solano Way, Concord, CA 94520
80087xxxx7 aar************@u*****.com 345905 5917 349000
Anderson & Associates 1300 Tennessee St, Vallejo, CA 94590
70764xxxx3 rod*@r*******.com 4.8 8
Elise & Glenn Groves, Mortgage Brokers 1421 Guerneville Rd, Santa Rosa, CA 95403
70754xxxx0 adm**@g****.com 4.9 126 1494 867
Pathway Financial 2140 Jefferson St, Napa, CA 94559 70725xxxx2
Nancy Tran Laroco - Associate Financial Advisor, Ameriprise Financial Services 25 Orinda Way Ste 205, Orinda, CA 94563
92590xxxx0 dns*****@a***.com 404 8 390
Minto and Wilkie Insurance Agency Inc 4306 Redwood Hwy # 100, San Rafael, CA 94903
41545xxxx0 abr***@g****.com
Teddy Rakestraw - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx4 abc*******@u**.com
Edward Jones - Financial Advisor: Robert A Lockhart 5 Financial Plz, Napa, CA 94558
70725xxxx9 a.j*********@e**********.com 110785 110000
Ubs 703 Trancas St, Napa, CA 94558
70725xxxx0 aar*******@u**.com 229539
Wells Fargo Advisors 770 Tamalpais Dr Ste 400, Corte Madera, CA 94925
41545xxxx0 abe*********@w*****************.com 2.5 2 185788 186000
Your Money Health Napa, CA 94559
70725xxxx3 fir**@y**************.com 5 5
Corporate Lending Center Inc. 3260 Blume Dr Ste 425, San Pablo, CA 94806 51026xxxx0
Joseph Caselle - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx1 abc*******@u**.com 3 2
Rios Financial 13830 San Pablo Ave, San Pablo, CA 94806 51023xxxx7
Grossman Financial Management 940 Adams St, Benicia, CA 94510
70774xxxx6 cat@g****************.com
Charles Schwab 935 Franklin St, Napa, CA 94559
70725xxxx0 abc******@s*****.com 4.2 5 647305 222 659000
Crestline Financial Inc. 320 Arkansas St, Vallejo, CA 94590
70764xxxx0 ana*****@c*****************.com 5 4
Cynergy Financial 2255 Contra Costa Blvd Ste 312, Pleasant Hill, CA 94523 92567xxxx0
Manuel Soliz - Thrivent 3011 Citrus Cir Ste 104, Walnut Creek, CA 94598
92526xxxx5 abc*******@t*******.com
Rawls Group 2420 Martin Rd Ste 300, Fairfield, CA 94534
70742xxxx0 fir**@v*****************.com 135
Helen Abe - RBC Wealth Management Financial Advisor 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx8 wms**********@r**.com 13879 15000
Ameriprise Financial 5030 Business Center Dr Ste 295, Fairfield, CA 94534 70786xxxx0 dns*****@a***.com
Wells Fargo Advisors 1702 Tennessee St, Vallejo, CA 94590
70764xxxx3 5 1
Merrill Lynch Wealth Management 1715 2nd St, Napa, CA 94559 70725xxxx6
J Vitucci Financial Services Inc 303 Arlington Ave, Berkeley, CA 94707
51052xxxx0 inf*@v**************.com
Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services 25 Orinda Way Ste 205, Orinda, CA 94563
92590xxxx0 adr***********@a***.com 402 8 389
Gebhardtgroupinc 3620 Happy Valley Rd, Lafayette, CA 94549
92528xxxx0 abd*******@g***************.com
MySolo401k.net 2055 Sierra Rd, Concord, CA 94518
76044xxxx8 acc*****@m*********.net 4 2
Harvest Financial 1728 Jefferson St, Napa, CA 94559
70725xxxx1 cda*****@**.firstallied 4 4 185
Wells Fargo Advisors 2190 Willow Pass Rd, Concord, CA 94520 92567xxxx0
James Laporte - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx6 abc*******@u**.com
Tessara Financial Advisors, Inc. 100 Larkspur Landing Cir Ste 200, Larkspur, CA 94939
80033xxxx5 inf*@t**************.com
Kerry Farley - RBC Wealth Management Financial Advisor 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx5 mat**************@r**.com 21 21
Wen Capital Advisory Group 11100 San Pablo Ave Ste 210, El Cerrito, CA 94530
80091xxxx0 cyn****@w**********.com 5 1 45 5 45
Edward Jones - Financial Advisor: Ken Casper, CFP® 555 1st St Ste 104, Benicia, CA 94510
70774xxxx3 a.j*********@e**********.com 3.5 2
Dean Meniktas, CIMA - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx5 abc*******@u**.com
Five T Wealth Management 591 Coombs St, Napa, CA 94559
70792xxxx1 and***@5*******.com 134 3 139
Brad Rutledge - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx9 abc*******@u**.com
Jill D Williams Gilmore - Private Wealth Advisor, Ameriprise Financial Services 4314 Redwood Hwy Ste 400, San Rafael, CA 94903
41549xxxx2 dns*****@a***.com 124 128
The Kotarba Wealth Management Group - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx6 abc*******@u**.com
Ameriprise Financial 3595 Mt Diablo Blvd Ste 390, Lafayette, CA 94549
92529xxxx0 ame******************@a***.com 132491 134000
Wells Fargo Advisors 699 Contra Costa Blvd, Pleasant Hill, CA 94523
92567xxxx3 1 1
Jillian Bremer San Francisco, CA 94115
inf*@d*************.org 5 4
Fouts Financial Group 1547 Palos Verdes Mall, Walnut Creek, CA 94597
92597xxxx2 mar*@f******************.com 3.4 33
TrueVir Financial 490 Chadbourne Rd Ste A100 Fairfield, CA 94534
15108xxxxx2 adm**@t***************.com 4.8 8
D2 Dash 28 N First St Ste 710 San Jose, CA 95113
imp******@g****.com
Ameriprise Financial 1766 3rd St Ste A, Napa, CA 94559
70725xxxx5 ame******************@a***.com 132611 134000
Aaron Sellers - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx5 aar**********@u**.com
Equius Partners 3 Hamilton Lndg, Novato, CA 94949
41538xxxx0 dav**@e*************.com
Clifton Kelly - RBC Wealth Management Financial Advisor 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx6 rbc*********@r**.com 13879 15000
G B A Financial Programs & Insurance Marketing Inc 3478 Buskirk Ave Ste 300, Pleasant Hill, CA 94523 92594xxxx4
Lobdell & Lane Wealth Management 831 E 2nd St Suite 202, Benicia, CA 94510
70774xxxx9 5 2
Krasna, Suzanne CFP 2890 N Main St Ste 306, Walnut Creek, CA 94597
92535xxxx0 acz*********@f*********.com
Encompass Wealth Management Group - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx4 abc*******@u**.com
Dilip Ahuja | Accountant, Tax Professional and Financial Planner
70733xxxx4 inf*@m********.com 5 1
Capital Advantage Inc 3708 Mt Diablo Blvd Ste 200, Lafayette, CA 94549
92529xxxx0 adm**@c***************.com 56 65
Merrill Investment & Retirement Financial Center 21 Springstowne Center, Vallejo, CA 94591
70756xxxx0 aus***************@m*.com
Practical Financial & Insurance Services 164 Robles Way Ste. 186, Vallejo, CA 94591 70764xxxx1
Karimah Karah - Financial Advisor, Ameriprise Financial Services 51 Daniels Ave, Vallejo, CA 94590
70753xxxx1 dns*****@a***.com
Matthew Larrabure - RBC Wealth Management Financial Advisor 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx3 joh*******@c*.rbcwealthmanagement 21 21
Edward Jones - Financial Advisor: Joshua Wulkan 1301 Solano Ave Ste 201, Albany, CA 94706
51023xxxx5 a.j*********@e**********.com 110145 110000
Peter Barnes Team - CrossCountry Mortgage 1577 Solano Ave Berkeley, CA 94707
51064xxxx6 pet*********@c**.com 5 118 5 246 7866 1456 9300
Challberg Edward C 175 N Redwood Dr, San Rafael, CA 94903 41549xxxx2 ech*******@c********.com
Richard Morales
84457xxxx0 dns******@a*******.com
North Capital, Inc. 602 W K St, Benicia, CA 94510
70741xxxx6 aj@n***********.com
Morfin Financial Services 264 Arlington Ave, Kensington, CA 94707
51052xxxx4 c18*****************************@s*****.wixpress 3.7 3
First Command Financial Advisor - Raquel Salas Bramasco 1300 Oliver Rd Ste 270, Fairfield, CA 94534
70744xxxx2 a.r*******@f***********.com 230 16 227
Annuity General Serving theVallejo Area 80033xxxx4
Scott Esco - Private Wealth Advisor, Ameriprise Financial Services 1277 Treat Blvd Ste 660, Walnut Creek, CA 94597
92527xxxx0 ale***********@a***.com 357 397
Eric Englund - RBC Wealth Management Financial Advisor 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx3 wms**********@r**.com 13887 15000
Sakiko Kono - Private Wealth Advisor, Ameriprise Financial Services 4314 Redwood Hwy Ste 400, San Rafael, CA 94903
41549xxxx2 dns*****@a***.com 5 1 164 161
Athena Wealth Strategies 2801 Pinole Valley Rd, Pinole, CA 94564 51096xxxx8
Edward Jones - Financial Advisor: Lucas Barberio 2485 Salvio St, Concord, CA 94520
92579xxxx6 a.j*********@e**********.com 5 3 92914 108000
The Meniktas Wealth Management Group - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx5 abc*******@u**.com
Morgan Stanley 700 Main St, Napa, CA 94559
70725xxxx8 int**********@m************.com 5 3
Jackson Hewitt Tax Service 4380 Sonoma Blvd, Vallejo, CA 94589
70763xxxx2 inf*@c***************.com 4.5 37 263012 9836 262000
Achievable Wealth LLC
70755xxxx6 ach*******************@c*************.com
Merrill Lynch Wealth Management 700 Main St, Napa, CA 94559
70725xxxx9 bro*********@m*.com 5 1
Philip Scarborough - Financial Advisor, Ameriprise Financial Services 4314 Redwood Hwy Ste 400, San Rafael, CA 94903
41549xxxx2 dns*****@a***.com
Wealth Plus 2173 Francisco Blvd E Ste I, San Rafael, CA 94901 41545xxxx6
North Berkeley Investment Partners 900 Colusa Ave, Berkeley, CA 94707
51052xxxx0 car*****@n**********************.com 563 29 542
Bassman Emily 1320 Willow Pass Rd Ste 710, Concord, CA 94520 92524xxxx0
Ancell Kenneth 1760 Solano Ave Ste 305, Berkeley, CA 94707 51052xxxx0
Creekside Partners 3595 Mt Diablo Blvd Ste 300, Lafayette, CA 94549
92528xxxx0 19d*************************************@w*****************.com
Edward Jones - Financial Advisor: Sunny Sharma 2950 Buskirk Ave Ste 195, Walnut Creek, CA 94597
92590xxxx5 a.j*********@e**********.com 110145 110000
Barnes Capital 3503 Mt Diablo Blvd, Lafayette, CA 94549 92528xxxx3 bxx*******@b************.com
Lakeshore Partners - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx6 abc*******@u**.com
Morgan Stanley Wealth Management 700 Main St, Napa, CA 94559
70725xxxx3 acm***********@m************.com 5 3
Cavanagh Ringelman Certified Public Accountants 1350 Tennessee St Vallejo, CA 94590
70764xxxx7 cr@c****************.com 25 1 1
Trans One 3505 Mt Diablo Blvd, Lafayette, CA 94549
92528xxxx5 and***@d*************.com
Retirement Capital Strategies 3280 Villa Ln, Napa, CA 94558 70725xxxx5
BMO Bank N.A Branches 4300 Sonoma Blvd Ste 300, Vallejo, CA 94589
70764xxxx0 sup****@a******.com 2.9 27
Ron Herring, CRPS - UBS Financial Services Inc. 703 Trancas Street 3 And 4 Financial Plaza, Napa, CA 94558
70725xxxx6 abc*******@u**.com
Ameriprise Financial 1390 Willow Pass Rd Ste 200, Concord, CA 94520
92527xxxx0 ame******************@a***.com 132834
Quay Partners Us Inc 2 Bates Blvd, Orinda, CA 94563 92538xxxx7
Charles Schwab 1704 Redwood Hwy, Corte Madera, CA 94925
41594xxxx4 app*******************@s*****.com 3.3 16
Sunrise Realty & Financing 19 York Dr Piedmont, CA 94611
51054xxxx0 joh******@s********.com 5 2 3.5 8
Eng Financial Corp 2212 Arlington Blvd, El Cerrito, CA 94530 51023xxxx5
Lenfest & Associates - Ameriprise Financial Services 1255 Treat Blvd Ste 300, Walnut Creek, CA 94597
92594xxxx8 dns*****@a***.com
D'ambrosio Brothers Investment 100 Rapp Ln, Napa, CA 94558
70722xxxx1 ari**@s***************.com 4.7 187
Julie Malta - Guarantee Mortgage 232 Townsend St, Ste 1275 San Francisco, CA 94107
14152xxxxx0 aau******@g****************.com 5 52 5 83 1514 18 1500
Beeson And Company 2530 Mira Vista Dr, El Cerrito, CA 94530 51023xxxx9
Hallie Hart - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx7 abc*******@u**.com
Edward Jones - Financial Advisor: Matthew J Roberts 3192 Jefferson St, Napa, CA 94558
70722xxxx8 a.j*********@e**********.com 110145 110000
Vallejo Finance Department 555 Santa Clara St #3, Vallejo, CA 94590
70764xxxx2 acc*************@c************.net
Condominium Financial Management 1001 Galaxy Way Ste 200, Concord, CA 94520
92556xxxx0 and****@c*************.com 3.8 17
Stuart Reilly - RBC Wealth Management Financial Advisor 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx7 wms**********@r**.com 13879 15000
First Command Financial Advisor - Alyssa Luchini 1300 Oliver Rd Ste 270, Fairfield, CA 94534
70744xxxx2 anl******@f***********.com 103 104
Benning Financial Group 2801 Waterman Blvd Ste 270, Fairfield, CA 94534
70742xxxx0 adv****@b*****.com 5 1
Carmichael Accountancy 2523 Springs Rd Vallejo, CA 94591 70764xxxx5 5 5
Wells Fargo Bank 1702 Tennessee St, Vallejo, CA 94590
70764xxxx3 aar**********@w*********.com 3.3 67 150821 11
Ameriprise Financial 2300 Contra Costa Blvd Ste 330, Pleasant Hill, CA 94523
92535xxxx0 ame******************@a***.com
Wells Fargo Advisors 901 Main St, Napa, CA 94559 70725xxxx2
DPac
70751xxxx7
David Fried, CRPC - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx5 abc*******@u**.com
Napa, CA Branch Office - UBS Financial Services Inc. 703 Trancas Street 3 4 Financial Plaza, Napa, CA 94558
70725xxxx0 abc*******@u**.com
Enovatek Sacramento
41542xxxx6 ken@e*******.net 5 1
Decision Financial Services Inc 341 Twinview Dr, Pleasant Hill, CA 94523 92593xxxx9 bi**@d****************.com
Rose McGuire Consulting & Bookkeeping Concord, CA 94520 41596xxxx4
Linda Standen - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx5 abc*******@u**.com
Edward Jones - Financial Advisor: Robert D Schulman 505 San Marin Dr Ste 110b, Novato, CA 94945
41589xxxx4 a.j*********@e**********.com 3 2 110145 110000
Bank of America Financial Center 21 Springstowne Center, Vallejo, CA 94591
70755xxxx2 alf********************@m*.com 3.1 47
Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services 25 Orinda Way Ste 205, Orinda, CA 94563
92590xxxx0 adr***********@a***.com 401 8 388
Kera Capital Partners Sacramento, CA 95817
40866xxxx4 inf*@k******.com
Essex National Securities Inc 550 Gateway Dr Ste 210, Napa, CA 94558 70725xxxx0
Troy Evans - Financial Advisor, Ameriprise Financial Services 7250 Redwood Blvd Ste 300, Novato, CA 94945
41577xxxx7 dns*****@a***.com 1 1
Carner Dorothy 149 Robin St, Napa, CA 94558 70725xxxx0
Painewebber 703 Trancas St, Napa, CA 94558
70725xxxx0 aar*******@u**.com 234444 249000
Daggert Financial PC
70764xxxx7 adm**@d***************.com
Portico Wealth Advisors 17 E Sir Francis Drake Blvd Ste 218, Larkspur, CA 94939
41592xxxx0 bre***@p************.com
Valley Oak Wealth Management 2 Ranch Dr, Novato, CA 94945
41589xxxx9 ann*@v**********.com 5 13 238 42 263
Edward Jones - Financial Advisor: John Stoflet 700 Main St Ste 103, Suisun City, CA 94585
70742xxxx0 a.j*********@e**********.com 5 1 110144 110000
M & G Tax Services 2441 Springs Rd, Vallejo, CA 94591
70769xxxx7 inf*@c***************.com 4.3 6 146 153
Professional Financial Investors, Inc. 350 Ignacio Blvd Ste 300, Novato, CA 94949 41538xxxx1
American Express Financial 1754 2nd St, Napa, CA 94559
70725xxxx5 ame******************@a***.com 132649 134000
JA Lawson and Associates 7146 2000 Glen Cove Marina Rd, Vallejo, Ca 94591, Usa, Vallejo, Ca 94591 70724xxxx8
Alpha Mirage Corp. 1520 Encanto Pl, Walnut Creek, CA 94597 92593xxxx2
Edward Jones - Financial Advisor: Patrick Bell 1300 Grant Ave Ste 101, Novato, CA 94945
41589xxxx9 a.j*********@e**********.com 110144 110000
Edwards Jones Investments - Lindsay K. Elam 1401 Illinois St, Vallejo, Ca 94590
70764xxxx6 a.j*********@e**********.com
Summit Wealth Group 5030 Business Center Dr, Fairfield, CA 94534
70743xxxx3 fai******@s***********.net 5 4 411 424
Ryan Duffy, CFP - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx2 abc*******@u**.com
FSC Securities 1330 Arnold Dr Ste 249, Martinez, CA 94553 92537xxxx0
Raymond J James & Associates 2999 Oak Rd, Walnut Creek, CA 94597 92594xxxx0
Financial Connections Group Inc. 21 Tamal Vista Blvd Ste 105, Corte Madera, CA 94925
41592xxxx1 bpo*@f*******************.com
Security First Financial 1255 Treat Blvd Ste 300, Walnut Creek, CA 94597 92570xxxx1
Gregory Nikolaieff - Financial Advisor, Ameriprise Financial Services 7250 Redwood Blvd Ste 300, Novato, CA 94945
41588xxxx8 dns*****@a***.com
Wells Fargo Advisors 775 Oak Grove Rd, Concord, CA 94518 92567xxxx2 1 1
Wealthy Lifestyle 70756xxxx8
Sir Winston Financial Center 515 Broadway St, Vallejo, CA 94590
70765xxxx9 inf*@s*********.net 5 5
Wells Fargo Advisors 2380 Monument Blvd, Pleasant Hill, CA 94523 92560xxxx0
Edward Jones - Financial Advisor: Gary D Norman, AAMS™ 1543 3rd St, Napa, CA 94559
70725xxxx0 a.j*********@e**********.com 91054 105000
New Vintage Financial Services, LLC 1340 Treat Boulevard Suite 110, Walnut Creek, CA 94597
92558xxxx0 dda***@n***********.com
Waddell & Reed Concord 1390 Willow Pass Rd., Suite 470, Concord, CA 94520 92568xxxx0 6d3*************************************@w*****************.com
Jeff Wong Insurance Agency 638 1st St Ste C Benicia, CA 94510
70763xxxx3 fin********@m*.com 4.8 76
Bay Street Capital Holdings Palo Alto
65044xxxx4 aub***@b***********************.com 5 24
Benjamin Bergfelt - UBS Financial Services Inc. 703 Trancas Street 3 And 4 Financial Plaza, Napa, CA 94558
70725xxxx1 abc*******@u**.com
Edward Jones - Financial Advisor: Ross A Monten 1300 Main St Ste 250, Napa, CA 94559
70722xxxx8 a.j*********@e**********.com 110145 7 110000
Solari Investmets 971 Dewing Ave, Lafayette, CA 94549 92538xxxx0
Bill Pezick 400 Evelyn Ave, Ste 299, Albany, CA 94706
51052xxxx1
Edward Jones - Financial Advisor: Kyle Ashcraft 400 Evelyn Ave Ste 228, Albany, CA 94706
51098xxxx0 a.j*********@e**********.com 110145 110000
Jason Osenton -   U.S. Bank Larkspur, CA 94939
41526xxxx0 acc****************@u*****.com 5 2 5 59
Wells Fargo Advisors 5820 Nave Dr, Novato, CA 94949 41538xxxx0
Charles Schwab 1400 Grant Ave Ste 101, Novato, CA 94945
41529xxxx3 abc******@s*****.com 3.1 7
Ameriprise Financial 4314 Redwood Hwy, San Rafael, CA 94903
41549xxxx2 dan*********@a***.com
Derrick Lyerly - Farmers Insurance 301 Georgia St Ste 102 Vallejo, CA 94590
70756xxxx6 aah*@f***********.com 3.4 5
Tarago Capital LLC
70774xxxx2 ben@t************.com 5 3
Wells Fargo Advisors 1800 Solano Ave, Berkeley, CA 94707 51055xxxx0
Noroian Capital Management 3685 Mt Diablo Blvd Ste 353, Lafayette, CA 94549 92529xxxx0
Bickenbach, Jeanne, AGT 100 Smith Ranch Rd, San Rafael, CA 94903
41549xxxx0 ame******************@a***.com 132834
Pamela J. Thompson, CFP - UBS Financial Services Inc. 703 Trancas Street 3 And 4 Financial Plaza, Napa, CA 94558
70725xxxx8 abc*******@u**.com
Tarago Capital Benicia, CA 94510
70774xxxx2 ben@t************.com 5 5
The Haug Duda Group - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx9 abc*******@u**.com
Jeffrey M. Stark - LPL Financial 1017 Willow Dr, Lafayette, CA 94549
92528xxxx3 jef**********@l**.com 465
Allegra Conklin - Financial Advisor, Ameriprise Financial Services 4314 Redwood Hwy Ste 400, San Rafael, CA 94903
41549xxxx2 all**************@a***.com 5 1
Ryan Romines - Private Wealth Advisor, Ameriprise Financial Services 4314 Redwood Hwy Ste 400, San Rafael, CA 94903
41549xxxx2 chi*********@a***.com 209
Nathan Clakley - Raymond James 2999 Oak Rd Ste 1030, Walnut Creek, CA 94597
92594xxxx0 aar************@r***********.com
Karimah Karah - Financial Advisor, Ameriprise Financial Services, LLC 51 Daniels Ave, Vallejo, CA 94590
70753xxxx1 dns*****@a***.com
Ryan Kotarba - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx6 abc*******@u**.com
Thomas Normand Brousseau: Primerica - Financial Services 3419 Broadway St Unit H2, American Canyon, CA
70765xxxx6 and*********@p********.com
Wells Fargo Advisors 601 Jackson St, Fairfield, CA 94533
70742xxxx4 5 3
Edward Jones - Financial Advisor: Joseph Wilder 1017 1st St, Benicia, CA 94510
70774xxxx2 a.j*********@e**********.com 5 1 110145 4 110000
MassMutual Northern California 3003 Oak Rd Ste 250, Walnut Creek, CA 94597
92597xxxx0 aaz*****@f*************.com 5 1 562 129 558
Clearinghouse Advisory Group, Inc.
70733xxxx5 c18*****************************@s*****.wixpress
ProspectMatch 1647 Willow Pass Rd # 164, concord, CA 94520 86695xxxx5
Travis Credit Union 1796 Tuolumne St, Vallejo, CA 94589
70744xxxx0 aad*********@t*******.org 3.2 50 16627
Power Up Business San Francisco, CA 94104
51049xxxx5 a18*****************************@s*****.wixpress
Jay Family Partners - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx1 abc*******@u**.com
Andrews Financial Planning 228 Windsor River Rd Ste 112 Windsor, CA 95492
70732xxxx3 ka@a***********************.com 5 2
Dennis Loo & Associates 21 Lafayette Cir, Lafayette, CA 94549 92596xxxx3 lbl******@w******************.com
Monica Jones - CrossCountry Mortgage 177 Military E, Benicia, CA 94510
92526xxxx2 mon***@c**.com 4.9 128 4.8 90
Act Now Tax Services Vallejo, CA 94591 41531xxxx2
Riky Hanan - Financial Advisor, Ameriprise Financial Services 1277 Treat Blvd Ste 660, Walnut Creek, CA 94597
92527xxxx0 amy*******@a***.com 5 1 298 304
Wells Fargo Advisors 427 Corte Madera Town Ctr, Corte Madera, CA 94925 41594xxxx2
BookSoEasy 1459 18th St Ste 246 San Francisco, CA 94107
14152xxxxx2 ake**@b*********.com 4.8 16
Carl Ilg - RBC Wealth Management Financial Advisor 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx5 mat**************@r**.com 21 21
Jeffrey Hill, CFP, AWMA - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx0 abc*******@u**.com
5T Wealth Management 702 Trancas St Ste 200, Napa, CA 94558
70722xxxx0
Transformative Wealth Management 6317 Fairmount Ave, El Cerrito, CA 94530
51052xxxx0 321*************************************@w*****************.com
First Command District Advisor - Will Barr 1300 Oliver Rd Ste 270, Fairfield, CA 94534
70744xxxx2 abe***@f***********.com 5
Bank of America Financial Center 3445 Sonoma Blvd, Vallejo, CA 94590
70755xxxx6 ban**********@e****.bankofamerica 2.7 39
Ameriprise Financial 1320 Willow Pass Rd Ste 710, Concord, CA 94520
92569xxxx0 ame******************@a***.com 132659 134000
Crestline Financial 320 Arkansas St, Vallejo, CA 94590
70764xxxx0 ana*****@c*****************.com 5 4
Patricia Tanner & Assoc 1350 Treat Blvd Ste 250, Walnut Creek, CA 94597 92593xxxx6 aul****@f*****************.com
Edward Jones - Financial Advisor: Aaron D Lockhart 1806 Jefferson St, Napa, CA 94559
70725xxxx9 a.j*********@e**********.com 110785 110000
Joe Wu, CPA Walnut Creek, CA 94598
92577xxxx9 joe**@j*******.com 4.9 42
Edward Jones - Financial Advisor: John R Cowles 1834 Soscol Ave Ste B, Napa, CA 94559
70725xxxx9 a.j*********@e**********.com 5 2 90871 105000
Bruzzone Choy Group - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx1 abc*******@u**.com
Shawn Oliver CEPA CRPC - UBS Financial Services Inc. 703 Trancas Street 3 And 4 Financial Plaza, Napa, CA 94558
70725xxxx5 abc*******@u**.com
Edward Jones - Financial Advisor: Umberto Leone 2485 Salvio St, Concord, CA 94520
92579xxxx6 a.j*********@e**********.com 5 3 110145 110000
Edward Jones - Financial Advisor: Carl J D'Agostini 717 Kentucky St, Fairfield, CA 94533
70743xxxx0 a.j*********@e**********.com 110786 110000
Sharon Boatright ,CPA 801 1st St Benicia, CA 94510
70774xxxx1 sha****@s************.com 5 1
Harrington Investments Inc 1001 2nd St Ste 325, Napa, CA 94559
70725xxxx6 bri****@h********************.com 1 2
Michael S Ball - Financial Advisor, Ameriprise Financial Services 1255 Treat Blvd Ste 300, Walnut Creek, CA 94597
92594xxxx8 dns*****@a***.com
Heritage Fund Realty & Investments 21573 Foothill Blvd Ste 211 Hayward, CA 94541
51073xxxx1 che********@h*****************.com 3.8 10 1906 10 1800
Jackson Thomas Management Consulting 2507 Springs Rd, Vallejo, CA 94591 70756xxxx8
Wells Fargo Advisors 3255 Jefferson St, Napa, CA 94558 70729xxxx0
Solano Wealth Management Inc 1300 Oliver Rd Ste 180, Fairfield, CA 94534
70743xxxx0 arl***@s***********.com
Edward Jones - Financial Advisor: Terry Kotsatos 1301 Solano Ave Ste 201, Albany, CA 94706
51023xxxx5 a.j*********@e**********.com 5 5 110145 110000
Wells Fargo Advisors 2401 Waterman Blvd, Fairfield, CA 94534 70742xxxx5
Lowery Thomas 3685 Mt Diablo Blvd Ste 151, Lafayette, CA 94549
92528xxxx7
Misty Jones - UBS Financial Services Inc. 703 Trancas Street 3 And 4 Financial Plaza, Napa, CA 94558
70725xxxx5 abc*******@u**.com
Wells Fargo Advisors 1590 Grant Ave, Novato, CA 94945 41589xxxx9
Wells Fargo Advisors 3630 Mt Diablo Blvd, Lafayette, CA 94549 92528xxxx1
Vista Financial Partners - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx9 abc*******@u**.com
The Sterling Group - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx6 abc*******@u**.com
Independent Capital Management 1800 Sutter St Ste 365, Concord, CA 94520
92560xxxx9 a.a@i***********.com 13000
Charles Schwab 3288 Pierce St, Richmond, CA 94804
80066xxxx8 aar********@s*****.com 647031 222 659000
Wells Fargo Advisors 9800 San Pablo Ave, El Cerrito, CA 94530 51052xxxx0
Envestnet 251 Lafayette Cir, Lafayette, CA 94549
92528xxxx0 abc***@e********.com
Walnut Creek, CA Branch Office - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92593xxxx0 acc***************@u**.com
Dabk 1007 Villa Nueva Dr, El Cerrito, CA 94530
51055xxxx8 5 4
Edward Jones - Financial Advisor: Ariel J Castillo 555 First St, Ste 104, Benicia, CA 94510
70774xxxx3 a.j*********@e**********.com
Danian Peo - Financial Advisor, Ameriprise Financial Services 4314 Redwood Hwy Ste 400, San Rafael, CA 94903
41549xxxx2 dan*********@a***.com
Edward Jones - Financial Advisor: Joseph Wilder, CPWA® 1017 1st St, Benicia, CA 94510
70774xxxx2 a.j*********@e**********.com 5 1 90706 105000
Bridget Harkins, CFP - Wheels Up Wealth, Inc. 602 W K St, Benicia, CA 94510
70740xxxx2 bha*****@w****************.com 4 1
Fitzgerald Kathryn CFP 1700 Soscol Ave. Suite 24, Napa, CA 94559 70725xxxx0
Margarita Perry - RBC Wealth Management Financial Advisor 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx0 wms**********@r**.com 13865 15000
Pinnacle Retirement & Financial Planning 165 N Redwood Dr, San Rafael, CA 94903
41545xxxx1 nan***@p*************************************.com
Logistixs Partners 527 Lighthouse Dr, Vallejo, CA 94590 70723xxxx5
Vitucci Integrated Planning 303 Arlington Ave Suite B3, Berkeley, CA 94707
51052xxxx0 can****@v**************.com 4 4 103 109
Pharos Wealth Management 352 Ignacio Blvd, Novato, CA 94949
41520xxxx6 bri*****@p***********.com 5 2 114
William J Hjerpe - Financial Advisor, Ameriprise Financial Services 1766 3rd St Ste A, Napa, CA 94559
70725xxxx5 dns*****@a***.com
Find a Merrill® Financial Solutions Advisor™ in Vallejo, CA 21 Springstowne Ctr, Vallejo, CA 94591
aus***************@m*.com
Edward Jones - Financial Advisor: Joseph Corsino 1543 3rd St, Napa, CA 94559
70725xxxx0
Matthew Corrado - UBS Financial Services Inc. 1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597
92574xxxx3 abc*******@u**.com
Edward Jones - Financial Advisor: Ken Casper, CFP® 555 First St, Ste 104, Benicia, CA 94510
70774xxxx3 a.j*********@e**********.com 3.5 2
Leandro Luis Garc Munoz: Primerica - Financial Services 3419 Broadway St, Unit H2, AMERICAN CANYON, CA 94503
70720xxxx1 and*********@p********.com 5 5
MassMutual Northern California 1255 Treat Blvd Ste 400, Walnut Creek, CA 94597
92594xxxx0 aaz*****@f*************.com 562 129 558
Ameriprise Financial 100 Smith Ranch Rd Ste 104, San Rafael, CA 94903
41549xxxx0 ame******************@a***.com 132651 134000
Berkeley Funding Group 1891 Solano Ave, Berkeley, CA 94707 51052xxxx0
Mirador Capital Partners 80 E Sir Francis Drake Blvd, Larkspur, CA 94939
41529xxxx6 agl*******@m********.com