| Susan C Sloan, CFP |
100 Pringle Ave Ste 505 Walnut Creek, CA 94596 |
|
92529xxxx4 |
web******@n*****************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cfo Cash Flow Fix |
2950 Buskirk Ave Ste 300, Walnut Creek, CA 94597 |
|
51091xxxx8 |
eri**@d*********.com |
|
|
|
|
|
|
|
|
373 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch |
1111 Broadway Oakland, CA 94607 |
|
51020xxxx0 |
|
|
|
2.8 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Late Removal |
675 Ygnacio Valley Rd Ste B213 Walnut Creek, CA 94596 |
|
87784xxxx5 |
|
|
|
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Desmond Consulting Group |
1850 Mt Diablo Blvd Ste 630 Walnut Creek, CA 94596 |
|
92593xxxx4 |
des***********@d************.com |
|
|
4.5 |
2 |
|
|
80 |
7 |
79 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Communitas Financial Planning |
1305 Franklin St Ste 309 Oakland, CA 94612 |
|
41533xxxx6 |
bil****@x****.com |
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kate Wilusz - Ameriprise Financial Services |
225 Bush St Ste 1835 San Francisco, CA 94104 |
|
41562xxxx5 |
dns*****@a***.com |
|
|
5 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wilson Jeff CFP MBA |
9074 Broadway Ter Oakland, CA 94611 |
|
51045xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fast Tax & Financial Planning |
404 International Blvd Oakland, CA 94606 |
|
40839xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fidelity Investments |
2001 N Main St Walnut Creek, CA 94596 |
|
80054xxxx5 |
a61****@f*******.com |
|
|
3.2 |
18 |
|
|
336980 |
|
362000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Empirical Wealth Management |
333 Bush St Ste 1410 San Francisco, CA 94104 |
|
41563xxxx5 |
a.w*******@e********.net |
|
|
|
|
|
|
2567 |
|
2500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Evolve Cfo |
225 Bush St, San Francisco, CA 94104 |
|
41523xxxx6 |
hel**@e********.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFO Rick |
301 8th St, San Francisco, CA 94103 |
|
41582xxxx5 |
a.b@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bay Area Tax Advisors |
San Francisco, CA 94123 |
|
51278xxxx2 |
and***@b*****************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Class 5 Tax |
317 Washington St Ste 123 Oakland, CA 94607 |
|
51054xxxx4 |
dev**@c********.com |
|
|
5 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LaSalle Mortgage |
4200 Broadway Ste 2 Oakland, CA 94611 |
|
51033xxxx0 |
ant****@l**************.com |
|
27 |
4.7 |
72 |
|
|
29 |
7 |
33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clear Rock Captial |
1 Ferry Building Ste 255 San Francisco, CA 94105 |
|
41550xxxx2 |
inf*@c***************.com |
|
|
|
|
|
|
3325 |
29 |
3500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFO Rick Inc |
755 Sansome St Ste 360, San Francisco, CA 94111 |
|
41537xxxx6 |
a.b@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Harshwal & Company |
266 17th St Ste 200 Oakland, CA 94612 |
|
50581xxxx1 |
abh*@h*******.com |
|
|
|
|
|
|
|
|
485 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lula Financial |
95 3rd St, Fl 2 San Francisco, CA 94103 |
|
17147xxxxx0 |
|
|
|
4.9 |
41 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Manny Apolonio |
100 Bush St Ste 1675 San Francisco, CA 94104 |
|
41577xxxx7 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
5000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mary M. Geong, CPA EA MBA |
1415 Grand Ave, Piedmont, CA 94610 |
|
51065xxxx7 |
|
|
|
4.9 |
60 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Progressive Asset Management |
21977 Redwood Rd Castro Valley, CA 94546 |
|
51058xxxx0 |
bbr*****@p*************************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Connections |
2608 9th St Ste 302 Berkeley, CA 94710 |
|
51084xxxx7 |
bau***@f*******************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Main Street Launch |
2101 Webster St Oakland, CA 94612 |
|
51076xxxx7 |
adr***@m***************.org |
4.6 |
7 |
|
|
|
|
653 |
5 |
686 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFOs2GO |
500 Ygnacio Valley Rd, Walnut Creek, CA 94596 |
|
|
geo**@2***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial Advisors |
600 W Grand Ave Oakland, CA 94612 |
|
51083xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| White Marshall Investment Advisor Cfp |
418 Colusa Ave Kensington, CA 94707 |
|
51052xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vincere Wealth Management |
201 Spear St Ste 1100 San Francisco, CA 94105 |
|
41557xxxx1 |
con****@a************.com |
|
|
5 |
2 |
|
|
|
|
180 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| All About Your Taxes |
358 El Camino Real, San Bruno, CA 94066 |
|
16504xxxxx2 |
akr**@a****************.com |
5 |
2 |
4.9 |
169 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gale Ranch Notary Finance and Apostille |
San Ramon, CA 94582 |
|
92532xxxx1 |
gov***@g**************.com |
5 |
43 |
4.8 |
46 |
|
|
|
|
212 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Christopher Lightner |
490 Grand Ave Ste 100 Oakland, CA 94610 |
|
51066xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
91055 |
|
105000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bay Area CFO of the Year Awards |
134 Golden Gate Ave, San Francisco, CA 94102 |
|
41567xxxxxxx6 |
eve***@l****************.org |
|
|
|
|
|
|
6337 |
799 |
6300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| San Francisco Federal Credit Union |
770 Golden Gate Ave, San Francisco, CA 94102 |
|
14157xxxxx7 |
ald************@s**************.com |
4.3 |
454 |
4.3 |
565 |
|
|
9628 |
360 |
9500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jay Shah - California Accounting Center |
16 Jessie St Unit C116 San Francisco, CA 94105 |
|
41547xxxx1 |
inf*@c************.com |
|
|
4.2 |
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| NOW CFO-San Francisco |
149 New Montgomery St 4th Fl, San Francisco, CA 94105 |
|
41544xxxx1 |
aa@n*****.com |
4.7 |
73 |
|
|
|
|
1076 |
10 |
1000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Courtney Mary Anne Cfp Ea |
870 Market St San Francisco, CA 94102 |
|
41578xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Silversage Advisors |
2502 Beach Head Way Richmond, CA 94804 |
|
41538xxxx0 |
rem***@s*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Liberty Hill Investing, LLC |
201 Spear St Ste 1100 San Francisco, CA 94105 |
|
41542xxxx2 |
|
|
|
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFO Hub |
95 3rd St 2nd Floor, San Francisco, CA 94103 |
|
85823xxxx6 |
a.s****@c*****.com |
|
|
|
|
|
|
45 |
4 |
63 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bay Street Capital Holdings |
Palo Alto, CA 94301 |
|
65044xxxx4 |
axx***@b***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gannett Jean CFP |
18 Orinda Way Orinda, CA 94563 |
|
92525xxxx6 |
add*********@t**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Financial Zen Group |
600 California St Fl 11 San Francisco, CA 94108 |
|
41579xxxx5 |
cli***********@f***********.com |
|
|
5 |
4 |
|
|
11 |
|
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hooker Gary A Cfp |
545 Sansome Street Bsmt San Francisco, CA 94111 |
|
41551xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Operation Hope, Inc. |
3062 E 9th St Oakland, CA 94601 |
|
51053xxxx0 |
aar*********@o************.org |
4.7 |
3 |
5 |
6 |
|
|
28433 |
366 |
31000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SparkPoint - Oakland |
1230 Harrison St Oakland, CA 94612 |
|
51092xxxx0 |
aan******@e*****.org |
|
|
5 |
3 |
|
|
298 |
28 |
304 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
1231 S California Blvd Walnut Creek, CA 94596 |
|
92597xxxx0 |
ask******@s*****.com |
3 |
21 |
3 |
23 |
|
|
646172 |
222 |
657000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Wealth Harbor |
1255 Treat Blvd Ste 300 Walnut Creek, CA 94597 |
|
34792xxxx6 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dennis H Fong, CFP |
6114 La Salle Ave Ste PMB 758 Oakland, CA 94611 |
|
51033xxxx4 |
aar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hedrick Ronald K Cfp |
870 Market St San Francisco, CA 94102 |
|
41539xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carmen C Goldsmith - MassMutual |
101 Montgomery St Ste 600 San Francisco, CA 94104 |
|
41574xxxx2 |
aal**@f*************.com |
|
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jane Financial |
Oakland, CA 94577 |
|
41541xxxx2 |
abe*************************************@w*****************.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Jason A. Russell |
5330 College Ave Ste 230 Oakland, CA 94618 |
|
51084xxxx2 |
a.j*********@e**********.com |
|
|
5 |
1 |
|
|
91055 |
|
105000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Daniel Jew |
2413 Webb Ave, Alameda, CA 94501 |
|
51052xxxx6 |
a.j*********@e**********.com |
|
5 |
5 |
9 |
|
|
91071 |
|
105000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Christopher Lightner |
1150 Ballena Blvd Ste 100 Alameda, CA 94501 |
|
51052xxxx4 |
a.j*********@e**********.com |
5 |
1 |
5 |
2 |
|
|
91099 |
|
105000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fidelity Investments |
1995 University Ave Ste 120 Berkeley, CA 94704 |
|
80022xxxx7 |
a61****@f*******.com |
3.3 |
10 |
2.4 |
15 |
|
|
338304 |
|
363000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jacques Bolivar, CFP |
1248 Solano Ave Albany, CA 94706 |
|
51070xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bell Investment Advisors |
2 Theatre Square Ste 315 Orinda, CA 94563 |
|
51043xxxx6 |
bba****@b*********.com |
|
|
3.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CashNetUSA |
San Francisco, CA 94112 |
|
85578xxxx8 |
aal*****@c*********.com |
|
|
1.3 |
22 |
|
|
23624 |
|
22000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| California Real Estate Finance |
35 Cork Rd Alameda, CA 94501 |
|
51032xxxx0 |
ric****@c******.com |
|
|
5 |
81 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ingenious CFO Services |
39812 Mission Blvd Ste 206, Fremont, CA 94539 |
|
51041xxxx6 |
inf*@i***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Divorce Analysis |
665 3rd St Ste 511 San Francisco, CA 94107 |
|
41580xxxx1 |
inf*@d**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RHS Financial |
4171 24th St. Suite 101 San Francisco, CA 94114 |
|
41549xxxx0 |
ale*@r***********.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Areté Wealth Strategists |
2120 University Ave Fl 5 Berkeley, CA 94704 |
|
88854xxxx0 |
ash***@a*******.com |
|
|
4.3 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Teh Financial Coaching |
Milpitas |
|
51036xxxx9 |
chr******@t*******************.com |
|
|
4.9 |
96 |
|
|
|
|
811 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scott Esco - Ameriprise Financial Advisor |
1255 Treat Blvd Ste 220 Walnut Creek, CA 94597 |
|
|
ale***********@a***.com |
|
|
5 |
1 |
|
|
358 |
|
398 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFO Plans |
181 2nd Ave, San Mateo, CA 94401 |
|
81896xxxx3 |
ach***@c*******.com |
|
|
|
|
|
|
712 |
|
725 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pixel Financial Planning |
201 Spear St Ste 1100 San Francisco, CA 94105 |
|
41589xxxx0 |
c90*************************************@w*****************.com |
|
4 |
5 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Mark T Hegland |
1875 Lombard St, San Francisco, CA 94123 |
|
41544xxxx0 |
a.j*********@e**********.com |
|
|
4.7 |
11 |
|
|
90563 |
|
104000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFO Rick Inc |
2418 5th St, Berkeley, CA 94710 |
|
41582xxxx5 |
a.b@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kevin Kennedy LLC |
1516 Oak St Alameda, CA 94501 |
|
51074xxxx8 |
amy@k**************.com |
|
|
|
|
|
|
60 |
2 |
62 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Roundleaf - San Jose |
2055 Junction Ave Ste 115 San Jose, CA 95131 |
|
14089xxxxx3 |
ask@r***********.com |
4.8 |
24 |
4.7 |
120 |
|
|
681 |
28 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mark Anthony Porter - Porter, Ritchie and Associates |
44 Montgomery St Ste 3100 San Francisco, CA 94104 |
|
41574xxxx6 |
dns*****@a***.com |
|
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| E&P Financial Solutions |
8105 Edgewater Dr Ste 108 Oakland, CA 94621 |
|
51053xxxx0 |
vin***@e*********.com |
4.8 |
70 |
4.8 |
104 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TrueVir Financial |
490 Chadbourne Rd Ste A100 Fairfield, CA 94534 |
|
15108xxxxx2 |
adm**@t***************.com |
|
|
4.8 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Simple Life Financial |
216 San Carlos Ave El Cerrito, CA 94530 |
|
51052xxxx7 |
inf*@s******************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Randi Bednarczyk - Diamond Oak Wealth Partners |
1840 San Miguel Dr Ste 202 Walnut Creek, CA 94596 |
|
92547xxxx4 |
ran*************@d***************.com |
|
|
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFO Today Ledgerplus |
1331 B St Ste 5, Hayward, CA 94541 |
|
51072xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lars G Hansson, CPA |
2159 Central Ave Alameda, CA 94501 |
|
51052xxxx3 |
lar***************@d*****************.com |
5 |
2 |
4.3 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Markey Michael L Cfp |
1655 N Main St Ste 270 Walnut Creek, CA 94596 |
|
92593xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Provident Credit Union |
2250 S Shore Ctr Unit C Alameda, CA 94501 |
|
51052xxxx4 |
aal*******@p**********.org |
4.1 |
29 |
4.1 |
102 |
|
|
5997 |
95 |
5900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beatty A Thomas CFP |
4035 Brown Ave Oakland, CA 94619 |
|
51053xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merchants Accounting Services |
1880 Pleasant Valley Ave Oakland, CA 94611 |
|
51065xxxx4 |
ask*******@m********.com |
3.3 |
4 |
3.5 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| HarborLight Investments |
516 El Cerrito Plz El Cerrito, CA 94530 |
|
51055xxxx2 |
inf*@h*********************.com |
|
|
5 |
1 |
|
|
|
|
66 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Be Awesome Not Broke |
1161 Mission St, San Francisco, CA 94103 |
|
80570xxxx8 |
ant****@b****************.com |
|
|
5 |
5 |
|
|
|
|
509 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| H&R Block |
391 Grand Ave South San Francisco, CA 94080 |
|
86686xxxx0 |
aab***@h******.com |
4.5 |
100 |
3.3 |
12 |
|
|
554625 |
23173 |
551000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Christopher Mulanax, CPA |
1 Sansome St Ste 3500 San Francisco, CA 94104 |
|
41570xxxx0 |
|
|
|
3.8 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Green Retirement |
909 Marina Village Pkwy Ste 587 Alameda, CA 94501 |
|
51063xxxx1 |
jam**@g**************.com |
|
|
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Allstate Insurance: Castro Valley Insurance Agency |
20980 Redwood Rd Ste 140 Castro Valley, CA 94546 |
|
51053xxxx8 |
a****00@a*******.com |
4.2 |
37 |
4.1 |
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFO Innovative Services |
1588 Henry St, Berkeley, CA 94709 |
|
61220xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rich Chambers, CFP, RLP |
1310 Sanchez St San Francisco, CA 94131 |
|
65021xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Live Free |
San Francisco, CA 94123 |
|
41534xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Decker Retirement Planning |
50 California St Ste 1500 San Francisco, CA 94111 |
|
41552xxxx0 |
inf*@d*******.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chase Bank |
1870 Solano Ave, Berkeley, CA 94707 |
|
51055xxxx0 |
acc**********@c****.com |
2.8 |
13 |
2.2 |
29 |
|
|
946689 |
7238 |
37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TPO Financial & Insurance Services |
180 Grand Ave Ste 725 Oakland, CA 94612 |
|
51043xxxx9 |
ari*****@t***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Punch Financial - Bookkeeping, Accounting & CFO Services |
548 Market St Ste 68752, San Francisco, CA 94104 |
|
31036xxxx1 |
ale***@p*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Christiane Broner Insurance Services |
1223 Solano Ave Ste 8 Albany, CA 94706 |
|
51070xxxx6 |
|
|
|
5 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Provident Credit Union |
4937 Telegraph Ave Ste D Oakland, CA 94609 |
|
51065xxxx7 |
aal*******@p**********.org |
|
|
4 |
12 |
|
|
5999 |
95 |
5900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Troy Evans - Ameriprise Financial Advisor |
455 Market St Ste 1480 San Francisco, CA 94105 |
|
41577xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Stern CFO |
2111 San Pablo Ave, Berkeley, CA 94702 |
|
51091xxxx7 |
c0f*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MOCHA Consulting |
1721 Broadway Ste 201 Oakland, CA 94612 |
|
51057xxxx3 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gary C Wong, CPA |
Piedmont |
|
34122xxxx4 |
cpa*********@g****.com |
|
|
4.9 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Susan Gavrich, CFP |
1517 Fountain St Alameda, CA 94501 |
|
51086xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SYR Accountancy APC |
320 13th St Oakland, CA 94612 |
|
51023xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mosher Financial Advisors |
3658 Mt Diablo Blvd Ste 210 Lafayette, CA 94549 |
|
92528xxxx0 |
inf*@m*************.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Nick Wilson |
370 Highland Ave Ste 201 Piedmont, CA 94611 |
|
51054xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
91055 |
|
105000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Max Goldin |
1336 Park St Ste D Alameda, CA 94501 |
|
51074xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
91055 |
|
105000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fiduciary Financial Group |
1299 Newell Hill Pl Ste 303 Walnut Creek, CA 94596 |
|
41571xxxx1 |
adm**@f********.com |
|
|
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cfo Today San Mateo |
161 W 25th Ave Ste 203a, San Mateo, CA 94403 |
|
65034xxxx1 |
bjo*****@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gaylord Wealth Management |
3145 Geary Blvd Ste 717 San Francisco, CA 94118 |
|
41555xxxx2 |
con****@p*************.org |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Citrine Capital |
535 Mission St Fl 14 San Francisco, CA 94105 |
|
41549xxxx2 |
inf*@c*********************.com |
4.7 |
14 |
5 |
32 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mindful Money |
Berkeley, CA 94704 |
|
51084xxxx2 |
jon*****@m******.money |
|
|
5 |
19 |
|
|
9675 |
|
9600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Stern CFO Inc |
2215 5th St, Berkeley, CA 94710 |
|
51091xxxx7 |
dav********@d************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hershey Sally Cfp |
235 Montgomery St San Francisco, CA 94104 |
|
41564xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CTC My CFO |
2200 Geng Rd, Palo Alto, CA 94303 |
|
65021xxxx0 |
agn**************@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Synqmine Tax Planning and CFO Services |
1525 Mccarthy Blvd Ste 1032, Milpitas, CA 95035 |
|
40836xxxx9 |
del*********@s*******.com |
5 |
24 |
|
|
|
|
|
|
45 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Defined Financial Planning |
2413 Webb Ave Ste B Alameda, CA 94501 |
|
51020xxxx5 |
eve***@d**************.com |
|
|
5 |
1 |
|
|
133 |
2 |
147 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Marin Wealth Advisors |
1901 Harrison St Ste 1100 Oakland, CA 94612 |
|
51021xxxx0 |
inf*@m******************.com |
|
|
|
|
|
|
132 |
|
130 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fruition Advisors |
1159 Keith Ave Berkeley, CA 94708 |
|
51050xxxx0 |
ali***@f***************.com |
|
|
5 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peggy S. Cabaniss, Cfp |
3685 Mt Diablo Blvd Ste 200 HC Financial Advisors, Inc. Lafayette, CA 94549 |
|
92529xxxx0 |
aby***@h**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Oh We Fancy |
1901 Harrison St Ste 1100 Oakland, CA 94612 |
|
80077xxxx3 |
sal**@s******.com |
|
|
|
|
|
|
4843 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Daniel Sanom |
200 Pringle Ave Ste 550 Walnut Creek, CA 94596 |
|
92597xxxx0 |
dan***********@a***.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
211 Main St, San Francisco, CA 94105 |
|
14156xxxxx0 |
app*******************@s*****.com |
|
|
2 |
154 |
|
|
646135 |
219 |
657000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ClearPath Capital Partners |
222 Front St San Francisco, CA 94111 |
|
41568xxxx0 |
ant****@c***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TD Ameritrade |
525 Market St San Francisco, CA 94105 |
|
80066xxxx0 |
aam***********@t***********.com |
|
|
1.4 |
173 |
|
|
645544 |
231 |
655000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rio Vista Insuracne & Financial Services |
6 N Front St Rio Vista, CA 94571 |
|
70731xxxx2 |
rob@r**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones |
887 Island Dr Ste E Alameda, CA 94502 |
|
51074xxxx0 |
a.j*********@e**********.com |
5 |
1 |
5 |
2 |
|
|
91055 |
|
105000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Family CFO Inc |
4966 El Camino Real, Los Altos, CA 94022 |
|
65096xxxx2 |
joh*@f***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Young Kim - New American Funding |
Berkeley, CA 94702 |
|
65063xxxx2 |
ale***************@n*****************.com |
|
|
5 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFO Office |
135 Van Ness Ave, San Francisco, CA 94102 |
|
41524xxxx2 |
aap**@s****.edu |
3.2 |
5 |
|
|
|
|
8555 |
3583 |
8500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cfo2 Walnut Creek LP |
1470 Maria Ln, Walnut Creek, CA 94596 |
|
92593xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Burgess Financial Planning |
177 Post St Ste 600 San Francisco, CA 94108 |
|
14155xxxxx1 |
c18*****************************@s*****.wixpress |
|
|
4.9 |
37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Applied Advisor |
3150 18th St Ste 245 San Francisco, CA 94110 |
|
41532xxxx2 |
kat**@a*************.com |
|
|
4.3 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merchant Chimp & Notary |
Oakland |
|
51024xxxx0 |
a.p*******@m************.com |
|
|
4.5 |
4 |
|
|
|
|
180 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| InVision Capital Advisor |
18 Bartol St Ste 1233 San Francisco, CA 94133 |
|
65091xxxx8 |
|
|
|
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Balance Financial Planning |
5438 Shafter Ave Oakland, CA 94618 |
|
51084xxxx2 |
che***@b********.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Grove |
San Francisco, CA 94107 |
|
|
|
|
|
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financeforsmbs |
San Francisco, CA 94102 |
|
92520xxxx3 |
mfz********@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Topel & DiStasi Wealth Management |
2907 Claremont Ave Ste 111 Berkeley, CA 94705 |
|
51089xxxx0 |
gav**@t****.com |
|
|
5 |
1 |
|
|
119 |
|
115 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Grodin Financial Services |
14515 Catalina St San Leandro, CA 94577 |
|
51035xxxx5 |
|
|
|
3.7 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Grant Private Wealth Management Inc. |
1601 N Main St Ste 204 Walnut Creek, CA 94596 |
|
92537xxxx0 |
gra**@g***********.com |
|
|
5 |
3 |
|
|
|
|
38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| StackedLife Financial Strategies |
1111 Broadway Fl 3 Oakland, CA 94607 |
|
92923xxxx8 |
dan*@s**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Complete Financial |
459 Fulton St Ste 203 San Francisco, CA 94102 |
|
41520xxxx5 |
blo**@f******.com |
5 |
14 |
4.6 |
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Shum Financial Group |
1402 Park St Ste E Alameda, CA 94501 |
|
51074xxxx2 |
cli**@s************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFO Today |
4116 Nichandros St, Castro Valley, CA 94546 |
|
51072xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Davis & Company |
15200 Hesperian Blvd Ste 202 San Leandro, CA 94578 |
|
51027xxxx5 |
ang***@d**********.com |
|
|
2.4 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thompson Donald C CPA CFP |
240 Park Lake Cir Walnut Creek, CA 94598 |
|
92593xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JW Harrison Financial - Lodestar |
1655 N Main St Ste 390 Walnut Creek, CA 94596 |
|
92583xxxx4 |
bry**@j*********.com |
|
|
5 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Andreason Elisabeth, CFP, CAP |
1333 N California Blvd Ste 133 Morgan Stanley Walnut Creek, CA 94596 |
|
92593xxxx9 |
int**********@m************.com |
|
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rio Vista Insurance & Financial Services |
501 Marianna Pl Rio Vista, CA 94571 |
|
70731xxxx2 |
inf*@r**********.com |
|
|
|
|
|
|
557 |
5 |
564 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lula Financial |
66 Franklin St Fl 3 Oakland, CA 94607 |
|
14156xxxxx7 |
ami*@l************.com |
4.2 |
19 |
4.9 |
52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Catalyst Financial Planning & Investment Management |
70 Washington St Ste 203 Oakland, CA 94607 |
|
51054xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thrive Wealth Advisors - Ameriprise Financial Services |
1 Kaiser Plz Ste 455 Oakland, CA 94612 |
|
51089xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Diamond Credit Care |
2120 Contra Costa Blvd Ste 1139 Pleasant Hill, CA 94523 |
|
80084xxxx9 |
dia**************@g****.com |
|
|
5 |
2 |
|
|
66 |
|
234 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Knn Public Finance |
1300 Clay St Ste 1000 Oakland, CA 94612 |
|
51083xxxx0 |
b.s**@k*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Liz Wu CFP |
San Francisco, CA 94129 |
|
41534xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LampPost Planning |
20 Knoll Ridge Way Ste 2 Oakland, CA 94619 |
|
51099xxxx0 |
adv***@l***************.com |
|
|
5 |
7 |
|
|
2 |
|
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Christopher Lightner |
1150 Ballena Blvd Ste 100 Alameda, CA 94501 |
|
51052xxxx4 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
91055 |
|
105000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thrivent Financial - San Francisco Group |
50 Belcher St San Francisco, CA 94114 |
|
41543xxxx0 |
a.v@t*******.com |
|
|
3.5 |
2 |
|
|
406528 |
|
396000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Axiom Advisory |
One Sansome St Ste 3500 San Francisco, CA 94104 |
|
41548xxxx1 |
fre****@a************.com |
|
|
|
|
|
|
170 |
13 |
232 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hickey Kenneth Cfp Financial Advisor |
1760 Solano Ave Ste 209 Berkeley, CA 94707 |
|
51052xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McNamara Tim Cfp |
201 N Civic Dr Walnut Creek, CA 94596 |
|
92593xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jessie Perez |
Stockton, CA 95207 |
|
41533xxxx6 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Moskowitz Allan CFP |
17006 Via Perdido San Lorenzo, CA 94580 |
|
51021xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Skylark Wealth |
2443 Fillmore 380-1492 San Francisco, CA 94115 |
|
41588xxxx9 |
inq******@s************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bhutani-Palmin Financial Planning |
6114 La Salle Ave Ste 652 Oakland, CA 94611 |
|
51069xxxx9 |
bi**@b******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Aspire Planning Associates |
1990 N California Blvd Fl 8 Walnut Creek, CA 94596 |
|
92593xxxx3 |
bet**@a**************.com |
|
|
5 |
8 |
|
|
|
|
52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Michelle Renee Alberda - Ameriprise Financial Services |
150 Post St Ste 530 San Francisco, CA 94108 |
|
41562xxxx3 |
aru**********@a***.com |
|
|
4.6 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Enhancement Group |
1999 Harrison St Ste 1530 Oakland, CA 94612 |
|
14159xxxxx0 |
aba****@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Noroian Capital Management |
3685 Mt Diablo Blvd Ste 353 Lafayette, CA 94549 |
|
92529xxxx0 |
977*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Index Gurus |
5350 Paso Del Rio Way, Concord, CA 94521 |
|
92535xxxx0 |
far**@i*********.com |
|
|
5 |
51 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Advantage |
1855 Olympic Blvd Ste 300 Walnut Creek, CA 94596 |
|
92529xxxx0 |
adm**@c***************.com |
5 |
2 |
5 |
9 |
|
|
57 |
|
65 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Credit N Abundance |
4851 Mission St San Francisco, CA 94112 |
|
41534xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ROMAR Wealth Management |
600 Grand Ave Ste 301 Oakland, CA 94610 |
|
51081xxxx9 |
|
|
|
5 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| American Express Financial Advisors |
6101 Colby St Oakland, CA 94618 |
|
51065xxxx0 |
|
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Christopher Detzer |
350 Oakland Ave, Oakland, CA 94611 |
|
51073xxxx9 |
|
|
|
4.9 |
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Berit Suba, MBA,CFP |
555 California Ste 2300 San Francisco, CA 94104 |
|
41539xxxx2 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tangeman Wealth Management |
999 Corporate Dr Ste 100 Ladera Ranch, CA 92694 |
|
92539xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial Advisors - Bak Chan & Associates |
1 Kaiser Plz Oakland, CA 94612 |
|
51089xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Shone Asset Management |
1676 N California Blvd Ste 410 Walnut Creek, CA 94596 |
|
92547xxxx4 |
msh***@s*************.com |
|
|
5 |
1 |
|
|
5498 |
47 |
5600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Andrews Financial Planning |
228 Windsor River Rd Ste 112 Windsor, CA 95492 |
|
70732xxxx3 |
ka@a***********************.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kubis Consulting |
4653 Davenport Ave Oakland, CA 94619 |
|
51032xxxx2 |
jsm***@k**************.com |
|
|
4.7 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency |
638 Webster St Ste 420 Oakland, CA 94607 |
|
88874xxxx8 |
inf*@h***********.com |
|
|
4.2 |
5 |
|
|
182 |
|
180 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BookSoEasy |
1459 18th St Ste 246 San Francisco, CA 94107 |
|
14152xxxxx2 |
ake**@b*********.com |
|
|
4.8 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Samantha N Dinh, CFP - Paragon Financial Planning |
550 Park St, Ste 105 Alameda, CA 94501 |
|
15102xxxxx4 |
inf*@p*********.com |
5 |
2 |
5 |
49 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nohr Tom & Associates |
20632 Redwood Rd Ste E Castro Valley, CA 94546 |
|
51088xxxx1 |
joh*@t******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tax Ninja |
363 17th St Ste 1 Oakland, CA 94612 |
|
41521xxxx4 |
adm**@t*******.com |
4.8 |
16 |
4.1 |
209 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Emerge Financial Group |
7677 Oakport St Ste 1060 Oakland, CA 94621 |
|
51056xxxx5 |
col**@e**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFO Today |
1415 Rollins Rd Ste 206, Burlingame, CA 94010 |
|
65039xxxx7 |
aha******@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ImpactAdvisor |
655 Montgomery St, San Francisco, CA 94111 |
|
41586xxxx0 |
exx********@i************.com |
|
|
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JK Harris & Company |
1300 Clay Street Suite 600 Oakland, CA 94612 |
|
80089xxxx6 |
|
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Council Financial & Insurance Services |
425 Market St Ste 1600 San Francisco, CA 94105 |
|
92587xxxx2 |
her*@c***************.com |
|
|
5 |
67 |
|
|
|
|
103 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James Financial Services |
1050 Marina Village Pkwy Ste 103 Alameda, CA 94501 |
|
51033xxxx5 |
aar************@r***********.com |
|
|
|
|
|
|
17672 |
|
19000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hancock Partners |
235 Montgomery St Ste 960 The Russ Building San Francisco, CA 94104 |
|
41598xxxx0 |
ami*@h***************.com |
|
|
4.2 |
6 |
|
|
482 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bookkeeping By Genoa |
Oakland, CA 94602 |
|
51071xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Aspiriant |
50 California St Ste 2600 San Francisco, CA 94111 |
|
41537xxxx0 |
a.m********@a********.com |
|
|
|
|
|
|
176 |
14 |
197 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sutro Li-Bookkeeping & CFO Services |
518 38th Ave, San Francisco, CA 94121 |
|
41589xxxx6 |
adm**@s******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pollak & Pollak Wealth Management - Ameriprise Financial |
25 Orinda Way Ste 205 Orinda, CA 94563 |
|
92590xxxx0 |
dns*****@a***.com |
|
|
5 |
1 |
|
|
402 |
8 |
389 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Destination Wealth Management |
1255 Treat Blvd Ste 900 Walnut Creek, CA 94597 |
|
92593xxxx0 |
ale***@d************.com |
|
|
2.6 |
8 |
|
|
80 |
|
93 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BridgeView CFO |
353 Sacramento St, San Francisco, CA 94111 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cutting Edge Capital |
436 14th St Ste 1120 Oakland, CA 94612 |
|
51083xxxx0 |
alg*******@c*****************.com |
|
|
|
|
|
|
1652 |
4 |
1600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
200 California St Fl 01 San Francisco, CA 94111 |
|
14152xxxxx6 |
app*******************@s*****.com |
|
|
2.3 |
23 |
|
|
645547 |
231 |
655000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Porter, Ritchie & Associates - Ameriprise Financial Services |
44 Montgomery St Ste 3100 San Francisco, CA 94104 |
|
41574xxxx6 |
and************@a***.com |
|
|
1.9 |
53 |
|
|
72 |
|
92 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFO Rick |
303 8th St, San Francisco, CA 94103 |
|
41582xxxx5 |
a.b@c******.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Joe Trevino |
370 Highland Ave Ste 202 Piedmont, CA 94611 |
|
51065xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
91055 |
|
105000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Amaral Financial Planning |
6203 San Ignacio Ave Ste 110 San Jose, CA 95119 |
|
40879xxxx9 |
ama*********@p*********.is |
|
|
4.9 |
47 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Epstein Nancy Cfp and Protected Investors |
235 Montgomery St San Francisco, CA 94104 |
|
70720xxxx1 |
add***************@p*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Marble Capital |
580 California San Francisco, CA 94104 |
|
41543xxxx6 |
bxx**********@m************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Minkoff & Associates - Ameriprise Financial Services |
432 Clay St San Francisco, CA 94111 |
|
41539xxxx0 |
dns*****@a***.com |
|
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prime Wealth Management |
2936 Domingo Ave Ste 1 Berkeley, CA 94705 |
|
51038xxxx9 |
rpr***@p**********.com |
|
|
5 |
4 |
|
|
1101 |
|
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Guy Ben Ari |
1050 Marina Village Pkwy Ste 100 Alameda, CA 94501 |
|
51052xxxx9 |
a.j*********@e**********.com |
|
|
4.8 |
19 |
|
|
91611 |
|
106000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mercer Advisors |
100 Pringle Ave Ste 320 Walnut Creek, CA 94596 |
|
65057xxxx8 |
aar********@m*************.com |
2.3 |
3 |
4.4 |
77 |
|
|
3396 |
29 |
3600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Echo45 Advisors |
1801 N California Blvd Ste 101 Walnut Creek, CA 94596 |
|
92559xxxx9 |
inf*@e*************.com |
|
|
5 |
3 |
|
|
277 |
4 |
285 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
180 Grand Ave, Oakland, CA 94612 |
|
51098xxxx0 |
chr**************@s*****.com |
2.9 |
10 |
2.7 |
15 |
|
|
646182 |
222 |
657000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hawley Advisors |
1600 S Main St Ste 190 Walnut Creek, CA 94596 |
|
92590xxxx0 |
inf*@h*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Burr Edna Cfp |
1111 Civic Dr Ste 330 Walnut Creek, CA 94596 |
|
92593xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
