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Certified Divorce Financial Analysts™
| Paul J. Toohey, CPA, CDFA™ The Planners Network, Inc. 140 South Chaparral Court, Suite 130, Anaheim, CA 92808-2239 Phone: (714) 998-8200 or (877) 472-8523 Fax: (714) 998-8202 Email: Paul.Toohey@sbcglobal.net Website: www.pauljtoohey.com View his Divorce Magazine online profile |
| Ginita Wall, CPA, CFP, CDFA™ Ginita Wall & Associates 10863 Vereda Sol Del Dios, San Diego, CA US 92130-863 Phone: (858) 792-0524 Email: gwall@planforwealth.com Website: www.PlanForWealth.com |
| Tricia Jane Philipson, MBA, CDFA™ Philipson Financial & Mediation Services 2344 Saddleback Drive, Danville, CA 94506-3117 Phone: 510-918-2045 Fax: 925-820-1865 E-mail: tricia@ecoisp.com Website: www.philipsonfinancialservices.com |
| Cathleen Collinsworth, CDFA™ Office of Cathleen Collinsworth, BVAL 29737 New Hub Drive, Suite 102, Menifee CA 92586 Phone: (951) 679-8940 E-mail: ccfs@earthlink.net Website: www.cccdfa.com View her Divorce Magazine online profile |
| Lillian Meyers, CFP®, EA, CDFA™ Meyers Financial, Inc. 670 West Napa St., Ste C, Sonoma, CA 95476 Phone: (707) 935-1124 E-mail: lillian@meyersfinancial.com Website: www.meyersfinancial.com |
| Sherry Allyn Adler, CDFA™ Sherry A. Adler, CDFA 25108 Marguerite Pkwy , Suite A4 , Mission Viejo CA 92692 Phone: 866-729-4624 E-mail: Sherry@OCDFA.com Michael Alfred, CDFA™, JD Mass Mutual 7220 Trade St. , Suite 103 , San Diego CA 92121 Phone: 858-566-6800 E-mail: mikesr@thealfredgroup.com Daniel Anderson, CDFA™ Anderson & Associates 617 Carnellon Court , Simi Valley CA 93065 Phone: 805-807-7362 E-mail: Kathydan@sbcglobal.net Ron Anfuso, CDFA™, CPA Ron J. Anfuso, CPA/ABV 1725 Via Coronel , Palos Verdes Estates CA 90274 Phone: 310-378-6606 E-mail: rja@anfusocpa.com Candace Bahr, CDFA™ Bahr Investment Group 6928 Tradewinds Drive , Carlsbad CA 92011 Phone: 760-431-9288 E-mail: candace@bahrgroup.com Kenneth Baily, CDFA™ Kenneth Baily, CPA 1938 Kellogg Ave , Carlsbad CA 92008 Phone: 760-602-0692 E-mail: Ken@Bailycpa.com Janet Barr, CDFA™, ChFC®, CLU Collaborative Financial Solutions, LLC 206 E. Victoria Street , Santa Barbara CA 93101 Phone: 805-965-0101 E-mail: Janet@JanetBarrCFS.com Barbara Binder, CDFA™, CFP® BKB Financial Advisors 182 Sand Hill Circle , Menlo Park CA 94025 Phone: 650-799-4087 E-mail: barbara@bkbfinancial.com Tracy R. Blethen, CFE, CDFA™, BA Torrey Partners 11452 El Camino Real, Suite 110 , San Diego CA 92130 Phone: 619-687-0001 E-mail: tblethen@torrreypartners.com Kelley Bollinger, CDFA™, CPA, EA Bollinger Accountancy, A Professional Corporation 8733 Lakewood Drive , Suite 209 , Windsor CA 95492 Phone: 707-837-0550 E-mail: info@bollingercpa.com Kevin R Bourke, CFP, CDFA™, CFP®, ChFC® Bourke Wealth Management 1032 Santa Barbara Street , Santa Barbara CA 93101 Phone: 805-966-2122 E-mail: kbourke123@gmail.com Susanna Bracke, CDFA™, CDFA™ UBS Financial Services 2000 Ave. of the Stars , 7th Floor North , Los Angeles CA 90067 Phone: 310-734-2382 E-mail: alex.phillips@ubs.com Annette Brown, CDFA™ AB & Associates 666 Green Street , San Francisco CA 94133 Phone: 415-312-1987 E-mail: msannettebrown@hotmail.com Susan Joan Campbell, CDFA™, CFP® Buena Vista Financial Resources 225 Bush Street, 16th Floor , San Francisco CA 94104 Phone: 415-439-8811 E-mail: susan@bvfinancialresources.com Karen Caporaso, CFP®, CDFA™ Karen Caporaso, CFP, CDFA 20 Corporate Park #150 , Irvine CA 92606 Phone: 949-336-6440 E-mail: kcaporaso@CFNmail.com James Caven, CDFA™, CPA Pisenti & Brinker LLP 433 Soscol B151 , Napa CA 94559 Phone: 707-224-4097 E-mail: jcaven@pbllp.com Glen B. Cheron, CDFA™ Financial Network Investment Corporation 1300 Ethan Way , Suite 150 , Sacramento CA 95825 Phone: 916-643-1400 E-mail: cherong@financialnetwork.com Peter Cicciari, CFP®, CDFA™, EA Maranatha Financial Services 940 Enchanted Way , Suite 103 , Simi Valley CA 93065 Phone: 805-522-0554 E-mail: peter@myloophole.com Nathan Cobert, CFP®, CDFA™, ChFC®, CLU Divorce Planning Advisors 165 No. Redwood Drive, #100 , San Rafael CA 94903 Phone: 415-479-1777 E-mail: ncobert@earthlink.net Jerry Cohen, CDFA™, CPA, ChFC®, CLU Jerry Cohen, CPA 5850 Canoga Avenue , Suite 400 , Woodland Hills CA 91367 Phone: 818-706-2998 E-mail: jcohen@cdfplanning.com Peter Collins, CDFA™, CFP®, CLU Collins Financial 10249 Haledon Ave. , Downey CA 90241 Phone: 310-227-9818 E-mail: pacollins888@aol.com Jason Crowley, CDFA™ Capital Planning Partners 1 Almaden Blvd, Ste 610 , San Jose CA 95113 Phone: 408-999-0696 E-mail: jcrowley@cap-plan.com Elisabeth Cullington, CFP®, CDFA™ Hoyle Cohen 9350 Waxie Way , Suite 500 , San Diego CA 92123 Phone: 858-756-7300 E-mail: elisabeth.cullington@hoylecohen.com Armand D'Alo, CDFA™, CFP® OakTree Advisory Services, Inc. 701 Palomar Airport Rd , Suite 300 , Carlsbad CA 92011 Phone: 760-439-5616 E-mail: armand.dalo@oaktreeadvisory.com Robbin D'Alo, CDFA™ Oak Tree Advisory Services 701 Palomar Airport Road , Suite 300 , Carlsbad CA 92011 Phone: 760-518-5616 E-mail: robbin.dalo@oaktreeadvisory.com Cathy Daigle, CFP®, CDFA™ Cathy Daigle, LLC 401 Alberto Way, #1-4 , Los Gatos CA 95032 Phone: 408-354-9354 E-mail: cathy@cathydaigle.com Karen Lyn Dalmau, CDFA™ Ameriprise Financial Services, Inc. 378 Palos Verdes Blvd. # E , Redondo Beach CA 90277 Phone: 310-425-5687 E-mail: karendalmau@yahoo.com Kimberly Kasell DeBroux, CDFA™ Morgan Stanley Smith Barney 28202 Cabot Road , Suite 500 , Laguna Niguel CA 92677 Phone: 714-914-1078 E-mail: kim@gowesternpacific.com Patricia A Delgrande, CDFA™, CFP®, CPA Patricia A. Delgrande, CPA, CDP, CDFA 159 21st Avenue , San Francisco CA 94121 Phone: 415-509-6013 E-mail: patty@dnewalter.com Teresa Dentino, CDFA™ The Financial 411 PO Box 620897 , Woodside CA 94062 Phone: 650-851-8959 E-mail: Teresa@thefinancial411.com Kathleen Faulkner, CDFA™ Divorce Advisory Services 4120 Cameron Pk Dr, Ste.403 , Cameron Park CA 95682 Phone: 530-676-1777 E-mail: kathleenfaulkner@sbcglobal.net Tammy Renee Ferreira, CDFA™ Divorce Life Solutions 2244 Faraday Avenue, #115 , Carlsbad CA 92008 Phone: 760-990-4752 E-mail: tammy@myfamilylawoffice.com Patty Franklin, CDFA™ UBS 8512 Val Verde Drive , West Hills CA 91304 Phone: 213-453-8819 E-mail: patty.s.yu@gmail.com Laurie Fried, CDFA™ Laurie Fried 578 Chapman Drive , Corte Madera CA 94925 Phone: 415-259-8901 E-mail: laurie.fried@comcast.net Garry Gekht, CDFA™ Law Offices Schuchman & Marshall 1875 Century Park East , Suite 1350 , Los Angeles CA 90067 Phone: 310-473-0798 E-mail: garry@smdivorce.com Judith Gerhart, CFP®, CDFA™ Gerhart Group 1000 Paseo Camarillo , Suite 105A , Camarillo CA 93010 Phone: 805-388-4776 E-mail: jg@judithgerhart.com Thea Glazer, CFP®, CDFA™ Glazer Financial Advisors 16870 West Bernardo Drive , Ste. 400 , San Diego CA 92127 Phone: 858-485-0814 E-mail: thea@glazerfa.com Jeffrey Goodrich, MFSC, , CFP®, CDFA™, CLU Union Bank 51 Cool Water Rd. , Bell Canyon CA 91307 Phone: 805-557-7407 E-mail: jeffrey.goodrich@uboc.com Teresa Harmon, CFP®, CIMA UBS P.O. Box 1800 , 645 N. Refugio Rd , Santa Ynez CA 93460 Phone: 800-931-0517 E-mail: teri.harmon@verizon.net Sara Hatanaka, CRPC, , CFP®, CDFA™ Merrill Lynch 225 South Lake Ave. , Pasadena CA 91101 Phone: 626-356-2059 E-mail: Sara_Hatanaka@ml.com John H. Heil, CDFA™ National Planning Corporation 1265 Carlsbad Village Dr #100 , Carlsbad CA 92008 Phone: 760-434-4575 E-mail: john.heil@natplan.com Monica Hensley, CFP®, CDFA™ Ameriprise Financial Services, Inc. 7171 N. Millbrook Ste. 101 , Fresno CA 93720 Phone: 559-432-6032 E-mail: MHensley11@comcast.net Richard Charles Hermerding, CDFA™, BA, MA, MBA OLIVO-CPA 1376 N. 4th St. Suite 202 , San Jose CA 95112 Phone: 408-482-9556 E-mail: OLIVOCPA@msn.com Mark Hill, CFP®, CDFA™ Pacific Wealth Management 12520 High Bluff Dr., Ste. 340 , San Diego CA 92130 Phone: 858-509-9797 E-mail: mhill@pacdivorce.com David Hodskins, CDFA™ Hodskins Financial Management LLC 748 Laurel Ave , Burlingame CA 94010 Phone: 650-340-1843 E-mail: hodskins@pacbell.net Jill Hollander, CDFA™, CFP® Financial Connections Group Inc. 21 Tamal Vista Blvd. , #105 , Corte Madera CA 94925 Phone: 415-924-1091 E-mail: jdhollander@financialconnections.com Bonnie Hong, CDFA™ Morgan Stanley 787 West 5th Street , 35th floor , Los Angeles CA 90071 Phone: 213-486-8860 E-mail: bonnie.hong@mssb.com Amanda Johnson, CDFA™, CFP® Ameriprise Financial Services, Inc. 2180 Harvard St. , Suite 330 , Sacramento CA 95815 Phone: 916-641-7400 E-mail: amanda.e.johnson@ampf.com Cinda L Jones, CDFA™, CFP® Divorce Financial Solutions 11622 El Camino Real , Suite 100 , Del Mar CA 92130 Phone: 619-795-1797 E-mail: Cinda@DivorceFinancialSolutions.com Seth L. Kaplan, CDFA™, CFP® Robert W. Baird & Co 300 University Ave , Suite 200 , Sacramento CA 95825 Phone: 916-563-2010 E-mail: skaplan@rwbaird.com Elise Kausen, CDFA™, CFP® UBS Financial Services, Inc. Fig Garden Financial Center , 5200 North Palm Street #101 , Fresno CA 93704766 Phone: 559-248-4019 E-mail: elise.kausen@ubs.com Stephanie Kerns, CFP®, CDFA™ Ameriprise Financial Services, Inc. 9265 Sierra College Blvd , Granite Bay CA 95746 Phone: 916-677-1640 E-mail: stephanie.j.kerns@ampf.com Elaine Kiernan, CFP®, CDFA™ Financial Resource Associates 2161 Delaware Avenue , Suite C , Santa Cruz CA 95060 Phone: 831-458-1125 E-mail: elainekiernan@comcast.net Lauren Klein, CDFA™, CFP® Klein Financial Advisors, Inc. 4299 Macarthur Blvd. , Suite 100 , Newport Beach CA 92660 Phone: 949-477-4990 E-mail: lklein@kleinadvisors.com Carol Knowlton, CDFA™ Knowlton Financial 160 N. Riverview Dr , Suite 200 , Anaheim Hills CA 92808 Phone: 714-875-4509 E-mail: mskno@aol.com Racquel Leigh Kolsrud, CDFA™, CFP® Vigilare Wealth Management, LLC 12707 High Bluff Dr , Ste 200 , San Diego CA 92130 Phone: 858-367-9946 E-mail: rlkolsrud@yahoo.com John Robert LaBriola, CDFA™, CFP®, MBA Sagent Wealth Management 4695 MacArthur Court, #220 , Newport Beach CA 92660 Phone: 949-756-2249 E-mail: John.LaBriola@SagentWM.com Gary LaMusga, CDFA™ The LaMusga Co Insurance & Financial Services Inc. 1280 Civic Drive #210 , Walnut Creek CA 94596 Phone: 925-287-1567 E-mail: gary.lamusga@sgc-financial.com Ranier Lang, CFP®, CDFA™ Ameriprise Financial Services, Inc. Financial Advisor , 718 Wilshire Boulevard, Suite A , Santa Monica CA 90401 Phone: 310-899-6900 E-mail: Ranier.L.Lang@ampf.com Madeleine M Langeveld, CDFA™, MBA MML Financial Solutions 3030 Bridgeway, Suite 106 , Sausalito CA 94965 Phone: 415-794-6015 E-mail: mmlangeveld@gmail.com Natalie Leininger, CFP®, CDFA™ Leininger Divorce Plng Svcs. 3160 Castro Valley Blvd. , Castro Valley CA 94546 Phone: 510-728-3578 E-mail: natalie@leiningerfinancial.com Stephanie Marie Maloney, CDFA™, CFP® Seiler, LLP 3 Lagoon Drive , Redwood City CA Phone: 650-339-8481 E-mail: smaloney@seiler.com Linda Manaster, CDFA™ 653 Bonair Place , La Jolla CA 92037 Phone: 858-357-3300 E-mail: lindasmanaster@gmail.com Brad Marshall, CDFA™ The J Bradley Group 59 N. Santa Cruz Ave. Suite R , Los Gatos CA 95030 Phone: 408-395-1510 E-mail: elise@jbradleyfinancial.com Deborah McKellar, CDFA™ Ameriprise Financial 1919 S. Bascom Avenue , Suite 100 , Campbell CA 95008 Phone: 408-963-2272 E-mail: deborah.j.mckellar@ampf.com Karen Mendez , CDFA™, BA Wedbush Securities 201 Lomas Santa Fe #500 , Solana Beach CA 92075 Phone: 800-859-5061 E-mail: karenmendez@msn.com Leigh Parke Metzler, CDFA™, CFP® LPL Financial Services 800 W. El Camino Real , Mountain View CA 94040 Phone: 650-322-7702 E-mail: leigh.metzler@lpl.com Roger Moore, CDFA™ Ameriprise Financial Services, Inc. 3825 Hopyard Road Suite 170 , Pleasanton CA 94588 Phone: 925-225-2080 E-mail: r007iam@aol.com Elizabeth Moser, CDFA™ Elizabeth Moser 11266 Braddock Drive , Culver City CA 90230 Phone: 310-313-4282 E-mail: Liz@taxwizard.com Ron Mrena, CDFA™ Wealth Strategies Group 225 West Santa Clara St , San Jose CA 95113 Phone: 408-352-3960 E-mail: rmrena@comcast.net Lynette M. Musgrave Noll, CDFA™ LMN Divorce Services 628 Stratford Ave. , South Pasadena CA 91030 Phone: 512-992-6659 E-mail: Lynette@LMNDivorceServices.com Maralee Nelder, CDFA™, JD Nelder & Jacobson, APC 131 S. Auburn Street , Suite 200 , Grass Valley CA 95945 Phone: 530-272-5672 E-mail: mnelder@nccn.net Douglas Nelson, CDFA™ Waddell & Reed 695 Town Center Drive , Suite 200 , Costa Mesa CA 92626 Phone: 714-437-7510 E-mail: ddnelson@wradvisors.com Jacqueline Neubert Reynolds, CDFA™, CFP® PO Box 73 , Meadow Vista CA 95722 Phone: 530-888-6385 E-mail: jrnr@suddenlink.net David Nevell, CDFA™, CFP® Merrill Lynch 2029 Century Park East , #2800 , Los Angeles CA 90067 Phone: 310-777-5322 E-mail: david_f_nevell@ml.com Clari Nolet, CDFA™ Opes Advisors, Inc. 555 College Ave , Palo Alto CA 94306 Phone: 650-319-1600 E-mail: cnolet@opesadvisors.com Lesley Norelli, CDFA™ Morgan Stanley Smith Barney 555 California St. , Suite 3500 , San Francisco CA 94104 Phone: 415-955-1570 E-mail: lesley.m.norelli@mssb.com Michael Nozzarella, CFP®, CDFA™ The Tarbox Group, Inc. 500 Newport Center Dr. , Suite 500 , Newport Beach CA 92660 Phone: 949-721-2330 E-mail: mike@tarboxgroup.com Kevin John O'Connor, CFP® LPL Financial 412 E. Main Street Suite L , Grass Valley CA 95945 Phone: 530-362-8588 E-mail: kjoc5@yahoo.com Evan Oliver, CFA, CDFA™ Verity Wealth Advisors, LLC 1505 Bridgeway , Suite 208 , Sausalito CA 94965 Phone: 415-561-3340 E-mail: evan@veritywealth.com Terry Ozurovich-Kane, CDFA™ Teri Citizen Kane 110 the Village #101 , Redondo Beach CA 90277 Phone: 310-729-0212 E-mail: tcitizenkane@gmail.com Ogden Page, CDFA™, CFP®, CPA, EA Ogden Page Accountancy Corp. 1427 North Wilcox Avenue , Hollywood CA 90028 Phone: 323-962-2550 E-mail: ogdenpage@msn.com Dan Parks, CDFA™ LPL 4835 Voltaire St. , San Diego CA 92107 Phone: 619-202-0173 E-mail: dan.parks@danparksfinancial.com Valerie L. Peck, CDFA™, CFP®, MBA Peck Financial Advisors 1450 Frazee Road , Suite 408 , San Diego CA 92108 Phone: 619-282-7688 E-mail: vpeck@peckfa.com Scott Penn, CDFA™, CPA Scott M. Penn, CPA 15545 Bear Valley Rd. , Suite B , Hesperia CA 92345 Phone: 760-948-2899 E-mail: scott@scottmpenncpa.com Talia Pierluissi, CDFA™, CFP® Stanford Investment Group 2570 West El Camino Real , Suite 520 , Mountain View CA 94040 Phone: 650-941-1717 E-mail: talia@sigadv.com Judith Ellen Pirkowitsch, CRPC, , CDFA™ Ameriprise Financial Services, Inc. 1811 State Street , Suite C , Santa Barbara CA 93101 Phone: 805-682-8187 E-mail: judith.e.pirkowitsch@ampf.com Kenneth Joseph Purfey, CDFA™, PFP, CPA, CFS, BA, MBA Executive Financial Consulting 1185 Minnesota Ave , Unit E , San Jose CA 95125 Phone: 408-977-3187 E-mail: kpurfey@msn.com Benjamin Putman, CDFA™, CFP®, CPA Benjamin R. Putman Inc. 9911 Irvine Center Drive , Suite 100 , Irvine CA 92618 Phone: 949-502-6700 E-mail: ben@putmancpa.com Justin A. Reckers, CDFA™, CFP® Pacific Divorce Management 12544 High Bluff Drive , Ste. 440 , San Diego CA 92130 Phone: 858-509-2329 E-mail: jreckers@pacdivorce.com Ronald Ridgeway, CDFA™ Merrill Lynch 3550 Vine Street , Suite 300 , Riverside CA 92507 Phone: 951-369-3821 E-mail: ronald_e_ridgeway@ml.com Jean Riggi, CDFA™ 70 Country Hills Court , Danville CA 94506 Phone: 925-736-3605 E-mail: jean.riggi@mssb.com Steven John Rutlen, CDFA™, CPA, ChFC® Steven J. Rutlen CPA CDFA P.O. Box 2700 , Granite Bay CA 95746 Phone: 916-313-5722 E-mail: steve@srutlencpa.com Puja A. Sachdev, Esq., MSBA,, CDFA™, JD Law Offices of Julia M. Garwood, APLC 1450 Frazee Road , Suite 602 , San Diego CA 92108 Phone: 619-692-8100 E-mail: puja@garwoodfamilylaw.com Vanessa Salazar De Ingardia, CFP®, CDFA™ Raymond James & Associates 150 Almaden Blvd. , Ste # 1375 , San Jose CA 95113 Phone: 408-279-1724 E-mail: Vanessa.DeIngardia@RaymondJames.com Lisa Schneider, CFP®, CDFA™ AIG Financial Advisors 90 New Montgomery, Suite 1020 , San Francisco CA 94105 Phone: 415-287-7807 E-mail: lisa.8@schneiderfa.com Ute Scott-Smith Financial West Group 2636 Edison Street , Graton CA 95444 Phone: 707-495-7084 E-mail: utesss@gmail.com Lisa E Seran, CDFA™, CFP® Seran Investment Strategies P.O. Box 5291 , Napa CA 94581 Phone: 707-252-1915 E-mail: lisaseran@gmail.com Maryjane Sherry, CDFA™ 24150 Western Ave #E , Harbor City CA 90710 Phone: 310-415-1350 E-mail: MJ283@ca.rr.com Debra Jill Shibou-SLAVIN, CDFA™ Jill Slavin 320 Buckeye Circle , cloverdale CA 95425 Phone: 707-484-8760 E-mail: jill_slavin@yahoo.com Constance L Smith, CDFA™ Smith Financial and Insurance Solutions 7638 No Ingram , Suite 206 , Fresno CA 93711 Phone: 559-453-1224 E-mail: conniesmith0329@gmail.com Irene Chow Smith , CDFA™, CFP®, CPA Smith Financial Management 21051 Warner Center Lane , Ste. 100 , Woodland Hills CA 91367 Phone: 888-884-4888 E-mail: irene.smith@investmentcenters.com Karen Sparks, CDFA™, JD B. Dlan Enterprises 2900 Gordon Avenue , #100 , Santa Clara CA 95051 Phone: 650-201-6311 E-mail: enterbde@netscape.net Claire Spector, CDFA™, JD Collaborative Practice Center 829 Sonoma Avenue , Santa Rosa CA 95404 Phone: 707-523-0570 E-mail: cspector@sonic.net Judith Sterling, CDFA™, CPA Judith F. Sterling, CDFA, CPA 5418 Diane Way , Santa Rosa CA 95409 Phone: 707-538-2665 E-mail: jude@sterlingcdfa.com Megan Stirrat, CFP®, CDFA™ Merrill Lynch 24422 Avenida de la Carlota #400 , Laguna Hills CA 92653 Phone: 949-859-2963 E-mail: megan_stirrat@ml.com CONNIE STONE, CDFA™, CPA CONNIE STONE CPA POST OFFICE BOX 1101 , GRASS VALLEY CA 95945 Phone: 530-273-6638 E-mail: CSCPA@GV.NET Dawn Strachan, CDFA™ Financial Planning Group 2780 Skypark Drive , Suite 460 , Torrance CA 90505 Phone: 310-543-9123 E-mail: dawn_fpg@msn.com Seth Mathew Streeter MS, CFP, CEA®,, CDFA™, CFP® Mission Wealth Management, LLC 1123 Chapala Street, 2nd Floor , Santa Barbara CA 93101 Phone: 805-690-3905 E-mail: sstreeter@missionwealth.com Bruce Stuart, CFP®, CDFA™, JD Wells Fargo Advisors, LLC 555 California , Suite 2300 , San Francisco CA 94104 Phone: 415-395-2490 E-mail: Bruce.S.Stuart@wellsfargoadvisors.com Paul Temby, CFP®, CDFA™ Dowling & Yahnke, LLC 12340 El Camino Real , Suite 450 , San Diego CA 92130 Phone: 858-509-9500 E-mail: paul.temby@dywealth.com Amanda Thomas, CDFA™ Mission Wealth Management 1123 Chapala Street , 2nd floor , Santa Barbara CA 93101 Phone: 805-690-3873 E-mail: athomas@missionwealth.com Ned Paul Totah, Jr, CDFA™, EA Totah's Tax Service 4180 Treat Blvd., Suite C2 , Concord CA 94518 Phone: 925-676-8349 E-mail: ned@totahstaxservice.com Stephen R. Trella, Jr., Esq.,, CFP®, CDFA™, CPA, ChFC®, CLU The Law Offices of Stephen R. Trella, Jr. P.C. 18952 MacArthur Blvd. , Suite 470 , Irvine CA 92612 Phone: 949-250-1150 E-mail: steve@srtjdcpa.com Jennifer Tryon, CFP®, CDFA™ Tryon & Co - Private Wealth Management Redhill Corporate Plaza , 18022 Cowan, Suite 215 , Irvine CA 92614 Phone: 949-502-8989 E-mail: jtryon@tryonandco.com John Vance, CFP®, CDFA™ Vance Wealth Group, Inc 28494 Westinghouse Pl. , Ste 205 , Valencia CA 91355 Phone: 661-775-0950 E-mail: john.vance@raymondjames.com Nicholas Ventimiglio, CDFA™ Nicholas Ventimiglio, CDFA 2010 Crow Canyon Place #100 , San Ramon CA 94583 Phone: 925-824-3191 E-mail: nick@eastbaycdfa.com Lynne Verdone, CFP®, CDFA™ Divorce Advisory Services 455 University Ave., Ste. 270 , Sacramento CA 95825 Phone: 916-920-1313 E-mail: lvm@lvmoney.com James M. Vernon, LLM,, CDFA™, JD Iglesias & Vernon 430 South Auburn , Grass Valley CA 95945 Phone: 530-272-2262 E-mail: Jmvtaxlaw@pacbell.net Sandra Wang, CFP®, CDFA™ Morgan Stanley Smith Barney 245 Lytton Ave. Suite 200 , Palo Alto CA 94301 Phone: 650-838-4215 E-mail: sandra.wang1@mssb.com Richard Ward, CDFA™, CFP® Merrill Lynch 4695 MacArthur Court, Ste. 1600 , P.O. Box Q , Newport Beach CA 92660 Phone: 949-955-6040 E-mail: richardjward@att.net Susan Weiss, CFP®, CDFA™ SJW Personal Finance 1840 Gateway Drive, Suite 200 , San Mateo CA 94404 Phone: 650-378-1416 E-mail: sjweiss03@gmail.com Stacey Welsh, CDFA™, CPA United Capital One Market Street, Spear Tower , Suite 1800 , San Francisco CA 94105 Phone: 415-317-4001 E-mail: stacey.welsh@unitedcp.com Jack White, CDFA™, CPA White, Zuckerman, Warsavsky, Luna, Wolf & Hunt, LL 14455 Ventura Blvd. , 3rd floor , Sherman Oaks CA 91423 Phone: 949-219-9816 E-mail: jwhite@wzwlw.com John Wong, CFP®, CDFA™, CPA Morgan Stanley 1001 Page Mill Road , Building 4, Suite 101 , Palo Alto CA 94304 Phone: 650-496-3998 E-mail: john2.wong@mssb.com |
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