Joe Delaney
Managing Director
Lifeguard Wealth LLC
7250 Redwood Blvd., Ste. 300
Novato, CA 94945
415-578-3160
LifeguardWealth.com
Bio: Delaney holds a MBA in finance from UCLA Anderson and a bachelor’s diploma in economics from Stanford College.
Taking care of Associate
JDH Wealth
181 Concourse Blvd, Suite A
Santa Rosa, CA 95403
707-542-1110
www.jdhwealth.com
James E. Demmert
Founder & Taking care of Husband or wife
Most important Road Analysis
30 Liberty Ship Way, 3rd Flooring, Sausalito CA 94965
415-289-1010
www.ms-investigation.com
Bio: Demmert has been running investment decision portfolios for institutional and personal buyers for about 35 decades. Avenue in 1993. He is a graduate of Harvard College.
Financial Advisor
Rupa Jack
Executive Director/Wealth Advisor
Sonoma Prosperity Administration Team at Morgan Stanley
700 Most important Avenue, Suite 315
Napa, CA 94559
707-254-4462/4463
https://advisor.morganstanley.com/sonoma-prosperity-management-group
Bio: Desmarais has 6 a long time of finance knowledge including commercial and investment decision banking prior to participating in Morgan Stanley’s Wealth Advisor Associate system.Jack has 35 a long time of expertise at Morgan Stanley and focuses on multidimensional monetary wants of corporate executives, company house owners, professionals, and their households.
SVP/Vehicle, Insurance policies, and Prosperity Companies
RCU Prosperity Administration
3033 Cleveland Ave, Santa Rosa, CA 95403
707-576-5122
https://www.redwoodcu.org/providers/investment
Bio: Tom Hubert serves on the senior leadership group for Redwood Credit score Union, overseeing quite a few locations of the credit history union which includes expense products and services, deposit products and services, RCU Insurance policy Expert services, and RCU Vehicle Expert services.
He has been with Redwood Credit rating Union considering that 2014 and has worked in the economical services sector due to the fact 1999. He is a Registered Fiscal Advisor, and has these licenses: Collection 7, 9, 10, 24, 63 and 65, Condition of California Lifetime/Overall health Insurance policy and a California Assets and Casualty license. Hubert has an MBA from Cameron University and has done the Accredited Investment decision Fiduciary (AIF) designation.
Expenditure Specialist
Non-public Banking J.P Morgan
560 Mission St.
San Francisco, CA. 94105
415-315-8700
privatebank.jpmorgan.com
Gordon Langs
Senior Wealth Strategist
Northern Have confidence in
575 Redwood Freeway, Ste. 100
Mill Valley, CA 94941
415-765-7543
www.northerntrust.com
Bio: Langs is dependable for internet marketing Northern Trust’s prosperity management providers to people, households, businesses and foundations in Northern California. These expert services involve administration, financial consulting, fiduciary expert services, and non-public banking.
CFP, Wealth Advisor, Owner
Avior Wealth Administration (Previously Montgomery Taylor Wealth Administration)
2880 Cleveland Avenue, Suite 2
Santa Rosa, CA 95403
707-576-8700
www.AviorWealth.com
Bio: Loewen attended the College of Minnesota – Twin Cities, wherever she gained her Bachelor of Arts degree in architecture. She is a CTEC (California Tax Schooling Council) certified tax preparer and realized the Certified Financial Planner designation in 2018.
Senior Vice President, Portfolio Manager Prosperity Administration
Mechanics Financial institution
1111 Civic Drive, Suite 333
Walnut Creek, CA 94596
925.256.3052
www.mechanicsbank.com
Emily Menjou
Vice President / Personalized Believe in Fiduciary Manager
Trade Lender Rely on & Financial investment Management
545 4th Street
Santa Rosa, CA 95401
707-522-2361
Bio: Menjou oversees a team of have confidence in officers focusing on the locations of belief administration and estate settlement. She commenced her profession with Exchange Lender in 2002 and started specializing in trust expert services in 2007.
Emily retains a Bachelor’s Degree in Organization Administration – Finance from Sonoma Condition University and holds the designation of Accredited Trust and Fiscal Advisor via the Institute of Accredited Bankers. She has also done quite a few graduate level tax lessons at Golden Gate University.
CEO
Suitable Prosperity
2 Belvedere Put, Suite 350
Mill Valley, CA 94941
415-925-4000
www.RelevantWealth.com
Bio: Rabbe recently done his bestselling (Amazon) a reserve, “Mission Probable: How to Realize All Your Household Foundation’s Aims.”