Horizons Foundation offers these lists as a resource and not as an endorsement of the qualifications or services of any individual, partnership, corporation, or any other entity listed. We advise you to conduct your own investigation before engaging the services of any of the advisors listed.
Show advisors near:
Profiles:
Manuel R. Apolonio
Senior Financial Planner, Partner
Hanke & Co. Wealth Management
415-781-6300
[email protected]
https://www.hankewealth.com
100 Bush Street, Suite 1675
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Alma Soongi Beck, JD, LLM Taxation
Of Counsel
Hopkins & Carley
650.804.7613
650.804.7630
[email protected]https://www.hopkinscarley.com/professionals/lawyers/alma-soongi-beck-of-counsel200 Page Mill Road, Suite 200
Palo Alto, CA 94306
Categories: Attorneys
Shannon Blackmon
Portfolio Advisor
Thomas Doll
(925) 280-5724
[email protected]https://thomasdoll.com/165 Lennon Lane, Suite #200
Walnut Creek, CA 94598
Categories: Planners & Fiduciaries
Steve Branton CFP®
Advisor
Private Ocean
415.788.1952
415.788.7105
[email protected]http://www.privateocean.com140 Geary Street, 6th Floor
San Francisco, CA 94108
Categories: Planners & Fiduciaries
Mary-Alice Cardenas
Reverse Mortgage Funding LLC
Reverse Mortgage Funding LLC
415-233-1007
973-798-7296
[email protected]https://www.reversewithmary-alice.comOne Harbor Drive, Suite 300
Sausalito, CA 94965
Categories: Planners & Fiduciaries
Jennifer Dazols
Financial Planner
Modern Family Finance
(415) 295-6206
[email protected] https://modernfamilyfinance.com2443 Fillmore St, Apt 380-8294
San Francisco, CA 94115
Categories: Planners & Fiduciaries
Michael Gregg, CFP®
Founder, Managing Partner
Wealth Vision Advisors®
(415) 677-9611
[email protected]https://www.wealthvisionadvisors.com/582 Market St, Suite 407
San Francisco, CA 94104
Milo F. Hanke, CFP
Principal
Hanke & Company Wealth Management LLC
415-781-6300
415-781-6301
[email protected]www.hankewealth.com100 Bush Street, Suite 1675
San Francisco, CA 94104-3943
Categories: Planners & Fiduciaries
Iris Hecker
Owner
Hecker Fiduciary
5106914403
6502307172
[email protected]https://www.heckerfiduciary.com1155 Broadway St # 204
Redwood City, CA 94063
Categories: Planners & Fiduciaries
Jonathan Horst, CFP®
CERTIFIED FINANCIAL PLANNER™
Perigon Wealth Management, LLC
415.430.4157
[email protected]https://www.perigonwealth.com201 Mission Street, Ste. 1825
San Francisco, CA 94105
Categories: Planners & Fiduciaries
Mark Lewis
Insurance Advisor
MassMutual Financial Group
(925) 979-02367
[email protected]https://financialprofessionals.massmutual.com/mark-j-lewis3003 Oak Road, Suite 250
Walnut Creek, CA 94597
Categories: Insurance Agents
Brandon Miller
Private Wealth Advisor, CFP®, CLU®, MS, ADPA®, ChFC®
Brio Financial Group
833-623-2450
[email protected]https://www.briofg.com333 Bush St, Ste 1400
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Maya Philipson
Co-Founder & COO
Adasina Social Capital
415.986.5500
[email protected]https://adasina.com/Categories: Planners & Fiduciaries
Lawrence Pon
CPA/PFS, CFP
Pon & Associates
650-508-1268
650-508-1233
[email protected]https://www.larryponcpa.com303 Twin Dolphin Drive, Suite 600
Redwood City, CA 94065
Categories: Planners & Fiduciaries, Tax Preparers & CPAs
Rachel J. Robasciotti
Founder and CEO
Adasina Social Capital
415.986.5500
[email protected]https://adasina.com/548 Market St, Suite 60335
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Daniel Rose
Attorney/Founder
Law Office of Daniel H. Rose
(415) 946-8900
[email protected]https://www.danroselaw.com/1 Sansome Street, Suite 3500
San Francisco, CA 94104
Categories: Attorneys
Linda Scaparotti
LAW OFFICES OF LINDA M. SCAPAROTTI
415-434-9600
[email protected]https://www.scaplaw.com423 Washington St Suite 600
San Francisco, CA 94111
Categories: Attorneys
Stephanie Searle, CLTC
Specialist/Educator
A More Secure Future
(650) 346-3449
[email protected] https://www.amoresecurefuture.com/Categories: Planners & Fiduciaries, Insurance Agents
Henry Tanaka
Vice President, Trust Officer
The Northern Trust Company
(415) 765-4423
[email protected] https://www.northerntrust.com/580 California Street, Suite 1800
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Barry Taylor, CFP
Senior Wealth Manager and Managing Director
Sand Hill Global Advisors, LCC
415.291.9999
[email protected]http://www.shadv.comOne Embarcadero Center, Suite 1140
San Francisco, CA 94111
Categories: Planners & Fiduciaries
Ella Taylor, CFP®, ADPA®
Financial Planner and Coach
Ella Financial Advising
(510)324-9487
[email protected]http://www.ellafinancialadvising.com1941 Jackson St., Suite 18
Oakland, CA 94612
Categories: Planners & Fiduciaries
Listings:
Jeff Ahrens
Financial Advisor, Executive Director - Investments
Oppenheimer and Co. Inc.
415.438.3076
[email protected]https://www.oppenheimer.com/advisor/ca/san-francisco/san-francisco-branch/jeff-ahrens.aspx580 California Street, 23rd Floor
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Bill Ambrunn
Solo Practitioner
Law Offices of Bill Ambrunn
415.724.0498
415.252.9045
[email protected]http://www.ambrunnlaw.com1906 Market Street, Suite 938
San Francisco, Ca 94102
Categories: Planners & Fiduciaries
Elisabeth Andreason
First Vice President, Wealth Advisor The Andreason Group
Morgan Stanley Smith Barney
925.930.3809
925.930.3888
[email protected]http://mssb.com1333 N. California Blvd, Suite 133
Walnut Creek, CA 94596
Categories: Planners & Fiduciaries
Lina Baroudi
Immigration Attorney
Law Office of Lina Baroudi
(408) 300-2655
[email protected]http://linalaw.com/2670 S. White Rd., Ste. 260
San Jose, CA 95148
Categories: Attorneys
Michael Blacksburg
Attorney at Law
Blacksburg Law
(415) 508-5600
[email protected]http://www.blacksburg-law.comSan Francisco, CA 94114
directions »Categories: Attorneys
Greg Bogdan
Partner
Bogdan & Frasco, LLP
415.278.8585
415.495.5950
[email protected] http://www.bfcpas.com575 Market Street, Suite 2000
San Francisco, CA 94105
Categories: Tax Preparers & CPAs
Jano Bogg
Private Professional Trustee
510.295.5321
510.336.8268
[email protected]1442 A Walnut Street #280
Berkeley, CA 94709
Categories: Planners & Fiduciaries
Cheryl Bower
Realtor, CRS, ABR, GRI, SRES, ePro
Corcoran Global Living
415.999.3450
[email protected]https://cherylbowerrealestate.com/215 West Portal Avenue
San Francisco, CA 94127
Categories: Real Estate Agents
Kate Campbell King
Chief Investment Officer, Partner
North Berkeley Investment Partners
(510) 528-5820
[email protected]Categories: Planners & Fiduciaries
Diane R. Cash
Attorney
Law Offices of Diane R. Cash
510.763.5611
510.763.3430
[email protected]1300 Clay Street, Suite 820
Oakland, CA 94612
Categories: Attorneys
Susanne B. Cohen
Of Counsel
Hahn & Hahn LLP
626.796.9123 X323
[email protected]2140 Shattuck Avenue, Suite 1201
Berkeley, CA 94704
Categories: Attorneys
Mary Anne Courtney
Courtney's Insurance & Tax Services
415.788.1040
415.788.1099
[email protected]870 Market Street, Suite 584
San Francisco, CA 94102
Categories: Tax Preparers & CPAs
James B. Creighton
Attorney at Law & Owner
Creighton Law Offices
650.344.0700
650.344.3312
[email protected]http://www.creightonlaw.com1 Daniel Burnham Ct., Ste. 914
San Francisco, CA 94109-5462
Categories: Attorneys
Richard T. Davis-Lowell
Senior Wealth Director
BNY Mellon Wealth Management
415.951.4103
[email protected]555 Mission Street, 19th Floor
San Francisco, CA 94105
Categories: Attorneys, Planners & Fiduciaries
W. Edward Dean
W. Edward Dean, P.C.
415.352.1440
415.352.1441
[email protected]http://www.wedpclaw.com.p2.hostingprod.com/2033 Leavenworth Street, Unit E
San Francisco, CA 94133-5310
Categories: Attorneys
John Dillinger
President
Dillinger, Carter & Associates, Inc.
415.524.7572
415.524.7571
[email protected]http://www.dcataxservice.com4235 24th Street
San Francisco, CA 94114
Categories: Tax Preparers & CPAs
Emily Doskow
Attorney at Law
Law Office of Emily Doskow
510.698.4902
510.318.7701
[email protected]http://www.emilydoskow.com180 Grand Avenue, Suite 1300
Oakland, CA 94612
Categories: Attorneys
James N. Eimers
Attorney & Counselor at Law
Law Office of James N. Eimers
707.568.2750
707.568.2752
[email protected]http://www.eimerslaw.com3510 Unocal Place, Suite 200
Santa Rosa, CA 95403-0918
Categories: Attorneys
Lori Ellingson
Investment Advisor Representative
ING Financial Partners
408.318.1943
[email protected]http://www.loriellingson.com1730 San Tomas Aquino Rd
San Jose, CA 95130
Categories: Planners & Fiduciaries
Nancy B. Epstein
Financial Advisor
Protected Investors of America
415.869.5974
[email protected]http://protectedinvestors.com/6012 Monroe Avenue
Oakland, CA 94618
Categories: Planners & Fiduciaries
Joseph Ferrucci
Partner
Rimon Law
(415) 539 3292
[email protected]https://rimonlaw.com/team/joseph-ferrucci/800 Oak Grove Avenue, Suite 250
Menlo Park, CA 94025
Categories: Attorneys
Jim Frazin
Financial Planner and Principal
Communitas Financial Planning Inc.
415-337-4566
877-586-6277
[email protected]http://www.communitasfinancial.com1305 Franklin, Ste 305.
Oakland, CA 94612
Categories: Planners & Fiduciaries
Jason N. Glazier
Accredited Domestic Partnership Advisor
Wells Fargo Advisors, LLC
707.521.4214
707.528.9728
[email protected]http:www.jasonglazier.com50 Old Courthouse Square, Suite 110
Santa Rosa, CA 95404
Categories: Planners & Fiduciaries
Roger S. Gross
Attorney at Law
415.861.5225
415.552.1273
[email protected]317 Noe Street
San Francisco, CA 94114
Categories: Attorneys
Frederick Hertz
Attorney/Mediator
Law & Mediation Office of Frederick Hertz
510.834.4114
[email protected]http://www.frederickhertz.com5464 B College Avenue
Oakland, CA 94618
Categories: Attorneys
Eva Herzer
Mediator and Attorney at Law
Mediation Law Offices of Eva Herzer
510.526.5146
[email protected]http://www.ehmediation.com901 Peralta Avenue
Albany, CA 94706-2117
Categories: Attorneys
Kris Hill
Director
Deloitte Tax LLP
415.783.4948
415.783.9231
[email protected]http://www.deloitte.com555 Mission Street, 12th Floor
San Francisco, CA 94105
Categories: Tax Preparers & CPAs
Jill D. Hollander
Financial Advisor
Financial Connections Group Inc.
415.924.1091
[email protected]http://www.FinancialConnections.com21 Tamal Vista BLVD. # 105
Corte Madera, CA 94901-3433
Categories: Planners & Fiduciaries
Aubrey Hone
Partner
Hone Maxwell LLP
415.765.1754, ext 1
866.661.9227
[email protected]http://www.honemaxwell.com870 Market Street, Suite 588
San Francisco, CA 94102
Categories: Attorneys
April Hopkins
Director of Individual and Planned Giving
Horizons Foundation
415-398-2333 x 114
[email protected]www.horizonsfoundation.org550 Montgomery St., Suite 700
San Francisco, CA 94705
Categories: Planners & Fiduciaries
M. Jean Johnston
Attorney at Law
Johnston, Kinney, & Zulaica, LLP
415.986.1060
415.397.1577
[email protected]http://jkzllp.com/220 Montgomery Street, 15th Floor
San Francisco, CA 94104
Categories: Attorneys
Sandy Kasten
Attorney
510.653.4950
510.336.8268
[email protected]4442 Piedmont Avenue, Suite E
Oakland, CA 94611
Categories: Attorneys
Bruce Kikuyama
ROK Advisory Group Merrill Lynch Wealth Management
415.676.2578
[email protected]http://www.fa.ml.com/kikuyama555 California Street, 9th Floor
San Francisco , CA 94104
Categories: Planners & Fiduciaries
Deb L. Kinney
Of Counsel
Johnston, Kinney & Zulaica LLP
415.693.0550
415.693.0500
[email protected]http://jkzllp.com/1 Bush Street, Suite 1150
San Francisco, CA 94104
Categories: Attorneys
Lawrence R. Kolka
Financial Advisor
Edward Jones
925.472.0322
https://www.edwardjones.com/us-en/financial-advisor/lawrence-kolka1801 N California Blvd. Suite 107
Walnut Creek, CA 94596
Categories: Planners & Fiduciaries
Brian Kozel
Partner, Lead Advisor
North Berkeley Investment Partners
(510) 528-5820
[email protected]900 Colusa Avenue, Suite 201
Berkeley, CA 94707
Categories: Planners & Fiduciaries
David R. Krimm, CFP®️
Vice President and Advisor
Hargrave Fiduciary Advisors
(415) 608-1458
[email protected]http://www.hargravefiduciaryadvisors.com919 Noe Street
San Francisco, CA 94114
Categories: Planners & Fiduciaries
Sabrina Lee
Financial Advisor
MassMutual Financial Group
925.979.2392
925.944.0671
[email protected]https://www.financialguide.com/2121 N. California Blvd., Suite 395
Walnut Creek, CA 94596
Categories: Planners & Fiduciaries
Jason Lee
Financial Advisor
Pewitt-Lee Group at Morgan Stanley
415-693-6192
[email protected]101 California Street 23rd floor
San Francisco, CA 94111
Categories: Planners & Fiduciaries
Richard Lee
Attorney
Richard J. Lee Law Group, PC
5102720200 x304
[email protected]http://www.rjleelaw.com/11 Embarcadero West Suite 140
Oakland, Ca 94607
Categories: Attorneys
Nanette Lee Miller
West Coast Director of Assurance
Marcum LLP
415.432.6230
[email protected]http://www.marcumllp.com1 Montgomery Street, Suite 1700
San Francisco, CA 94104-4135
Chris Merchant, CFP®
Financial Advisor | Owner
Hunt Country Wealth Management
540-205-8186
571-919-6750
[email protected]https://huntcountryinvestments.com46 S. Loudoun Street
Winchester, VA 22601
Dylan Miles
Attorney, Mediator, and Collaborative Practitioner
Miles Family Law and Mediation
415.298.9033
415.552.2891
[email protected]http://www.milesfamilylaw.com870 Market Street, Suite 621
San Francisco, CA 94102
Categories: Attorneys
Rick Mordesovich
CEO & Founder
Sonoma Private Weatlh
415.806.0073
[email protected]http://www.sonomaprivatewealth.com230 Newcomb St.
Sonoma, CA 95476
Categories: Planners & Fiduciaries
Allan Moskowitz
Certified Financial Planner, licensee, and Accredited Investment Fiduciary
Transformative Wealth Management, LLC
510.524.5500
[email protected]https://www.transformativewealthmgt.com/6317 Fairmount Avenue
El Cerrito, CA 94530
Categories: Planners & Fiduciaries
David J. Neighbors
Partner
SingerLewak, LLP
408.899.3930
408.295.3925
[email protected]http://www.singerlewak.com100 West San Fernando Street, Suite 365
San Jose, CA 95113
Categories: Tax Preparers & CPAs
Daniel J. Neumann
Principal and Wealth Manager
Neumann Capital Management, LLC
650.548.9200
650.548.9209
[email protected]http://www.neumanncapital.com303 Vintage Park Drive #100
Foster City, CA 94404
Categories: Planners & Fiduciaries
Heba Nimr
Lawyer, Mediator, Collaborative Practitioner
510.654.7171
510.764.2255
[email protected]http://hebanimr.com/510 49th Street, Suite 212
Oakland, CA 94609
Categories: Attorneys
John Osborn
Senior Vice President & Director of Trust Services
Mechanics Bank Wealth Management
415-249-8312
[email protected]https://www.mechanicsbank.com/343 Sansome Street, Suite 1500
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Virginia Palmer
Partner
Wendel Rosen LLP
510.834.6600
[email protected]https://www.wendel.com/1111 Broadway, 24th Floor
Oakland, CA 94607
Categories: Attorneys
Brenda W. Perry
Perry & Company
707.255.2275
707.307.7474
[email protected]http://www.napavalleyaccounting.com/1443 Main Street #135-D
Napa, CA 94559
Categories: Tax Preparers & CPAs
Ora S. Prochovnick
Attorney at Law
Law Offices of Ora S. Prochovnick
415-470-5209
[email protected]Mail/East Bay Office: 100 Ellinwood Way
Pleasant Hill, CA 94523
Categories: Attorneys
Gary E. Roof
Roof, Eidam & Maycock, LLC
415.788.4600
415.788.4606
[email protected]http://www.remadvisors.comOne Post Street, Suite 2725
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Linda Scaparotti
Attorney
Law Offices of Linda M. Scaparotti
415.434.9600
415.434.9303
[email protected]http://www.scaplaw.com180 Montgomery Street, Suite 2000
San Francisco, CA 94104
Categories: Attorneys
Mark A. Senick
Attorney at Law
415.252.9800
415.252.9812
[email protected]http://marksenick.com317 Noe Street
San Francisco, CA 94114
Categories: Attorneys
Mark Senick
Attorney
Law Offices of Mark A. Senick
(415) 252-9800
(415) 252-9812
[email protected]www.marksenick.com317 Noe Street
San Francisco, CA 94114
Kim Smith
Financial Advisor
Mass Mutual
(925) 367-3673
(925) 944-5742
[email protected]http://www.financialguide.com/Kim-Smith/default.aspx3003 Oak Road, Suite 250
Walnut Creek, CA 94596
Categories: Planners & Fiduciaries
Charles Spiegel
Attorney-Mediator
Charles Spiegel Law
415.644.4555
[email protected]http://www.CharlesSpiegelLaw.com1102 Sanchez St.
San Francisco, CA 94114-3705
Categories: Attorneys
Daun Stallons
Managing Director; Senior Trust Officer
Bank of America
415 913 5324
[email protected] 555 California Street, 7th Floor
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Scott Stanley, CFP®
Founder / Wealth Advisor
Pharos Wealth Management
(415) 209-5916
[email protected]https://www.pharoswealth.com/352 Ignacio Blvd.
Novato, CA 94949
Categories: Planners & Fiduciaries
David Stickney
First Vice President – Wealth Management Advisor
Merrill Lynch Wealth Management
415-676-2630
[email protected]http://www.fa.ml.com/DavidStickney555 California Street Floor 9
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Paul W. Thorndal
Partner
List Jacobson-Kwok Thorndal, LLP
510-302-6600
[email protected]https://www.ljtlawgroup.com/520 3rd St #205
Oakland, CA 94607
Categories: Attorneys
Catherine A. Tullner
Attorney at law
Law Office of Catherine A. Tullner
415.294.0829
415.282.4536
[email protected]http://www.catherinetullner.com799 Castro Street
San Francisco, CA 94114
Categories: Planners & Fiduciaries
Susan von Herrmann
Partner
Perkins Coie LLP
415.344.7098
415.344.7050
[email protected]https://www.perkinscoie.com/en/professionals/susan-von-herrmann.htmlOne Market Street Spear Street Tower, Suite 3200
San Francisco, CA 94105
Categories: Attorneys
Timothy C. Vu
Owner
T & D Tax Service
415.672.1653
415.358.5595
[email protected]https://www.tanddtaxservice.com/842 Elizabeth Street
San Francisco, CA 94114
Categories: Tax Preparers & CPAs
Deborah H. Wald
Founder and Senior Partner
Wald & Thorndal, PC
415.648.3097
415.648.3098
[email protected]http://www.waldlaw.net88 Kearny Street, Suite 1475
San Francisco, CA 94108
Categories: Attorneys
M. Brooke Wilson
Attorney
Leland, Parachini, Steinberg, Matzger & Melnick, LLP
(415) 243-2289
[email protected]https://www.lpslaw.com/199 Fremont Street, 21st Floor
San Francisco, CA 94105
Categories: Attorneys
Ariel Winger
Attorney/Mediator
Winger Mediation & Family Law
510-564-0585
[email protected]http://www.wingermediation.com/2832 College Avenue
Berkeley, CA 94705
Categories: Attorneys
Carol W. Wu, JD, CLPF, NCG
Principal
Trustcare Fiduciary Services
(925) 948-8998
[email protected] http://www.trustcare.biz25A Crescent Drive #413
Pleasant Hill, CA 94523
Categories: Planners & Fiduciaries
Jeremy Yost
Apercen Partners, LLC
650.804.7136
650.804.7180
[email protected]http://www.apercen.com314 Lytton Avenue, Suite 200
Palo Alto, CA 94301
Categories: Tax Preparers & CPAs
Horizons Foundation offers these lists as a resource and not as an endorsement of the qualifications or services of any individual, partnership, corporation, or any other entity listed. We advise you to conduct your own investigation before engaging the services of any of the advisors listed.
Horizons Foundation
155 Sansome Street, Suite 650
San Francisco, CA 94104
Phone: (415) 398-2333
Fax: (415) 398-4733
Email: info [at] horizonsfoundation.org
Federal Tax ID: 94-2686530
Charity Navigator Score: 100
