Financial Planning Advisors
ALAMEDA COUNTY
Marjorie Bennett
Aegis Capital Management, Inc., P.O.Box 99348, Emeryville, CA 94662
(510)655-9333 l www.aegiscapital.com/team
Kate Campbell
North Berkeley Investment Partners, 900 Colusa Avenue, Suite 201, Berkeley, CA 94707
(510) 528-5820 l www.northberkeleyinvestment.com
Leila Gough
A.G. Edwards and Sons, 1999 Harrison Street, Oakland, CA 94612
(510) 273-8851 l www.agedwards.com/fc/leila.gough
Adam McNulty
Liberty Group LLC, 3923 Grand Avenue, Oakland, CA 94610
(510) 658-1880 l www.libertygroupllc.com
Zuk and Associates
1195 Park Avenue, Suite 205, Emeryville, CA 94608
(800) 660-6291 l www.zukfi nancial.com
CONTRA COSTA COUNTY
Lyle Johnson
Financial Strategies Group, 329 Rheem Boulevard, Suite 201, Moraga, CA 94556
(925) 377-1552 l www.fsgp.com
MARIN COUNTY
Barbara Burke
350 Ignacio Blvd, Suite 100, Novato, CA 94949
(415) 883-0900 l www.prudential.com/us/b.burke
SAN FRANCISCO COUNTY
Michael Lee
Ameriprise Financial, 180 Montgomery Street, Suite 2480, San Francisco, CA 94104
(415) 288-7320 l www.ameriprise.com
Peter-Eric Philip
Cambridge Investment Research Advisors, Inc., 155 Montgomery Street, Suite 1001, San Francisco, CA 94104
(415) 677-9300 l www.cirsf.com
SAN MATEO COUNTY
Barbara Gault
ClearPath Capital Partners, 951 Mariner’s Island Boulevard, Suite 120, San Mateo, CA 94404
(650) 312-9850 l www.clearpathcapital.com
Patti Garon Lee
Ameriprise Financial, 533 Airport Boulevard, Burlingame, CA 94010
(650) 401-2280
Designed by Kevin Hoelscher