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

 


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