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Banking & Lending
  • Bank of America - Practice Solutions
        Brad Beck
       744-7 Lakemont Place
       San Ramon, CA 94582
       (800) 214-6087
       Healthcare Practice Financing (Equipment, Start-Up, Acquisition, Equity loans)

  • California Bank & Trust
        Yvette O'Connor
       1277 Treat Blvd., Suite 120
       Walnut Creek, CA 94597
       (925) 287-2112

  • Bank of West - Business Banking
        Jim Albert
       2900 Railroad Ave
       Pittsburg, CA 94565
       (925) 895-6151
       Business Financing (Equipment, Start-Up, Acquisition, Equity loans)

  • Mechanics Bank
        Sterling R. Burnett
       1999 Harrison Street Suite 810
       Oakland, CA 94612
       (510) 251-6116

  • Central Valley Community Bank
        Bill Ray
       2339 Gold Meadow Way #100
       Gold River, CA 95670
       (916) 859-2550
       (916) 764-0945

  • Wells Fargo Bank
        Andrew Ventura
       Wells Fargo Practice Finance
       2001 Clayton Road 9th Floor
       Concord, CA 94520
       andrew.ventura@wellsfargo.com
       practicefinance.wellsfargo.com/dentists/
       (855) 853-4751 - Office
       (510) 393-3283 - Cell

  • Carol F. Mapes, MBA, Certified Residential Real Estate Appraiser
        PO Box 2340
       Orinda, CA 94563
       cjmappraiser@yahoo.com
       (925) 254-2606
    •
    Insurance
  • The Magbitang Financial Group
        Emma Magbitang
       3201 Danville Blvd Suite 240
       Alamo, CA 94507
       Personal & Business Insurance, Practice Transitions
       emagbitang@ft.newyorklife.com
       www.MagbitangFinancialGroup.com
       (925) 552-7152

  • Hardisty Financial Services
        Steve Hardisty
       John Hardisty
       2175 N. California Blvd Suite 405
       Walnut Creek CA 94596
       Insurance for Healthcare Professionals

  • Pilcher Insurance Agency
        John Pilcher
       PO Box 1110
       3805 Taylor Road, Suite 2
       Loomis CA 95650
       916 660-1670

  • 3 Mark Financial
        Sarah Smith
       kiavia@comcast.net
       (925) 212-2792

    •
    Practice Sales
  • Western Practice Sales
        John M. Cahill
       Ed P. Cahill
       Jon B. Noble
       (800) 641-4179
       www.westernpracticesales.com

  • Stephen Molinelli - Peninsula
       (650) 347-5346
       Molinelli@aol.com

  • Tom Wagner - Sacramento
       Schein practice transitions
       (916) 812-3255
       tomwagner@surewest.net

  • Dennis Hoover - Modesto
        Schein practice transitions
       (209) 545-2491
       dennishoover@mac.com

    •
    Investing & Finance
  • The Magbitang Financial Group
        Julius Elmer "Joel" Magbitang
       3201 Danville Blvd Suite 240
       Alamo, CA 94507
       Personal & Business Insurance, Practice Transitions
       magbitangjm@ft.nyl.com
       www.MagbitangFinancialGroup.com
       (925) 552-7152

  • Collabria Capital, Inc
        Paul Saad
       2603 Camino Ramon, Suite 200
       San Ramon, CA 94583
       (925) 271-9331 ext 1
       paul@collabriacapital.com
       www.collabriacapital.com
       Specializing in Wealth Mangagement for Healthcare Professionals

  • Strategic Financial
        Jay Brown
       999 Fifth Avenue, Suite 570
       San Rafael, CA 94901
       (415) 258-1776
       jbrown@StratFinan.com
       www.StratFinan.com

  • Merrill Lynch Wealth Management
        Neda Milunovich, CRPC
       1435 River Park Dr. #100
       Sacramento, CA 95815
       (916) 648-6217 - Direct
       (800) 937-0791 - Toll Free
       neda.milunovich@ml.com
       http://fa.ml.com/neda.milunovich

  • Morgan Stanley Smith Barney
        Jennifer Fisher, Shawn Henley
       6160 Stoneridge Mall Road, Suite 150
       Pleasanton, CA 94588
       (800) 755-6650
       Jennifer.Fisher@morganstanleysmithbarney.com
       Shawn.Henley@morganstanleysmithbarney.com
       http://www.morganstanley.com

  • David J. Eisenhauer, CPA, CFP
        Northwestern Mutual
       San Francisco Bay Area Group
       100 Pringle Ave, Suite 505
       Walnut Creek, CA 94596
       (925) 296-5171 - Office
       (415) 840-5678 - Cell
       (925) 225-9501 - Fax
       david.eisenhauer@nm.com
       http://davideisenhauer.nm.com

  • Pacific Advisors
        Wes Brinkman
       (925) 370-2400

  • Wells Fargo Advisors
        Eric B. Soiland
       2 Theatre Square, Suite 210
       Orinda, CA 94563
       (925) 253-4310
       (855) 282-1840 - Toll Free
       Eric.Soiland@wfadvisors.com

  • ZRC Wealth Management, LLC
        Barry Mendelson, CFP
       100 Pringle Avenue, Suite 310
       Walnut Creek, CA 94598
       (925) 348-5852

  • Foothill Securities Inc
        Bruce White, CFP
       4125 Blackhawk Plaza Cir, Suite 203
       Danville, CA 94506
       (925) 736-2108

    •
    Mortgage Brokers
  • Wymac Capital, Inc
        Matt Wiley
       3478 Buskirk Avenue, Suite 260
       Pleasant Hill, CA 94523
       (925) 937-4300

  • Bank of the West
        Tammy Cryer
       2050 N. California Blvd
       Walnut Creek, CA 94596
       (866) 465-8588
       Tammy.Cryer@BankoftheWest.com

  • WF Home Mortgages
        James R. Gallup
       Private Mortgage Banker
       1990 N. California Blvd, Suite 200
       Walnut Creek, CA 94596
       (925) 945-2016
       James.R.Gallup@WellsFargo.com

  • WF Business Banking
        "Kon" Konstantine Theodoridis
       Commercial Loan Officer
       1298 East 14th Street, Level 3
       San Leandro, CA 94577
       (510) 297-4144
    •
    Retirement Plans
  • Collabria Capital, Inc
        Paul Saad
       2603 Camino Ramon, Suite 200
       San Ramon, CA 94583
       (925) 271-9331 ext 1
       paul@collabriacapital.com
       www.collabriacapital.com
       Specializing in Wealth Mangagement for Healthcare Professionals

  • Nicholas Pension Consultants (TPA)
        Adam Zuro
       528 Zenith Ridge Drive
       Danville, CA 94506
       (925) 964-9404
       www.NicholasPension.com

  • Just Plans, Etc.
        Barry Mendelson, CFP
       1399 Ygnacio Valley Rd #24
       Walnut Creek, CA 94598
       (925) 988-0330

  • First Allied Retirement Services, Inc / Associates in Excellence
        Betty J. Furgurson, APA
       Senior Retirement Plan Consultant
       (925) 627-8311 (Direct)
       (888) 926-0600
       www.FirstAlliedRetirement.com

  • Foothill Securities Inc
        Bruce White, CFP
       4125 Blackhawk Plaza Cir, Suite 203
       Danville, CA 94506
       (925) 736-2108

    •
    Legal
  • David Nearon, Jr.
        1212 Rossmoor Parkway
       Walnut Creek, CA 94595
       (925) 933-6764
       Specializing in Estate Planning

  • Dental Counsel, P.C.
        Bishop Ranch 3
       2603 Camino Ramon 2nd Floor
       San Ramon, CA 94583
       (925) 242-2511
       www.dentalcounsel.com
       Specializing in Business Formation, Practice Transition, and Estate Planning

  • Thomas W. Cain
        1700 North Broadway, Suite 440
       Walnut Creek, CA 94596
       (925) 937-4070
       Buy/Sell Agreements, Business Incorporation, Business Litigation, Estate Planning & Litigation

  • David Bromley
        319 Diablo Road, Suite 100
       Danville, CA 94526
       (925) 362-1445
       Specializing in Estate Planning

  • Kirsten Howe
        2890 N. Main Street, Suite 206
       Walnut Creek, CA 94597
       (925) 943-2740
       Specializing in Estate Planning and Administration
       www.kirstenesq.com

  • Annina Dalsin
        Dalsin Law LLP
       1655 North Main Street, Suite 270
       Walnut Creek, CA 94596
       (925) 933-9009
       Specializing in Leases, Buy-Sell, Transitions
    •
    Senior Solutions
  • AB Construction
        Andy Boggeri
       1661 Tice Valley Blvd #200
       Walnut Creek, CA 94595
       (925) 708-2491
       https://abconstructioneastbay.com/

  • Anderson Bros. Movers
        Karl Anderson
       815 Arnold Drive #3
       Martinez CA 94553
       (925) 946-9003 - East Bay
       (707) 745-4510 - Benicia / Vallejo
       (415) 864-1101 - San Francisco
       (925) 228-6997 - Fax
       http://www.andersonbrosmovers.com

  • Care Placement Advisors
        Bryan Riddle
       Placement Consultant
       1547 Palos Verdes Mall Ste 107
       Walnut Creek, CA 94597
       (925) 518-4946
       bryan@careplacementadvisors.com
       https://careplacementadvisors.com/

  • Clear Organizing, LLC
        Tammy Jo Borosky
       Certified Senior Move Manager
       (925) 708-8265
       TammyJo@clearorganizing.com
       https://www.clearorganizing.com

  • Dayna Wilson Real Estate
        Dayna Wilson
       (925) 788-6582
       201 N Civic Drive Ste 130
       Walnut Creek, CA 94596
       Dayna@Day-RealEstate.com
       https://www.day-realestate.com/

  • Del Monte Group, LLC
        Angela Wright, CFP, FEA
       (925) 736-6410
       (925) 263-1930 (fax)
       75 Golden Meadow Lane
       Alamo, CA 94507
       angela@aplaceofpossibility.com
       https://aplaceofpossibility.com/

  • Laura W. Patton
        Attorney at Law
       (925) 253-3100
       laura@planningyourlegacy.net
       https://planningyourlegacy.net/

  • Marty Appel NMLS #235426
        Mutual of Omaha Mortgage
       Specializing in Reverse Mortgages
       (510) 701-2167
       mappel@mutualmortgage.com
       https://seniorsolutionsgroup.net/members/marty-appel/

  • Eldercare Services
        Estee Clarke
       Community Relations Manager
       (925) 937-2018
       (925) 393-1159 cell
       eclarke@homecareassistance.com
       https://www.EldercareAnswers.com
       https://www.HomeCareAssistance.com/Walnut-Creek

  • Edward Jones
        Fred Steingraf
       Financial Advisor
       3685 Mt Diablo Blvd Suite 161
       Lafayette CA 94549
       (925) 297-4200

  • White Gloves Fiduciary
        Private and Comprehensive Trust Services
       Jeff Patton
       21C Orinda Way #115
       Orinda CA 94563
       (925) 788-0334
    •
    		 
             

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