Platinum Strategic Partners
Homa Rassouli
390 San Luis Way
Novata, CA 94945
(415) 717-4618
https://mutualreverse.com/lo/homa-rassouli/
I am a reverse mortgage expert with over 38 years of experience in the financial services and mortgage industry. The critical part of my services is to assess and provide viable information to clients who are trying to remain independent in their golden years with security and flexibility. First and foremost, I begin by understanding the needs of my clients. Whether they are looking to stop making monthly mortgage payments, extend a retirement portfolio, or simply age in their own homes, I make recommendations to best suit their individual needs. I provide learning and educational sessions to aging groups and 62+ communities. I help promote reverse mortgage benefits that can help people confidently realize their financial goals and live a more satisfying life.
Ramona Johanneson
Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.
500 N. Brand Blvd. #100
Glendale, CA 91203
(415) 493-2502
www.ajg.com
I am an Area Vice President and Producer handling new business for the brokerage. My expertise is personal insurance and I have been a producer for over 30 years. As one of the largest insurance and risk management firms worldwide, our access to companies is nearly unlimited for both preferred and non-preferred insurance companies. My goal is to be an asset to financial advisors, providing expert analysis of their clients’ personal insurance. My review and recommendations allow a financial advisor to know if the personal insurance of their clients is adequate, in terms of both product and pricing. In addition, knowing if there are gaps in coverage, especially in regards to the insured value of the home, valuables that need protecting, the peril of earthquake and a proper umbrella limit. If the current insurance is inadequate and there is an alternative insurer who can better meet the needs of the client, quotations are presented for a personal insurance program tailored to the client.
John Bacigalupi
1037 Sunnyhills Road
Oakland, CA 94610
(650) 703-7180
www.cantorassetmanagement.com
Cantor Fitzgerald is an American financial services firm that was founded in 1945. It specializes in institutional equity, fixed income sales and trading, and serving the middle market with investment banking services, prime brokerage, and commercial real estate financing.
John Lowman
111 Pine Street, Suite 1715
San Francisco, CA 94111
310-648-9114
Founded in 2011, Red Tower Capital, Inc. is an independent real estate lending and investment firm, specializing in bridge loans, bespoke lending solutions and alternative investments. Our team has over 50 years of collective real estate industry experience, including expertise in mortgages, development, property management, acquisitions, and sales.
We have a consecutive eight-year audited track record of successfully delivering attractive risk adjusted returns to our investors via our mortgage funds. Our current offering is suitable for investors looking for capital preservation, a reliable income stream, relatively low risk and diversification.
Christina Gray
4675 Stevens Creek Blvd.
Suite 235
Santa Clara, CA 95051
(650) 492-1874
www.stonecrest.net
Stonecrest is an Alternative Investment group and asset manager focused on real estate in private lending and acquisition funds. Serving high net worth investors, RIAs and family offices since 1986, we take pride in our track record of generating consistently high, risk-adjusted returns in funds that aim to meet the long-term goals of our clients.
James Palen
535 Cowper St.
Suite 200
Palo Alto CA 94391
(628) 231-6509
www.scholarshare529.com
ScholarShare 529 is California’s official state education savings plan that has been heloing families to save, invest and pay for college for over 20 years. Scholarshare is a direct sold 529 program with an average cost that is less than half the national average for all 529 programs. By combing tax efficient withdrawals and low cost investments, Scholashare can help your client’s education saving go as far as possible towards their education goals.
Grace Holzer
First Eagle Investment Management, LLC
1345 Avenue of the Americas
New York, NY 10105
(212) 632-2873
www.feim.com
First Eagles is a value-oriented manager. With the merge of THL, we now offer private credit and other income-oriented vehicles. First Eagle’s Global Value team has adopted the value investment philosophy first developed by Benjamin Graham and later refined by Warren Buffett. The key principle is the purchase of shares in what we believe to be well-positioned, well-managed and well-capitalized companies when they are trading at a discount to the team’s estimate of their intrinsic value – a discount known as a “margin of safety.” The team’s focus is our bottom-up, fundamental, benchmark agnostic approach to equity investing.
Lauren Hein
568 S. Pearl Expy
Dallas, TX 75201
469-755-6010
www.keybridgecompliance.com
Key Bridge Compliance is a compliance consulting firm that supports Registered Investment Advisers as they navigate the regulatory landscape. Our team empowers RIAs with relationship-driven compliance solutions so that our clients are free to focus on what matters most to them.
Silver Strategic Partners
Brandon Ma
Capital Group Home of the American Funds
Steuart Tower
1 Market Street, Suite 2000
San Francisco, CA 94105
(415) 260-7163
capitalgroup.com/ria/
Celebrating its 90th anniversary in 2021, Capital Group, home of American Funds, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of September 30, 2021, Capital Group manages more than $2.3 trillion in equity and fixed income assets for millions of individual and institutional investors around the world.
Sean Biddinger
First Trust
993 Tennessee Street, #5
San Francisco, CA 94107
(650) 833-9075
First Trust was established with a mission to serve financial professionals and their clients. We are focused on providing resources and support through economic and market commentary, portfolio analytics, practice management and innovative product solutions and offering insights and perspective to help you and your clients see past the doubts and fears that dominate the headlines to stay on track with meeting their goals.
Lorianne M. DaLuz
Sr Home Loan Advisor
Golden 1 Credit Union
140 Sacramento Avenue
San Anselmo, CA 94960
(415) 300-5372
https://www.golden1.com With 32 years in the mortgage industry, there is nothing I’d rather do than assist clients and business partners. I am a great resource with a proven track record who provides personal service and gets results. Recognized by the Scotsman Guide as a Top Originator and with my former empowers in the top 1% for purchase originators, I pride myself on consistently doing the right thing with my clients long-term financial well-being in mind. We offer: Jumbo Mortgages to $4 million, Portfolio Lender with flexible underwriting, First Time Buyers Program & Low Down Payment options.
Vadim Gorin
Avantis Investors
360 E. 2nd Street, Suite 500
Los Angeles, CA 90012
213-992-9008
www.avantisinvestors.com
Avantis Investors was established in 2019 to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions that fit seamlessly into asset allocations. We take common-sense investment principles and incorporate the latest academic research to build investment strategies designed to improve outcomes for investors.
The innovations of Avantis Investors® rest on the established foundation of American Century Investments, an asset manager known for industry-leading client care, stewardship and stability. Founded over 65 years ago, American Century Investments boasts an institutional-quality investment management platform with more than $225 billion in assets under management (as of Dec 31, 2023).
Through American Century Investments’ unique ownership structure, 40% of profits in the form of dividends are directed to The Stowers Institute for Medical Research. The Institute is devoted to expanding our understanding of the secrets of life and to improving life’s quality through innovative approaches to the causes, treatment and prevention of diseases. Your investments with Avantis Investors help support research that can improve human health and save lives.