FINANCIAL SERVICES
FREMONT BANK
Wallin & Associates CPA Danville, Lafayette, Orinda, San Francisco, Walnut Creek 925-376-7840 paulawallin@cpa-team-network.com A CPA firm that focuses on customer service for individual and business clients
at all bothersome but extremely informative. And when I’ve needed help no matter the hour of day, they are there being responsive and empathetic.” – Aundrea Love
Providing tax, estate and business exit consulting for individuals and businesses
Quorum Private Wealth Danville, Greater Bay Area
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group
925-488-4000 info@quorumpw.com www.quorumpw.com
/RogersInsuranceUSA /company/rogers-insurance-
services-inc.
We are a highly collaborative, credentialed team of wealth managers with decades of
Smeed CPA San Francisco 925-634-2344 info@smeedcpa.com www.smeedcpa.com
experience working with successful business owners, entrepreneurs, professionals, executives and their multigenerational families. /quorumprivatewealth /company/quorumprivatewealth
Tesoro Financial Group San Francisco
ZumiFi Inc. Alameda, Berkeley, Oakland, San Francisco, Virtual
408-813-1823 TesoroJP@ATT.net www.tesorofinancialgroup.com
Tax planning and outsourced CFO services.
415-550-3070 info@zumifi.com www.zumifi.com
/smeedcpa
Get clarity on retirement goals and have certainty and a better outcome.
Bookkeeping and Accounting Services
RISdirect Rogers Insurance Danville, Menlo Park, Pleasant Hill, Pleasanton, San Mateo
Thompson Jones LLP Monterey
/ZumiFi /company/zumifi @ZumiFi
Spectrum Synergy Group Inc. Danville, Lafayette, Pleasanton, San Ramon, Walnut Creek
831-373-0180 mjj@tj-llp.com
925-365-3200 quote@risdirect.com www.risdirect.com
Estate, gift and generation-skipping transfer tax planning and related tax compliance; required minimum distributions from retirement accounts; private letter ruling requests related to those areas.
925-989-7300 info@ssgincfinancial.com www.ssgincfinancial.com
Home, Auto, Umbrella and Business Insurance “I’ve been a longtime client here and they’re fantastic. They’re not
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