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The
following professional advisors have partnered with Children's Hospital
& Research Center Foundation to help their clients incorporate charitable
giving into their estate plans and can be valuable resources for others
who seek advice in this area.
| Lynn Ballou, CFP, EA |
Virginia B. Gerhart, CFP |
Kenneth D. Quiat, FICF, CSA Foresters, a financial service organization and proud sponsors of the Children’s Miracle Network Toll free (888) 323-4996 ext. 16 www.foresters.biz kquiat@foresters.biz |
Barbara M. Beery |
Matthew J. Henry |
Rebecca Riley, CFP Financial Coach (925) 258-0309 www.rebeccariley.net rr@rebeccariley.net |
| Michael Baumer Wealth Advisor Morgan Stanely Global Wealth Management Group Oakland, CA (510) 891-0542 michael.baumer@morganstanley.com |
Donovan L. Jenkins, CLU Lafayette Square Insurance Service 3730 Mt. Diablo Blvd., Suite 220 Lafayette, CA 94549 www.lafsquare.com don@lafsquare.com |
Mary M. Rudser, Esq. Stein, Rudser, Cohen & Magid, LLP www.srcm-law.com mrudser@srcm-law.com |
Dale Boutiette |
Kelly Johnston, CTFA Vice President, Investment Management & Trust The Mechanics Bank 1999 Harrison Street, Suite 810 Oakland, CA 94612 www.themechanicsbank.com kelly_johnston@mechbank.com |
Scott Sayre, CFP, MS The Insight Group www.insightgroup.com scott@insightgroup.com |
| Thomas V. Bret, Esq., CPA, CFP Robbins Palmer Allen, LLP 1901 Harrison St., Suite 1550 Oakland, CA 94612 www.rpa-llp.com tbret@rpa-llp.com |
Jeffery B. Levi Roisman Henel, LLP 2175 N. California Boulevard, Suite 575 Oakland, CA 94612 (510) 433-2689 Fax: (510) 466-6040 www.estatetrustlaw.com jlevi@estatetrustlaw.com |
Brady D. Scott Personal Financial Representative 1335 South Holmes Avenue Idaho Falls, ID 83404 Toll Free (866) 321-1666 Fax (208) 329-9801 brady@granitefinancial.com |
| Elizabeth S. Cassidy Attorney at Law www.ElizabethCassidy.com bethcassidy1@comcast.net |
Polly Levin Bohne Law Group 1999 Harrison Street, Suite 1400 Walnut Creek, CA 94596 (925) 926-0300 Fax: (925) 926-0664 plevin@estatetutor.com |
Elizabeth H. Shwiff, CPA Shwiff, Levy & Polo, LLP www.slpconsults.com Elizabeth@yoursrvc.com |
| Paula Chamberlin Chamberlin Insurance Agency – Farmer 1127 Grant Ave. Novato, CA 94949 (415) 892-5289 pacins@aol.com |
Robert J. Lovejoy, CFP, CPA/PFS, AEP Robert J. Lovejoy, CFP 330 Primrose Road, Suite 408 Burlingame, CA 94010 (650) 348-8831 rlovejoy@fscadvisor.com |
Emma Sobol BvH Law Group LLP One Bush Street, Suite 1150 San Francisco, CA 94104 (415) 693-0550 Fax: (415) 693-0500 www.bvhlaw.com |
| Bradley Chan Donun Chan - Allstate Insurance Comp 1280 Boulevard Way, Suite 202 Walnut Creek, CA 94595 BradleyYChan@allstate.com |
Deanna D. Lyon Wendel, Rosen, Black & Dean LLP 1111 Broadway, Suite 2400 Oakland, CA 94607-4036 www.wendel.com dlyon@wendel.com |
Sean Stannard-Stockton, CFA Director of Strategic Philanthropy Ensemble Capital Management, LLC (800) 708-8445 www.ensemblecapital.com philanthropy@ensemblecapital.com |
| Reuben K. Chen, CFP, CLU, RFC Wellspring Consulting Group 1900 McCarthy Boulevard, Suite 415 Milpitas, CA 95035 (408) 435-1668 rchen@wellspringfg.com |
Mary Guthrie McMahon Morgan Stanley One Kaiser Plaza, Suite 900 Oakland, CA 94612 (510) 891-0552 mary.mcmahon@morganstanley.com |
Jim Stern, CPA, MBA James B. Stern CPA 2465 Pleasant Hill Road Pleasant Hill, CA 94523 (925) 935-8322 jbstern@prodigy.net |
| Karen Eng Ameriprise Financial Services The Wilcox Building 827 Broadway, Suite 200 Oakland, CA 94607-4034 (510) 832 5200 Karen.K.Eng@ampf.com |
Michael Meniktas Assistant V.P., Senior Financial Adv Private Client Group Merrill Lynch Oakland www.fa.ml.com/themeniktasgroup Michael_meniktas@ml.com |
Alden B. Tueller, J.D. Premier Administration, LLC Bennett Tueller Johnson & Deere 574 E 1400 S P.O. Box 970367 Orem, UT 84097 www.premieradministration.com aldenbtueller@comcast.net |
| Robert J. Fink, CFP Financial Advisor The Atchison/Fink Group at Merrill L www.fa.ml.com/atchisonfink_group Robert_J_Fink@ml.com |
Jeffrey M. Orth, CSA Financial Advisor Integrated Financial Benefits Networ www.ifitfinancial.com jorth@htk.com |
Jean Webb, CFP, CLU 2010 Crow Canyon Place, Suite 240 San Ramon, CA 94583 Jean.Webb@prudential.com |
