Professional Resources

THESE LISTINGS ARE SUBJECT TO OUR OVERALL TERMS OF USE AND DISCLAIMER AT THE BOTTOM OF THE PAGE (Please review). 

Douglas P. Barnes
Estate Planning & Probate Administration
210 Almendra Avenue
Los Gatos, CA 95030
408-395-4800 tel.
408-395-4899 fax
http://www.dougbarneslaw.com

M. Dean Sutton
Sutton Law Firm – Real Estate Law
900 Lafayette St. #200
Santa Clara, CA 95050
408-294-2280 tel.
408-516-9086 fax
suttonlawf@aol.com

Christopher J. Thomas
Thomas & Company
1850 Hamilton Avenue
San Jose, CA 95125
408-559-7444 tel.
408-371-3422 fax

Steve Pirotta
Pirotta Financial Services, Inc.
1520 The Alameda Suite 120
San Jose, CA 95126
408-280-5400 tel.
408-288-2295 fax

Cindy Shi, CPA
20065 Stevens Creek Blvd., #B-1C
Cupertino, CA 95014
cindyshi@cindyshicpa.com
408-873-1021

Kelly S. Fong
Wellspring Financial Group, LLC
1900 McCarthy Blvd, Suite 415
Milpitas, CA 95035 408-571-9018 cell
408-435-1668 tel.
408-456-6768 fax

Charles L. Shoemaker
Joel R. Van Hofwegen, CFP
Ameriprise Financial
2105 South Bascom Ave., Suite 185
Campbell, CA 95008
Tel: 408-625-3710
Toll Free: 877-495-2837
charles.l.shoemaker@ampf.com

Steve Pirotta
Pirotta Financial Services, Inc.
1520 The Alameda Suite 120
San Jose, CA 95126
408-280-5400 tel.
408-288-2295 fax

Victor Liao 
World Financial Group
2099 Gold Street, Suite 208
Alviso, CA 95002
408-262-6398 tel.
408-262-6836 fax

Michelle Pollak 
Ameriprise
235 Montgomery St., Suite 1169
San Francisco, CA 94104
415-362-6600 x 303 tel.

Pat Terry 
Smith Barney
1001 Page Mill Road, Bldg. 4; Suite 101
Palo Alto, CA 94303
408-496-4163 tel.

Mary Lai 
Charles Schwab
19960 Stevens Creek Blvd.
Cupertino, CA 95014
408-446-7961 tel.
408-446-7966 fax
marylai@schwab.com

Chris Loo
Ameriprise Financial
8339 Church St., #204
Gilroy, CA 95020
408-846-1728 office

christopher.d.loo@ampf.com

Paul A. Dines, Financial Advisor | Edward Jones U.S.A.
69 Washington Street
Santa Clara, CA 95050
408-984-4726 tel.
866-532-4716 fax
paul.dines@edwardjones.com

Karen Lam
Financial Advisor
Senior Vice President / Investments
Banc of America Investment Services, Inc.

San Jose office:
560 S. Winchester Blvd. Suite 100
San Jose, CA 95128
408-260-6017

Mountain View branch:
444 Castro St.
Mountain View, CA 94041
650-386-8144

Judy Cziprian
Financial Advisor
Ameriprise Financial Services, Inc.
3130 De la Cruz Blvd. Suite 128
Santa Clara, CA 95054
Office: 408-988-5454 Fax: 408-988-5457
Mobile: 408-393-3292
judy.a.cziprian@ampf.com
ameripriseadvisors.com/judy.a.cziprian

Michelle Wu
MBA, Financial Advisor
Principal Financial Group
181 Metro Dr., # 700
San Jose, CA 95110
408-437-7239; 408-821-8279

 

Robert (Rob) Cleland, CFP®
Financial Advisor
CERTIFIED FINANCIAL PLANNER Practitioner ®
Ameriprise Financial Services, Inc.
Pruneyard Towers II, Suite 470
1999 South Bascom Avenue
Campbell, CA 95008
Office: 408-371-5478
Fax:408-369-1040
robert.w.cleland@ampf.com
www.ameriprise.com
CA Insurance License #0A92627

Eric Heckman, CFP, ChFC
Heckman Financial & Insurance Services
111 N. Market Street, Suite 825
San Jose, CA 95113
408-297-9800 tel.
408-297-9899 fax
www.WealthCreator.com
Password code: Heckman

Cheryl Marquez, CFP
Waddell & Reed
1999 South Bascom Avenue, Suite 400
Campbell, CA 95008
408-963-2859 tel.
cmarquez@wradvisors.com

Celia K. Ly
C & T Tax Solutions
10413 Torre Ave., Suite 500
Cupertino, CA 95014
408-437-9028 tel.
408-437-1478 fax

Mike Allard 
Cal Bay Investments
500 La Gonda Way, Suite 280
Danville, CA 94526
925-743-3360 tel.
mike@allard-cbi.com

Rodney Banh 
Charles Schwab
19960 Stevens Creek Blvd.
Cupertino, CA 95014
408-446-7962 tel.

Christopher de Souza-Lawrence, CIMA®,CFP® 
Senior Vice President
Estate Planning Consultant, Wealth Advisor
Western Division
Morgan Stanley
1010, El Camino Real, Ste # 200
Menlo Park, CA 94025
Tel : (650)-463-4502 / (800)-755-1311
Fax: 650-324-1920
chris.lawrence@morganstanley.com

Ron Fetsch
WaMu Investments, Inc.
410 S. Mathilda Ave.
Sunnyvale, CA 94086
408-522-1884 office

Kapil Bhatnagar, CIC, CRM, LUTCF
Carlton Pace Risk Management
ATTN: Kapil Bhatnagar, Financial Advisor
20380 Town Center Lane, Suite 122
Cupertino, CA 95014
Tel: 408-216-7164
Fax: 408-549-9809

Richard Woo
Ameriprise Financial Services
1901 South Bascom Ave., Suite 1190
Campbell, CA 95008
408-559-6018
richard.q.woo@ampf.com

David Raskin
Fifth Street Financial Group
21 N 2nd St #406
Campbell, CA 95008
408-390-3283 (DIRECT)
928-323-9027 (FAX)
CA Insurance Lic: 0G31194
draskin@fifthstreetfinancialgroup.com
www.fifthstreetfinancialgroup.com

Michael Lee
Ameriprise Financial Services
111 Deerwood Rd., Suite 250
San Ramon, CA 94583
925-236-2440
email: Michael.2.lee@ampf.com
http://ameripriseadvisors.com/Michael.2.lee

Silphy Ou
Prudential
1730 Technology Dr., Suite 600
San Jose, CA 95110
408-755-4035 Cell 408-205-6407
email: silphy.ou@prudential.com

Gary F. Meyer
California Real Estate Broker
Certified Real Estate Appraiser
6845 Dartmoor Way
San Jose, CA 95129
408-252-1151

Irene Reed, Realtor
Intero Real Estate Services
Los Altos – First Street
496 First Street, Suite 200
Los Altos, CA 94022 US
Direct: (650) 947-4745
Mobile: (650) 207-1394
Fax: (650) 887-2313
Email: ireed@interorealestate.com

Debbie Sanders, Realtor

Alain Pinel Realtors
12772 Saratoga-Sunnyvale Rd.
Saratoga, CA 95070
408-391-6533 cell
www.DebbieSandersHomes.com

Ron Mason, Realtor, MBA
Top 5% in Sales for Santa Clara County Realtors
408-445-5165
www.RonMasonRealtor.com – Coldwell Banker – San Jose

Grace Rudawski, Broker / Certified Senior Advisor
KELLERWILLIAMS
Cell 408-832-2294
Email: grarud@gmail.com
www.YouAskGrace.com

Maxine Chin
ReMax Real Estate Services
19200 Stevens Creek Blvd, Suite 210
Cupertino , CA 95014
408-839-9699 direct
408-252-9800 office
408-255-5025

Hilary Martin
First Horizon Home Loans
438 N. Santa Cruz Ave.
Los Gatos, CA 95030
408-335-2690 tel.
408-821-2296 cell
408-317-0472 eFax

Carlos Cruz
Intero Real Estate Services
Saratoga
12900 Saratoga Avenue
Saratoga, CA 95070 US

Mobile: (408) 242-4011
Fax: (408) 877-1595
ccruz@interorealestate.com

Otis Clay
NOJA Mortgage
2059 Camden Ave., Suite 231
San Jose, CA 95124
408-941-9400
408-394-3326 mobile
oclay@nojamortgage.com
www.nojamortgage.com

Brigid Shea Grassi, Realtor
Alain Pinel Realtors
12988 Saratoga-Sunnyvale Rd.
Saratoga, CA 95070
408-832-0368 cell
www.brigidsheagrassi.com

Daniel Goldin 
Business Banking Officer
Meriwest Credit Union
1100 Park Place, Suite 60
San Mateo, CA 94403
408-365-6314 office
408-623-4180 cell
www.meriwest.com

Michael Ryan
Michael Ryan & Associates
1400 Coleman Ave., F-17
Santa Clara, CA 95050
408-986-1798 tel.
408-986-1766 fax

Charitable Giving

Bill Fitzgerald
Charitable Giving Advisor
CityTeam Ministries
2304 Zanker Rd., San Jose, CA 95131
408-232-5612 office
bfitzgerald@cityteam.org

Ngoc Le
Mobile Notary Services
Fast & Affordable
$5 Per Notarized Signature
$35 Travel Fee (Santa Clara County)
408-705-0361
www.mobilenotary.net

 

DISCLAIMER: We make this list of professional resources available as a courtesy. Their names are published on this site simply because many of our clients and others have been satisfied with their services. However everyone must make their own evaluation and decisions and while we believe many people accept personal responsibility for the decisions they make regarding who they want to use, the lawsuit-happy age in which we live forces us to warn that the mere listing of a company, service or individual here does not amount to an official endorsement or recommendation from us. Again all we are saying is that others have been satisfied with their services. In the end it is your choice and we urge you to thoroughly research the many other choices available to you through other avenues, on the internet and in the phone book (which we incorporate here by reference).  Finally, we apologize to all for having to make this disclaimer but most of you understand the necessity. Thank you.