Financial Advisor Recommendations
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We love our American Express Financial Advisor, Sakiko Kono (Saki) 415
492-8222 x 617. She has an office in San Rafael but usually does home
visits for us on her way home. She lives in Marina Bay! She is a Senior
Financial Advisor and a Business Financial Advisor. She does not push
their products. She recommends the best for us. Her email is:
sakiko.x.kono@aexp.com (October,
2005)
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Daniel Sanom
is a planner who can be reached at 925-929-0200. He will see you for a free
session to evaluate your needs etc. His e-mail is
danielg.sanom@aexp.com Mention
that Luba Ross referred you to him when you contact him. (November, 2005)
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Re certified financial planner, I highly
recommend Bedell Counselling Services. While they are located in Walnut
Creek, it's worth the drive. Bedell is celebrating its 30th year in
business, they are just "top drawer" and you simply cannot go wrong with
Bedell. They have been managing my stock portfolio for me very
successfully, through these rocky times, for the past 10 years. Nancy
Tredwell is their certified financial planner. Their phone number is
925-932-0344. Visit their web site and click on "Our People" to see
photos and bios.
http://www.bedellinvest.com/ (November, 2005)
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I know a really excellent financial advisor:
Jeff Schumer at Merrill Lynch - He's been at it over 20 years, and
is often available by phone. His direct line is 800-933-6327.
(October, 2005)
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A certified financial planner I can recommend is
Julie Van Tilburg (jvantilburg@LNC.com (510) 932-3770) Julie has an office in
Brickyard Cove. She is also very very active in local educational non-profits.
(November, 2005)
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