
Solutions Wealth Management
wealth planning and investment management services, including financial guidance, professional advice and asset management, with expertise and and pension plans to achieve their financial goals. With our experience and knowledge, to helping clients reach their full financial potential. You can trust our team

Metro Property Management
is a leading property management company in Santa Clara County and surrounding areas, providing , from leasing and tenant screening to construction management, evictions and financial reporting. We work closely with our clients

Heckman Financial & Insurance Services
his team are experts in alternative financial products and wealth management and are dedicated to helping their clients reach their financial goals. They provideis designed to protect and grow clients' assets while preserving their principal. Their process has

Parkworth Wealth Management
Inc. offers wealth management services to tech professionals so that they can take control of their financial destiny. Oftenthem break away from relying solely on their company and assist them with making the most ofvolatile industry and instead feel secure in their financial future. With our commitment to service and

DWR Wealth Management
DWR Wealth Management is a firm dedicated to helping clients reach their financial goals through sound, efficient and well. We provide various services such as investment management, retirement planning, asset protection and estate planning. Our approach is

Patelco Credit Union
Patelco Credit Union is a not-for-profit financial institution that offers competitive rates, fewer fees, and billion in assets under our management. Our commitment to the communities we serve goes beyond our financial products. We

PMI South Bay
estate company located in the South Bay area that specializes in HOA property management. With under the brand of the franchisor, Property Management Inc. PMI has offices across the Unitedoffer a range of services including HOA management, financial management, and maintenance services. Furthermore, they are dedicated

First Republic Bank
banking, business banking and wealth management services. Headquartered in San Francisco, the company has offices in California, are dedicated to helping clients meet their financial goals. They offer a full range of banking, private business banking, and private wealth management. First Republic is part of the S&

UIS Technology Partners
sizes, from small startups to large companies. Our customized partnerships ensure that each Desk, Telecommunications, Staff Augmentation, IT Project Management, Disaster Recover Planning, Business Continuity Planning, our clients in Northern California, including Financial, Venture Capital, CPA and Accounting, Law

Katherine Kinney: Allstate Insurance Agent
a financially sound and stable company like Allstate. They've been helping to protect families and their assets you: Determine your immediate and long-term financial goals; Find solutions to meet your and insurance and college savings; Review your insurance and financial needs as they change; Answer questions and

Brian Lombardo, CFP, CPA
comprehensive financial planning and professional investment management solutions. Brian Lombardo, CFP, CPA works with clients who have assets of available to answer any questions and provide tailored financial advice. Visit our website or call our office