Directory

Member Directory of the Gold Country Estate Planning Council

 

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Michael C Hoffman RFC CLU® ChFC®

Vector Wealth Management Inc

I am a independent financial advisor specializing in working with business owners and individuals to help them create and protect their wealth. This allows our clients and friends to get more physical and mental time freedom so they can invest more time and energy in to the things they care about most. We use a variety of tools including the Deferred Sales Trust to defer capital gains on appreciated property, Captive Insurance Companies to control the risk and income taxation for small to medium sized business.… See More
Work 563 Brunswick Road, Ste 9 Grass Valley CA 95945 Work Phone: (530) 274-8800Work Fax: (530) 274-8866 Website: http://vectorwealthplanning.com

I am a independent financial advisor specializing in working with business owners and individuals to help them create and protect their wealth. This allows our clients and friends to get more physical and mental time freedom so they can invest more time and energy in to the things they care about most. We use a variety of tools including the Deferred Sales Trust to defer capital gains on appreciated property, Captive Insurance Companies to control the risk and income taxation for small to medium sized business. We have a full spectrum of investments, life insurance, and employee benefit solutions to meet the goals of our clients. All of our clients have Estate plans as a part of their comprehensive individual Financial Plans. We are a fee based and commission hybrid firm with Centaurus Financial, Inc as our Broker-Dealer and Regiserted Investment Advisor, member FINRA, SIPC. Branch office: 2330 Katella Ave, Ste 200, Anaheim, CA 92806 (714)456-1790

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Larry Iglesias, Esq.

Akel Fiduciary Inc.

Professional Fiduciary and licensed Attorney. Providing a broad spectrum of professional fiduciary services, including trust and estate administration, Special Needs Trusts, Conservatorships, Power of Attorney, Agent of Health, and Independent Business Administration and Receiverships. Offices in Lincoln, Elk Grove and Sonoma. See More
Work 2228 Longport Ct Ste 100 Elk Grove CA 95758 Work Phone: (916) 686-7804Work Fax: (916) 690-8991 Website: http://www.akelfiduciary.com

Professional Fiduciary and licensed Attorney. Providing a broad spectrum of professional fiduciary services, including trust and estate administration, Special Needs Trusts, Conservatorships, Power of Attorney, Agent of Health, and Independent Business Administration and Receiverships. Offices in Lincoln, Elk Grove and Sonoma.

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Sonia Jenkins

Owens Estate and Wealth Strategies Group

Comprehensive estate and financial planning services, investments, insurance, and money management. See More
Work 426 Sutton Way Ste 110 Grass Valley CA 95945 Work Phone: (530) 272-7500Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com

Comprehensive estate and financial planning services, investments, insurance, and money management.

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Jenni Johnston

Edward Jones Investments

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today. See More
Work 350 Crown Point Cir Ste 115 Grass Valley CA 95945 Work Phone: (530) 477-7492Work Fax: (855) 379-2506 Website: http://www.edwardjones.com

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let’s discuss your goals during a financial review. Contact me today.

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Rick Kalb CLTC

Northwestern Mutual Wealth Management

We have been working with clients throughout the United States since 1983. My office specializes in financial planning, investment management, insurance products and tax reduction strategies. Our process is comprehensive and personalized to your circumstances - we provide customized solutions that match your life stage and financial ability. See More
Work 307 Spring St., Suite A Nevada City CA 95959 Work Phone: (530) 470-1800Work Fax: (530) 470-0463 Website: http://www.rickkalb.com

We have been working with clients throughout the United States since 1983. My office specializes in financial planning, investment management, insurance products and tax reduction strategies. Our process is comprehensive and personalized to your circumstances – we provide customized solutions that match your life stage and financial ability.

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Daniel R Ketcham

Daniel Ketcham & Associates

Real estate appraisal services for estate planning, probate, date of death, trust management, property disposition, litigation support, expert witness and value consultation. See More
Work 11693 Brunswick Pines Road Grass Valley CA 95945 Work Phone: (530) 477-8056 Website: www.KetchamAppraisal.com

Real estate appraisal services for estate planning, probate, date of death, trust management, property disposition, litigation support, expert witness and value consultation.

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Peter Ketchand MBA

Owens Estate and Wealth Strategies Group

Comprehensive estate and financial planning services, investments, insurance, and money management. See More
Work 426 Sutton Way Ste 110 Grass Valley CA 95945 Work Phone: (530) 272-7500Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com

Comprehensive estate and financial planning services, investments, insurance, and money management.

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Seth Leishman CPA CFP®

Ostrofe Financial Consultants

We provide our clients with financial planning, investment management, insurance, tax and generational planning. We have 3 CFP professionals and a CPA that bring experience and expertise to our client relationships. Our client experience goes well beyond investments. See More
Work 565 Brunswick Rd Ste 15 Grass Valley CA 95945 Work Phone: (530) 273-4425Work Fax: (530) 273-4891 Website: http://www.ostrofefinancial.com

We provide our clients with financial planning, investment management, insurance, tax and generational planning. We have 3 CFP professionals and a CPA that bring experience and expertise to our client relationships. Our client experience goes well beyond investments.

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Debbie McDonald

Hospitality House

Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs. NMLS # 271335 CA-BRE #00585530 See More
Work 1262 Sutton Way Grass Valley CA 95945 Work Phone: (530) 615-0852 Website: http://www.hhshelter.org

Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs. NMLS # 271335 CA-BRE #00585530

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Shawna McDonald

Sierra Foothills Reverse Mortgage

Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs. NMLS # 271335 CA-BRE #00585530 See More
Work 412 E Main St Ste N Grass Valley CA 95945 Work Phone: (530) 497-3010 Website: http://www.sierrafoothillsreverse.com

Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs. NMLS # 271335 CA-BRE #00585530

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Ryan Meacher AAMS

Edward Jones

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today. See More
Work 426 Sutton Way Ste 104 Grass Valley CA 95945 Work Phone: (530) 272-9092Work Fax: (877) 207-3541 Website: http://www.edwardjones.com

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let’s discuss your goals during a financial review. Contact me today.

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Lucas Mijares AAMS® CRPC®

Edward Jones

Lucas and his team help their clients accumulate, distribute, protect, and transfer their wealth. Lucas uses a unique 5 step process that walks each client through the fiduciary responsibility he gives regarding their well being. Lucas offers complimentary educational seminars for clients and their friends to learn about how they can improve their financial situation utilizing different investment and insurance strategies.… See More
Work 960 McCourtney Rd, Ste A Grass Valley CA 95945 Work Phone: (530) 273-8570Work Fax: (855) 387-2964 Website: http://www.edwardjones.com/lucasmijares

Lucas and his team help their clients accumulate, distribute, protect, and transfer their wealth. Lucas uses a unique 5 step process that walks each client through the fiduciary responsibility he gives regarding their well being. Lucas offers complimentary educational seminars for clients and their friends to learn about how they can improve their financial situation utilizing different investment and insurance strategies. Please call for a free consultation!

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Marcus Moore

River Valley Community Bank, SVP, Regional Manager

Full service community bank primarily focused on serving the unique financial needs of business, professional and high net worth sectors of the Western Nevada County community. See More
Work 426 Sutton Way Grass Valley CA 95945 Work Phone: (530) 798-2686Work Fax: (530) 274-2548 Website: http://www.rivervalleycommunitybank.com

Full service community bank primarily focused on serving the unique financial needs of business, professional and high net worth sectors of the Western Nevada County community.

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Mary Owens CPA MS

Owens Estate and Wealth Strategies Group

Comprehensive estate and financial planning services, investments, insurance and money management. See More
Work 426 Sutton Way Ste 110 Grass Valley CA 95945 Work Phone: (530) 272-7500Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com

Comprehensive estate and financial planning services, investments, insurance and money management.

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Janet Peake

Crown Capital Securities, L.P.

Janet has helped many people realize their dreams to achieve financial independence, pay for their childrens' college education and to lead the lives they desire with financial security. See More
Work 416 Broad Street Nevada City CA 95959 Work Phone: (530) 265-0785Work Fax: (530) 687-8336

Janet has helped many people realize their dreams to achieve financial independence, pay for their childrens’ college education and to lead the lives they desire with financial security.

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Michael Pettit CFA JD

Ameriprise Financial

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.… See More
Work 1223 Pleasant Grove Blvd Roseville CA 95678 Work Phone: (916) 784-2240Work Fax: (916) 784-2208 Website: http://www.ameripriseadvisors.com/michael.d.pettit

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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