Member Directory of the Gold Country Estate Planning Council

 

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Joe Tomkiewicz MS, CFP

Sierra Financial Advisory

Sierra Financial Advisory is an independent registered investment advisor specializing in comprehensive financial planning that focuses on the needs of each client under the fiduciary standard. See More
Work PO Box 249 Penn Valley CA 95946 Work Phone: (800) 969-8939 Work Fax: (530) 470-8749 Website: http://www.sierrafinancialadvisory.com

Sierra Financial Advisory is an independent registered investment advisor specializing in comprehensive financial planning that focuses on the needs of each client under the fiduciary standard.

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Barry White

Barry White, Professional Fiduciary

As a licensed fiduciary, I provide trust and estate administrator services, act as agent under powers of attorney (financial & health care), personal financial management, veterans payee & court appointment as a conservator for the person and/or estate. See More
Work PO Box 10 Applegate CA 95703 Work Phone: (530) 305-9036 Work Fax: (530) 653-2011 Website: http://www.barrywfiduciary.com

As a licensed fiduciary, I provide trust and estate administrator services, act as agent under powers of attorney (financial & health care), personal financial management, veterans payee & court appointment as a conservator for the person and/or estate.

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Howard D. Wilson

retired

Retired estate planning/administration. See More
Work 10765 Banner Mine Way Nevada City CA 95959 Work Phone: (530) 277-7798

Retired estate planning/administration.

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Mark S Wolff CSA®

Senior Care Authority

Senior Residential Placement. When it is no longer safe for a Senior to live at home, I provide guidance for the family regarding the types of care and living options available, help them to make difficult decisions, and quickly and efficiently find a safe home with appropriate levels of care that the family can afford. See More
Work 6520 Lonetree Blvd Ste 1005 Rocklin CA 95765 Work Phone: (916) 573-2120 Work Fax: (916) 573-2141 Website: www.seniorcare-sacramentometro.com

Senior Residential Placement. When it is no longer safe for a Senior to live at home, I provide guidance for the family regarding the types of care and living options available, help them to make difficult decisions, and quickly and efficiently find a safe home with appropriate levels of care that the family can afford.

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John R Woodford

Robertson, Woodford & Summers LLP

Estate and financial planning, post mortem planning, estate and trust administration and compliance including preparation of estate, gift and fiduciary income tax returns. See More
Work 1103 Sutton Way Grass Valley CA 95945 Work Phone: (530) 477-6468 Work Fax: (530) 477-6473 Website: http://www.abacus7.com

Estate and financial planning, post mortem planning, estate and trust administration and compliance including preparation of estate, gift and fiduciary income tax returns.

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Kim Zwick CPA/PFS AIF®

Full Circle Financial

Your personal CFO, providing financial planning, tax, and accounting services that help you make smart decisions about money, so you live with confidence and security. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. See More
Work 260 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 477-9308 Work Fax: (530) 477-9293 Website: http://www.myfcf.com/

Your personal CFO, providing financial planning, tax, and accounting services that help you make smart decisions about money, so you live with confidence and security. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

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