Member Directory of the Gold Country Estate Planning Council
To browse by specialty, click the drop-down menu below:
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.
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.
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.
Jennifer L. Wilkerson
A Professional Corporation
Certified specialist in Estate Planning, Trust & Probate Law (State Bar of California Board of Legal Specialization). Also conservatorships, trust administration and elder law.
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.
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.
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.