Community financial institution in California

Transamerica Institute, located in Los Angeles, California, is a nonprofit foundation focused on educating the public about various aspects of health, wellness, employment, financial literacy, longevity, and retirement. As an operating division of Transamerica Institute, the Transamerica Center for Retirement Studies conducts extensive annual surveys on retirement planning. Funded by Transamerica Life Insurance Company and its affiliates, the Institute provides valuable information for educational purposes only. For personalized advice, it is recommended to consult independent professionals. Sign up for email updates to stay informed on the latest reports and research findings from Transamerica Institute and Transamerica Center for Retirement Studies. Welcome to our community of knowledge and resources!

The Financial & Health Research Institute is a leading institution in Costa Mesa, California, dedicated to conducting cutting-edge research in the fields of finance and health. Our team of experts and researchers work tirelessly to provide valuable insights and analysis on key issues impacting these sectors. Located at 691 Randolph Avenue, our institute is committed to advancing knowledge and understanding in order to improve financial and health outcomes for individuals and communities. Join us in our mission to drive innovation and make a positive impact on society.

The Investor Institute is a prestigious finance institution located at 6331 Nancy Ridge Drive in San Diego, California, United States. Our institute offers a wide range of courses and resources for investors looking to enhance their financial knowledge and skills. With experienced instructors and cutting-edge curriculum, we provide our students with the tools they need to succeed in the world of finance. Whether you are a seasoned investor or just starting out, the Investor Institute is the perfect place to further your education and reach your financial goals.

California Latino Economic Institute is a non-profit organization dedicated to promoting economic growth and prosperity for Latino communities in California. Located at 1303 J Street in Sacramento, our institute provides research, education, and advocacy to support Latino businesses and entrepreneurs. We offer a wide range of programs and resources to help empower Latino individuals and families to achieve financial success and economic stability. Our goal is to create a more inclusive and equitable economy for all Californians. Join us in building a brighter future for Latino communities in the Golden State.

The Community Associations Institute, Bay Area & Central CA Chapter is a non-profit organization dedicated to providing education, resources, and support to community associations in the Bay Area and Central California regions. Located at 1540 River Park Drive in Sacramento, California, the chapter serves as a valuable resource for board members, property managers, and homeowners looking to effectively manage and enhance their communities. With a focus on promoting best practices and fostering a sense of community, the CAI chapter offers a variety of events, seminars, and networking opportunities to help association members navigate the complexities of community living. Whether you are looking to learn more about governance, financial management, or community engagement, the CAI chapter is here to help you succeed.

Community Business College is a prestigious university located at 19480 Bear Creek Road in Los Gatos, California, United States. Our institution is dedicated to providing high-quality education and training in business-related fields. With a focus on practical skills and real-world applications, our programs prepare students for successful careers in the business world. Our experienced faculty and state-of-the-art facilities create a supportive learning environment where students can thrive and excel. Join us at Community Business College and take the first step towards a rewarding career in business.

South Orange County Community College District is a school located at 28000 Marguerite Parkway in Mission Viejo, California, United States. This institution offers a variety of educational programs and courses to help students achieve their academic and career goals. With a focus on providing quality education and resources, South Orange County Community College District is dedicated to helping students succeed in their academic endeavors. Whether students are looking to earn a degree, transfer to a four-year university, or gain new skills for the workforce, this school provides the support and opportunities needed for success.

San José Evergreen Community College District is a renowned educational institution located at 89 Post Street in San Jose, California, United States. With a commitment to providing high-quality education and fostering a supportive learning environment, the college district offers a wide range of academic programs and services to help students achieve their educational and career goals. From transfer programs to career technical education, San José Evergreen Community College District strives to empower students with the knowledge and skills necessary to succeed in today's competitive workforce. With experienced faculty, state-of-the-art facilities, and a diverse student body, this institution is dedicated to promoting academic excellence and personal growth for all students. Whether you are looking to earn a degree, upgrade your skills, or pursue lifelong learning, San José Evergreen Community College District is the place to be.

The California Community College Special Populations Collaborative is a university located at 9900 Cody Street in Coalinga, California, United States. This institution focuses on providing specialized support and resources for students with unique needs, including those from underrepresented communities, students with disabilities, and non-traditional learners. Through partnerships with local organizations and experts in the field, the collaborative offers a variety of programs and services to help these students succeed in their academic and personal goals. With a commitment to inclusivity and diversity, the California Community College Special Populations Collaborative strives to create a welcoming and supportive environment for all students.

California Community College is a vibrant and diverse institution located at 1102 Q Street in Sacramento, California. As a community college, we offer a wide range of programs and courses designed to meet the needs of our students. Our campus is a hub of academic excellence and innovation, providing students with the resources they need to succeed in their educational and career goals. With a focus on student success and community engagement, California Community College is dedicated to providing a supportive and inclusive learning environment for all students. Join us and become part of our dynamic and thriving community today.

Woodland Community College is a transit station located in Woodland, California, United States. This institution serves as a hub for students and commuters to access various educational and transportation services. With its convenient location and diverse range of offerings, Woodland Community College is a vital resource for the local community. Whether you are looking to further your education or simply need a place to connect with public transportation, this institution has something to offer for everyone.

Los Rios Community College District is a renowned institution located at 1410 Ethan Way in Sacramento, California, United States. As a community college district, it offers a wide range of academic programs and courses to students seeking higher education. With a commitment to providing quality education and fostering student success, Los Rios Community College District is a hub of learning and innovation. Students can choose from various fields of study and benefit from dedicated faculty and state-of-the-art facilities. Whether pursuing a degree or seeking professional development, this university is a great choice for those looking to further their education.

Glendale Community College Business is a renowned educational institution located at 1122 East Garfield Avenue in Glendale, California, United States. The college offers a wide range of business-related programs and courses designed to prepare students for successful careers in the business world. With a dedicated faculty, state-of-the-art facilities, and a strong focus on practical, hands-on learning, Glendale Community College Business is committed to providing students with the skills and knowledge they need to excel in the competitive business environment. Whether you are looking to start your own business, climb the corporate ladder, or simply enhance your business acumen, Glendale Community College Business is the perfect place to begin your journey towards a successful career in the business field.

Central City Community Health Center B&C Office is a healthcare facility located at 5260 Pomona Boulevard in East Los Angeles, California. This institution provides essential health services to the community, offering a range of medical care and assistance to patients in need. With a focus on promoting wellness and providing quality healthcare, the Central City Community Health Center B&C Office is dedicated to improving the overall health and well-being of its patients. Whether you are in need of routine check-ups, vaccinations, or treatment for an illness, this health center is committed to serving the diverse needs of the community.

St. John’s Community Health Roosevelt Health Center, located at 444 South Mathews Street in Los Angeles, California, is a health institution that offers a wide range of services to the community. Whether you need medical attention or preventative care, our clinic is here to help. We believe that everyone deserves access to quality healthcare, regardless of their financial situation. That's why we welcome all patients, regardless of their ability to pay. Our dedicated staff is committed to providing compassionate and comprehensive care to all who walk through our doors. Book an appointment today at our Roosevelt Clinic or one of our other locations to start your journey towards better health.

New Aspect Financial Services, LLC, located at 1475 4th Street in Napa, California, is a finance institution dedicated to guiding clients in the right direction with personalized financial strategies and advice. Their services include income planning, investment planning, IRA reviews, Social Security and Medicare reviews, estate planning, retirement planning, life insurance, and more. The institution follows a five-step process of Discovery, Assessment, Evaluation, Implementation, and Monitoring & Adjusting to ensure that clients achieve their financial goals. They are committed to their clients' financial success and offer a range of services to support them. Additionally, they host events such as seminars and client appreciation events to engage with the community. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. New Aspect Financial Services, LLC takes a unique perspective on investing and values their clients, friends, family, and supporters.

Merrill Lynch Financial Advisor Pina Carino, located at 700 Main Street, Napa, California, is a finance institution dedicated to providing comprehensive wealth management and legacy planning strategies to help clients pursue their financial goals. With over 25 years of experience, Pina offers a wide range of financial strategies and portfolio management solutions to retirees, individuals, affluent families, corporate executives, and businesses. As a CERTIFIED FINANCIAL PLANNER, CFP professional, Pina focuses on developing personalized plans to help clients grow, create wealth, preserve, and plan for the distribution of wealth in a tax-advantaged manner. She also holds the Chartered Retirement Planning Counselor, CRPC designation, and is a licensed life insurance and long-term care insurance agent with series 7 and 63 FINRA registrations. Pina takes a hands-on, holistic approach to wealth management, addressing her clients' current financial situation, interim goals, and long-term financial strategies. She is committed to assisting domestic partners & LGBTQ clients and is actively involved in various community organizations. Merrill Lynch Wealth Management Advisors prioritize building customized investment approaches to address clients' needs and goals, with access to comprehensive financial solutions from Bank of America. Pina Carino is registered to do business in multiple states, including AZ, CA, CO, FL, KS, MD, MI, NC, NV, OR, TX, and UT. Contact Pina Carino for personalized financial advice and strategies tailored to your unique financial situation and goals.

Merrill Lynch Financial Advisor Benjamin Garrison, located at 2 Belvedere Place, Mill Valley, California, United States, is a dedicated finance institution committed to building strong relationships with clients. With a team of accessible, knowledgeable, and experienced advisors, the institution focuses on helping clients make important financial decisions for themselves and their families. The team at Merrill Lynch Financial Advisor Benjamin Garrison works towards understanding each client's personal planning strategy, whether it's funding education, planning for retirement, or managing wealth transfer. By taking into account individual perspectives and priorities, the institution aims to simplify the complexities of finance and make planning for the future an exciting journey towards reaching financial goals.

Merrill Lynch Financial Advisor Kate Ma Martinez is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. Kate has been in the financial services industry since 1998 and joined Merrill Lynch Wealth Management in 2008. She is dedicated to listening carefully to her clients, understanding their personal and financial matters, and developing customized strategies to address their needs. Kate holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC). She speaks fluent Mandarin and Cantonese and enjoys spending time with her family, hiking, cooking, and gardening. Kate is a dedicated volunteer at her children’s school and is committed to serving the community. As a Merrill Lynch Wealth Management Advisor, Kate focuses on helping clients achieve their financial goals by developing personalized plans centered on their objectives. She believes that financial success can be achieved by making informed investment decisions that align with each client's unique goals and priorities. Kate uses the Investment Personality Assessment to gain a deeper understanding of her clients' investing preferences and customize their financial approach accordingly. By regularly reviewing and adjusting her clients' financial strategies, Kate helps them stay on track to reach their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Kate works collaboratively with her clients to address their financial needs and help them pursue their aspirations. Whether clients are planning for retirement, saving for a home, or funding their children's education, Kate is dedicated to providing guidance and support to help them achieve their financial objectives.

Merrill Lynch Financial Advisor Paul M Luciano is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. They specialize in developing personalized financial strategies for accomplished individuals, including founders, executives, venture capitalists, and entrepreneurs in Silicon Valley and beyond. The institution focuses on cultivating trust-based relationships and providing comprehensive wealth management services. Their team of advisors aims to educate clients and their families on financial planning, ensuring a legacy of financial wisdom across generations. They offer a planning-centered approach, tailored portfolios, and access to a full spectrum of resources from Bank of America. Collaborating with clients' other advisors, such as CPAs and attorneys, they strive for tax minimization and effective estate planning. The institution believes in delivering fact-based strategies, the power of synergy, and tailored communication to help clients achieve their financial goals. Merrill Lynch Financial Advisor Paul M Luciano is committed to consistently delivering value and appropriate solutions to support clients in achieving their financial aspirations.

Ella Financial Advising LLC, located at 5237 College Avenue in Oakland, California, is a finance institution dedicated to helping individuals use their money in a way that benefits both themselves and the planet. Our team is committed to creating a plan that aligns with your values and goals, while also making a positive impact on the world around you. We believe that by understanding your finances and having a clear path towards your goals, you can achieve peace of mind and financial security. Our long-term partnership approach ensures that we work together to create a plan that suits your needs and desires, while also supporting equitable communities and a sustainable planet.

Merrill Lynch Financial Advisor Buzz Brown is a finance institution located at 1111 Broadway in Oakland, California, United States. Buzz Brown is dedicated to managing your wealth by creating a personalized strategy based on your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Buzz Brown can help you pursue your goals through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Buzz Brown demonstrates a commitment to serving the needs of their clients. Through the Merrill Personal Wealth Analysis™, Buzz Brown can help you build a personalized plan centered on your goals and focused on what you want to achieve. By getting to know you as an investor and understanding your goals and priorities, Buzz Brown can customize a financial approach to help you pursue what matters most to you. With a focus on understanding your aspirations and helping you manage investment risk, Buzz Brown aims to turn your financial goals into a reality. By regularly checking in to discuss changes in your life and revisiting your financial approach, Buzz Brown can help you stay on track to achieve what's most important to you. Let Buzz Brown help you achieve your financial goals by getting to know you personally and creating a financial approach that reflects your unique needs and priorities. Contact Buzz Brown today to learn more about how they can help you live your best financial life.

Financial Health Expert is a reputable institution located at 1318 High Street in Alameda, California, United States. Specializing in finance, our team of experts is dedicated to helping individuals and businesses achieve financial stability and success. From budgeting and savings strategies to investment and retirement planning, we offer a wide range of services tailored to meet the unique needs of our clients. With a focus on education and empowerment, we strive to improve the financial health of our community one step at a time. Visit us today to take control of your finances and secure a brighter financial future.

Merrill Lynch Financial Advisor Russell Conboy, located at 1111 Broadway, Oakland, California, United States, offers personalized wealth planning and global investment capabilities. With a team of experienced professionals, including Russell Conboy, who has 5 years of experience in the financial services industry, the institution provides one-on-one collaboration to help clients achieve their financial goals. Russell Conboy specializes in corporate benefit programs and can assist corporate executives in integrating their benefits into a long-term financial approach. As a Merrill advisor, Russell Conboy follows the tradition of community service and volunteers with local organizations. The institution offers Merrill Personal Wealth Analysis™ to create personalized financial plans centered on individual goals. By understanding each client's unique needs and priorities, the team at Merrill Lynch Wealth Management develops customized investment strategies to help clients pursue their financial goals. The institution also provides access to banking solutions from Bank of America.

Modern Woodmen Financial Advisors / Planners of the East Bay Area in Castro Valley, CA, is a trusted institution with a rich history dating back to 1883. As part of Modern Woodmen of America, we are dedicated to bringing people together, supporting families, and strengthening communities. Our financial representatives can help you meet your current needs, achieve your future dreams, and plan for all stages of life. We offer a portfolio of high-quality financial products to assist you in meeting a wide range of life needs. By becoming a member of Modern Woodmen, you gain access to member benefits and the opportunity to make a positive impact in your community. Visit us at 3461 Castro Valley Boulevard to meet with a representative and discover how our shared values can work for you. If you're unable to find a representative in your community, we are here to help. Trust Modern Woodmen to help you secure your financial future and make a difference in your community.

Merrill Lynch Financial Advisor Ryan J Amador is a finance institution located at 1111 Broadway, Oakland, California, United States. Managing your wealth starts with a thorough understanding of your financial situation. Ryan J Amador can help create a flexible strategy tailored to your needs, providing access to Merrill's investment insights and Bank of America's banking solutions. With a focus on personalized wealth management strategies, Ryan J Amador believes in participating in the community by volunteering with local organizations. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals. As a financial advisor, Ryan J Amador prioritizes understanding your family, goals, and priorities to create a financial approach that evolves with you over time. By utilizing the Investment Personality Assessment, Ryan J Amador can customize your financial approach based on your investing preferences. The goal is to help you manage, grow, and preserve your wealth while pursuing your financial goals. With regular check-ins and adjustments to your financial approach, Ryan J Amador strives to keep you on track towards achieving what matters most to you. By focusing on your aspirations and asking thoughtful questions, Ryan J Amador designs a personalized plan to help you pursue your financial goals while managing investment risk. Get the latest investment insights and tips to help you live your best financial life with Merrill Lynch Financial Advisor Ryan J Amador.

Merrill Lynch Financial Advisor Robert East, located at 555 California Street, San Francisco, California, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Robert East can help you navigate today's ever-changing market conditions. By participating in the communities they serve, Robert East follows the Merrill tradition of giving back through volunteering. The institution believes in building a personalized plan centered around your aspirations and priorities, whether it's planning for retirement, saving for a home, or funding education. Through the Investment Personality Assessment, Robert East aims to understand your investing preferences and customize a financial approach to help you achieve what matters most to you. By continuously revisiting and adjusting your financial plan as your life and goals evolve, Robert East is committed to helping you stay on track towards financial success. With a focus on understanding you personally and addressing your unique needs, Robert East works to turn your financial goals into reality. Contact Robert East today to start your journey towards financial well-being and achieving your aspirations.

Merrill Lynch Financial Advisor Curtis L. Bunch, located at 3075A Hansen Way, Palo Alto, California, United States, is a renowned finance institution offering personalized wealth management and planning services to clients. With over 20 years of experience in the financial services industry, Curtis L. Bunch Jr. is a Certified Financial Planner™ and a Certified Plan Fiduciary Advisor, dedicated to helping clients achieve their financial goals. Curtis works closely with clients' accountants, estate attorneys, and other financial professionals to create integrated wealth management plans. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on individual goals. The institution's team, supported by global resources, is committed to building strong client relationships based on trust and personalized service.

Thrivent Financial for Lutherans, located at 6080 A Street in Elmira, California, is a finance institution dedicated to helping individuals achieve financial confidence and live generously. With a team of experienced financial advisors, Thrivent provides personalized financial planning services tailored to each client's unique needs and goals. Whether you are just starting out, building wealth, or nearing retirement, Thrivent can help you navigate the challenges and opportunities that life presents. Through their Money Canvas™ virtual coaching service, Thrivent empowers clients to develop healthier money habits at their own pace. The institution also offers charitable planning options and generosity programs, allowing clients to give back to their communities and make a positive impact.

Merrill Lynch Financial Advisor Paul J Kommer is a finance institution located at 1331 North California Boulevard in Walnut Creek, California, United States. The institution focuses on managing wealth by creating flexible strategies tailored to individual financial goals. As a part of Merrill Lynch Wealth Management, the financial advisor offers personalized wealth management strategies and access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, the institution emphasizes building strong relationships with clients. The Merrill Personal Wealth Analysis™ helps to create personalized plans centered on individual goals and priorities. The financial advisor believes in understanding clients personally to help them pursue their financial goals through a customized approach. By utilizing the Investment Personality Assessment, the institution gains insights into clients' investing preferences to develop a financial strategy that aligns with their objectives. Regular check-ins and updates ensure that the financial approach reflects changes in clients' lives and goals. The goal is to help clients achieve their financial aspirations by providing tailored solutions and guidance. With a focus on understanding clients' needs and priorities, the institution aims to help them navigate the complexities of their financial lives and achieve their goals.