Estate planning for high net worth in California
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The Alex Maltez Real Estate Team/Broker
● OpenThe Alex Maltez Real Estate Team/Broker is a finance and real estate agency located on Sycamore Avenue in Hercules, California, United States. If you are 62 years or older, he can help you understand how a reverse mortgage can turn your home equity into cash income during your retirement. Contact us today to discuss your plans. Refinancing your mortgage is an excellent way to achieve your financial goals sooner. Your mortgage is one of the most important investments you will make in your life. There are many loan programs available for first-time home buyers, including CalHFA conventional loans, CalHFA FHA 30-year fixed interest loans, and CalHFA VA loans. Looking to sell your home fast in the San Francisco Bay Area? Selling a home is never easy, but we will make it very easy. Contact Alex Maltez Real Estate Group, we can make it happen. If you are looking to buy a home in the San Francisco Bay Area, you need to work with a real estate agent who truly knows the market! We specialize in helping people buy their dream home. Yes! You can make a low monthly payment instead of multiple payments and therefore pay less overall each month. You can consolidate any high-interest debt with a new primary mortgage using the equity in your home. Get pre-approved. With Alex Maltez Real Estate Group and Quicken Loans® on your team, we make the process simple and easy to understand. Pre-approval gives you an estimate of the loan amount, monthly payment, and interest rate. The costs associated with getting a new mortgage can be added to the total refinancing amount so you don't have to pay anything out of pocket at closing. If the present value of your home is higher than the current balance of your mortgage, then your home has net worth. The higher the net worth, the more money you can get in a cash-out refinance.
1500 E, Sycamore Ave a1, Hercules, CA 94547, United States -
Katy Song Financial Planning
● OpenKaty Song Financial Planning is a reputable finance institution located at 34 Meadow Drive in Mill Valley, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive planning strategies. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Katy Song Financial Planning to help you secure a stable and prosperous financial future.
34 Meadow Dr, Mill Valley, CA 94941, United States -
Estate Protectors
● OpenEstate Protectors is a trusted finance institution located at 101 Parkshore Drive in Folsom, California, United States. We specialize in providing comprehensive estate planning services to help protect and preserve your assets for future generations. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning and ensure that your estate is secure. Contact us today to learn more about how Estate Protectors can help you safeguard your financial legacy.
101 Parkshore Dr #100, Folsom, CA 95630, United States -
Signature Estate & Investment Advisors, LLC
● OpenSignature Estate & Investment Advisors, LLC is a finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Founded by Mark E. Copeland, CFP®, AIF®, SEIA specializes in Investment Planning and Wealth Management for affluent individuals, athletes, and corporations. Mr. Copeland, with over three decades of experience in the securities and insurance business, is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS). He is a Certified Financial Planner™ practitioner and a member of the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. Another key member of SEIA is Patrick Currall, MBA, CFA®, a Financial Advisor with a strong background in investment management, portfolio management, estate planning, and tax strategies. With over two decades of experience, Patrick has managed successful engagements with high-net-worth individuals and corporations. He holds a Bachelor of Business Administration from the University of Portland and a Master of Business Administration from Loyola Marymount University. Patrick is also a CFA charterholder, recognized by the CFA Institute.
610 Newport Center Dr Suite 300, Newport Beach, CA 92660, United States -
Signature Estate & Investment Advisors, LLC
● OpenSignature Estate & Investment Advisors, LLC is a finance institution located at 1848 South Elena Avenue in Redondo Beach, California, United States. With over $17 billion in assets as of 12/31/21, SEIA offers customized investment management services to affluent individuals and corporations. Vince DiLeva, a Managing Senior Partner, specializes in crafting personalized investment portfolios to help clients achieve their financial goals. He is supported by SEIA's Investment Committee, which analyzes current market trends to optimize client portfolios. Len Hirsh, a Financial Advisor at SEIA, provides holistic wealth management services to high-net-worth individuals, organizations, and companies. Len is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® with expertise in investment, retirement, and estate planning strategies. Chelsea Traub, a Client Service Associate, brings her experience in financial planning and credit solutions to assist clients at SEIA. Luke Hayes, an Associate Advisor, offers comprehensive wealth management services with a focus on stage-of-life transitions and alternative investments. The team at SEIA is dedicated to helping clients navigate the complexities of their financial lives and achieve long-term financial success. Contact SEIA at (800) 723-5115 for more information.
1848 S Elena Ave Suite 100, Redondo Beach, CA 90277, United States -
Excelsus Capital Management - Investment Advisor & Financial Planner
● OpenExcelsus Capital Management is a leading investment advisor and financial planner located in Manhattan Beach, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Excelsus Capital Management is here to provide expert guidance and support. Visit us at 111 North Sepulveda Boulevard to learn more about how we can help you secure a prosperous financial future.
111 N Sepulveda Blvd #250, Manhattan Beach, CA 90266, United States -
Steven M. Berkson, CPA
● OpenSteven M. Berkson, CPA is a prestigious accounting and finance institution located at 5550 California 27, Los Angeles, California, United States. At Steven M. Berkson, CPA, we offer a different kind of wealth management experience in Woodland Hills. Our team of dedicated professionals are here to help you protect and grow your wealth beyond just your investment portfolio. We believe in connecting all the dots of your financial life, including financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our talented wealth advisors in the Woodland Hills area are committed to helping you achieve your financial goals. From comprehensive wealth management services to income and retirement planning, our advisors have the expertise to guide you towards a successful future. With specialists in various areas communicating with each other about you and with you, we ensure that all aspects of your financial life are taken care of.
5550 CA-27, Woodland Hills, CA 91367, United States -
Alan Goldstein - RBC Wealth Management Financial Advisor
● OpenAlan Goldstein - RBC Wealth Management Financial Advisor is a reputable financial institution located at 608 Silver Spur Road in Rolling Hills Estates, California, United States. As a trusted advisor in the field of finance, Alan Goldstein provides personalized and comprehensive wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Alan Goldstein - RBC Wealth Management Financial Advisor is dedicated to helping individuals and families secure their financial futures.
608 Silver Spur Rd Suite 100, Rolling Hills Estates, CA 90274, United States -
The Nightfall Group
● OpenThe Nightfall Group is a prestigious luxury travel concierge and rental company located in the heart of Beverly Hills, California. Specializing in catering to high-net-worth individuals, we offer a wide range of exclusive services including sourcing luxurious accommodations, vehicles, yachts, private jets, and personalized concierge lifestyle services. Our exquisite vacation rentals in Miami and Los Angeles feature lavish mansions, elegant villas, and top-notch concierge services for a truly unforgettable stay. Whether you're in search of a beachfront retreat or a family-friendly estate, each property is handpicked to provide a flawless experience.
8383 Wilshire Blvd #800, Beverly Hills, CA 90211, United States -
New York Life Insurance
● OpenNew York Life Insurance, located at 910 Florin Road, Sacramento, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating an estate plan. With a diverse workforce and a commitment to community engagement, New York Life Insurance is dedicated to helping individuals, families, and communities thrive. Their mission is to make the world a better place through responsible investing, charitable giving, and supporting diverse communities. With the highest financial strength ratings and a long history of keeping promises to policy owners, New York Life Insurance is a trusted partner in planning for your financial future. Contact them today to learn how they can help you protect your family and achieve financial security.
910 Florin Rd, Sacramento, CA 95831, United States -
Douglas Capital Strategies
● OpenDouglas Capital Strategies is a reputable insurance agency located at 380 South Melrose Drive in Vista, California. With a focus on providing top-notch insurance solutions to individuals and businesses in the United States, Douglas Capital Strategies offers a wide range of insurance products and services tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the insurance industry and find the best coverage options available. Whether you are looking for personal insurance coverage or business insurance solutions, Douglas Capital Strategies is committed to providing exceptional service and expert guidance to ensure your peace of mind. Contact them today to learn more about how they can help you protect what matters most.
380 S Melrose Dr Suite 319, Vista, CA 92081, United States -
Mission Wealth - Santa Barbara
● OpenMission Wealth in Santa Barbara, California, is a finance institution dedicated to providing caring advice that empowers individuals and families to achieve true wealth. Located at 1111 Chapala Street, our high-touch service is tailored to meet the unique needs of each family. Our Family Office Solution offers sophisticated planning and expertise to support your family's wealth and life goals. With a team of professionals specializing in investments, taxes, estate planning, and asset protection, we work alongside your trusted advisors to address your family's specific needs and complexity. Through our boutique offering, we create bespoke strategies to address your evolving needs and long-term goals, while our family governance services help establish and instill your family values for a lasting legacy.
1111 Chapala St 3rd Floor, Santa Barbara, CA 93101, United States -
PNC Private Bank
● OpenPNC Private Bank, located at 12255 El Camino Real in San Diego, California, is a prestigious financial institution that offers personalized wealth management services to high-net-worth individuals. With a team of experienced financial advisors, PNC Private Bank provides tailored investment strategies, estate planning, and banking solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, PNC Private Bank is committed to helping clients preserve and grow their wealth for future generations.
12255 El Camino Real, San Diego, CA 92130, United States -
Northwestern Mutual Life Insurance
● OpenNorthwestern Mutual Life Insurance, located at 10924 Vulcan Street, South Gate, California, is an insurance agency that offers personalized financial planning services to help protect your family and achieve your goals. Our financial advisors understand your priorities and guide you through life's changes, offering a comprehensive plan that balances your current and future needs. With top ratings from major agencies and recognition for customer experience, we provide a range of financial options tailored to your goals. Whether you're planning for retirement, buying a home, or starting a family, our advisors will help you make the most of your resources. Through our commitment to diversity and inclusion, we create a culture of respect for employees, advisors, clients, and communities. Take the first step towards your financial goals by connecting with one of our advisors today.
10924 Vulcan St, South Gate, CA 90280, United States -
Flagstar Private Banking
● OpenFlagstar Private Banking is a prestigious financial institution located at 21255 Burbank Boulevard in the bustling city of Los Angeles, California, United States. As a leading bank in the industry, Flagstar Private Banking offers exclusive services tailored to meet the unique financial needs of high-net-worth individuals and families. With a team of experienced wealth management professionals, Flagstar Private Banking provides personalized solutions to help clients achieve their financial goals and preserve their wealth for future generations. Whether you are looking for investment advice, estate planning services, or customized lending solutions, Flagstar Private Banking is dedicated to providing unparalleled service and expertise to help you navigate the complexities of wealth management.
21255 Burbank Blvd #320, Woodland Hills, CA 91367, United States -
Galanti & Copenhaver, Inc.
● OpenGalanti & Copenhaver, Inc. is a prestigious law firm located at 1180 4th Street in Santa Rosa, California. With a team of experienced and dedicated lawyers, they specialize in providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or business disputes, the professionals at Galanti & Copenhaver, Inc. are here to help. Their commitment to excellence and client satisfaction sets them apart as one of the leading law firms in the area. Contact them today for expert legal representation.
1180 4th St, Santa Rosa, CA 95404, United States -
Skelton Law
● OpenSkelton Law is a reputable law firm located at 1766 3rd Street in Napa, California, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Skelton Law is committed to helping you navigate the legal process with confidence and ease. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
1766 3rd St b, Napa, CA 94559, United States -
Hanson Crawford Crum
● OpenHanson Crawford Crum is a prestigious law firm located in San Mateo, California. With a reputation for excellence and a commitment to providing top-notch legal services, the firm is known for its expertise in a wide range of legal areas. From corporate law to estate planning, the talented team of attorneys at Hanson Crawford Crum are dedicated to helping their clients navigate the complexities of the legal system with skill and professionalism. Located at 411 Borel Avenue, this institution is a trusted resource for individuals and businesses seeking expert legal advice and representation in the United States.
411 Borel Ave # 440, San Mateo, CA 94402, United States -
Pillsbury Winthrop Shaw Pittman LLP
● OpenPillsbury Winthrop Shaw Pittman LLP, located at 2550 Hanover Street in Palo Alto, California, is a leading legal institution with a deep understanding of the challenges and opportunities facing emerging growth companies in Silicon Valley. With a focus on corporate transactions, securities litigation, and intellectual property law, Pillsbury's team of experienced attorneys has a proven track record of success in working with high net worth individuals, entrepreneurs, and businesses of all sizes. The Silicon Valley office serves a diverse range of clients, from start-ups to Fortune 500 companies, providing expert counsel in areas such as wealth transfer, estate planning, and charitable giving. Recently, new partners Jeewon Kim Serrato and Shruti Bhutani Arora have joined the team, further enhancing Pillsbury's capabilities in data protection, internal investigations, and technology and retail industries. As recognized by The Legal 500, Pillsbury Winthrop Shaw Pittman LLP is a trusted advisor for clients seeking top-tier legal services in the Bay Area.
2550 Hanover St, Palo Alto, CA 94304, United States -
Law Office of Cristin M. Lowe
● OpenThe Law Office of Cristin M. Lowe is a reputable legal institution located at 4000 Executive Parkway in San Ramon, California. Specializing in various areas of law, including family law, estate planning, and probate, Attorney Cristin M. Lowe and her team provide expert legal services to clients in need. With a commitment to excellence and personalized attention, the Law Office of Cristin M. Lowe is dedicated to helping individuals navigate the complexities of the legal system with confidence and peace of mind.
4000 Executive Pkwy, San Ramon, CA 94583, United States -
Teodoro Wealth Management
● OpenTeodoro Wealth Management is a leading finance and insurance agency located at 265 Miller Avenue in Mill Valley, California, United States. Our dedicated team of financial experts is committed to helping clients achieve their financial goals and protect their assets. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Teodoro Wealth Management is here to help. Contact us today to schedule a consultation and learn more about how we can help you achieve financial success.
265 Miller Ave Suite 200, Mill Valley, CA 94941, United States -
New York Life Insurance Co. / Denison Financial and Insurance Services
● OpenNew York Life Insurance Co. / Denison Financial and Insurance Services is a reputable insurance agency located at 150 North Wiget Lane in Walnut Creek, California. With a strong presence in the insurance industry, this institution offers a wide range of insurance products and financial services to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance Co. / Denison Financial and Insurance Services is committed to helping you secure your financial future.
150 N Wiget Ln Suite 211, Walnut Creek, CA 94598, United States -
Griffith, Young & Lass
● OpenGriffith, Young & Lass is a prestigious law firm located at 1525 Faraday Avenue in Carlsbad, California. With a team of experienced and dedicated lawyers, this institution specializes in providing expert legal services in various areas of law including family law, estate planning, and business law. Clients can trust Griffith, Young & Lass to provide personalized and effective legal representation to help them navigate complex legal issues and achieve their desired outcomes. Whether you are facing a divorce, planning your estate, or need assistance with business matters, Griffith, Young & Lass is committed to delivering top-notch legal solutions tailored to your specific needs.
1525 Faraday Ave #140, Carlsbad, CA 92008, United States -
Allenby Law, PC
● OpenAllenby Law, PC is a trusted estate planning lawyer located in San Diego, California. Our mission is to empower your legacy for today and tomorrow, keeping you out of court and out of conflict. We specialize in making estate planning easy, effective, and affordable for clients throughout the state of California. At Allenby Law, we understand the importance of protecting your assets and ensuring your loved ones are taken care of according to your wishes. Our personalized approach to estate planning focuses on building relationships with our clients, not just creating documents. We work with you to organize your financial life and legacy goals, ensuring that everything from your values to your voice is protected for future generations.
2305 Historic Decatur Rd Suite 100, San Diego, CA 92106, United States -
Law Office of Andrew Fesler
● OpenThe Law Office of Andrew Fesler, located at 5780 Fleet Street in Carlsbad, California, is a trusted institution specializing in providing personalized legal services. With over 20 years of experience, Andrew Fesler is dedicated to offering quality and thoughtful service tailored to meet the unique needs of each client. Whether you have high net worth, special needs children, businesses, or investment properties, Andy is here to help protect your assets and provide professional guidance. Known for his kindness and understanding, Andy goes above and beyond to make difficult legal matters more manageable for his clients. From estate planning to establishing family trusts, Andrew Fesler is committed to ensuring his clients feel secure and informed throughout the process. If you're looking for a compassionate and knowledgeable lawyer in Carlsbad, look no further than the Law Office of Andrew Fesler.
5780 Fleet St #308, Carlsbad, CA 92008, United States -
CunninghamLegal
● OpenCunninghamLegal is a finance and lawyer institution located at 3017 Douglas Boulevard in Roseville, California, United States. Specializing in estate planning, the institution emphasizes the importance of having a Living Trust and a comprehensive Estate Plan to protect assets for current and future generations. The knowledgeable and caring attorneys at CunninghamLegal offer highly customized plans tailored to each family's unique needs. In addition to estate planning, CunninghamLegal provides tax planning services for high net worth families, real estate legal services for investors, and assistance with trust administration, probate representation, and asset protection strategies. The institution's team of California Trust, Tax Planning, and Real Estate attorneys take a personalized approach to each case, ensuring that clients' assets and goals are fully understood and accounted for in their customized plans.
REQUIRES APPOINTMENT, 3017 Douglas Blvd STE 300, Roseville, CA 95661, United States -
CunninghamLegal
● OpenCunninghamLegal is a finance and lawyer institution located at 1024 Iron Point Road, Folsom, California, United States. They offer more than just a Will; they provide Living Trusts and smart Estate Plans tailored to each family's unique needs. Their knowledgeable and caring attorneys guide clients through the complex process of asset allocation within a Living Trust upon death. CunninghamLegal also offers tax planning services for high net worth families, real estate legal services for investors, and comprehensive legal services for trust administration, probate representation, and more. Their team of California Trust, Tax Planning, and Real Estate attorneys take a personal approach to understanding clients' assets, goals, and concerns, designing customized plans to protect and transfer multi-generational wealth. With offices throughout California, including Northern and Southern regions, CunninghamLegal offers estate planning services both in-person and over phone or videoconference.
REQUIRES APPOINTMENT, 1024 Iron Point Rd, Folsom, CA 95630, United States -
A. L. Harvey Law, Professional Law Corporation
● OpenA. L. Harvey Law, Professional Law Corporation is a reputable legal institution located at 195 Cherry Avenue in Auburn, California, United States. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in need of expert representation. With a commitment to excellence and a dedication to achieving favorable outcomes for their clients, A. L. Harvey Law, Professional Law Corporation is a trusted choice for those seeking reliable legal assistance.
195 Cherry Ave, Auburn, CA 95603, United States -
Weisz & Santagata LLP
● OpenWeisz & Santagata LLP is a law firm located in Lake Forest, California, United States. Founded in 2008 by James S. Weisz and Scott Santagata, the firm specializes in building and protecting entrepreneurial capital for their clients. They offer a range of services including corporate finance, M&A transactions, estate planning, and strategic planning. To enhance their services, the firm formed Portola Life Insurance Company, which issues private placement variable life policies and annuities to high net worth individuals. They also work with Gadsden Insurance Company to provide customized risk management solutions.
26487 Rancho Pkwy S, Lake Forest, CA 92630, United States -
Shamshoni Law Firm
● OpenShamshoni Law Firm is a prestigious legal institution located at 1875 Century Park East in Los Angeles, California, United States. With a team of experienced and dedicated attorneys, the firm is known for providing top-notch legal services in various areas of law, including personal injury, criminal defense, family law, and more. Clients can expect personalized attention and expert representation to help them navigate the complexities of the legal system. Shamshoni Law Firm is committed to achieving the best possible outcomes for their clients and upholding the highest standards of professionalism and integrity.
1875 Century Park E #1750, Los Angeles, CA 90067, United States
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