Succession planning in Santa Cruz, California

Laccabue Tax and Accounting is a reputable institution located at 220 Sims Road in Santa Cruz, California, United States. Specializing in accounting and finance services, we offer a wide range of expertise to help individuals and businesses with their tax and financial needs. Our team of experienced professionals is dedicated to providing personalized and efficient solutions to ensure our clients' financial success. Trust Laccabue Tax and Accounting for all your accounting and financial needs.

Beacon Pointe Advisors, located at 365 Lake Avenue in Santa Cruz, California, is a finance institution that offers comprehensive financial planning and investment strategies to assist clients in making well-informed decisions related to their wealth. Their objective and transparent investment solutions are tailored to each client's specific portfolio goals and mission. They also provide guidance and service solutions for retirement plans such as 401(k)s, 403(b)s, and non-qualified deferred compensation plans. Beacon Pointe Advisors partners with successful RIAs and wealth advisors across the country to create efficiencies, value, and growth. Their services include private wealth management, institutional consulting, retirement plan services, and partnership opportunities. The firm is committed to impact investing and offers resources such as research, articles, case studies, podcasts, videos, and webinars on their website.

Junction Peak is a finance and leadership consulting institution located at 3721 Douglas Boulevard in Roseville, California. Our team is dedicated to helping businesses grow by providing accurate financial forecasts and proven tools. Whether you have a question about finance or want to discuss your business goals, we are here to help. With locations in Spokane, Sacramento, and Santa Cruz, we work with clients throughout the Western United States. Contact us today to start the conversation about growing your business.

Seth Wax - BancWest Investment Services Financial Advisor is a reputable financial institution located at 1551 Pacific Avenue in Santa Cruz, California. As a trusted financial advisor, Seth Wax provides personalized investment services to help clients reach their financial goals. With a focus on wealth management and financial planning, Seth Wax offers expert advice and guidance to individuals seeking to secure their financial future. Whether you are looking to grow your investments, plan for retirement, or build a diversified portfolio, Seth Wax - BancWest Investment Services Financial Advisor is dedicated to helping you achieve financial success.

Jerry Positeri is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 1237 Soquel Avenue in Santa Cruz, California. With years of experience in the finance industry, Jerry provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Jerry Positeri and his team are dedicated to providing expert guidance and support every step of the way. Visit their office in Santa Cruz or contact them to schedule a consultation and start planning for a secure financial future.

James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading financial institution located at 125 Water Street in Santa Cruz, California, United States. As a trusted advisor, James Bizzack provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, James offers comprehensive financial planning, investment management, and retirement planning services tailored to each client's unique needs. With a commitment to excellence and a dedication to client success, James Bizzack and his team at Ameriprise Financial Services, LLC are dedicated to helping clients secure their financial future.

Allworth Financial is a finance institution located at 644 North Santa Cruz Avenue in Los Gatos, California, United States. They provide a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced professionals, Allworth Financial offers personalized financial planning, investment management, retirement planning, and estate planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Allworth Financial can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Vikram Kohli is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 3130 De La Cruz Boulevard in Santa Clara, California. With years of experience in the finance industry, Vikram Kohli provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Vikram Kohli can help guide you through the complexities of the financial world. Contact Vikram Kohli at Ameriprise Financial Services, LLC today for expert financial advice and services.

Michael Chamberlain CFP is a reputable finance institution located at 303 Water Street in Santa Cruz, California, United States. As a Certified Financial Planner, Michael Chamberlain offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized financial planning and investment management, clients can trust in the expertise and professionalism of Michael Chamberlain CFP to guide them towards financial success.

Lisa Rosenau is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 125 Water Street in Santa Cruz, California. With a focus on helping clients achieve their financial goals and build a secure future, Lisa provides personalized financial planning and investment advice. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Lisa Rosenau is dedicated to helping you navigate the complexities of the financial world. Contact her today to start on the path towards financial success.

Peter Dean - Morgan Stanley is a premier financial institution located at 6004 La Madrona Drive in Santa Cruz, California. As a branch of Morgan Stanley, we offer a wide range of financial services including investment banking, wealth management, and asset management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Peter Dean - Morgan Stanley is the trusted choice for individuals and businesses seeking expert financial advice and guidance.

Regis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California. Founded in 2000, Regis specializes in creating customized portfolios for private clients, foundations, and endowments, with a focus on long-term capital appreciation. With expertise in marketable securities, alternative investments, and private investments, Regis offers a consultative approach to wealth and investment management that aligns with the unique goals and needs of each client. As an independent advisor, Regis provides objective advice and transparent fees and services, allowing for flexibility in choosing high-quality investments based on client objectives. The firm takes a conservative, valuation-based approach to investing, prioritizing capital preservation and risk reduction while aiming for steady growth and financial security.

Welcome to 831 Catering, your premier choice for exceptional catering services in Monterey, California. Conveniently located at 453 Van Buren Street, we specialize in creating unforgettable culinary experiences for any occasion. From intimate gatherings to grand celebrations, our team is dedicated to delivering delicious, beautifully presented dishes that will impress your guests. At 831 Catering, we pride ourselves on our commitment to quality and customer satisfaction. Our experienced chefs use the freshest ingredients to craft a menu that perfectly suits your event and taste preferences. Whether you’re planning a wedding, corporate event, or private party, we are here to make your vision a reality.

Welcome to Fall Creek Unit, a serene park and tourist attraction nestled in the heart of Felton, California. Located at 1101 Felton Empire Road, this enchanting destination offers a unique blend of natural beauty and historical intrigue, perfect for nature enthusiasts and history buffs alike. Explore the Trails: The Fall Creek Unit is a second-growth redwood forest featuring nearly twenty miles of interconnected trails. Wander through fern-lined river canyons and discover remnants of the area's lime-processing heritage. This area is open for day use only, providing a tranquil escape into nature.

Welcome to Henry Cowell Redwoods State Park Parking, conveniently located at 101N North Big Trees Park Road, Scotts Valley, California. Our parking facilities serve as the gateway to the breathtaking Henry Cowell Redwoods State Park, renowned for its majestic 40-acre grove of ancient redwood trees and diverse natural habitats. Parking Options: - Day-Use Area: From Hwy 17, take the Mt. Hermon Rd. exit, follow Mt. Hermon Rd. to Graham Hill Rd., turn right, then left onto Hwy 9. The entrance is approximately 2 miles down on the left. Parking fee: $10 for regular-sized autos, $9 for seniors (62 ), $50 for buses (10-24 passengers), and $100 for larger buses (25 passengers).

Welcome to Esplanade Patio Nestled in the heart of Aptos, California, Esplanade Patio offers a vibrant and rejuvenating space for community members and visitors alike. Located at 105 Esplanade, our park serves as a testament to the resilience and creativity of the Aptos community.

Welcome to Cen-Con, Inc. - Your Trusted General Contractor in Santa Cruz, California Located at 216 Mira Vista Drive, Santa Cruz, California, Cen-Con, Inc. is your go-to partner for turning your dream spaces into reality. As a full-service general contracting company, we pride ourselves on delivering quality, reliability, and 100% satisfaction in every project we undertake.

Welcome to Stan Lundgren Construction, your trusted general contractor located in the heart of Santa Cruz, California. Situated at 318 Frederick Street, we specialize in bringing your construction dreams to life with precision and dedication. With years of experience in the industry, Stan Lundgren Construction is committed to delivering high-quality craftsmanship and exceptional customer service to each and every project. Whether you're planning a new build, renovation, or remodel, our expert team is here to guide you through every step of the process, ensuring your vision becomes a reality. We take pride in our attention to detail and our ability to tailor services to meet your specific needs and budget. At Stan Lundgren Construction, we believe in building not just structures, but lasting relationships with our clients.

Welcome to Tomlin Construction, your trusted partner for all your construction and home improvement needs in Santa Cruz, California. Conveniently located at 4709 Branciforte Drive, we are proud to serve our local community with top-notch general contracting services and a wide range of high-quality home goods. At Tomlin Construction, we specialize in bringing your vision to life. Whether you're planning a new build, a renovation, or simply looking for the perfect home goods to enhance your living space, our team of experienced professionals is here to assist you every step of the way. We take pride in our commitment to excellence, ensuring that every project is completed with precision, on time, and within budget.

Manning Development, Inc. Welcome to Manning Development, Inc., your trusted partner in commercial construction located at 9018 Soquel Drive, Aptos, California 95003. With over 38 years of experience, we are a full-service general contractor dedicated to delivering high-quality construction services across Aptos and the surrounding areas.

Welcome to Trumpet Behavioral Health – Capitola At Trumpet Behavioral Health Capitola, located at 2121 41st Avenue, Capitola, California, we are dedicated to empowering children with Autism Spectrum Disorder (ASD) to reach their fullest potential. Our specialized team offers a comprehensive range of in-home ABA therapy services throughout the Santa Cruz and Central Coast areas, focusing on enhancing communication, fostering independence, and teaching essential life skills.

Welcome to the practice of Dr. Nicholas A. Abidi, a renowned orthopedic surgeon located at 4140 Jade Street, Capitola, California. With a commitment to providing exceptional patient care, Dr. Abidi specializes in advanced orthopedic treatments, ensuring that each patient receives personalized and effective solutions to their musculoskeletal issues. Dr. Abidi is highly skilled in a range of orthopedic procedures, including the Subchondroplasty Procedure (SCP), a minimally-invasive intervention designed to address subchondral bone defects. He also offers expertise in robotic-assisted knee surgeries using the OMNIBotics® system, which enhances precision and outcomes in total knee replacements.

Welcome to Trilogy Medical, your premier destination for integrative healthcare in Soquel, California. Conveniently located at 4105 Soquel Drive, our facility has been a cornerstone of holistic health since 1987, under the compassionate leadership of Dr. Lester. We specialize in an integrative medical approach that blends the best of traditional and alternative medicine to address a wide range of health conditions, even those deemed incurable by conventional methods. At Trilogy Medical, we understand that each individual is unique, and so is their journey to health. That's why we prioritize personalized care programs tailored to meet the specific needs of each patient. Our approach is rooted in the principles of integrative medicine, emphasizing the body's natural capacity to heal itself without relying heavily on medications or invasive procedures.

Welcome to the Back Pain and Sciatica Clinic, your trusted partner in achieving relief from back pain and sciatica. Located conveniently at 2959 Park Avenue, Soquel, California, just one short block from Highway 1 at the Park Ave exit, our clinic is committed to providing effective, non-surgical treatments to help you regain a pain-free life. Led by Dr. John Falkenroth, D.C., who has over 20 years of experience and has successfully treated over 4,000 patients, our clinic specializes in addressing low back pain, neck pain, pinched nerves, and sciatica. Dr. Falkenroth employs both traditional and modern instrument-guided chiropractic care, ensuring personalized treatment plans that cater to your specific needs.

Welcome to CrossFit Pleasure Point, the premier gym located at 3703 Portola Drive in the vibrant community of Santa Cruz, California. We understand that making fitness a priority can be challenging, which is why our dedicated team is committed to helping you not only reach your goals but also achieve lasting results. As the best gym in Santa Cruz, CA, we offer a supportive and motivational environment where you can embark on your fitness journey with confidence. Our experienced coaches are here to guide you every step of the way, providing personalized fitness and nutrition plans tailored to your individual needs. Whether you're a seasoned athlete or just starting out, you'll feel better and be amazed by the positive changes in your body and mind.

Welcome to Seascape Village Fitness, your premier destination for health and wellness located at 16 Seascape Village, Aptos, California 95003. At Seascape Village Fitness, we are committed to helping you achieve your fitness goals through accountability, support, and expert guidance. Our dedicated trainers are here to keep you on track, providing the motivation and accountability you need to stay focused and consistent. With our unwavering support, you’ll experience remarkable results and reach new heights in your fitness journey. We pride ourselves on fostering an inclusive and supportive community. At Seascape Village Fitness, you’ll discover a welcoming atmosphere filled with encouragement, inspiration, and camaraderie. Our trainers and fellow members are all dedicated to your success, creating an uplifting environment that fuels your determination and helps you overcome any obstacles you may face.

Welcome to Caballero & Gettleman Law Office, Inc: Elizabeth Caballero, your trusted legal partner in Santa Cruz, California. Conveniently located at 223 River Street, our law office is dedicated to providing exceptional legal services to the community. With a focus on personalized and professional representation, Elizabeth Caballero and her team are committed to addressing your unique legal needs with expertise and compassion. Whether you require assistance with family law, estate planning, or any other legal matter, we are here to guide you every step of the way. At Caballero & Gettleman Law Office, Inc, we pride ourselves on our client-centered approach, ensuring you receive the attention and results you deserve. Contact us today to schedule a consultation and discover how we can assist you in navigating your legal challenges.

Welcome to Soquel Group LLC, your trusted legal partner located in the heart of Santa Cruz, California. Situated at 111 Esmeralda Drive, we are committed to providing exceptional legal services to individuals, families, and businesses in our community. As a leading law firm, we specialize in a wide range of legal areas, ensuring personalized and comprehensive solutions for our clients. At Soquel Group LLC, our team of experienced attorneys is dedicated to understanding your unique needs and delivering tailored strategies to achieve the best possible outcomes. We pride ourselves on our integrity, professionalism, and unwavering commitment to our clients' success.

Welcome to Wyckoff Ritchey & Shanle: Ritchey Jack, your trusted legal partner in Santa Cruz, California. Conveniently located at 615 Water Street, our esteemed law firm is dedicated to providing exceptional legal services to individuals and businesses in the community. Specializing in a wide range of legal areas, our experienced attorneys are committed to delivering personalized solutions and expert guidance tailored to meet your unique needs. At Wyckoff Ritchey & Shanle, we pride ourselves on our unwavering dedication to client satisfaction and our proven track record of success. Whether you require legal assistance for personal matters or business concerns, our team is here to support you every step of the way. Visit us today and discover how we can help you navigate the complexities of the legal system with confidence and ease.

Welcome to BMO, your trusted financial partner located at 1551 Pacific Avenue, Santa Cruz, California 95060. As a full-service branch, we offer a comprehensive range of banking services tailored to meet the needs of both personal and commercial customers. Whether you're looking for everyday banking solutions, investment opportunities, or lending products, our dedicated team is here to assist you. At BMO, we are committed to providing you with secure and reliable financial services. As a member of the FDIC, our banking products and services are subject to bank and credit approval, ensuring that your financial needs are met with the highest standards of security and compliance.