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Our Partners

Michael Gregg, CFP® Wealth Planner

582 Market Street Suite 407 | San Francisco, CA 94104
T 415.317.5793 E Michael.Gregg@LPL.com

Michael Gregg, CFP® approaches each new client in a holistic manner by holding several meetings prior to any tailored recommendations being presented.

It is critical for Michael to understanding his clients’ cash flow, the makeup of their various pools of assets, the utilization of their employee benefits, the nuances of their employee stock options, any risk management needs and what his clients’ overarching goals are.

Once all the data has been gathered and upon completion of a robust analysis, Michael will present his findings to his financial planning client. Michael is also a big proponent of tax-efficient investing so more of his clients’ wealth is preserved for the long haul.

 

Jonathan Horst, CFP®

201 Mission Street, Suite 1825 | San Francisco, CA 94105
T 415.430.4140 x4157 E Jonathan@perigonwealth.com

In everything I do, I believe in helping people positively direct their lives and strive to leave them feeling uplifted and empowered. As a Financial Advisor, the way I do this is to help clients clarify what matters most, simplify and streamline their financial affairs, and cultivate a collaborative relationship for the long-term.

My professional experience includes five years of public accounting and auditing and seven years of financial planning and investment management. I've earned my CFP® credential (the highest mark in fiduciary responsibility to clients) in addition to Series 7 and Series 66 financial licenses.

Clients receive exceptional service, personalized recommendations, and a disciplined investment management process. I also manage the extensive complexities of individuals' financial lives including cash flow and budgeting, managing risk, achieving financial independence, income planning in retirement, tax planning, and legacy and inter-generational planning.

I provide wealth management services to ease clients’ fears of financial loss and help enjoy current lifestyle. My greatest satisfaction comes from working with clients for many years and assisting them in realizing their dreams. Want to work with me?

 

Paul C. Koenig, Jr., CFP®, ChFC®, CRPC® , RFC® Personal Wealth Advisor

Integrated Financial Partners
1300 Route 73, Suite 314 | Mount Laurel, NJ 08054
T 856.291.0142 E Paul.Koenig@IFPadvisor.com

California Office:
12555 High Bluff Drive | San Diego, CA 92130

You might have an attorney, an accountant, a stockbroker and an insurance agent; but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services.

IFP is a fee-based financial services firm dedicated to providing hands-on advice, service, and support. Our Financial Second Opinion™ program is a comprehensive investment analysis tool that can help you work towards to reaching your goals.

We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send me a note regarding any questions you may have about your situation or any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

 

 

Geoffrey Murry, Attorney

Ad Astra Law Group, LLP
582 Market St. 17th Floor | San Francisco, CA 94104
T 415.795.3579 E GMurry@astralegal.com

Geoffrey Murry brings a deep level of expertise in the area of real estate litigation. You should call on Geoffrey whenever a dispute arises related to real property. He has a proven record litigating complex, challenging matters in both state and federal courts for businesses, families and individuals. He has extensive experience in all aspects of real estate law, including actions among developers, owners, neighbors, tradespeople, buyers and sellers, and lenders and borrowers. Geoffrey has tried cases to a favorable outcome for his clients and has assisted them in resolving their cases both through informal negotiations and at mediation. He is committed to utilizing the law to craft creative solutions for stakeholders of all sizes. Geoffrey is passionate about upholding community and individual property rights and obligations, and he dedicates his practice to elevating the lawyer–client relationship to ensure accessible, client-focused representation for every matter, regardless of the complexity.

 

Karen Miller, Director of Operations

Burnett & Associates
9441 Double Diamond Pkwy., Ste.11 | Reno, NV 89521
T 877.836.9691 E Karen@BurnettAndAssociates.com

We specialize in Corporation Formation * LLC Formation * Limited Partnership Formation * Corporate Record Keeping * Buy-Sell Agreements * Business Credit Building * Resident Agent Services * Company Record Books * Expedited Filings * Living Trusts * DST Irrevocable Trusts * Entity Dissolutions * Free Business Structure Consultations * Ongoing Business Education *Live Seminars * Webinars * Educational Videos * Affiliate and Referral Programs *And More! Burnett & Associates, Inc. is neither a law or accounting firm. If the services of those professionals are needed you should always consult with your lawyer or cpa for any legal or tax related questions you may have in relation to your business.

 

Aaron Harlan, Coder/Web Developer

http://www.onedaydone.com
aaron@onedaydone.com

 

Aaron began building web sites in 2013 and has an affinity for intelligently structured design with natural flow. Leaning on his web development skills, his first priority is effortless, clean navigation for visitors and content optimized for the key goal of the web site. Researching the best new technologies keeps him at the forefront of what is possible for web design.

Always confident that even the most complex problems can be surmounted, he draws from his own experience and the open source community to arrive at elegant solutions.

Aaron received a bachelor of arts from UC Santa Cruz in 2009. For two years he ran an adventure team building company in San Francisco before his obsession with puzzles and math led him into his coding adventures. He codes in Ruby and makes extensive use of HTML, CSS/SASS, jQuery and Bootstrap. He also loves doughnuts.

 

Jayne Williams, Realtor

Alain Pinel

T 650.906.5599 E JayneWilliams@apr.com

Lic. #00937070

Jayne brings a wealth of skills, experience and professionalism. She continues her real estate knowledge with seminars and legal updates. With Alain Pinels' sophisticated technology Jayne is able to service her clients with the latest in computer marketing. Her intuitive people skills, personal service, keep her a step above.

A native to Woodside she has a real commitment and knowledge of the surrounding areas, including Skyline and San Francisco. She has raised her children in the local public and private schools. With this knowledge she helps direct her clients to the areas they desire.