Next Meeting
Trustegrity East Bay Trusted Advisors Group Meeting May 2024
Growers Square, 1646 N. California Blvd., Suite 220, Walnut Creek, CA, 94596
Time: 07:30 AM
Date: May 07, 2024
Timezone: America/Los_Angeles
Business Directory
Eric Gross, CFP, CLTC
MassMutual Northern California
925-979-2303
3003 Oak Road, Suite 250
Walnut Creek, CA, 94597
Email:
ericgross@financialguide.com
Business Description:
We are a holistic financial planning firm that believes in the creation of a comprehensive financial roadmap for our clients. We believe in building a strong foundation through protection strategies and first class wealth management.
Profession:
Certified Financial Planner
Specialty:
Retirement Planning, Insurance & Investments
Website:
www.ericfgross.com
Linked In:
www.linkedin.com/in/ericfgross
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Kimberly Alexander
Trustegrity® by High Achievers®
678.888.0202
Business Description:
CTO
Profession:
CTO
Website:
www.trustegrity.com
Linked In:
https://www.linkedin.com/in/kimberly-jones-alexander/
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Maile Collmer
Asentiv Contra Costa
925.366.3823
Email:
Maile@MaileCollmer.com
Cell:
925.366.3823
Business Description:
Referral Marketing Consultant
Profession:
Referral Marketing Consultant
Linked In:
www.linkedin.com/in/mailecollmer
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Brittany Griffin
Community Bank of the Bay
925.791.2961
Business Description:
Commercial/Nonprofit banking services
Linked In:
https://www.linkedin.com/in/brgriffin1/
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Diane Kaplowitz
R.C. Fischer & Co. Insurance Brokers
925-627-5469
1777 Botelho Dr STE 375
Walnut Creek , CA, 94596
Email:
dkaplowitz@rcfischer.com
Business Description:
Provide Personal Lines Insurance, Home, Auto, Umbrella, Rental Properties
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Eric Samuels
Israel & Samuels LLP
925.482.0067
1615 Bonanza St., Suite 305
Walnut Creek, CA, 94596
Email:
Eric@Israel-Samuels.com
Cell:
925.360-1923
Business Description:
Business Law
Profession:
Attorney
Website:
www.israel-samuels.com
Facebook:
Eric@Israel-Samuels.com
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Jeff Wilson
Keller Williams Realty
925-286-1827
Email:
jeffwilson@kw.com
Cell:
925-839-6399
Business Description:
Real Estate sales transactions
Profession:
Real Estate Broker
Website:
www.collmerwilson.com
Linked In:
www.linkedin.com/in/jeff-wilson-broker
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Jeffrey Unalp
Unalp CPA Group, Inc.
925.256.6321
590 Lennon Lane, Suite 160
Walnut Creek, CA, 94598
Email:
jrunalp@unalpcpa.com
Cell:
925.256.6321
Business Description:
Outsourced Accounting - Dynamic Accounting
Profession:
Certified Public Accountant
Specialty:
Outsourced Accounting
Website:
www.unalpcpa.com
Linked In:
https://www.linkedin.com/in/jeffrey-unalp-2930012/
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Judith Feuer
Edward Jones
925.718-7537
Alamo, CA
Alamo, CA, 94507
Email:
judith.feuer@edwardjones.com
Cell:
925.886.1021
Business Description:
I partner with families, small to medium size businesses, executives, and those facing growing financial complexity by offering practical and sound wealth and tax optimization strategies.
Profession:
Financial Advising
Specialty:
Mid-Executive Level leadership and Small/Medium size businesses
Website:
www.edwardjones.com/judith-feuer
Linked In:
https://www.linkedin.com/in/judithfeuer/
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Matt Morgan
Optimize Worldwide, Inc.
925.338.7368
Serving the USA based in
Concord, CA,
Email:
matt@optimizeworldwide.com
Cell:
530.276.4528
Business Description:
Growing digital advertising agency working with service professionals to expand their business through conversion ready web design and digital advertising solutions that make the phone ring. Award winning agency that prides ourselves on customer service.
Profession:
CEO & Founder // Digital Advertising Expert
Specialty:
Professional development and building a company culture resulting in a thriving team who is passionate about growing our clients businesses through digital advertising efforts.
Website:
https://optimizeworldwide.com
Linked In:
https://www.linkedin.com/in/mattmorgan105/
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Michael Santillan
Intero Commercial East Bay
925-915-0931
620 Contra Costa Blvd
suite 209
Pleasant Hill, CA, 94523
Email:
michaels@intero-commercial.com
Cell:
925-915-0931
Business Description:
Commercial Real Estate Sales and Leases
Website:
www.intero-commercial.com
Linked In:
https://www.linkedin.com/in/michael-santillan-195bb127
Facebook:
michaels@intero-commercial.com
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Patrick Elahmadie
The Law Office of Patrick Elahmadie
925.401.5096
Business Description:
Advising entrepreneurs and business owners on transactional legal matters. Advising citizens and non-citizens on estate planning matters.
Linked In:
https://www.linkedin.com/in/kevin-donovan-fortis-sales-solutions/
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Sean Duffey
BBSI (Barrett Business Services Inc)
917-309-6645
Business Description:
A typical PEO provides services such as HR, payroll, workers’ comp, and benefits administration. However, BBSI is not your typical PEO. We provide all those services plus more through our local support model.
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Steve Rados
Guardian Background Services
925.794.8273
Email:
srados@GuardianBackground.com
Cell:
925.794.8273
Business Description:
Guardian Background Services
Profession:
Background Screening | Drug Testing | On-line Applicant Assessments
Specialty:
Background Screening / Drug Testing / On-line Assessments
Website:
www.GuardianBackgroundServices.com
Linked In:
linkedin.com/in/srados
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Steven Kirch
Profit Minds, LLC
925.385.8876
Livermore, CA
Livermore, CA, 94550
Email:
stevenjkirch@gmail.com
Cell:
925.518.8876
Business Description:
I work with small business owners to create unique strategies to grow their business. I can find $30-50k in untapped revenue for ANY small business in under 45mins.
Profession:
Business Coach
Specialty:
Small business growth
Website:
www.profitminds.net
Linked In:
www.linkedin.com/in/stevekirch
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Upcoming Events
-
Tue, May 07, 2024 07:30 PDT
Trustegrity East Bay Trusted Advisors Group Meeting May 2024
Location: Growers Square, 1646 N. California Blvd., Suite 220, Walnut Creek, CA, 94596
-
Tue, Jun 04, 2024 07:30 PDT
Trustegrity East Bay Trusted Advisors Group Meeting June 2024
Location: Growers Square, 1646 N. California Blvd., Suite 220, Walnut Creek, CA, 94596
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Tue, Jul 09, 2024 07:30 PDT
Trustegrity East Bay Trusted Advisors Group Meeting July 2024
Location: Growers Square, 1646 N. California Blvd., Suite 220, Walnut Creek, CA, 94596
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Tue, Aug 06, 2024 07:30 PDT
Trustegrity East Bay Trusted Advisors Group Meeting August 2024
Location: Growers Square, 1646 N. California Blvd., Suite 220, Walnut Creek, CA, 94596
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Tue, Sep 03, 2024 07:30 PDT
Trustegrity East Bay Trusted Advisors Group Meeting September 2024
Location: Growers Square, 1646 N. California Blvd., Suite 220, Walnut Creek, CA, 94596
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Tue, Oct 01, 2024 07:30 PDT
Trustegrity East Bay Trusted Advisors Group Meeting October 2024
Location: Growers Square, 1646 N. California Blvd., Suite 220, Walnut Creek, CA, 94596
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Tue, Nov 05, 2024 07:30 PST
Trustegrity East Bay Trusted Advisors Group Meeting November 2024
Location: Growers Square, 1646 N. California Blvd., Suite 220, Walnut Creek, CA, 94596
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Tue, Dec 03, 2024 07:30 PST
Trustegrity East Bay Trusted Advisors Group Meeting December 2024
Location: Growers Square, 1646 N. California Blvd., Suite 220, Walnut Creek, CA, 94596