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Banking & Lending
  • Bank of America - Practice Solutions
       Brad Beck
       744-7 Lakemont Place
       San Ramon, CA 94582
       (800) 214-6087
       Healthcare Practice Financing (Equipment, Start-Up, Acquisition, Equity loans)

  • California Bank & Trust
       Yvette O'Connor
       1277 Treat Blvd., Suite 120
       Walnut Creek, CA 94597
       (925) 287-2112

  • Bank of West - Business Banking
       Jim Albert
       2900 Railroad Ave
       Pittsburg, CA 94565
       (925) 895-6151
       Business Financing (Equipment, Start-Up, Acquisition, Equity loans)

  • Mechanics Bank
       Sterling R. Burnett
       1999 Harrison Street Suite 810
       Oakland, CA 94612
       (510) 251-6116

  • Central Valley Community Bank
       Bill Ray
       2339 Gold Meadow Way #100
       Gold River, CA 95670
       (916) 859-2550
       (916) 764-0945

  • Wells Fargo Bank
       Andrew Ventura
       Wells Fargo Practice Finance
       2000 Powell St, 4th floor
       Emeryville, CA 94608
       andrew.ventura@wellsfargo.com
       practicefinance.wellsfargo.com/dentists/
       (510) 450-3197 - Office
       (510) 393-3283 - Cell

  • Insurance
  • The Magbitang Financial Group
       Emma Magbitang
       3201 Danville Blvd Suite 240
       Alamo, CA 94507
       Personal & Business Insurance, Practice Transitions
       emagbitang@ft.newyorklife.com
       www.MagbitangFinancialGroup.com
       (925) 552-7152

  • Hardisty Financial Services
       Steve Hardisty
       John Hardisty
       2175 N. California Blvd Suite 405
       Walnut Creek CA 94596
       Insurance for Healthcare Professionals

  • Pilcher Insurance Agency
       John Pilcher
       PO Box 1110
       3805 Taylor Road, Suite 2
       Loomis CA 95650
       916 660-1670

  • 3 Mark Financial
       Sarah Smith
       kiavia@comcast.net
       (925) 212-2792

  • Practice Sales
  • Western Practice Sales
       John M. Cahill
       Ed P. Cahill
       Jon B. Noble
       (800) 641-4179
       www.westernpracticesales.com

  • Stephen Molinelli - Peninsula
       (650) 347-5346
       Molinelli@aol.com

  • Tom Wagner - Sacramento
       Schein practice transitions
       (916) 812-3255
       tomwagner@surewest.net

  • Dennis Hoover - Modesto
       Schein practice transitions
       (209) 545-2491
       dennishoover@mac.com

  • Investing & Finance
  • The Magbitang Financial Group
       Julius Elmer "Joel" Magbitang
       3201 Danville Blvd Suite 240
       Alamo, CA 94507
       Personal & Business Insurance, Practice Transitions
       magbitangjm@ft.nyl.com
       www.MagbitangFinancialGroup.com
       (925) 552-7152

  • Collabria Capital, Inc
       Paul Saad
       2603 Camino Ramon, Suite 200
       San Ramon, CA 94583
       (925) 271-9331 ext 1
       paul@collabriacapital.com
       www.collabriacapital.com
       Specializing in Wealth Mangagement for Healthcare Professionals

  • Strategic Financial
       Jay Brown
       999 Fifth Avenue, Suite 570
       San Rafael, CA 94901
       (415) 258-1776
       jbrown@StratFinan.com
       www.StratFinan.com

  • Merrill Lynch Wealth Management
       Neda Milunovich, CRPC
       1435 River Park Dr. #100
       Sacramento, CA 95815
       (916) 648-6217 - Direct
       (800) 937-0791 - Toll Free
       neda.milunovich@ml.com
       http://fa.ml.com/neda.milunovich

  • Morgan Stanley Smith Barney
       Jennifer Fisher, Shawn Henley
       6160 Stoneridge Mall Road, Suite 150
       Pleasanton, CA 94588
       (800) 755-6650
       Jennifer.Fisher@morganstanleysmithbarney.com
       Shawn.Henley@morganstanleysmithbarney.com
       http://www.morganstanley.com

  • David J. Eisenhauer, CPA, CFP
       Northwestern Mutual
       San Francisco Bay Area Group
       100 Pringle Ave, Suite 505
       Walnut Creek, CA 94596
       (925) 296-5171 - Office
       (415) 840-5678 - Cell
       (925) 225-9501 - Fax
       david.eisenhauer@nm.com
       http://davideisenhauer.nm.com

  • Pacific Advisors
       Wes Brinkman
       (925) 370-2400

  • Wells Fargo Advisors, LLC
       Eric B. Soiland
       2 Theatre Square, Suite 210
       Orinda, CA 94563
       (925) 253-4310
       (855) 282-1840 - Toll Free
       Eric.Soiland@wfadvisors.com

  • ZRC Wealth Management, LLC
       Barry Mendelson, CFP
       100 Pringle Avenue, Suite 310
       Walnut Creek, CA 94598
       (925) 348-5852

  • Foothill Securities Inc
       Bruce White, CFP
       4125 Blackhawk Plaza Cir, Suite 203
       Danville, CA 94506
       (925) 736-2108

  • Mortgage Brokers
  • Wymac Capital, Inc
       Matt Wiley
       3478 Buskirk Avenue, Suite 260
       Pleasant Hill, CA 94523
       (925) 937-4300

  • Bank of the West
       Tammy Cryer
       2050 N. California Blvd
       Walnut Creek, CA 94596
       (866) 465-8588
       Tammy.Cryer@BankoftheWest.com

  • WF Home Mortgages
       James R. Gallup
       Private Mortgage Banker
       1990 N. California Blvd, Suite 200
       Walnut Creek, CA 94596
       (925) 945-2016
       James.R.Gallup@WellsFargo.com

  • WF Business Banking
       "Kon" Konstantine Theodoridis
       Commercial Loan Officer
       1298 East 14th Street, Level 3
       San Leandro, CA 94577
       (510) 297-4144
  • Retirement Plans
  • Collabria Capital, Inc
       Paul Saad
       2603 Camino Ramon, Suite 200
       San Ramon, CA 94583
       (925) 271-9331 ext 1
       paul@collabriacapital.com
       www.collabriacapital.com
       Specializing in Wealth Mangagement for Healthcare Professionals

  • Nicholas Pension Consultants (TPA)
       Adam Zuro
       528 Zenith Ridge Drive
       Danville, CA 94506
       (925) 964-9404
       www.NicholasPension.com

  • Just Plans, Etc.
       Barry Mendelson, CFP
       1399 Ygnacio Valley Rd #24
       Walnut Creek, CA 94598
       (925) 988-0330

  • First Allied Retirement Services, Inc / Associates in Excellence
       Betty J. Furgurson, APA
       Senior Retirement Plan Consultant
       (925) 627-8311 (Direct)
       (888) 926-0600
       www.FirstAlliedRetirement.com

  • Foothill Securities Inc
       Bruce White, CFP
       4125 Blackhawk Plaza Cir, Suite 203
       Danville, CA 94506
       (925) 736-2108

  • Legal
  • David Nearon, Jr.
       1212 Rossmoor Parkway
       Walnut Creek, CA 94595
       (925) 933-6764
       Specializing in Estate Planning

  • Dental Counsel, P.C.
       Bishop Ranch 3
       2603 Camino Ramon 2nd Floor
       San Ramon, CA 94583
       (925) 242-2511
       www.dentalcounsel.com
       Specializing in Business Formation, Practice Transition, and Estate Planning

  • Thomas W. Cain
       1700 North Broadway, Suite 440
       Walnut Creek, CA 94596
       (925) 937-4070
       Buy/Sell Agreements, Business Incorporation, Business Litigation, Estate Planning & Litigation

  • David Bromley
       319 Diablo Road, Suite 100
       Danville, CA 94526
       (925) 362-1445
       Specializing in Estate Planning

  • Kirsten Howe
       2890 N. Main Street, Suite 206
       Walnut Creek, CA 94597
       (925) 943-2740
       Specializing in Estate Planning and Administration
       www.kirstenesq.com

  • Annina Dalsin
       Dalsin Law LLP
       1655 North Main Street, Suite 270
       Walnut Creek, CA 94596
       (925) 933-9009
       Specializing in Leases, Buy-Sell, Transitions
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