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East Bay Trusted Advisors

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

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Business Directory

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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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