Some features are still in Beta. If you have a suggestion, or need to report a bug, click here.

East Bay Trusted Advisors

Next Meeting

Trustegrity East Bay Trusted Advisors Group Meeting June 2024 Growers Square, 1646 N. California Blvd., Suite 220, Walnut Creek, CA, 94596
Time: 07:30 AM Date: Jun 04, 2024 Timezone: America/Los_Angeles

Business Directory

Profile Pic
Eric Gross, CFP, CLTC
MassMutual Northern California
3003 Oak Road, Suite 250
Walnut Creek, CA, 94597

Email: 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: Linked In:
Profile Pic
Kimberly Alexander
Trustegrity® by High Achievers®
Business Description: CTO Profession: Keeper of the tech for Trustegrity and High Achievers Website: Linked In:
Profile Pic
Maile Collmer
Asentiv Contra Costa
Email: Cell: 925.366.3823 Business Description: Referral Marketing Consultant Profession: Referral Marketing Consultant Linked In:
Profile Pic
Brittany Griffin
Community Bank of the Bay
Business Description: Commercial/Nonprofit banking services Linked In:
Profile Pic
Diane Kaplowitz
R.C. Fischer & Co. Insurance Brokers
1777 Botelho Dr STE 375
Walnut Creek , CA, 94596

Email: Business Description: Provide Personal Lines Insurance, Home, Auto, Umbrella, Rental Properties
Profile Pic
Eric Samuels
Israel & Samuels LLP
1615 Bonanza St., Suite 305
Walnut Creek, CA, 94596

Email: Cell: 925.360-1923 Business Description: Business Law Profession: Attorney Website: Facebook:
Profile Pic
Jeff Wilson
Keller Williams Realty
Email: Cell: 925-839-6399 Business Description: Real Estate sales transactions Profession: Real Estate Broker Website: Linked In:
Profile Pic
Jeffrey Unalp
Unalp CPA Group, Inc.
590 Lennon Lane, Suite 160
Walnut Creek, CA, 94598

Email: Cell: 925.256.6321 Business Description: Outsourced Accounting - Dynamic Accounting Profession: Certified Public Accountant Specialty: Outsourced Accounting Website: Linked In:
Profile Pic
Judith Feuer
Edward Jones
Alamo, CA
Alamo, CA, 94507

Email: 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: Linked In:
Profile Pic
Matt Morgan
Optimize Worldwide, Inc.
Serving the USA based in
Concord, CA,

Email: 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: Linked In:
Profile Pic
Michael Santillan
Intero Commercial East Bay
620 Contra Costa Blvd
suite 209
Pleasant Hill, CA, 94523

Email: Cell: 925-915-0931 Business Description: Commercial Real Estate Sales and Leases Website: Linked In: Facebook:
Profile Pic
Patrick Elahmadie
The Law Office of Patrick Elahmadie
Business Description: Advising entrepreneurs and business owners on transactional legal matters. Advising citizens and non-citizens on estate planning matters. Linked In:
Profile Pic
Sean Duffey
BBSI (Barrett Business Services Inc)
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.
Profile Pic
Steve Rados
Guardian Background Services
Email: 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: Linked In:
Profile Pic
Steven Kirch
Profit Minds, LLC
Livermore, CA
Livermore, CA, 94550

Email: 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: Linked In:

Upcoming Events