Get to know us

Wealth Planner

Since 2006, Anita has been a financial planner serving her clients, from everyday financial decisions such as financing a car, budgeting, 401(k) contributions, and reviewing taxes, to pivotal life changes such as changing jobs, buying a home, being first-time parents/grandparents, college planning, retirement, and inheritance.

Anita’s holistic approach to financial planning is to discover and develop a financial purpose that can bring her clients closer to having a meaningful and balanced personal and financial life. Anita appreciates having deep, intimate client-advisor relationships based on communication, respect, and trust.

Anita enjoys spending time with her husband and two children; additionally, she enjoys creating memories and traditions with her extended family of 20 cousins. Anita’s favorite activities are yoga, gardening, listening to business podcasts, and reading non-fiction books, mainly biographies.

B.S., University of California, Davis; MBA, University of California, Davis; Accredited Investment Fiduciary^®; CERTIFIED FINANCIAL PLANNER^™ Professional

Wealth Planner

Living a life of significance means helping others live their best lives. As a financial resource to people since 1999, my ideas revolve around making money, saving money, and protecting your wealth. By creating personalized recommendations, we focus on protecting your assets, wealth accumulation, mitigating taxes, and estate planning.

This allows our clients to focus on what is truly important to them during any stage in life. Past designations include Life Underwriting Training Fellow and Certified Divorce Financial Analyst® and was trained in both mediation and collaborative divorce.

He is a past board member of the National Association of Insurance & Financial Advisors, Mt. Diablo. He was heavily involved with MetLife's Division of Estate Planning for Special Kids and has been a certified coach for the Special Olympics. He also was a committee member of Collaborative Divorce Practice East Bay. He currently lives in Contra Costa with his wife, two kids, and their cat named, Bagel.

Wealth Planner

Don has been devoted to guiding his tax and investment clients through the rigors of building and managing plans to achieve their personal financial objectives. Decades of strategizing with clients from varied backgrounds and income levels have sharpened Don’s ability to quickly assess a clear and expedient path toward realizing one’s unique financial goals. For some, the goal is retirement and making their funds last a lifetime. For others, putting the grandchildren through college. Each requires a steady and deliberate focus on the client’s best interest.

As a practicing CPA, Don recognizes the importance of educating and empowering people to understand their finances and helping them adopt healthy financial practices. As an investment advisor, he guides investors and ensures that they understand risk levels and balanced portfolios that reflect the goals they have established. The satisfaction of helping multi-generations in a family build the futures of their dreams continues to fuel Don’s passion for helping the people he serves. Finances are a personal matter, and Don appreciates and respects the trust his clients place in him.

Client Services Specialist

Anne has a Bachelor of Arts degree in Business Administration from San Francisco State University and has worked in the financial industry for over 15 years, including 3 years assisting a financial planner.

Her professional specialties are interpreting managers’ directions relating to the needs of the clients and finding the proper process for execution. Being detailed-oriented, she is also technologically proficient and eager to adapt to current software applications.

She is married and her hobbies are singing, interior design, outdoor photography, and travel.