Special Needs Answers
Rashida Lilani, CFP®, CPWA®, ChSNC®
Lilani Wealth Management
Suite E
Belmont, CA 94002
When significant assets intersect with lifelong care responsibilities, planning must be both technically precise and deeply compassionate.
Special Needs Planners near Burlingame, CA
Suite E
Belmont, CA 94002
Genevieve Cornish
Pettinelli Financial Partners
Suite 100
Redwood City, CA 94063
As a Financial Advisor, Genevieve brings a notable career in financial services and entrepreneurship to Pettinelli Financial Partners.
John Fasesky
Fasesky Law
San Francisco, CA 94110
Bio coming soon !
Bruce Feder
Kato, Feder & Suzuki, LLP
San Francisco, CA 94105
Partner Bruce A. Feder is a graduate of the University of Pacific McGeorge School of Law. Prior to founding the firm, Mr. Feder was managing attorney at Legal Assistance to the Elderly in San Francisco.
Mercy Hall
Hall Law Firm, P.C.
Ste. 600
San Francisco, CA 94108
Mercy Hall is the principal of Hall Law Law Firm, P.C., representing clients in special needs planning, conservatorship, settlement planning, probate, and estate planning matters. She enjoys being able to help clients through challenging legal processes.
Nicky Amore, MBA, MA, CFP®, CPWA®, ChSNC®, CFT-I™
Parallel Advisors
San Francisco, CA 94105
Financial planning and managing competing priorities requires integrating moving pieces including attention to detail and knowing not only how to take the pieces apart, but to put them back together in a way that fits and makes sense.
Peter Wall
True Link Financial Advisors, LLC
San Francisco, CA 94104
Peter J. Wall is the Director of Fiduciary Services for True Link Financial. He has over 20 years of professional trust administration with a focus in Elder Law & SNT planning.
James Wolverton
True Link Financial Advisors, LLC
San Francisco, CA 94104
Bio coming soon!
Michael Gilfix
Gilfix & La Poll Associates LLP
Suite 220
Palo Alto, CA 94303
Michael Gilfix is a nationally known authority in the field of law, aging and estate planning.
Meet Rashida Lilani, CFP®, CPWA®, ChSNC®
(888) *** ****
Learn more
Rashida Lilani, CFP®, CPWA®, ChSNC®
Lilani Wealth Management
When significant assets intersect with lifelong care responsibilities, planning must be both technically precise and deeply compassionate. Families we serve are often balancing substantial retirement savings, real estate holdings, concentrated stock positions, or business interests — while also asking: How do...
(888) *** ****
Tell us about your issue and we will put you in touch with Rashida Lilani, CFP®, CPWA®, ChSNC®.
Meet Genevieve Cornish
(650) *** ****
Learn more
Genevieve Cornish
Pettinelli Financial Partners
As a Financial Advisor, Genevieve brings a notable career in financial services and entrepreneurship to Pettinelli Financial Partners. Specializing in serving the special needs community, her comprehensive blend of professional skills and personal experience makes her a valued team member. She is an advocate...
(650) *** ****
Tell us about your issue and we will put you in touch with Genevieve Cornish.
Meet John Fasesky
Tell us about your issue and we will put you in touch with John Fasesky.
Meet Bruce Feder
(415) *** ****
Learn more
Bruce Feder
Kato, Feder & Suzuki, LLP
Partner Bruce A. Feder is a graduate of the University of Pacific McGeorge School of Law. Prior to founding the firm, Mr. Feder was managing attorney at Legal Assistance to the Elderly in San Francisco. He is a founding member of the National Academy of Elder Law Attorneys and is a member of the State Bar of California...
(415) *** ****
Tell us about your issue and we will put you in touch with Bruce Feder.
Meet Mercy Hall
(415) *** ****
Learn more
Mercy Hall
Hall Law Firm, P.C.
Mercy Hall is the principal of Hall Law Law Firm, P.C., representing clients in special needs planning, conservatorship, settlement planning, probate, and estate planning matters. She enjoys being able to help clients through challenging legal processes. Mercy is a Certified Specialist in Estate Planning, Trust, and Pr...
(415) *** ****
Tell us about your issue and we will put you in touch with Mercy Hall.
Meet Nicky Amore, MBA, MA, CFP®, CPWA®, ChSNC®, CFT-I™
(312) *** ****
Learn more
Nicky Amore, MBA, MA, CFP®, CPWA®, ChSNC®, CFT-I™
Parallel Advisors
Financial planning and managing competing priorities requires integrating moving pieces including attention to detail and knowing not only how to take the pieces apart, but to put them back together in a way that fits and makes sense. Working collaboratively with her clients, she makes what seems complex, simple to und...
(312) *** ****
Tell us about your issue and we will put you in touch with Nicky Amore, MBA, MA, CFP®, CPWA®, ChSNC®, CFT-I™.
Meet Peter Wall
(303) *** ****
Learn more
Peter Wall
True Link Financial Advisors, LLC
Peter J. Wall is the Director of Fiduciary Services for True Link Financial. He has over 20 years of professional trust administration with a focus in Elder Law & SNT planning. Prior to joining True Link Financial: Developed and helped lead the BOK Financial Disability and Elder Trust Solutions division&...
(303) *** ****
Tell us about your issue and we will put you in touch with Peter Wall.
Meet James Wolverton
Tell us about your issue and we will put you in touch with James Wolverton.
Meet Michael Gilfix
(650) *** ****
Learn more
Michael Gilfix
Gilfix & La Poll Associates LLP
Michael Gilfix is a nationally known authority in the field of law, aging and estate planning. A 1973 graduate of Stanford Law School, he is a Fellow of the National Academy of Elder Law Attorneys (NAELA), a co-founder of NAELA, and a Certified Legal Specialist in Estate Planning, Trust and Probate Law. Mr. Gilfix regu...
(650) *** ****
Tell us about your issue and we will put you in touch with Michael Gilfix.