Sheri Sudweeks is a partner in the law firm of Sugai & Sudweeks, LLP. Ms. Sudweeks has focused her practice on special needs planning and trust administration, conservatorships, guardianships, and estate planning. Ms. Sudweeks has been recognized by the State Bar of California Board of Legal Specialization as a Cer...

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Lorna J. Drope is a tax and estate planning attorney with over 18 years of experience. She is licensed to practice law in California, Nevada, and Arizona and holds a Master of Laws in Taxation, Lorna which she received, cum laude from the University of San Diego in 2002. Lorna's primary focus is special needs plan...

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Ann Marshall Robbeloth, JD, MSW, has been working in the fields of Estate Planning, Conservatorship and Elder Law since 1997. She has built her practice around the idea that planning for the future must incorporate the unique qualities of each client. She uses her legal and cooperative family skills to assist individua...

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Ken Prodger is a Certified Financial Planner (CFP) Chartered Special Needs Consultant (ChSNC) and Accredited Investment Fiduciary (AIF) .  As of May 2015, Ken is the only such credentialed advisor in Northern California. Ken provides comprehensive holistic financial advice regarding special ne...

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Scott Gill is a seasoned financial advisor with a passion for building long-lasting relationships with his clients. He specializes in providing financial planning services to families with special needs, helping them to achieve their financial goals. As a member of the Financial Services Institute (FSI), Scott brings...

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A seasoned Wealth Management professional for more than 20 years, Darryl serves as a trusted Financial Advisor to four generations of ultra-high net worth families, corporate executives, and business owners both in domestic and international locations navigate the financial and emotional complexities surrounding differ...

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Ellen Cookman is the principal of Cookman Law, PC in Palo Alto, California. She is passionate about helping families of all shapes and sizes plan for the future and utilize available resources. Ellen is a Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Speci...

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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...

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I am an independent, fee-only CERTIFIED FINANCIAL PLANNER™ Professional based in Fremont, CA. I am a member of NAPFA (National Association of Personal Financial Advisors), XYPN (Gen-X, Gen-Y Planning Network) and Academy of Special Needs Planners. Credentials: BS, MBA, CFP® Languages: English, Hindi, T...

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Ms. Ishii is a partner and attorney whose practice is concentrated on estate planning, estate administration, and special needs planning for families.  She is a Certified Specialist in Estate Planning, Trust, and Probate under the State Bar of California.   Julie joined the firm in November, 2019 after...

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Driven by his own experiences as a caretaker for his younger brother with special needs, Faisal is passionately committed to helping families facing similar situations by offering them expert guidance and streamlined access to resources for special needs financial planning. His deep understanding of these unique challe...

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