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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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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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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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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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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