MIKE MOONAN           ChSNC   I founded Safe Harbor Special Needs Planning with one goal in mind: to give families peace of mind.  As a Chartered Special Needs Consultant® (ChSNC®), I've seen firsthand how overwhelming it can be for families tr...

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Kevin Urbatsch exclusively works as a trusts and estates attorney in the San Francisco Bay Area. He has extensive experience in estate planning with a particular specialty in providing for the estate planning needs of persons with disabilities and their families. Kevin Urbatsch is a Certified Specialist in Estate Pl...

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Jessica Jones (formerly Jessica Farinas) is an attorney at the special needs and settlement planning law firm, The Urbatsch Law Firm P.C., located in Berkeley, California. Jessica co-authored the Ninth Edition of the NoloPress book entitled Special Needs Trusts: Protect Your Child's Financial Future. She...

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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&...

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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...

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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...

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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...

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Julie is a California Licensed Professional Fiduciary (CLPF #346) and Certified Care Manager (CMC) with a Masters degree in Gerontology who has served as the Trustee, Trust Advocate and Care Manager for numerous special needs trusts (SNTs).  She is frequently asked to serve in these capacities by private individua...

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Bio coming soon !

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Welcome to my firm, PF Wealth Management Group. Contrary to some beliefs "PF" is not based on my initials arranged in reverse. The letters "PF" stands for "People First" and building a practice based on client-centered financial services. Having an investment strategy is not enough, we be...

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Aaron Feldman is a graduate of UC Santa Barbara and Southwestern University School of Law. He has been practicing law for over 25 years and has been in the East Bay for twenty years. He has served on the Board at Temple Isaiah for the men's group and is active in many community events.

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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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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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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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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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