Special Needs Planners near Stockton, CA

Financial Planner Scott MacDonald's Profile

Scott MacDonald View Profile  

Merrill Lynch Special Needs Team
801 10th Street
7th Floor - Suite 1
Modesto, CA 95354

Profession LogoFINANCIAL PLANNER

Scott MacDonald is a Senior Vice President-Wealth Management, Senior Financial Advisor and earned the Certified Special Needs Advisor designation. Mr. MacDonald also earned the Senior Portfolio Manager designation in the PIA Program. He has been with Merrill Lynch over 28 years. More »


Financial Planner Jon Elfin's Profile

Jon Elfin View Profile  

Sagemark Consulting
3000 Executive Parkway
Suite 400
San Ramon, CA 94583-4254

Profession LogoFINANCIAL PLANNER

All of us who are responsible for loved ones with special needs, share a responsibility of caring for our special children during our lifetimes, and more importantly, when we are gone. More »


Attorney Naomi Comfort's Profile

Naomi Comfort View Profile  

Silicon Valley Elder Law, PC
99 Almaden Blvd, 6th Floor
San Jose, CA 95113

Profession LogoATTORNEY

Naomi S. Comfort, San Jose estate planning attorney and founder of Silicon Valley Elder Law, PC, has nearly 15 years of experience representing California elder law clients. More »


Attorney Lorna  Drope's Profile

Lorna Drope View Profile  

Law Office of J. Lorna Drope
1550 The Alameda
Suite 206
San Jose, CA 95126

Profession LogoATTORNEY

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. More »


Attorney Jennifer Cunneen's Profile

Jennifer Cunneen View Profile  

Cunneen Law
1501 The Alameda
Suite 205
San Jose, CA 95126

Profession LogoATTORNEY

Bio coming soon! More »


Attorney Ann Robbeloth's Profile

Ann Robbeloth View Profile  

Law Offices of Ann Marshall Robbeloth
2391 The Alameda
Suite 205
Santa Clara, CA 95050

Profession LogoATTORNEY

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. More »


Attorney Kevin Urbatsch's Profile

Kevin Urbatsch View Profile  

The Urbatsch Law Firm P.C.
3478 Buskirk Avenue, Suite 300
Pleasant Hill, CA 94596

Profession LogoATTORNEY

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. More »


Attorney Jessica Farinas's Profile

Jessica Farinas View Profile  

The Urbatsch Law Firm P.C.
3478 Buskirk Avenue, Suite 300
Pleasant Hill, CA 94596

Profession LogoATTORNEY

Jessica Farinas is an Associate at the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Pleasant Hill, California. More »


Browse Special Needs Planners nearby

 

Are you a Special Needs Planner in Stockton, CA? Get listed.

Stockton, CA

CONTACT A PLANNER IN STOCKTON, CA

Tell us about your issue and we will put you in touch with a special needs planner from Stockton, CA

   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.