Referral Partner List

Tax Planning Advisors:

• Jason Papier, WRP Financial – Financial Planner that have CPAs on Staff for Clients (408) 470-8395 jpapier@wrpwealth.com
• Elayne Pace, CPA – Paramount Tax 650-759-4363 epace@paramount.tax
• Jie Zhu, CPA – PP&Co, 408-287-7911 jzhu@PPandCo.com (Specializes in International Tax)

Financial Advisors that incorporate Financial, Tax and Estate Planning into their Practice:

• Stephen Grochol, SGC Financial, 650-227-0380 stephen.grochol@sgc-financial.com (Requires $250k min)
• Kurt Hoefer, Summitry Financial, 650-212-2240 kurt@summitry.com (Requires $1m min)
• Jason Papier, WRP Wealth, 408-470-8395 jpapier@wrpwealth.com (Requires $5m min)
• Carlo Panaccione, Navigation Group, 650-595-1700 carlo@navigationgroup.com (Requires $10m min)

Estate Planning and Elder Law (Establish Wills, Trusts, CRT’s and Life Time Estate Planning):

• Peter Bayorek – Bajorek Law – Estate Planner 408-605-9170 peter@bajoreklaw.com
• Lisa Tandoc – Tandoc Law – Estate Planner – 650-567-5000 lisa@tandoclaw.com
• Somita Basu – Norton Basu LLP – Estate Planner 408-850-6324 sbasu@nortonbasu.com

Divorce Attorney/Family Law:

• Robyn Ginney – Hart Ginney – Attorney 510-628-0250 robyn@hartginney.com
• John Conway – Conway Law – Attorney 408-245-3000 x204 john@JohnConwayLaw.com

Life Insurance Specialist:

• Chris Welton, Wealth Advisor 650-249-4889 christopher.welton@nm.com
• Todd Wellnitz, Life Specialist 415-846-1521 todd@wellguardfinancial.com

Property and Casualty Insurance Services:

• CAL Insurance & Associates – Lisa Petty (Agent) 831-402-9010 Lpetty@myCALteam.com
• Farmers Insurance – Frank Hughes (Agent) 650-917-9176 fhughes1@farmersagent.com
• AAA
• Geico

Legal Consulting to Include Anything Residential, Construction or Commercial Real Estate or General Law:

• Bill Gates, Attorney at Law 408-288-8100 wlg@gedlaw.com
• Lino Martire, Attorney at Law 408-280‐6898 lino.martire@martirelaw.com

Important Notes: The material contained in this brochure is provided by various 3rd party providers and is for informational and educational purposes only and should not be construed as investment or tax planning advice. Although the material is deemed to be accurate and reliable, there is no guarantee it is not without errors. For questions and/or to verify the contained info, contact your local tax planner, certified public accountant, enrolled agent or tax attorney, lender or mortgage originator.