Member directory

Find the discipline the matter needs.

Every member listed here practices in estate planning and has been admitted by the council, listed by the membership type REEPC records for them.

23 members

Tony Apostolidis
CFP®
Financial Planner
LifePath Wealth Advisors
Santa Rosa
Kevin Burt
CFP®
Financial Planner
IEQ Capital
Foster City
Stuart Crandall
CFP®
Financial Planner
HCM Wealth
San Rafael
Clayton Dunkle
CFP®
Financial Planner
Sonoma Wealth Advisors
Sonoma
Norman Eisley
CFP®
Financial Planner
Edward Jones
Santa Rosa
Jason Gittins
CFP®
Financial Planner
Willow Creek Wealth Management
Sebastopol
Michelle Gordon
CFP®
Financial Planner
EXCHANGE BANK TRUST AND INVESTMENT GROUP
Santa Rosa
Adam Gourley
CFP®
Financial Planner
Sonoma County Wealth Advisors
Santa Rosa
Angelina Hansen
CFP®
Financial Planner
Open Trail Financial Consultants
Santa Rosa
Eric Keating
CFP®
Financial Planner
Willow Creek Wealth Management
Sebastopol
Mark Keating
CFP®
Financial Planner
Willow Creek Wealth Management
Sebastopol
Sandy Loewen
CFP®
Financial Planner
Avior Wealth Management
Santa Rosa
Michelle Moller
CFP®
Financial Planner
Edward Jones
Petaluma
Ken Perine
CFP®
Financial Planner
Meritage Wealth Advisory
Santa Rosa
Justin Pigeon
CFP®
Financial Planner
Edward Jones
Santa Rosa
Sean Pryden
CFP® · CTFA
Financial Planner
Wells Fargo Private Bank
Santa Rosa
Jack Rabuck
CFP®
Financial Planner
Cerity Partners
Sonoma
Elliot Sandvig
CFP®
Financial Planner
Edward Jones
Santa Rosa
Chris Severson
CFP®
Financial Planner
Christopher W. Severson
Santa Rosa
Chris Stafford
CTFA
Financial Planner
Edward Jones
Rohnert Park
Jacob Weber
CFP®
Financial Planner
Willow Creek Wealth Management, Inc.
Sebastopol
Jackson Yates
CFP®
Financial Planner
Sharon Zimmerman
CFP® · CLU®
Financial Planner
Northwestern Mutual Wealth Management Company
Santa Rosa