Foundation for Personal Financial Education
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Foundation for Personal Financial Education Employees
Estate Planning Council of Diablo Valley January 2003 - Present
Association for Talent Development, ATD SF East Bay November 2011 - Present
JACo Consulting Inc. January 1990 - Present
New Vintage Mortgage Services November 2014 - Present
Partners Mortgage August 2001 - January 2015
Foundation For Personal Financial Education May 2010 - May 2013
Issaac Consultants Inc. 1990 - December 2007
NBC Sports August 1988 - October 1988
Woo Kim Tae Kwon Do Institute September 1980 - August 1988
Skills
Public Speaking, Loans, Mortgage Banking, First Time Home Buyers, Mortgage Lending, Residential Homes, Real Estate, Refinance, Loan Origination, Marketing, Investments, Private Banking, Investment Properties, Banking, Sellers, Certified Mortgage..., Investors, FHA, Finance, Commercial Mortgages, Small Business, Training, Residential Mortgages, USDA, Funding, Mortgage Marketing, Real Estate Financing, Reverse Mortgages, Short Sales, FHA financing, Real Estate Transactions, Credit, VA loans, Referrals, Real Estate Economics, Underwriting, Financial Services, Construction Loans, REO, Foreclosures, Management, Leadership
Education
Simon Fraser University 1989 — 1991
Psychology
Douglas College 1985 — 1989
Associate's degree, Psychology/Criminology
Foundation for Personal Financial Education April 2009 - Present
Sentara Capital, LLC May 2007 - Present
Financial Partners Wealth Management May 2007 - December 2011
Wells Fargo August 2001 - May 2007
Merrill Lynch January 2000 - April 2001
Skills
Asset Management, Financial Planning, Wealth Management, Risk Management, Strategic Financial..., Investment Advisory, Retirement
Education
The University of Georgia 1998 — 2001
Finance
Law Offices of Robert P. Bergman June 1982 - Present
WealthCounsel, LLC 2006 - 2012
Foundation for Personal Financial Education 2008 - 2009
Law Offices of Robert P. Bergman 2008 - 2008
Gilfix & LaPoll Associates February 2006 - June 2006
Voice One 2005 - 2005
Comerica Bank December 2000 - November 2003
Skills
Estate Planning, Trusts, Wills, Special Needs Planning, Estate Administration, Powers of Attorney, Estate Tax Planning, Financial Planning, Elder Law, Living Trusts, Succession Planning, Wealth Transfer, Retirement Planning, Asset Protection, Estate Law, Wealth, Life Insurance, Inheritance Tax Planning, Tax Law, Insurance Planning
Education
Santa Clara University School of Law 1977 — 1980
J.D., Law
San Jose State University 1975 — 1977
A.B., Social Science and African Studies
De Anza College 1974 — 1975
A.A., General Education
University of California, Berkeley 1973 — 1974
N/A, General Education
Saint Francis High School 1969 — 1973
HS Diploma, n/a
Heckman Financial and Insurance Services, Inc. June 1992 - Present
Financial Knowledge Institute June 2009 - Present
Santa Clara County Council Boy Scouts January 2007 - December 2012
Foundation for Personal Financial Education August 2007 - September 2009
Skills
Insurance, Investments, Annuities, Financial Planning, Estate Planning, Employee Benefits, Retirement Planning, Public Speaking, Portfolio Management, Tax, Wealth Management, Fixed Annuities, Strategic Financial..., Investment Advisory, Retirement, Mutual Funds, Financial Advisory, Wealth, Finance, Financial Planners
Education
College for Financial Planning 1995 — 1998
CFP, Financial Planning
Santa Clara University 1988 — 1992
BSC, Finance
Piedmont Hills High School 1984 — 1988
High School Diploma
Burr Financial January 2006 - Present
Foundation for Personal Financial Education January 2009 - December 2012
Skills
Estate Planning, Retirement Planning, Financial Advisory, Public Speaking
Education
Chapman University, The George L. Argyros School of Business and Economics 2003 — 2006
Ora Citron November 2012 - Present
FPA NorCal Conference Committee 2005 - 2013
Oak Tree Wealth Management November 2008 - November 2012
Foundation for Personal Financial Education 2009 - July 2012
Stahlschmidt Financial Group 2005 - 2008
GoBeam 2001 - 2003
QuantumShift 2000 - 2000
Pacific Telesis Group/Pacific Bell 1992 - 1996
AT&T 1988 - 1996
Skills
Retirement Planning, Financial Advisory, Personal Finance, Financial Planning, Long Term Care, Wealth Management, Securities, Retirement, Disability Insurance, Financial Services, Investment Advisory, Estate Planning, Investments, Asset Managment, Financial Planners, Insurance, Mutual Funds, Asset Allocation, Management
Education
College for Financial Planning 2006 — 2008
Financial Planning
Saint Mary's College of California 1982 — 1984
MBA, Finance and Strategic Planning
Victoria University of Manchester, England 1981 — 1981
Certificate, Environmental & Social Planning in Britain
University of Southern California 1970 — 1976
Bachelor of Arts, Urban Studies, minor Biological Sciences
University of the Pacific 1969 — 1970
Philosophy, Music
RPM Mortgage Inc November 2012 - Present
LaSalle Financial Services March 2004 - November 2012
Foundation for Personal Financial Education 2009 - 2010
Holmgren & Associates 2002 - 2004
Skills
Residential Mortgages, Mortgage Banking, Mortgage Planning, Mortgage Industry, Financial Markets, Entrepreneurship, Managed Money, Real Estate, Refinance Transactions, Certified Mortgage..., Mortgage Lending, Refinance, Investment Properties, Loans, Residential Homes, First Time Home Buyers, Estate Planning, Real Estate Transactions, Property, Sellers, FHA, Finance, Strategic Financial..., Investments, Business Development, Sales, Investors, Buyers, Strategy, Financial Services, Underwriting, Real Estate Economics, Real Estate Financing, Commercial Lending, REO, Portfolio Management, Loan Origination, Asset Management, Reverse Mortgages, Referrals, Short Sales, Commercial Real Estate, FHA financing, Foreclosures, Brokerage, Commercial Mortgages, VA loans, Condos
Education
University of California, Hastings College of the Law 1982 — 1985
JD, Law
University of California, Berkeley 1978 — 1982
BA, Economics
Lindsay Trowbridge January 2007 - Present
Foundation for Personal Financial Education 2007 - 2008
Healthy Within 1999 - 2005
Education
University of Santa Monica 2006 — 2008
M.A., Spiritual Psychology
University of California, San Diego 1996 — 2001
B.A., Summa Cum Laude
Foundation for Personal Financial Education November 2009 - Present
Independent Consultant June 2009 - May 2011
Water Environment Federation 1980 - 2008
Skills
Program Management, Research, Copy Editing, Marketing Communications, Event Planning, Editing, Marketing Strategy, Marketing, Newsletters, Nonprofits
Education
University of Maryland College Park 1973 — 1975
BS, Journalism
Rockland Community College 1971 — 1973
AA, Liberal Arts
Shay Realtors May 2013 - Present
Cameron Real Estate Group December 2009 - May 2013
Foundation for Personal Financial Education December 2009 - May 2013
Four Seasons Hotels and Resorts July 2008 - June 2009
SIPS Wine Events and Personal Concierge May 2007 - June 2008
Skills
Real Estate, Estate Planning, Public Speaking, Retirement Planning, Nonprofits, Event Planning, Financial Planners, Financial Advisory, Finance, Time Management, Personal Finance, Investments, Strategic Financial..., Customer Service, Contract Negotiation, Small Business, Short Sales, Investment Properties, Real Estate Transactions, Mortgage Lending, Listing Homes, Seller Representation, Buyer Representation
Education
Sonoma State University 2004 — 2008
Bachelors Degree, Business Management
Torrey Pines High School 2000 — 2004