Senior Loan Consultant
Senior Fitness Consultant/Coach
Senior Fitness Consultant/Coach
Michele Morse Reen
NMLS# 304120/Corp.# 12007
The Reen Team at Direct Mortgage
Funding, a division of Leader1
408.813.4729 michele@reenteam.com
Senior Fitness Consultant/Coach
Senior Fitness Consultant/Coach
Senior Fitness Consultant/Coach
Deborah Rothschild, M.S.,
Senior Fitness Specialist
Virtual & On-Location
private and group fitness training
Tough Agers LLC
(408) 367-3247
Senior Living & Housing Advisor
Senior Fitness Consultant/Coach
Senior Living & Housing Advisor
Mike Scoggin
Oasis Senior Advisors – Silicon Valley
www.OasisSeniorAdvisors.com/Silicon-Valley
(650) 933-3336
Tax Preparation Services
Tax Preparation Services
Senior Living & Housing Advisor
Sandy Sparkman
Enrolled Agent & Certified Senior Advisor®
Sparkman & Company
Tax Preparation & Resolution Services
(408) 533-0022
Medicare Specialist
Tax Preparation Services
Medicare Specialist
Raghu Yadavalli
Mosaic Health and Life Insurance Services LLC
Health Plan Advisor
CA License #OM34203
(408)705-3581
Hospice Provider
Tax Preparation Services
Medicare Specialist
Georgette Silver
Account Executive
ANX Hospice Care
(408) 964-8775
Home Health Care
Elder Care Management
Elder Care Management
Ryan Evans
Associate Account Executive
ANX Home Healthcare
(669) 248-6042
Elder Care Management
Elder Care Management
Elder Care Management
Shawna Rodriguez, CMC, RCFE
Aging Life Care Manager
Bay Area Care Management, LLC
(408) 826-1894
Real Estate Broker
Elder Care Management
Real Estate Broker
Kirsten Reilly
Real Estate Broker
DRE#01383856
Seniors and Trust/Probate Specialist
408.835.2962
Professional Organizer
Estate Planning & Probate Attorney
Estate Planning & Probate Attorney
Estate Planning & Probate Attorney
Estate Planning & Probate Attorney
Estate Planning & Probate Attorney
In-Home Care Services
Estate Planning & Probate Attorney
Professional Fiduciary and Probate Accounting
Jennifer McLain,
Community Relations Manager
Markus Breitbach, CEO
Help and Care
(408) 384-4412
Professional Fiduciary and Probate Accounting
Professional Fiduciary and Probate Accounting
Professional Fiduciary and Probate Accounting
Susan Brooksbank
Brooksbank Fiduciary Services
Probate Accounting
(CLPF # 1135)
(408) 904-8139
Move Management & Estate Sales
Professional Fiduciary and Probate Accounting
Daily Money Manager and Bookkeeper
Sharon Catalan
Caring Transitions
(408) 229-2298
Daily Money Manager and Bookkeeper
Professional Fiduciary and Probate Accounting
Daily Money Manager and Bookkeeper
Pamela Gordon
Clear Path Advising LLC
Daily Money Manager and Bookkeeper
(949) 463-4868
Financial Consultant
Financial Consultant
Financial Consultant
Troy A. Beck, CLTC®, FIC
Heart of the Valley Wealth Advisors
CA Insurance ID OC39131
AR License 1512526
www.thrivent.com/hotvwealthadvisors
408-217-2934