OUR PARTNERS

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Our Silver Partners will have representatives, our guests, at each quarterly meeting and PRD this year. Please take a few minutes to introduce yourself and thank them for making possible the many services they are providing to our membership and the community where we live and work. Always perform your own due diligence before engaging any professional.

Contact: Tony Kafouros, Regional Director, External Wholesaler
Phone: (310) 270-5877

Contact: Elizabeth Rexford, Internal Wholesaler
Phone: (916) 941-4841 x 4841
Website: www.principle.com
Contact: Kelly Wagner, CIMAź, iShares Sales Team
Phone: (415) 670-4650
Cell: (415) 500-5132
Website: www.ishares.com
Contact: Aaron Dishon, Managing Partner
Phone: (949) 231-1300
Contact: John Kehoe, Regional Director
Phone: (916) 787-1025
Website: www.seic.com/advisors
Contact: Greg Goldstein
Phone: (212) 739-4131
Contact: Brian Galvin
Phone: (410) 736-8018
Contact: Marcel Tsai
Phone: (562) 988-1688
Contact: George Zranov
Phone: (617) 422-4706
Contact: Jasmine Mirshahabi
Phone: (949) 471-5873
Contact: Jeff Hensal
Phone: (212) 297-3958
Contact: Tommy Joe Valenzuela
Phone: (888) 885-4588