With over 40 years of accounting experience, Tax Principal Tim specializes in tax planning, compliance and consulting.
Jeffrey has been working in Financial Services since 1979, helping his valued clients prepare for an enjoy a comfortable retirement. He is seen frequently on Scaramentos’ ABC and CBS affiliuate TV Stations.
AVP/Relationship manager with Chase Business Banking based in Walnut Creek. Chase specializes in financial owner/user CRE with a variety of loan programs, including SBA enhanced.
An Insurance agent based in San Jose Her agency enables real estate professionals to accelerate the closing process by providing quick turn-around time for quotes and binding insurance policies.