Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
George’s education began when he earned a soccer scholarship to Dominican University of California in San Rafael. First, George pursued his Bachelor of Arts in Political Science. He then stayed at Dominican to study business, graduating at the top of his class with an MBA in International Finance/Sustainable Development. Realizing how often legal issues arise in the business world, George completed his education at the University of San Diego, School of Law. He earned his J.D. in December 2001.
These graduate studies laid the foundation for the global investment program that George runs today....
Karl Mills (CRD# 2040384) is the president and founder of Jurika, Mills & Keifer, LLC, an independent investment advisor and wealth management firm based in San Francisco, California.
Jurika, Mills & Keifer provides sophisticated wealth management, planning and advisory services to a limited number of individuals and families. We combine a forward-looking view of the world with a deep understanding of our client's goals to build and preserve wealth over time. Over the years, we have developed a reputation for independent thinking, practical judgement, and close relationships with our clients.
Mr. Mills leads the firm;'s investment and portfolio management activities. With almost 30 years of experience in the investment industry, he is well known for his broad and insightful perspective on the investment markets and industry. His investment commentaries are widely read and he is frequently profiled and quoted in the financial press. Mr. Mills is also an avid supporter of the arts and serves as Vice Chair of the San Francisco Opera. He is also a Trustee Emeritus of Bates College.
Mark Vicencio (CRD# 4105009) is an Investment Advisor Representative working at Lowery Thomas, LLC in Orinda, CA and has over 17 years of experience in financial planning and investment advisory services.
Lowery Thomas, LLC focuses on investment advisory services, wealth management and comprehensive financial planning. We are professionals with expertise in financial planning, taxes and investments. Lowery Thomas has four Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise,...
John McNertney, CFP®, Director
John is a Director and a member of the Business Development Team with Polaris Greystone. John has extensive experience within the financial services industry, having worked at TD Ameritrade and Merrill Lynch prior to joining the Polaris Greystone team. John meets directly with clients and prospective clients to communicate Polaris Greystone's investment strategies and review all financial planning needs.
John is a graduate of the University of Iowa, where he earned a BS degree with a major in psychology and minors in French and philosophy. He is also a Certified...
Tim Smith (CRD# 2936153) is a Financial Advisor and Coach working at Fairway Asset Management, Inc. in Danville, CA and has over 19 years of experience in the finance industry.
Tim feels like he works best with someone going through a major life transition, such as a divorce, death of a spouse or retirement. He has developed a process called The Master Plan that goes much deeper than the traditional financial plan. If you are going through a major transition in your life, you need something more than a generic financial plan. Tim can help you think about what is most important in your life,...
Ira Fateman (CRD# 1269629) is an Investment Advisor Representative working at Shone Asset Management LLC d/b/a SAS Financial Advisors, LLC in San Francisco, CA and has over 15 years of experience in the finance industry. Ira Fateman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the...
Melissa Kielberg (CRD# 2355282) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 22 years of experience in the finance industry.
Melissa is not tied to any brokerage-promoted investment and believes every plan she develops is customized and conflict free. She is completely independent and can approach your needs objectively to carry out your wishes.
Today, Melissa uses her personal experiences and expertise to advise a wide range of clients, each with their own goals and situations.
Jason Vitucci (CRD# 2913455) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Kensington, CA and has over 19 years of experience in the finance industry.
At Dash Investments, we specialize in managing assets for private individuals with a focus on retirement planning and investment advisory services for those near to or in retirement. Individuals who have experienced major life events (such as the sale of a business, inheritance or retirement) retain our services in order to conservatively grow the value of their assets, while drawing on them to support their desired lifestyle.
Zain Griffith (CRD# 5741663) is an Investment Advisor Representative working at Dash Investments in Beverly Hills, CA and has over 15 years of experience in the finance...
James Dowd (CRD# 2109413) is an Investment Advisor Representative working at North Capital in San Francisco, CA and has over 30 years of experience in the finance industry.
Prior to forming North Capital, Mr. Dowd, who has 30 years of experience in the global financial markets, was a Senior Managing Director and Head of the Hedge Fund Advisory and Fund of Funds Team at Bear Stearns Asset Management. At Bear, he led the portfolio management team in advising clients and allocating capital to non-affiliate hedge funds. Before Bear, Mr. Dowd was Founder and Managing Partner at North Capital, LLC, a...