Our Referral Program

How We Work

We "give back" through our Referral Program. When anyone refers a prospective client to us, we make a contribution to a charity specified by the person making the referral.

Charities already contributed to include:

  • No Kid Hungry
  • Clean River Alliance
  • SF-Marin food Bank
  • NCLF (National Center for Lesbian Rights)
  • Planned Parenthood
  • Amigos Marin
  • Marin League of Women Voters
  • Save the Redwoods
  • Paradise/Butte County Fire Victims
  • St. Jude Children’s Research Hospital
  • Leukemia & Lymphoma Society
  • Together Rising
  • Museum of Tolerance
  • Cathedral School for Boys
  • Dipsea Hike for Zero Breast Cancer
  • Andrew Bonapart Scholarship Fund
  • Sierra Club
  • World Wildlife Fund
  • Marin Humane Society
  • Pets Lifeline
  • CurePSP
  • Pachamama Alliance
  • Semper Fi Fund
  • Heifer International
  • Jane Goodall Institute

Thank you to all who have already referred us clients. My staff and I sincerely appreciate your continuing confidence and support. We strive to provide top-notch and customized financial planning and investment management services.