Professional Services

Disclaimer: we are not recommending or endorsing any service providers listed below.  This list is for informational purposes only and for your convenience.  

Estate and Trust Attorneys (in the Silicon Valley area):
Gadi Zohar (Palo Alto)
     http://www.gadizohar.com/
     gzohar@gadizohar.com
     650-493-9200
E.J. Hong (Palo Alto)
     http://www.ejhong.com
     650-320-7680
Richard Dayton (San Jose)
     http://www.taxandestateplanners.com/
     info@thedaytonlawfirm.com
     408-437-7570
Jennifer Friedman (Menlo Park)
     http://www.jsmf.com/friedman.htm
     650-324-9300
Liza Hanks (Palo Alto)
     http://www.fmwlaw.com/liza-hanks.html
     650-327-0888


CPA, Tax Accountants (in the Silicon Valley area):
[currently under review.  Please e-mail us at email:accountants@meyersmoney.com for more information]


Mortgages:
Joe Cucchiara
     New American Funding
     497 N Santa Cruz Avenue
     Los Gatos, CA 95030
     408.317.0212
     joe.cucchiara@nafinc.com
     http://www.newamericanfunding.com


David Locke Breaux
     Private Mortgage Advisors
     Menlo Park, CA
     415.690.3701
     
dbreaux@pmaloans.com
     http://lo.pmaloans.com/dbreaux


Reverse Mortgages:
Greg Hacker, Home Equity Retirement Specialist
Ghacker2unlockequity@msn.com
408 483-2225
Open Mortgage, LLC 55 Church St., # 1301  Los Gatos, CA 95030
http://greghacker.openmortgage.com/


College Planning:
David Beck, CFP — College Money Coach (formerly Bay Area Planners) (now in Portland, OR, though he works remotely with many clients)
david@collegemoneycoach.com
http://collegemoneycoach.com/
phone 408-460-5241


Bankruptcy Attorney:
Zachary Tyson, Nova Law Group (Mountain View) -
http://www.novalawgroup.com - (650)-265-4045

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