I would highly recommend Kelly Fong at "Wellspring". My husband and I have used him for our portfolio and when my mother passed away he even assisted with all of the "what if's" regarding her assets.
Unlike other planners we have worked with Kelly is professional, intelligent, personable.
His home office is located in Milpitas but he works with clients at our biotech company here on the peninsula and in the San Francisco and East Bay Area.
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