Home   •   Who We Are   •   Services   •   Become A Client   •   Photos by Fritz   •   Resources   •   Client Center   •   Contact Us   •   Upcoming Event
Expert Network

We have created strategic relationships with numerous professionals in the Bay Area. Our goal is to provide our clients with specialized resources as they need them.

Our expert network includes business and estate planning attorneys, CPAs, mortgage brokers, realtors, insurance specialists, senior care and senior housing experts, and many more. Additionally, we welcome the opportunity to work with our clients’ existing advisors.

The ultimate objective is to assure that our clients have a coordinated team of professionals working on their behalf.

 

 

Back to Resources
 

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Fritz Brauner (CA Insurance Lic. #0671627) and Sue Brauner (CA Insurance Lic. #0707989), Registered Representatives. Branch Office Address: 638 W Glen Way, Woodside CA 94062.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.