2024 FPA of Silicon Valley Partners
Members of FPASV are supported by a number of exceptional partners who help offset the cost of delivering benefits. These partners are helping to lead FPA’s message of building the community of the financial planning profession, with their commitment to the association, its mission and its members.
If you would like more information on becoming a Partner, read over our 2024 Partnership Package here. It includes Benefits at a Glance and the Reservation Form. You may also complete your reservation online here for 2024 Gold level partnership or here for 2024 Silver level partnership. Partnerships are awarded on a first-come, first-served basis to renewing partners and then to new partners.
2024 Gold Partners
American Mortgage Management/C2 Financial
Kerry Worden
President
Direct/Text: 510-999-0539
Office Main: 877-234-0820
Fax: 877-334-9662
kworden@mtg-mgmt.com
Michael Ryan & Associates
Mike Ryan
CalBRE License # 01090891
NMLS # 295351
mike@michael-ryan.com
Phone: (408) 986-1798
Website: https://www.michael-ryan.com/
Stonecrest Financial
Christina Gray
4675 Stevens Creek Blvd # 235
Santa Clara, CA 95051
(650) 492-1874
cgray@stonecrest.net
stonecrestfinancial.net
Hines Securities
Keith Haag
Sr. Regional Director
Cell: 415 680 6418
keith.haag@hines.com
Website: hinessecurities.com
2024 Silver Partners
Greg Hacker
Reverse Mortgage Loan Originator – Home Equity Retirement Specialist
NMLS #545773
Ghacker2unlockequity@msn.com
Office: 408.483.2225
Fax: 408.395.0804
Web: hightechlending.com
Jackson National Life
Christopher Castro, CFA
Regional Vice President
CA Insurance # 0C43947
Cell: (408) 205-6446
chris.castro@jackson.com
Web: www.jackson.com
Heather Sadique, CFP
Agency Owner
Sadique Insurance Agency
License # 0L15370
Office: 408-856-2882
Cell: 408-637-6157
Fax: 408-904-4515
heather@sadiqueinsurance.com
Web: www.sadiqueinsurance.com
Fortitude Investments
Amit Urban
Registered Representative
California Real Estate Broker #01998926
Cell: 650-770-1707 (text/call)
Office: 650-777-1031
Aurban@Fortitudeinvestments.com
Web: Fortitudeinvestments.com
UCSC Extension Silicon Valley
Renée Snow
rmsnow@ucsc.edu
(408) 283-7256
Web: www.ucsc-extension.edu