Affiliated with the National Association of Estate Planners & Councils
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Claudia Ferguson
Heritage Bank of Commerce
Financial Planning
(650) 645-6484
claudia.ferguson@herbank.com
Member Directory
Membership Directory
Lawrence Pon
Deanne Belcher
Christine Lim
Norman Golden
Stephen Ink
Robert Binn
Karishma Patel
Jennifer Dermon
Maryam Ghafouri
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Linda Scheifler Marks
Anna Paiva
Kimberly Duggan
Mary Mastrobattista
Jan Cummins
Jim Griffiths
Kirk Dryden
Bob Doerr
William Pitney
Carol Gosho, CFP
Evelyn Sanders-Haye
David Amann
Mark Sommer
David Wiedenfeld
Samantha Meritt
Robert Caplan
Richard Shu
John Farbstein
Zach Whitman
Natalie Oh
Robert Stafford
Richard Fimmel
Kenneth Nava
Helen Ingwersen
Jennifer George
Kaia Eakin
Brian Wong
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Richard Newman
Steven Anderson
Brooke Kernick
Gretchen Kenney
Nazar Ghosseiri
Sabina Pan
William Adasiewicz
Lorne Abramson
Jeffrey Enright
Gregory Menzel
Ilana Yahdav
Rick Raybin, CFP®
Patricia Player Maxwell
Barbara Rhomberg
Jodi De Smidt
Steve Droz
Golnar Yazdi
John Golden
Roxanne Jen
Nancy Rossi
Rashida Lilani
Pablo O'Brien
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Kent Grealish
Nicole Warmerdam
Darcey Wong
Victor M. Zolezzi
Jane Beule
Roxanne Jen
Robert Vale
Donald Sweet
William Nagle
Judy Schwartz
John O'Connor
Joan Goldner
Leonidas Maheras
Joan Goldner
David Estrada
Cynthia Lemus
Diana Gendotti
Michael Carney
Joel Snyder
Walter Shjeflo
Denise Michaud
Joel Snyder
Alex Kurosawa
Ryan de la Fuente
Mark Jamison
Linda Merino
Hank Scherf
Dina Artzt
Steve Parker
Mark Fredenburg
Roland Bergman
Mark Martinho
Pamela Bobowski
Sally Bergman
Claudia Ferguson
Safia Kryger-Nelson
Peter Harrison
