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Financial Services

Valorie Leeb
Financial Advisor (Training) - Waddell & Reed
1160 Harness Drive #115, San Ramon CA94583
Tel: (925) 596-8030 Fax: (925) 973-0214
Email:vleeb@wdadvisors.com
Website: www.wdadvisors.com

Michael Mosley
Prepaid Legal Services
Tel: (510) 889-8885
Email: michaelmosley@prepaidlegal.com
Web: www.prepaidlegal.com/michaelmosley
Financial Services

Alicia Wiley Powell
Tri State Financial, LLC
Owner - Real Estate Investor
Castro Valley
Tel: (415) 225.4006
Email: awileypowell@yahoo.com

Jenny C. Guevara - Broker
Guevara Financial Services
4047 First Street, Ste 211
Livermore, CA 94551
Tel: (925) 724-0200
Email: jcgwagjwy@aol.com
Website: Coming soon!!!
Member since: Nov,  2011

Jeff / Kelly Lemmo
Farmers Insurance
6400 Village Pkwy, Ste. 203, Dublin, CA 94568
Tel: (925)219-0093 Cell: (925) 348-4832
Email: kelly@jefflemmoagency.com
Website: www.jefflemmoagency.com

Carl Alexander
Alexander Insurance Services
5502 Sunol Boulevard
Pleasanton, CA 94566
Tel: 925-474-3439 Cell: 925-289-2457
Email: carl@carlalexanderis.com
Website: www.carlalexanderis.com


Bill Pollak - Financial Advisor
Morgan Stanley Smith Barney
CA Insurance Lic. #0G88603
1333 N California Boulevard, Suite 133
Walnut Creek, CA 94596
Tel: (925) 746-2949     Fax: (925) 933-7715
Email: William.Pollak@mssb.com

Glen Hester - Financial Advisor
Waddell & Reed, Inc
1390 Willow Pass Road, Ste 470
Concord, Ca 94520
Office: (925) 689-9600 ext 108
Cell: (510) 919-6183
Email: ghester01@wradvisors.com
Website: www.myplan.wrfa.com

Raymond Blount  -  Financial and Insurance Services
AAA  - Financial San Ramon
Tel: (408) 913-3693 Office:(925) 314-2602
Email: raymond.blount@goaaa.com
Website: www.aaa.com

James Brockman - Ameriprise -  Financial Advisor
Ameriprise Financial Services, Inc.
1333 N. California Blvd., Ste 200, Walnut Creek
Tel: (925)476-4762
Email: james.l.brockman@ampf.com
Website: www.ameripriseadvisors.com/james.l.brockman

Kylie Goh  -  Financial and Insurance Services
MassMutual Financial Group.
Tel: (925)997-5800 Office:(408) 964-5692
Email: kyliegoh@finsvcs.com
Website: www.massmutual.com

Linda Kime  -  Financial Advisor
Edward Jones  - Livermore
Tel: (925) 373-0652
Email: linda.kime@edwardjones.com
Website: www.edwardjones.com

The Key to
Financial Freedom