Banking & Finance. Securities offered through LPL Financial, Member Dale Wannen Sustainvest Asset Management, LLC 555 Maria Drive Petaluma, CA 94954 (707) 766-9480 – Fax: (707) 773-5006 Email: dale@sustainvestmanagement.com Professional Licenses/Designations: Series 65 Andrea Wolcott Wolcott Financial Solutions 1083 Vine Street, 122 Healdsburg, CA 95448 (707) 433-3311 andrea@wolcottfinancialsolutions.com Professional Licenses/Designations: CFP, PFAC Mark Zaifman Spiritus Financial Planning, Inc. PO Box 1978 Windsor, CA (707) 237-5212 – Fax: (707) 534-9478 Professional Licenses/Designations: CPA (New Jersey) Sharon Zimmerman Northwestern Mutual Wealth Management & Co. 1049 Fourth Street, Suite I Santa Rosa, CA 95404 (707) 578-2477 – Fax: (707) 566-0370 sharon.zimmerman@nm.com Professional Licenses/Designations: CLU, CHFC, CASL.
Insurance Agents John Dolinsek Dolinsek Insurance Services PO Box 1206 Santa Rosa, CA 95402-1206 (707) 544-5493 – Fax: (707) 544-0512 Email: Professional Licenses/Designations: Life, Disability Annuities, Long Term Care, Variable Life & Variable Annuities, CA Insurance License # 0547597 John P. Meyn New York Life 395 West Napa Street, Suite 6 Sonoma, CA (707) 996-5397 – Fax: (707) 935-6443 Email: Professional Licenses/Designations: Life and Disability; Variable Contracts, CLU, ChFC, CA Insurance License # 0490454 R. Sites The Eagle Group 4357 Montgomery Suite D Santa Rosa, CA 95405 (707) 579-4300 – Fax: (707) 579-4358 Email: Professional Licenses/Designations: CLU, NASD Registered Representatiave (Securities), Life, Disability Insurance, CA Insurance License #0641302 Edward Z. Sornstein Strategic Financial 645 Fourth Street, Suite 201 Rosa, CA 95404 (707) 526-6602 – Fax: (707) 526-1508 Email: Professional Licenses/Designations: CLU, Life, Disability Variable Insurance, CA Insurance License #0274090, Registered Representative the Private Consulting Leslie Whiting Long Term Care Options 501 Sundretto Drive Sebastopol, CA 95472 (866) 446-5824 – Fax: (707) 721-1242 lesliewhiting@comcast.net Professional Licenses/Designations: Life, Disability Annuities, Long Term Care, Variable Life & Variable Annuities, CA Insurance License # 0898471 Sharon Zimmerman Northwestern Mutual Wealth Management & Co. 1049 Fourth Street, Suite I Santa Rosa, CA 95404 (707) 578-2477 – Fax: (707) 566-0370 Email: sharon.zimmerman@nm.com Professional Licenses/Designations: CLU, CHFC, CASL.
Kathleen Archer Coldwell Banker Residential Brokerage 910 Quarry Pointe Santa Rosa, CA 95405 (707) 529-9500 – Fax: (707) 538-1399 Email: Occupation: Realtor Professional Licenses/Designations: CRS, SRES Nathan Botwinik Home and Acreage Realty 475 Noonan Ranch Lane Santa Rosa, CA 95403 (707) 569-9404 – Fax: (707) 569-9488 Email: Occupation: Real Estate Broker Professional Licenses/Designations: Real Estate Broker George H. Cinquini Cinquini & Passarino, Inc. 1360 N. Dutton Avenue, Suite 150 Santa Rosa, CA 95401 (707) 542-6268 – Fax: (707) 542-2106 Occupation: Professional Land Surveyor Professional Licenses/Designations: PLS Mary Radu Pathmaker Coaching 2045 Laguna Road Santa Rosa, CA 95401 (707) 824-8836 – Fax: (707) 824-8836 Email: Occupation: Life Transition and Philanthropy Consultant Professional Licenses/Designations: MSW, CPCC 12 Ronald R. Street RE/MAX 320 College Avenue, Suite 300 Rosa, CA 95401 (707) 480-8000 – Fax: (707) 940-4624 Email: ron@winecountryestates.com Occupation: Real Estate Consultant Professional Licenses/Designations: ABR, GRI, CRS, SRES