Financial Services

Cunningham Equities Corporation

1335 First St., Ste. C Gilroy CA 95020

Financial Services, Private Equity

www.cunningham.org

408-847-2000 x 102

Fax: 408-842-1801

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Member Since 1979

Edward Jones Investments-Diana Brenneise

8060 Santa Teresa Boulevard Suite 140 Gilroy CA 95020

Financial Services, Retirement Planning, Education Savings, Tax Planning

www.edwardjones.com

408-846-7748

Fax: 877-438-8493

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Member Since 2018

Executive Plan Design

8355 Church St. Gilroy CA 95020

Financial Services, Insurance, Tax Planning, Estate Planning, Retirement Planning

www.epdins.com

408-767-2572

Fax: -

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Member Since 2015

Integrated Financial Benefits-Jeffrey Orth,ChFC,CASL

7539 Eigleberry St. Gilroy CA 95020

Personal & Business Life & Disability Insurance; Defined Benefit Plans; IRA & 401K Retirement Planning; Wealth Management

www.ifitfinancial.com

408-842-2716

Fax: 408-848-5356

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Member Since 1999

Morgan Stanley

20400 Stevens Creek Blvd. Ste. 350 Cupertino CA 95014

Individual Member

408-861-2000

Fax: 408-998-2633

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Member Since 1992

New York Life Insurance Company – Cesar Vasconcelos

1731 Technology Drive #400 San Jose CA 95110

Life Insurance, Long Term Care, Annuities

newyorklife.com/agent/cvasconcelos

408-843-8921

Fax: -

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Member Since 2020

Regent Wealth Management

1295 E. Dunne Ave. Ste. 215 Morgan Hill CA 95037

Retirement, Estate, Income and Tax Planning, Life Insurance, IRA 401(K), Asset Protection, Wealth Accumulation

www.regentwm.com

877-457-4567

Fax: 877-457-8292

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Member Since 2011

Ronald G. Pray Company, The

7888 Wren Ave., Ste. D-141 Gilroy CA 95020

Financial Consulting

www.ronaldgprayco.com

408-842-5112

Fax: 408-842-2505

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Member Since 1981

Vivian Investment Partners

60 Fourth Street Gilroy CA 95020

Financial Services, Investment Planning, Retirement Planning, Wealth Management

www.vip-rj.com

408-713-2020

Fax: -

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Member Since 2018

World Financial Group – Eva Emperador

Gilroy CA 95020

Financial Education, Insurance, and Retirement Planning

wfgconnect.comemperador

408-823-5053

Fax: -

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Member Since 2019