council members providing Medicare / Long Term Care Insurance, Annuities or Investments
 

Council members serve many areas in California. Click on the area links to the right, the map above, or scroll down to find help in your area.

 


Northern California: Del Norte, Siskiyou, Modoc, Lassen, Plumas, Butte, Glenn, Tehama, Shasta, Trinity, Humboldt, and Mendocino Counties

Sacramento Area: Sacramento, Amador, El Dorado, Placer, Nevada, Yuba, Sutter, and Yolo Counties

Greater San Francisco Bay Area: Sonoma, Napa, Solano, Contra Costa, Alameda, Santa Clara, San Francisco, and San Mateo Counties

Central California: San Joaquin, Calaveras, Alpine, Mono, Tuolumne, Inyou, Tulare, Kings, Fresno, Madera, Merced, and Stanislaus Counties

Monterey Bay Area: Monterey, Santa Cruz, and San Benito Counties

Santa Barbara / San Luis Obispo: Santa Barbara and San Luis Obispo Counties

Los Angeles Area: Los Angeles and Ventura Counties

Orange County: Orange County

Inland Empire / Coachella Valley: Riverside and San Bernadino Counties

San Diego Area: San Diego and Imperial Counties

San Diego Area Inland Empire Orange County Los Angeles Area Santa Barbara / San Luis Obispo Monterey Bay Area Central California Greater San Francisco Bay Area Sacramento Area Northern California
Medicare / Long Term Care Insurance, Annuities, Investments about these services
Northern California:  
   
 
 

We can provide you contact with various elder care services in Northern California. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.

Click here to Request Assistance from the California Care Planning Council

 
 
Sacramento Area:  
   
 
 

We can provide you contact with various elder care services in the Sacramento Area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.

Click here to Request Assistance from the California Care Planning Council

 
 
Greater San Francisco Bay Area:  
  Sonoma, Napa, Solano, Contra Costa, Alameda, Santa Clara, San Francisco, and San Mateo Counties  
 
 

Napa Planner Financial Group, An office of Metlife
Kathryn L. Fitzgerald, MS CFP Financial Services Representative
CA insurance lic # 0A40771

Kathryn L. Fitzgerald is a financial planner with Napa Planner Financial Group, an office of MetLife. Kathy offers full service, comprehensive financial and retirement income planning and is committed to helping her clients improve their long-term financial success and achieve their financial goals. Her customized programs are designed to grow, protect, and conserve clients’ wealth by delivering a high level of personalized service and expertise. Contact: (707) 257-1545

About Napa Planner Financial Group | Contact Kathryn L. Fitzgerald for Help & Information

 

Edward Jones Investments - Mark Dunn, AAMS® CRPC® CRPS®

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. You can reach me at: (707) 576-1518

About Edward Jones Investments | Contact Mark Dunn for Help & Information

Retirement Planning
 
Central California:  
  San Joaquin, Calaveras, Alpine, Mono, Tuolumne, Inyou, Tulare, Kings, Fresno, Madera, Merced, and Stanislaus Counties  
 
 

We can provide you contact with various elder care services in Central California. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.

Click here to Request Assistance from the California Care Planning Council

 
 
Monterey Bay Area:  
  Monterey, Santa Cruz, and San Benito Counties  
 
 

We can provide you contact with various elder care services in the Monterey Bay area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.

Click here to Request Assistance from the California Care Planning Council

 
 
Santa Barbara / San Luis Obispo:  
  Santa Barbara and San Luis Obispo Counties  
 
 

Nancy Levin, CLTC Long Term Care & Medicare Insurance Agent | NIPR# 7615482

My mission is to help educate as well as protect consumers from the potentially significant financial and psychological costs of needing long-term care. It is my goal to help families and individuals make well-informed choices when it comes to protecting their financial future. Not everyone realizes that in general, long-term care insurance must be obtained before they become uninsurable or before they reach a point in their lives where long-term care becomes necessary. I am committed to helping you and your loved-ones make your own well-informed choices regarding this complex subject while you are still active and healthy enough to act. You can reach Nancy at: (805) 569-5051

More about Nancy Levin, CLTC | Contact Nancy Levin for Help & Information

Nancy Levin, CLTC
 
Los Angeles Area:  
  Los Angeles and Ventura Counties  
 
 

Nancy Levin, CLTC Long Term Care & Medicare Insurance Agent | NIPR# 7615482

My mission is to help educate as well as protect consumers from the potentially significant financial and psychological costs of needing long-term care. It is my goal to help families and individuals make well-informed choices when it comes to protecting their financial future. Not everyone realizes that in general, long-term care insurance must be obtained before they become uninsurable or before they reach a point in their lives where long-term care becomes necessary. I am committed to helping you and your loved-ones make your own well-informed choices regarding this complex subject while you are still active and healthy enough to act. You can reach Nancy at: (805) 569-5051

More about Nancy Levin, CLTC | Contact Nancy Levin for Help & Information

Nancy Levin, CLTC
 
Orange County:  
  Orange County  
 
 

We can provide you contact with various elder care services in Orange County. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.

Click here to Request Assistance from the California Care Planning Council

 
 
Inland Empire / Coachella Valley:  
  Riverside and San Bernadino Counties  
 
 

Senior Care Planning Solutions - Mary Elaine Lanterman

As a Registered Financial Advisor for over 25 years I have been helping seniors with income planning. We offer free counselling for Veterans benefits, Financial Advise for Income Planning, Reverse Mortgages, Final Expense Insurance, and Life Insurance.

You can reach me at: (760) 880-1890

About Senior Care Planning Solutions | Contact Mary Elaine Lanterman for Help & Information

Senior Care Planning Solutions
 

HealthBridge Insurance Solutions - Marv Law, CLTC

Marv Law, CLTC is in his second decade as an insurance professional, focused on serving the Medicare, Long-Term Care, and Life Insurance needs of individuals and businesses. His services are no cost to his clients and as an independent advisor he works only with highly rated companies to provide customized affordable solutions. Marv is Certified In Long Term Care (CLTC) and a member of the National Care Planning Council, National Association of Health Underwirters, Desert Estate Planning Council, Palm Desert Area and Greater Coachella Valley Chamber of Commerce, Business Network International and Board Member of Desert Cities Association of Health Underwriters. You can reach him at: (760) 345-4705

About HealthBridge Insurance Solutions | Contact Marv Law, CLTC for Help & Information

Marv Law, CLTC
 
San Diego Area:  
  San Diego and Imperial Counties  
 
 

Area Director & Asset Preservation Specialist Amos Johnson Southern San Diego Co.

As an Asset Preservation Specialist, Amos is committed to educating seniors on their Medi-Cal entitlements, Veterans disability pensions, and to providing solutions tailored to each individual's special needs with over 25 years of experience in financial & retirement planning. You can reach Amos at (619) 420-2460

More about Asset Preservation | Contact Amos Johnson for Help & Information

Contact Amos Johnson
 

MedicareQuick - Katherine Kline, ChFC

Medicare Insurance is complicated! From the Part A to the Plan F, it's crazy how complicated it is. After completing a Financial Plan for my husband and myself, I realized how much there was to know. If it confused a Financial Planner, I figured it must be pretty scary for the non-financial person. That is when I decided to start working with my existing clients on Medicare issues. I liked helping them so much I decided to start a company that does just that. If you're turning 65, don't wait 'til you're sick.... call your friend Kathe at Medicare Quick! You can reach me at: (866) 445-6683

About MedicareQuick | Contact Katherine Kline for Help & Information

MedicareQuick
 

MedicareWire - David Bynon | Proudly serving the entire United States

Research and compare Medicare plans at MedicareWire.com We provide information about plans in all states, including Medicare Supplements (Medigap), Medicare Advantage, and Medicare Part D drug plans. All of our information is freely available, and we never ask for your contact information. We're senior advocates, not insurance marketers.

You can reach us at (702) 757-7178

MedicareWire.com | About MedicareWire | Contact David Bynon for Help & Information

MedicareWire