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: 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:  
   
 
 

Titus & Associates Mark Thompson

Titus & Associates offers a complete and vast array of professional investment services through our affiliation with Questar Capital Corporation. Let us help you create a balanced and personal approach to your financial planning and wealth management. I personally focus on explaining the various investment options clients have so they can be comfortable knowing they are making informed choices and that they understand what they are doing.

Contact today for FREE information and newsletter! Reach us toll free at: (800) 627-1555

More about Titus & Associates | Contact Mark Thompson for Help & Information

Contact Mark Thompson
 
Sacramento Area:  
   
 
 

Titus & Associates Mark Thompson

Titus & Associates offers a complete and vast array of professional investment services through our affiliation with Questar Capital Corporation. Let us help you create a balanced and personal approach to your financial planning and wealth management. I personally focus on explaining the various investment options clients have so they can be comfortable knowing they are making informed choices and that they understand what they are doing.

Contact today for FREE information and newsletter! Reach us toll free at: (800) 627-1555

More about Titus & Associates | Contact Mark Thompson for Help & Information

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

H. Beck Inc. Kevin D. Olison

Kevin D. Olison is a Financial Advisor Representative with H. Beck Inc. He specializes in working with pre-retirees and retirees, since 1993, and those about to retire who want to preserve their principal. He centers his business on advanced financial, estate and retirement planning from a net perspective. Kevin has assisted clients in a wide range of assignments effectively, efficiently, and with accuracy in helping people cut their taxes, avoid taxes on Social Security Income, avoid Estate Taxes, and preserve estate values. You can reach him at: (925) 855-3230

More about Kevin D. Olison | Contact Kevin Olison for Help & Information

Contact Kevin
 

Napa Planner Financial Group Kathryn L. Fitzgerald, MS CFP

Kathryn L. Fitzgerald is an independent financial planner with Napa Planner Financial Group. 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

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

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

Titus & Associates Mark Thompson

Titus & Associates offers a complete and vast array of professional investment services through our affiliation with Questar Capital Corporation. Let us help you create a balanced and personal approach to your financial planning and wealth management. I personally focus on explaining the various investment options clients have so they can be comfortable knowing they are making informed choices and that they understand what they are doing.

Contact today for FREE information and newsletter! Reach us toll free at: (800) 627-1555

More about Titus & Associates | Contact Mark Thompson for Help & Information

Contact Mark Thompson
 
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  
 
 

Cindy Pollack Insurance Services Cindy Pollack RN

I shop for a wide range of insurance products with the top companies in the industry. This is to give you the best rates and plans for your specific needs. Whether you are concerned about Medicare Advantage Plans, Long-Term Care, Disability, or Life products let me help you with the information you will need to make the right choice. You can reach me at: (877) 797-6066

More about Cindy Pollack Insurance Services | Contact Cindy Pollack RN for Help & Information

Cindy Pollack RN
 

Nancy Levin, CLTC Long Term Care & Medicare Insurance Agent

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  
 
 

Your Estate Coach Susanne Miller

Susanne is the Director of the North Orange County / Northeast Los Angeles County Advisory Board, the Los Angeles County Downtown / Beverly Hills Advisory Board, and the Los Angeles County West LA / Long Beach Advisory Board with the California Care Planning Council (CaCPC).

Her Advisory Boards are designed to be a single source of eldercare providers & advisors who can help the public manage their specific needs and concerns. Some of their particular areas of expertise are: Elder Law, Home Healthcare, Estate Planning, Financial Services, Reverse Mortgages, Veterans Benefits, Medicare, and Real Estate, just to name a few.... You can reach her at: (714) 447-8564

More about Susanne Miller | Contact Susanne Miller for Help & Information

Contact Susanne Miller
 

Nationwide Insurance D. Craig Rogers

Nationwide Insurance provides the financial foundation for seniors (including veterans) to build on during their changing lives. We deliver comprehensive retirement solutions for those preparing for retirement and those who have achieved financial independence. We are concerned about you, your values and your goals in life. We want you to experience the value of having a long term relationship with a trusted advisor. The knowledge, experience and many resources we provide will help you develop a vision and action plan to achieve your financial goals. Call: (714) 449-8477

More about Nationwide Insurance | Contact D. Craig Rogers for Help & Information

D. Craig Rogers
 

Cindy Pollack Insurance Services Cindy Pollack RN

I shop for a wide range of insurance products with the top companies in the industry. This is to give you the best rates and plans for your specific needs. Whether you are concerned about Medicare Advantage Plans, Long-Term Care, Disability, or Life products let me help you with the information you will need to make the right choice. You can reach me at: (805) 657-3133

More about Cindy Pollack Insurance Services | Contact Cindy Pollack RN for Help & Information

Cindy Pollack RN
 

The Estate Planning Partners Brenda J. Logan, JD, MBA, CLTC

Brenda is an estate planning and elder law attorney and financial advisor with over 20 years of experience. She specializes in helping seniors protect their assets and plan for the distribution of their estate in a tax-efficient manner. Brenda works with a team of specialists with expertise in Estate Planning, Elder Care Law, Medicare and Medi-Cal Planning, Long Term Care Planning, Life Insurance, Life Settlements, Charitable Planned Giving, Tax Deferred and Immediate Annuities, and IRA and Retirement Distribution Planning. You can reach her at (310) 621-7474

More about The Estate Planning Partners | Contact Brenda J. Logan for Help & Information

Contact Brenda J. Logan
 

Nancy Levin, CLTC Long Term Care & Medicare Insurance Agent

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
 

PPRO & Consultants, LLC Felisa McMillian, CFP Specialist, Estate/Senior Advisor

Welcome... to our world. "We Provide Solutions and resources to Senior Citizens". We answer Healthcare, Medicare, Long term care, and Life Insurance questions and serve your Medicare and Healthcare needs. We offer high quality insurance and financial products and services to the individual and business marketplace. It is our commitment and desire to establish trust and a long lasting relationship with our clients. If you would like additional information or a quote on any of the products we offer, simply complete the form related to that product or call us, we will be happy to serve you. (310) 756-0870

More about PPRO & Consultants, LLC | Contact Felisa McMillian for Help & Information

PPRO & Consultants, LLC
 
Orange County:  
  Orange County  
 
 

We can provide you contact with various elder care services in the Orange County 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

 
 
Inland Empire:  
  Riverside and San Bernadino Counties  
 
 

We can provide you contact with various elder care services in the Inland Empire. 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

 
 
San Diego Area:  
  San Diego and Imperial Counties  
 
 

Golden Path Senior Solutions Lauren Altman
Medicare Health Plan Sales & Long Term Care Insurance

Are you finding yourself confused and overwhelmed with the amount of mail you receive regarding different health plans now that you are eligible for Medicare? The language that is used in the literature can be "clear as mud"! I am here to help you sort through the materials and guide you down the right path in choosing the best options for you and your loved ones. Based on your needs, we can narrow down the selections you have in no time! We'll meet where it is convenient and comfortable for you. I meet clients in their homes, a local coffee shop, or a community center. Contact me... we'll talk and if it makes sense, we will schedule a time and location to meet. (760) 638-6163

More about Golden Path Senior Solutions | Contact Lauren Altman for Help & Information

Golden Path Senior Solutions
 

Bankers Life and Casualty Company Margarita Rosa Pazmany-Byro, CLTC.

If you are like most people, it’s difficult to think about long-term care, especially when you are healthy and active. Yet now is actually the smart time to start planning for LTC- before you actually need it. Many of us have parent, or both who already needs help, and it is causing them, and us Financial Stress. My goal is to make sure that we don’t have this problem.
Contact me at: 619-540-6264

More about Bankers Life and Casualty Company | Contact Margarita for Help & Information

Contact Margarita Rosa Pazmany-Byro, CLTC.
 

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