LGBTQ Referral List
LGBTQ REFERRAL LIST
Through our own experiences as a married same sex-couple with children, we have learned that there are several life choices that require an expert guide who is not only sensitive to our lives, but also has a keen awareness of how to handle confusing legalities and create protections for us as a couple and as a family.
Below is a list of professionals we recommend to serve these needs.
If you wish to add anyone to the list below, please email us and share your story.
Also, linked are several articles that may be of value.
LGBTQ referral list:
Tax Preparation:
Jay Schnyder (510) 234-1040
Karen Stogdill (510) 288-8797 www.taxkaren.com
Jan Zobel (415) 821-1015 www.janztax.com
Lender:
Lisa Wagner, KLA Mortgage (510) 704-1050
Insurance:
Liz Drennan, Allstate (510) 594-2090
Financial Planners/Advisors:
Andrea Hamilton, Waddell & Reed (510) 590-6162
Deb Knowles, Edward Jones (510) 749-0403
Dominic McKenna, Edward Jones (510) 749-9290
Denise Petersen, Royal Alliance (510) 639-9080 Trust Attorney:
Anthony "Tony" Valluzzo, Valluzzo Law (415) 572-7350
