TEAM
James C. Brandon Financial Management Leader Capital Market Experience
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PROFESSIONAL EXPERIENCE
JCB CAPITAL PERFORMANCE San Francisco Bay Area, California 2002 - present
Capital Management for the 21st Century. JCB Capital Performance provides Financial Planning, Risk Management, and Asset Management services. Planning ensures that Client's goals are met within a given time horizon. Risk Management protects each Client's situation. Portfolios are customized using Modern Portfolio Theory (MPT).
METLIFE FINANCIAL SERVICES Lafayette, California 2001 - 2002
CONSULTANT / JCB CAPITAL PERFORMANCE San Ramon, California 2000 - 2001
AMERICAN EXPRESS FINANCIAL ADVISORS Walnut Creek, California 1999
PACIFIC EXCHANGE stock and options San Francisco, California 1986 - 1998
LICENSING
FINRA/NASD Series 7, 55 & (63 & 65) 66, CA Life & Health Agent #0C73572
TAX H&R Block seasonal Enrolled Agent, PTIN #P01635473 CTEC #A252182
STATE REGISTERED LECTURER - Licensing & Continuing Education (Click)
EDUCATION
Post-Graduate work, U.C., Berkeley and Golden Gate University
BA, University of California, Berkeley
HISTORY
Kayaking, Ski racing, Climbing, Club Volleyball, Eastern USA swimming finalist
New York Experience moved from the Bay Area to the North Shore of Long Island for High School
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Robin L. Hall - Consultant Business, Estate and Retirement Planning
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PROFESSIONAL EXPERIENCE
HALLCREEK INSURANCE SERVICES San Francisco Bay Area, California 2004 - present
Solutions for Businesses, Estate Planning and Retirement. Providing strategic solutions for individuals & businesses. Business succession and tax planning.
CONSULTANT / PHOENIX WEALTH MANAGEMENT San Francisco, California 2002 - 2004
METLIFE FINANCIAL SERVICES Walnut Creek / Lafayette, California 1973 - 2002
DESIGNATIONS
CHFC, CLU, LUTCF, Life Agent, & NASD Series 7
ASSOCIATIONS
Past President of the Peninsula CA Association of Insurance and Financial Advisors (PAIFA)
Former Vice-President of the California Association of Insurance and Financial Advisors
Member of the East Bay Chapter of the Society of Financial Service Professionals (formerly CLU/ChFC) and the Estate Planning Council of Diablo Valley, California
Past President and current Board member of the Mt. Diablo California, Association of
Insurance and Financial Advisors (CAIFA Mt Diablo)
Keith Howard - Advisory Board Estate Planning Attorney
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PROFESSIONAL EXPERIENCE
COOPER, WHITE & COOPER LP'S San Francisco Bay Area, California 1980 - present
Estate Planning representative for Cooper, White & Cooper LLP's Walnut Creek office. Drafting of Wills, Revocable and Irrevocable trusts and other related Estate Planning documentation since 1970. Cooper, White & Cooper LLP's Estate Planning Group consists of three Partners and one Associate, with two Partners and an Associate located in their San Francisco office. Mr. Howard also represents Corporations, Partnerships, and Sole Proprietorships as General (outside) Counsel on a wide variety of legal matters, including Mergers and Acquisitions.
TINNING & DELAP Walnut Creek, California 1970 - 1980
EDUCATION
J.D. Degree Hastings College of the Law, 1969
Claremont Men's College & the University of California at Berkeley, 1966
ASSOCIATIONS
Chairman John Muir Foundation, the fundraising arm of the John Muir Hospital.
Board of Directors Lindsay Wildlife Museum & Director and Secretary of the Golden West Section of the Air & Waste Management Association.
Member of the Environmental Law Section of the State Bar of California & a Member of the Natural Resources Section of the American Bar Association.
Guest lecturer, Environmental law at the University of Santa Clara Law School including panelist 1990 International Oil Spill Conference in St. Petersburg, Florida.
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Tim Slomer - Real Estate Consultant Real Esate and Loan Transactions
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PROFESSIONAL EXPERIENCE
TIM SLOMER & ASSOCIATES Walnut Creek, California 2006 - present
Real Esate and Loan Transactions. Working in association with Premium Properties, a full service property management company. My goal is to provide dedicated Service with Integrity and effective Results.
BETTER HOMES REALTY Walnut Creek, California 1991 - 2006
LICENSING
Licensed California Real Estate Broker
Member NAR, CAR and CCAR
ASSOCIATIONS
Walnut Creek Chamber of Commerce
Sunrise Toastmasters
Save Mount Diablo Group
Staint Mary's College Hearst Art Gallery
Walnut Creek Men's Golf Club
Jean-Marc Cabrol - Marketing Consultant
Marketing & Billing Services
PROFESSIONAL EXPERIENCE
NEXTGEN MARKETING San Francisco Bay Area, California 2004 - present
Web Marketing and On-line Billing Services for Businesses. Providing innovative ECommerce/EBusiness solutions for business development on the Internet.
CISCO SYSTEMS Mountain View, California 2000 - present
LUCENT TECHNOLOGIES Paris 1998 - 2000
ALCATEL Paris 1995 - 1998
HISTORY
World traveler / International business - Lived & worked on 3 different continents.
Jean-Marc is the father of two school age children.