My Referral Partners

If you “Don’t Know What You Don’t Know”

about any of the following, give the people that I work with a call to find out what you need to know. These referral partners cover Social Security Benefits, Long Term Care, Required Minimum Distributions, and other related financial matters call:

Financial Services:

Kinley Wong CRPC

Lincoln Financial Advisors

925-659-0267

Legal and Identity Theft Protection:

Avi Gingold

408-230-9106

Tax Preparation and Book-Keeping Services

Julie Griffith, M.S.A., E.A.

Enrolled to practice before the IRS

408-475-2472

Acupuncturist

Dr. Benjamin Wu California

Licensed Acupuncturist

408-981-8891

International Health Care, Pre Medicare-Health Care Plans, and Other Insurance Options:

Warren Wettenstein MBA

408-824-1450

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