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
Financial Services:
Elizabeth Luna
Aria Management
669-231-2411
Legal and Identity Theft Protection:
Avi Gingold
408-230-9106
Tax Prep and Bookkeeping Services
Julie Griffith, M.S.A., E.A.
Enrolled to practice before the IRS
408-475-2472
Estate Planner
Amanda T. Pham-Huynh
TCKN, LLP.
408-998-9500 X 6345
Auto, Home & Life
Rick Huynh
State Farm,
408-819-3810
International Health Care, Pre Medicare-Health Care Plans, and Other Insurance Options:
Warren Wettenstein MBA
408-824-1450