Banking & Finance. Securities offered through LPL Financial, Member Mark Zaifman Dale Wannen Spiritus Financial Planning, Inc. Sustainvest Asset Management, LLC PO Box 1978 555 Maria Drive Windsor, CA Petaluma, CA 94954 (707) 237-5212 Fax: (707) 534-9478 – (707) 766-9480 Fax: (707) 773-5006 – Email: dale@sustainvestmanagement.com CPA (New Professional Licenses/Designations: Series 65 Jersey) Professional Licenses/Designations: Andrea Wolcott Sharon Zimmerman Wolcott Financial Solutions Northwestern Mutual Wealth Management & Co. 1083 Vine Street, 122 1049 Fourth Street, Suite I Healdsburg, CA 95448 Santa Rosa, CA 95404 (707) 433-3311 (707) 578-2477 Fax: (707) 566-0370 – andrea@wolcottfinancialsolutions.com sharon.zimmerman@nm.com CFP, PFAC Professional Licenses/Designations: CLU, CHFC, Professional Licenses/Designations: CASL.
Banking & Finance. Securities offered through LPL Financial, Member Dale Wannen Sustainvest Asset Management, LLC 555 Maria Drive Petaluma, CA 94954 (707) 766-9480 – Fax: (707) 773-5006 Email: dale@sustainvestmanagement.com Professional Licenses/Designations: Series 65 Andrea Wolcott Wolcott Financial Solutions 1083 Vine Street, 122 Healdsburg, CA 95448 (707) 433-3311 andrea@wolcottfinancialsolutions.com Professional Licenses/Designations: CFP, PFAC Mark Zaifman Spiritus Financial Planning, Inc. PO Box 1978 Windsor, CA (707) 237-5212 – Fax: (707) 534-9478 Professional Licenses/Designations: CPA (New Jersey) Sharon Zimmerman Northwestern Mutual Wealth Management & Co. 1049 Fourth Street, Suite I Santa Rosa, CA 95404 (707) 578-2477 – Fax: (707) 566-0370 sharon.zimmerman@nm.com Professional Licenses/Designations: CLU, CHFC, CASL.
2017-Professionals-Directory.docx