Jaimee Bulaso

S Khoury Investments Inc is a financial services firm based in Castro Valley, CA, specializing in investment opportunities and wealth management solutions. With a focus on personalized strategies and client-centric approach, the company aims to help individuals and businesses achieve their financial goals through thoughtful and strategic planning. Generated from their business information

Planned Giving Foundation (PGF), incorporated in 1991, is a nationwide public not-for-profit organization based in Castro Valley, CA. Specializing in a variety of financial development services, PGF helps parents transfer their legacy to their children while minimizing income and estate taxes. Offering a range of services from technical support to total planned giving functions, PGF assists advocacy agencies, charities, professionals, and donors in navigating complex planned giving instruments. Their expertise lies in the development of Charitable Remainder Trusts, Charitable Lead Trusts, Foundations, Donor-Advised Funds, and more, tailored to individual needs and state-specific regulations. Generated from the website

Progressive Asset Management, located in Castro Valley, CA, is an independent financial advisor network committed to fostering strong, enduring relationships with clients. The firm specializes in socially responsible investing, integrating environmental sustainability, human rights, and good governance into its investment strategies to help clients achieve their financial goals while reflecting their personal values. With a focus on personalized financial planning, Progressive Asset Management offers a wide range of products and services designed to meet the needs of individuals, families, and organizations. Their knowledgeable advisors engage in targeted conversations to develop customized strategies that aim for effective wealth management and financial security. Generated from the website