"An investment in knowledge pays the best interest." - Benjamin Franklin

Our Process

Years of experience have prepared us to guide you through life's transitions. 

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Our Services

We create strategies that are tailored to your needs and goals.

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Our Mission

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Your Financial Future

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement – or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family through insurance, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Meet Our Team

David Bonn

David Bonn
Managing Partner

CA Ins. License: # 0E26844

Financial Professional Registered Representative

925-804-6784 ext 104

925-804-6788

Donn Levine

Donn Levine, ChFC®, CLU® 

CA Ins. License: #0586447

Wealth Manager Investment Advisor Representative

925-804-6784 ext 106

925-804-6788

Jaimie Klein

Jaimie Klein

Administrative Support Manager

925-804-6784 ext 109

925-804-6788

Marilyn Springel

Marilyn Springel

Administrative Support Manager

925-804-6784 ext. 110

925-804-6788

Mark Salvail

Mark Salvail, LUTCF®

CA Ins. License: #0527848

Financial Professional Registered Representative

925-804-6784 ext 105

925-804-6788

Philip Bombace

Philip Bombace, RICP®

CA Insurance License: #0632435

Wealth Manager, Investment Advisor Representative

415-902-4088

925-804-6788

Sanjay Dhar

Sanjay Dhar

CA Insurance License: #0G68120

Wealth Manager, Investment Advisor Representative

925-399-1316

925-804-6788

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Download Our Free Ebook

If you're like many Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."