Palo Alto Real Estate Fund II LLC

Rogers Investment Advisors LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area, licensed as a registered investment advisor by the State of California. Catering to high-net-worth individuals, small foundations, and businesses, the firm provides a high level of personalized service tailored to meet the unique needs of its clients. Specializing in both discretionary and non-discretionary portfolio management, Rogers Investment Advisors focuses on publicly listed securities while ensuring discretion and confidentiality. The firm offers customized and diversified portfolios with access to world-class fund managers, all under a no-commission, asset-based advisor pricing model. Generated from the website

Aegis Financial Advisory is a Fee-Only Fiduciary financial planner based in Portland, Oregon and the San Francisco Bay Area. Specializing in retirement planning for pre-retiree and retiree couples, they offer comprehensive financial planning services, including Social Security planning and investment management, to ensure a secure and worry-free retirement. With a focus on client-centered planning, Aegis Financial Advisory helps individuals maximize their Social Security benefits, manage their financial life, and implement a prudent investment strategy. Their founder and principal, Joseph Alfonso, is a recognized expert in the field and has been featured in reputable publications such as the Wall Street Journal and U.S. News World Report.Generated from the website