Kacy Gott

Meritas Wealth Management LLC provides financial planning services with a trusted advisor. The private company is based in Larkspur, CA. The company's process includes a new client questionnaire, additional insight questionnaire, getting to know you questionnaire, and the Meritas Way sample investment policy.

San Francisco-based Kochis Fitz Tracy Fitzhugh & Gott, Inc. is a registered investment advisor that provides comprehensive wealth management services to corporate executives, professionals, business owners and other high net-worth clients.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Webcor Builders, Inc. provides construction services. The company offers interior, concrete constructions, seismic upgrades, and renovation services. It has office locations in San Francisco, Los Angeles, San Diego, and Northern California. Webcor Builders was founded in 1971 by Rosser B. Edwards & David R. Boyd and is headquartered in San Mateo, CA.

Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.