Give - Professional Advisors
The Foundation works with professional advisors to help citizens plan their philanthropic future and recognizes the significance of having accurate information on estate and charitable gift planning.Through them, potential donors first learn how a gift channeled through The Community Foundation can have a profound impact.
Meet Paul Roa
Paul Roa helps clients build and manage lifelong financial plans focused on achieving their most important aspirations and dreams at every stage of life. As a representative of the Northwestern Mutual Wealth Management Company, he is able to provide clients with customized recommendations that will help them plan for their financial future. Reccomendations in:
For more information about Paul, visit http://www.paulroa.com/.
Professional Advisor Partners
Clifton Brigham, CPA
Michelle Calhoun, CPA
Robert Carmines, MST, CFP®, PFS, CPA
David Chin, CLU, LUTCF
Anne Shuford, CFP
Brooke Tiller, CFP
If you are a Professional Advisor and interested in partnering with the Peninsula Community Foundation, please call Tammy Flynn, 757.327.0862