For Professional Advisors

Make the most of your clients’ philanthropy.

As a full-service philanthropic partner, The East Bay Community Foundation enables professional advisors to provide powerful, rewarding philanthropic options for their clients. Advisors benefit by gaining access to philanthropic expertise, nonprofit experience, and a strong knowledge of community roots. Our philanthropic advisors serve as an invaluable resource, simplifying the many avenues of giving for your clients, recommending strategies based on areas of interest, and ensuring that your clients’ dollars will have the greatest impact—whether they plan to give now or into the future.

Using EBCF resources, you will be able to strengthen the relationships you have with your clients. We offer:

Strategic philanthropic consulting, leveraging our deep knowledge of the most pressing political and social issues we face in the East Bay.

Donor advised funds and investment management.

 Education and resources to help you and your client make the best philanthropic investment decisions.

Deep connection to East Bay community leaders, stakeholders, and high impact organizations.

Why invest with the East Bay Community Foundation?

We have deep knowledge of the East Bay, and are connected with the community, so your clients’ gifts will have high philanthropic impact.

Advisor Resources

We have deep expertise

Our expertise ensures every gift your client makes is the right gift at the right time financially.

We honor your relationship

We honor and work within the relationship you have with your clients.

We're networked

We work with a board of financial advisors to inform the best investment strategy for your clients’ funds.

What advisors are saying about us

Ready to start making the most of your clients’ philanthropy?

The East Bay Community Foundation’s Professional Advisor Leadership Council consists of estate, financial, and tax-planning professionals.

The PALC meets regularly and serves as an invaluable sounding board for the Foundation’s strategies. We are grateful to Council members for volunteering their time to help us become a better resource to advisors and their clients. For more information about the Professional Advisor Leadership Council or the EBCF’s services to professional advisors, please contact Alexandra Aquino-Fike, Vice President of Development via email at or call (510) 208-0833

Arabelle Malinis

Law Office of Arabelle Malinis

Carolyn E. Henel, Esq.

Roisman Henel LLP

Catherine Chen, CIMA, AWM

SRI Wealth Management Group  |  RBC Wealth Management

Dave Ogburn

BNY Mellon Wealth Management

Ella Taylor, CFP®, ADPA®

Eric M. Flett

Concentric Wealth Management, LLC.

Eugenia Amador, Esq.

Northern Trust

Frank Paré, CFP®

President, PF Wealth Management Group, LLC

Gloria K. Park

Law Office of Gloria K. Park

Hyun Joo Park, ChFC®, CLU®, LUTCF

MassMutual Financial Group of the Pacific

Ira L. Hillyer

Hillyer Advisory

Jake Block

Redbrick LMD

James P. King, CFP

J.P. King & Associates

Jean Tom

Davis Wright Tremaine, LLP

Joanna C Aiken, AAMS®

Principal, Enso Wealth Management

John A. Hartog, Esq.

Hartog, Baer, Hand

John Sensiba

Sensiba San Fillipo

Jonna Thomas

Wells Fargo Private Bank

Julia Matsudaira

Katharine C. Earhart

Fairlight Advisors LLC

Ludo Thomasson

Ensemble Capital

Mark Fredenburg, CFA

BTR Capital Management, Inc.

Martin Johnson

361 Financial Planning

Mary Ballin, CFP, CDFA

Perigon Wealth Management

Nicole Middleton, CFP

Rachel A. Dodson, Attorney at Law

Roisman Henel Adams Trust and Estate Lawyers

Richard Rocke, CFP, CFA

MassMutual Financial Group of the Pacific

Shilpa Andalkar

Tammy Plotkin-Oren, CFP, ChFC, MBA

TPO Financial & Insurance Services

Timothy H. Smallsreed, JD

Wendel, Rosen, Black & Dean LLP

Timothy J.Gavin JD

CPA Gavin Law

Tom Nguyen

Beneficial State Bank

Ward Pynn, CPA

Are you ready to get started as an EBCF advisor?