Financial Planning

Dean Meniktas, CIMA

Dean Meniktas, CIMA
Phone
(925) 746-0285
Business
UBS Financial Services, Inc. The Meniktas Group
Address
2185 N. California Boulevard, Suite 400, Walnut Creek, CA 94596
Education
University of California, Berkeley (B.S., 1979 & M.B.A., 1987).
Title
Senior Vice President – Investments

Nick G. Tarlson, C.P.A.

Nick G. Tarlson, C.P.A.
Phone
(415) 956-5700, Ext. 1
Business
Tarlson & Associates
Address
220 Sansome Street Suite 900, San Francisco, CA 94104
Education
Seattle University (B.A., 1976); Golden Gate University (M.S. Taxation, 2002); Patriarch Athenagoras Orthodox Institute/Graduate Theological Union at Berkeley (M.A. Theology/Orthodox Studies).
Title
CPA