Major Corporate Sponsor
Settlement Planners, Dan Vezinaw and Rick Bishop
www.settlementplanners.com Also, you may call (408) 296-7299 or Toll Free at (800) 727-3885
Dan Vezinaw and Rick Bishop, Certified Structured Settlement Consultants, maintain the San Jose office for Settlement Planners, Inc., one of the country's top plaintiff oriented structured settlement firms. As an active member of the Society of Settlement Planners, the only Plaintiff oriented Structured Settlement Association; Dan and Rick are able to provide their clients with the most current settlement strategies utilizing periodic payments, trusts and other financial planning strategies.
Alcaine Group of Robert W. Baird
Address: 1400 Rocky Ridge Drive, Suite 250, Roseville, Ca 95661
Phone: 916-783-6528 / 877-792-3667
Email: Carlos Alcaine and Steve Halterback
The members of the Alcaine Group are plaintiff only, fully-licensed, Financial Advisors specializing in settlement planning. We offer a broad range of investment options including, but not limited to, structured settlements and professional managed stock and bond portfolios. The Alcaine Group can also help coordinate a Medicare Set Aside, the creation of a Special Needs Trust, and professional trust management.
Contact Melissa Leiland at JAMS at 408-288-2240
Matthew P. Herrick, CFA, Morgan Stanley Wealth Management
Matthew P. Herrick, CFA or (408) 202-9336
Matthew Herrick joined Morgan Stanley’s Menlo Park office in 2012. Matthew has provided investment management and wealth planning advice to successful entrepreneurs, executives, and professionals since 2008 at Merrill Lynch Wealth Management. Previously, he was an attorney at law with the law firm of Pillsbury Winthrop Shaw Pittman LLP based in San Francisco.
Creative Legal Financing
Contact: Brett Hansbury at
Tel: (916) 780-9080
Creative Legal Funding was created by a prior accident victim who knows first hand what each client faces. As an attorney focused funding company, we are constantly evaluating our services and process to ensure we are providing the simplest and most efficient service to ensure your client receives the care they need, without encountering any additional hurdles.