These are financial experts we highly recommend for their expertise, customer service and integrity. They are not employees of Your Legacy Lives and must be hired separately.

Steven Christopherson, CPA

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Steve has more than 20 years of tax and accounting experience, including experience as a CPA, IRS auditor, fraud examiner, expert witness (civil & criminal matters), controller, real estate broker and real estate investor.

Steve is licensed as a CPA in both the states of California and Hawaii.  Tax planning for investors and business owners with California and Hawaii activities is an important aspect of our firm.

Although Steve was an IRS auditor, he’s a strong advocate for his clients in all tax matters.  Today he works for his clients, not the IRS.  His IRS experience gained him valuable insight into the inner-workings of the IRS, which works to the advantage of his clients.

To potential clients:  Please call or email.  We are in a position to take on new clients and would appreciate the opportunity of discussing your situation to determine if we can add value to your financial life, goals and/or business.

Contact:

Steven Christopherson, CPA CFE MST
Grand Marina Village, Alameda CA 94501
(510)263-8237
[email protected]

Amanda Keith, Reverse Mortgage Specialist

Amanda Keith
Amanda is a CPA and a certified Home Equity Conversion Mortgage (HECM/Reverse Mortgage) Specialist. Amanda enjoys helping our growing population of Bay Area retirees enhance the longevity of their securities portfolio through prudent and timely use of the new HUD-insured, non-recourse HECM line of credit, or HECM for Purchase, which are being used as strategic financial planning and retirement tools.
Available to homeowners 62 and over

The HECM can be used to pay off a current mortgage, consumer debts, etc.
Lines of credit of $300K-450K are typical, with minimal credit and income qualifications and guaranteed monthly growth rate.
All re-payment is deferred until the homeowner permanently moves out of the property.

Amanda is a trusted resource for financial professionals, attorneys, realtors, and retirees, and has provided industry updates and training to various PFAC fiduciary groups and NAPFA financial advisor teams throughout the country. She can help you gain a deep understanding of HUD’s program guidelines and brainstorm ways to use this unique finance option to serve the Boomers and Beyond.

Contact:

[email protected]
415.747.5668

Jasper Smith- President – Urban Financial Services Coalition SF Bay Area Chapter

Jasper Smith
Jasper has been involved in the financial services arena for nearly a decade, working in an array of capacities. Jasper held positions with notable firms such as Bank of America/Merrill Lynch, Lincoln Financial Group and Northwestern Mutual. He holds his life insurance license along with various securities licenses (Series 6, 7, 63 and 65) and is pursuing the Certified Financial Planner (CFP) designation. He currently works as a Financial Advisor with Prudential, a Financial Management Counselor with Operation Hope and an Economics Educator with Game Theory Academy.

With a passion for promoting financial awareness to the nation’s youth, Jasper donates countless hours as a Board Member and also serves as the President for the Urban Financial Services Coalition San Francisco Bay Area Chapter. Jasper is an avid competitor of the International, Humor and Table Topics speech competitions in Toastmasters International. His notable Toastmaster accomplishments include winning the 2013 District 57 Table Topics contest.

He was a 4-year letterman in Baseball and graduated summa cum laude from North Carolina Agricultural & Technical State University with a B.S, in Business Administration. He is a native of Durham, NC.

Jasper is a frequent contributor to the Examiner.com – see his articles here. 

Contact Jasper:

(925) 364-4669

[email protected]

Anita Renee Johnson- Financial Psychologist

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Ms. Anita Renee Johnson of Oakdale, Louisiana, has been passionate about finance. Ms.Johnson is a Radio Co-Host/Founder of Money Wisdom for Women Internet Radio Broadcast Money Wisdom for Women with Anita Johnson & Dr. Irvin Cohen.

She is the CEO/President of Money Wisdom for Women along with being the author of three books Financial Management for Small Businesses, Big Girls Don’t Cry-Taking the Emotions of Finance & Bookkeeping for Non-Bookkeepers.Ms. Johnson research includes The Financial Implications of African American Women VS. Caucasian Women Is a College Education Still Relevant for African Americans, Women & Retirement, & Poverty & the Wage Gap.

Contact:

916-572-9033

[email protected]

Matthew Dennis, CPA

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Matthew was born in Fremont and raised in Union City and now lives in Hayward. You could say he is a very local guy. Matthew received his bachelor’s degree in Accounting with a minor in Economics from California State University East Bay in 2007. Matthew earned his CPA designation in 2013. Matthew worked for local CPA firms as well as an independent accounting contractor before joining Grodin Financial Services in 2014.

Matthew holds his insurance license. He also holds the industry designation of Certified Long Term Care Specialist (CLTC).

Experience

Matthew started his career working at a local hospital handling all kinds of interesting situations. He decided to go back to school to advance his career and ended up choosing Accounting. After several years in that field, he developed a burning desire to help people retire properly. As a CPA he often saw bad insurance and investment advice being given to his clients. Matthew decided he could do a great job helping people understand the tax implications (from a macro perspective) and help them craft strategies for their retirement. While he is new to the Financial Advising side of the business, his experience in taxation gives him instant credibility due to his vast knowledge of how money works.

Matthew is passionate about being available to his clients. When Matthew is in the office, he is often talking to his clients on the phone or via email.

Matthew prides himself on being able to answer most questions about financial matters even if that is an area that he cannot help a client with. Of course, he frequently refers his clients to others that handle the matters that he does not, like taxes and trusts.

Education is vitally important in this business and that is why Matthew takes advantage of many different educational programs each year and reads business publications constantly so he can be a resource to his clients.

Clients

Matthew works with individuals to create a real retirement plan that can lead up to as many as 11 streams of income at retirement. He creates the plan by making sure his clients maximize their protection, save the right amount of money in the right places and then grow their money in a strategic but conservative way. Matthew works with businesses in the areas of deferred compensation, executive bonus plans and building wealth outside of the business as well as tax reduction strategies.

Affiliations

Matthew is part of the AICPA (American Institute of Certified Public Accountants) and the CalCPA (California Society of CPA’s)

Contact

[email protected]

510-357-3715