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Educational Partners

Proudly Supporting the 2024 Savvy Seniors Living Seminars

Arosa East Bay Logo
Jonathan Mendoza

Jonathan Mendoza
Assistant Area Director
Direct: 650-804-6167
Office: 925-296-0406
Fax: 925-296-0407

Email Jonathan 
 

Arosa Care

East Bay

We are the only home care provider in the bay area offering integrated care management and caregiving services. Since we were originally founded as LivHome over 20 years ago, our care professionals have supported East Bay families through the aging journey with care management and caregiving services.

We became Arosa East Bay in 2021, and continue to serve communities across Contra Costa, Alameda, and Solano Counties. We are a Best of Home Care 2020 Provider of Choice and Best of Home Care 2022 Employer of Choice winner as well as a Home Care Pulse Certified Trusted Provider.

ATRIA Senior Living

Valley View, Walnut Creek & Lafayette

Atria offers three locations in our area that make it easy to stay connected to the people and places you love, while receiving the care you need.  We offer a wide range of care from independent living to assisted living and dementia care.  All of the communities offer a selection of apartments, delicious dining, and a robust calendar filled with engaging activities.  We are pet friendly and each building has a licensed nurse on staff.  

To learn more, give us a call.

Atria Senior Living Logo
Holly Musta

Atria Park of Lafayette
925-932-9910
Holly Musta
Cell: 925-302-3490

Email Holly  
 

Karley Simmons

Atria Walnut Creek
925-938-6611
Karley Simmons
Cell: 936-788-3796
Email Karley
 

Aaron Barruzo

Atria Valley View
925-937-7300
Aaron Barruzo
Phone: 925-822-2378
Email Aaron

Kensington Walnut Creek and Byron Park Logos

Kisco Senior Living
925-542-9851
Athena Quinones

Business Development Director
The Kensington & Byron Park
Email Athena

Byron Park A Kisco Community

1700 Tice Valley Blvd.
Walnut Creek, CA 94595

T. 925-319-4641

Web: byronpark.com

Kensington Byron Park logos

The Kensington A Kisco Community

1580 Geary Rd.,

Walnut Creek, CA  94597

T. 925-693-7784

The Kensington Website

The Kensington At Walnut Creek
925-943-1121
Michelle Stashyn

Sales Director
Email Michelle

Byron Park
A Kisco Community

Walnut Creek

Byron Park is a Kisco Community ideally located in an exquisite setting with open space views from every vantage point. Situated between Rossmoor and downtown Walnut Creek, just 30 miles from San Francisco, Byron Park's full-service senior community has been serving the area with Independent and Assisted Living options since 1991.

The Kensington
A Kisco Community

Walnut Creek

Life at The Kensington is vibrant, fulfilling and as active or carefree as you desire. The community offers Assisted Living and Memory Care in a friendly environment where our residents and associates enjoy being served and serving others. Our caring team of associates will customize a care program that’s right for you while you continue to enjoy your friends, hobbies, and new opportunities at The Kensington. 

CareQuest

Contra Costa County

CareQuest is a local and complimentary placement resource for older adults, serving Contra Costa and Alameda Counties. Having toured and evaluated communities in both counties, we’ve helped thousands of older adults transition to various levels of independent and assisted living. For over 20 years, our passion has been helping families and elders find supportive living environments and the care and resources they need.

Carequest Logo
Maegan Molo

Maegan Molo
Clinical Coordinator

925-935-8811

Email Maegan

 

 

 

 

 

 

 

 

 

Juliane Bigelow
Contra Costa County

(925) 935-8811

Email Juliane

 


CareQuest
1125 Juanita Dr

Walnut Creek, CA 94595
T. 925-935-8811
Web: carequest.us

Juliane Bigelow

Dayna Wilson, Realtor

Walnut Creek

Dayna Wilson has been serving clients in the East Bay communities of Orinda, Lafayette, Moraga, Walnut Creek, Alamo, Danville, Pleasant Hill, Concord, Clayton and Martinez and beyond since 2009.

 

As a certified Seniors Real Estate Specialist® and Certified Senior Housing Professional (CSHP), Dayna helps Boomers, Zoomers and Savvy Seniors explore housing options, ensuring that their next home best serves their current and future needs. Dayna has  special knowledge about everything from reverse mortgages and the importance of universal design to ensuring a client’s important legal documentation is in order.

Dayna Wilson Real Estate Team logo
Dayna Wilson

Dayna Wilson, Realtor
DRE #01781285
925-788-6582
Email Dayna

Del Monte Group logo
Angela Wright

Del Monte Group, LLC
Angela Wright, CFP®

President
75 Golden Meadow Lane

Alamo, CA 94507
Tel: 925.736.6410
F: 925.263.1930

Email Angela

Del Monte Group, LLC

Alamo

Del Monte Group is a wealth management firm that delivers a range of strategic, innovative financial solutions based on personalized goals tailored to every client we meet. We believe that our clients aspirations come first, which helps us cater to a lifetime of needs. If you’re looking for basic wealth management services, you won’t find that here. Our offering is distinguished because of how much further we go, providing resourceful, creative, cost-effective, and tax-efficient ways to help you keep, grow, and enjoy your wealth.

Family Matters

Danville

Family Matters is your local Bay Area specialist for your junk hauling, donation pick up, moving and organizing needs!

Kim Falahati founded Family Matters in 2013, on the basis of offering affordable services that rejuvenate you so that you can become your best self and redirect your energy to what matters most: yourself and your family.

In the 18 years Kim has worked with families as a teacher, nanny, house manager, and family facilitator, she noticed one consistent request from the families she worked with:  We wish we had more quality time to devote to our families and ourselves. 

That need, along with her desire to help others, she’s a Certified Life Coach and has a background in Psychology and Early Child Development, led Kim to develop the four pillars of Family Matters: Professional Organizers and Movers; Junk Hauling and Donation; Estate Sale and Downsizing. Family Matters is your one stop shop helping you from start to finish so you only have one company to call, one company to work with and one company to pay.
 

Family Matters Logo
Kim Falahati

Family Matters
Kim Falahati
Founder

696 San Ramon Valley Blvd.

#295,

Danville, CA
T 925-708-6635
Email Kim

The Heritage Downtown

Walnut Creek

The Heritage Downtown is the best active senior apartment community in the Bay Area providing both active and independent care living! Nestled on a quiet, suburban street in Walnut Creek, yet within walking distance from the vibrant downtown area, our residents get to enjoy the best of both worlds. This unique location gives The Heritage Downtown an opportunity to keep our residents active and highly engaged in the community. At the Heritage Downtown, our residents health and happiness is our highest priority. That is why we have the best amenities available. Our residents enjoy beautifully landscaped surroundings, an on-site restaurant, the best senior health and wellness programs and a wide range of social activities. Our dedicated and skilled staff is here to make sure each of our residents feel at home. 

The Heritage Downtown logo
Jenny Shively

The Heritage Downtown
Jenny Shively
Community Relations Director
The Heritage Downtown
1785 Shuey Avenue,

Walnut Creek, CA  94596
925-943-7427
Email Jenny

Lifetime Planning

Walnut Creek

Lifetime Planning, founded by Nancy Hairsine, is an investment and financial services company.  It is our goal to provide strategies and direction to support clients through life stages and transition with care and compassion.  In my practice, I help my clients develop a comprehensive plan that fits their goals and objectives as identified through the Discovery Experience Process.  

With over 20 years experience in the financial services industry, I have helped many clients improve their financial outlook.  This involves, asset protection, investment and retirement planning, insurance planning to include long term care strategies, educational funding and wealth management along with charitable and legacy planning.  

I enjoy helping and coaching clients and take pride in offering quality planning to all ages, benefiting them and their families.

Lifetime Planning
Nancy Hairsine

Lifetime Planning
Lifetime Planning
Nancy M. Hairsine, CFP® RFC®
Office:  925-267-2307
Cell:  925-584-6458
Email Nancy

Mutual of Omaha Reverse Mortgage

Walnut Creek

Even if you have an existing home loan, if you are 62 or better, a reverse mortgage can give you monthly income you can use for any purpose. Whether you need cash to fix up your home, travel, or for home care, it pays to look carefully at all your options. 

We work with clients who are looking to purchase a home, or refinance their existing mortgage into a reverse mortgage, or just get equity from their home. We pride ourselves on our ability to assist older homeowners in navigating the reverse mortgage process with ease and confidence.

 

We help seniors improve their financial future and remain in their home. Our technical knowledge of FHA rules and lender policies helps our clients avoid pitfalls in the loan process experience. We are an excellent source of valuable information about everything there is to know about a reverse mortgage. We are happy to consult with you without obligation.

Mutual of Omaha logo


Corporate NMLS #1025894

Marty Appel

Mutual of Omaha Reverse Mortgage
Marty Appel

Reverse Mortgage Advisor
NMLS # 235426
510-701-2167
Email Marty

Martha Nichols

Mutual of Omaha Reverse Mortgage
Martha Echols
Reverse Mortgage Advisor
NMLS # 471830
925-914-9326
Email Martha

1800 Tice Valley Blvd.
Suite A
Walnut Creek, CA 94595
 

Sullivan Group logo
Casey & Niki Sullivan

The Sullivan Group
Casey & Niki Sullivan

2855 Mitchell Drive, Suite 235
Walnut Creek, CA 94598
925-395-4212
Casey@thesullivangrp.com
Niki@thesullivangrp.com

The Sullivan Group

Walnut Creek

Our mortgage team is dedicated to one thing. You. We work together to give you the smoothest home loan experience possible. Because we each have our own role, we can concentrate on helping you with our individual expertise, creating a mortgage process that moves easily from milestone to milestone. Our commitment to communication means you will always know what’s happening as your loan progresses, and you can reach out with your questions at any time. We offer a wide range of loan programs, from FHA and VA to conventional and jumbo. We have the knowledge and experience to find the loan that’s right for you. Whether you are buying, refinancing, or renovating, our team is ready to give you the outstanding mortgage experience you deserve.

Content by Dayna Wilson Real Estate Team, Walnut Creek Realtors

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