Member Directory

Financial Services & Planning
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Capital Advantage, Inc.: Experienced, fee-only, personal wealth advisors dedicated to providing peace of mind to those seeking investment management and retirement planning.
Member Since 05/2015

We provide Residential Financing 1-4 units along with Small Commercial.  We can provide Refinance, Sale and Home Improvement options
Member Since 02/2023

 

Helena, a seasoned real estate professional with an MBA from Saint Mary’s College, brings over two decades of expertise to her role as a Senior Mortgage Banker at CrossCountry Mortgage. As the founder of HJLC Partners Inc., she has successfully remodeled over 50 homes in the Bay Area, focusing on community redevelopment. She specializes in tailoring home loan options to meet clients' needs, ensuring a seamless experience from pre-approval to closing. In addition to her current role, she has held significant positions in real estate associations, serving as the 3rd Vice President for the Associated Real Property Brokers in the past.

 

Member Since 01/2024

Lafayette Chamber Board Member

When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and/to see how personal service can make a difference, fred.steingraf@edwardjones.com. 


 

  
Member Since 01/2018

As an experienced financial advisor, I provide clients with personalized financial services to achieve their financial independence.
Member Since 03/2023

Established in 2001, Equity Smart Home Loans was formed with a simple purpose: to make home loans accessible to everyday working people
Member Since 03/2024

Lewis Asset Management is a Lafayette based, fee-only investment advisor.  We offer customized investment solutions along with detailed Financial Planning.  Acting as a Fiduciary, Lewis Asset Management will always do what's best for the client.
Member Since 02/2021

I help people manage their financial well-being.
Member Since 01/2007

Full Service Welath Management and Financial Planning including: Retirement planning,investment planning,tax strategies, estate planning, gifting strategies, educational planning, risk management, insurance, business strategies and more.
Member Since 07/2018

Protection you need. Benefits you didn't expect.

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for long term care insurance and lifetime income strategies.

 

Roberto F. Hernandez
Agent
CA Insurance License #4090472


 

  
Member Since 02/2022

Financial advice reimagined. At Treehouse Wealth, we partner with our clients for their entire financial journey. We are stewards as well as strategists. In everything we do, our main goal is to enable our clients to live a fulfilling life.
Member Since 04/2023

We help successful individuals and business owners create financial plans and implement wealth management strategies to reach their desired destination.

Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Wallace Advisory Group, LLC. Wallace Advisory Group, LLC and Wallace Financial & Insurance Solutions, LLC are affiliated firms, and are independently owned and operated from M Holdings Securities, Inc.
Member Since 10/2015

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“We are very impressed with your Chamber. We have been members of other Chambers over the years and it’s been nothing like the experiences we’re having right out of the gate with your organization. Thank you for your great communication, follow up, and professionalism.”
– Peter Dewey, Bayview Painting

“I couldn’t have asked for a better resource than the Chamber, as I was establishing my medical practice in Lafayette. AJ, Holly, and Sara were so responsive to my questions and gave me many ideas on networking in the community. They host several events that foster community building. I honestly cannot imagine a more robust, active, and friendly chamber as this. I’m a member for life!”
– Cheruba Prabakar, Lamorinda Gynecology & Surgery

“WE LOVE THE CHAMBER! Batch and Brine has been a member of the Lafayette Chamber of Commerce for almost six years. We value and appreciate the incredible amount of work this organization produces for our community through many events and support for each business. The networking and education of information that’s spilled out weekly for the business community is impressive. They are a helping hand in so many ways for our business community and beyond. We couldn’t be part of this community without being part of the chamber. Lafayette Chamber is one of the best organizations we’ve worked with, so don’t think twice about it, join the Chamber!” – Rolla Ghaben, Batch & Brine

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