San Francisco

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Stephen Meuris, MBA

Financial Advisor – Chapter Director

68 Rockwood Court,
San Francisco, CA 94127
(415) 592-8497 phone
(415) 379-4091 fax
smeuris@fpfenonprofit.org

Stephen Meuris is the San Francisco Chapter Director for the Foundation for Personal Financial Education, a non-profit educational organization comprised of various financial professionals. Attorneys, Accountants, Financial Advisors, and other financial service professionals conduct instructional workshops on important financial topics, including retirement planning, financial management, estate planning, asset allocation, and more. The Foundation for Personal Financial Education conducts hundreds of workshops a year for companies, organizations, institutions, and associations of all types.

Stephen Holds a Bachelor of Arts from UC Davis and a Masters of Business Administration from the University of San Francisco. Stephen began his career in financial services in 1995 at Charles Schwab in San Francisco. From 1998-2002, he worked in the research department of the investment bank, Robertson Stephens. From 2004 to 2010 Stephen served as Vice President of Sales and Marketing and Chief Compliance Officer at ATEL Securities in San Francisco. He joined Topel & DiStasi Wealth Management in 2011 and built his client relationships over the next five years. In 2016, he founded Rockwood Wealth Management in San Francisco. Stephen is a Financial Advisor and Registered Principal with LPL Financial Services.

Stephen finds that many professionals simply get caught up in the crisis of everyday business and family concerns, unwittingly postponing their personal and family financial planning and thereby run the risk of sacrificing their current and future security.

With a desire to help people plan for their financial futures, Stephen assists individuals and families of all income levels in identifying their personal and family needs and resources in order to obtain a comfortable level of security for today and tomorrow.

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Darik T. (Spyder) Heaney

Mortgage Professional – Member

68 Rockwood Court,
San Francisco, CA 94127
(415) 310-3527 phone
sheaney@fpfenonprofit.org

Darik has substantial tenure in mortgage finance, coming into it by way of the bond market, and business development in the software space.  He has developed a deep knowledge of the technical aspects of the business working with one of the longest-operating mortgage brokers in California (that recently merged with Home Point Financial).  This experience has given him a broad knowledge of financing strategies beyond traditional bank offerings and deep insight.

A real estate loan, for home or investment, is always a significant obligation that needs to be tailored to fit in with the homeowner’s or investor’s complete financial picture.  It is so incredibly important that real estate investors are thoroughly educated about every aspect of their financing as well as analysis of concurrent opportunities for their monthly and upfront investments.  The most gratifying aspects of his business is communicating this knowledge and working closely to understand and know the people with whom he gets to engage.

Darik is a great asset to FPFE workshop series and provides solid insights and education California employees via the Foundation for Personal Financial Freedom –helping develop well rounded, financially sophisticated, employees who can better manage their financial future.

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Mark Peschel

Real Estate Professional – Member

68 Rockwood Court,
San Francisco, CA 94127
(415) 203-1712 phone
mpeschel@fpfenonprofit.org

As a German-born second-generation real estate professional, I build on the work ethics of my father and believe in a consultative and creative approach for all my clients.

• Full-time Realtor since 2002 in San Francisco
• Full-service Agent with a strong network of local contacts
• Certified Residential Specialist, ePRO
• Certified International Property Specialist
• Hosted numerous buyers seminars
• Continuously attends seminars to stay up to date on real estate trends and marketing techniques
• Most of my business is repeat- or referral based
• Father of two children = professional & parent opinion about San Francisco’s neighborhoods + schools

Buying or selling a home is a VERY important decision. I specialize in the San Francisco real estate market since 2002 and I am well qualified to assist you with your real estate needs. Please visit my web site www.markpeschel.com to learn more, connect with me on LinkedIn & read client reviews about me on Yelp & LinkedIn.

My experience includes Single Family Residences, Condominium’s, TIC (Tenancy-in-Common), Multiple Units as well as Investment/Income properties (Commercial included). Property Management is also part of my skill set as a San Francisco real estate professional.

 

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Raul Escatel

Attorney at Law – Member

68 Rockwood Court,
San Francisco, CA 94127
(415) 290-4427 phone
rescatel@fpfenonprofit.org

Raul Escatel is the founder and principal of Escatel Tax Law, a boutique law firm in Piedmont California specializing in estate, business and tax planning for individuals and businesses.  Raul has extensive experience planning for and around a wide array of federal, state and local taxes.  Raul also provides representation before the IRS, as well as state and local tax authorities in administrative and judicial proceedings.

Raul also assists clients of diverse backgrounds with all their estate and wealth transfer planning needs, including wills and trusts, business succession planning, asset protection and trust administration.

Prior to founding Escatel Tax Law, Raul served as Tax Counsel for the California Franchise Tax Board (FTB) for over eleven years where he became an expert on a wide range of tax issues affecting individuals and businesses.

Raul is a Certified Tax Specialist by the State Bar of California Board of Legal Specialization.  He received a master’s degree in tax law from Boston University School of Law and his law degree from the University of the Pacific, McGeorge School of Law (with a concentration in taxation).