Professional Alliances : Building, Protecting, & Preserving Assets Since 1986 | Magbitang Financial & Insurance Solutions

Professional Alliances


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Professional Alliances

Build a team of professionals for your company.

No matter what type of company you own, dental, medical or closely-held family business, or how successful you are, you can benefit from the guidance and knowledge of certain key business specialists, many of who are business owners just like you.


You may want to hire an attorney who specializes in the needs of a dentist, physician, or closely-held family business, and who can consult with you on asset ownership, best practices, succession planning, contract review, and employee-employer relationships. It’s crucial to establish a relationship with your attorney, so you can pick up the phone when you have a question.

Dominador B. Laset Jr, Esq.
D.B. Laset Jr, Esq.

1816 Tully Road, Suite 280
San Jose, CA 95122
(408) 799-7237

Robert J. Silverman, Esq.
R. Silverman Law Group

1855 Olympic Boulevard, Suite 125
Walnut Creek, CA 94596
(925) 705-4474

Donald J. Sweet, Esq.
Rodnunsky & Associates

555 Twin Dolphin Drive,
Suite 330
Redwood Shores, CA 94065

May Anne Teodoro, Esq.
Teodoro Attorneys At Law

1625 The Alameda
San Jose, CA 95126
(408) 491-9756


An accountant/CPA should help you “read” your books more effectively, translate raw data, plot areas of profit and loss, and show you how to manage your tax liability. In short, your accountant could save you money. Don’t make the mistake of meeting only once a year at tax time: Give your accountant the opportunity to work with you all year long.

Philip J. Andrews, CPA
Philip J. Andrews, CPA

319 Diablo Road
Danville, CA 94526
(925) 837-8952

Ronald D. Crone, CPA
Crone & Associates

5890 Stoneridge Drive, Suite 101
Pleasanton, CA 94588
(925) 426-5444

Navjeet Chahal, CPA
Chahal & Associates, Inc.

600 Alfred Nobel Dr Suite A
Hercules, CA 94547
(510) 222-5800

Rene Gutierrez, CPA
Philip J. Andrews, CPA

319 Diablo Road
Danville, CA 94526
(925) 837-8952

Mark Halversen, CPA
Halversen CPA

140 Gregory Lane, Suite 180
Pleasant Hill, CA 94523
(925) 687-1040

Bank/Lender – Financial Institution Officer

Credit is the lifeblood of many businesses. It’s always important to maintain contact with a person who can help you create the cash flow you need when you need it, and at a favorable rate. In addition to issuing credit, many financial institutions frequently provide a wealth of other services at minimal or no charge. Regular communication with your contact will keep you abreast of new opportunities that can benefit your practice.

James Bachmeier III

275 Battery Street, Suite 1100
San Francisco, CA 94506
(877) 341-0617

Pete Matson
Business Development Officer
City National

101 Ygnacio Valley Road, Suite 425
Walnut Creek, CA 94596
(510) 502-5389

Ron Tan
First Bank

1900 O’Farrell Street, Suite 140
San Mateo, CA 94403
(650) 281-7303

CJ Williams
VP – Bank of America
Practice Solutions

2700 Walnut Blvd.,
Walnut Creek, CA 94596
(614) 560-5417

Forrest Wiederman
VP – Bank of America
Practice Solutions, Start-up, Refinancing

2700 Walnut Blvd.,
Walnut Creek, CA 94596
(949) 910-3734

Jason Greenland
Wells Fargo Business
Development Manager

2001 Clayton Rd 9F,
Concord, CA 94520
(510) 542-1594

Broker/Realtor/Business Consulting

Yvette Dotson
Sky Management Solutions

607 Elmira Rd.
Vacaville, CA 95687
(707) 592-2559

Mac Rogers

20273 Patio Drive,
Castro Valley, CA 94546
(650) 273-2774 | (510) 854-6723

Michael A. Ngo, DDS
Director – Practice Management & Transitions Consulting

3182 Campus Dr. # 274,
San Mateo, CA 94403
(650) 436-2939

Dental Architect, Contractor, Equipment/Supplier

Elizabeth Dygert
Patterson Dental

Concord, CA
(925) 963-0425

Colby & Amber Gonzalez
Patterson Dental

Concord, CA
(510) 759-1905

Mohsen Ghoreishi
Kohan Inc. Dental Architect

490 Post Street, Suite 1135
San Francisco, CA 94102
(415) 348-0008

Ann Milligan
Patterson Dental

Sunnyvale, CA
(650) 235-5563

Rafael Pascual
Allied Builders

Dublin, CA
(510) 520-8723

Mike Smith
Roam Commercial Realty

Concord, CA
(925) 250-3208

The third-party professionals listed on this page are provided as a courtesy only and in no way represent a recommendation or an endorsement of these professionals or their services. These parties are not affiliated with Magbitang Financial and & Insurance Solutions or NYLIFE Securities LLC or its affiliates. Choosing a professional advisor is strictly the client's choice and responsibility.