Business Buzz – April 2021

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(Courtesy of Elana O'Loskey)
(L-R) Jean Gannett, CFP® and Daniel Gannett are a mother-son team of independent financial planners who take a holistic view to life’s financial needs at Park Place Wealth Advisors Inc., 18 Orinda Way. Both are involved in the Orinda Rotary and other community organizations.

Park Place Wealth Advisors Inc.
    Jean Gannett has been a part of the Orinda community since the ‘80s when she opened her financial planning office in her home. In 2005, she moved the business from her home to its present location at 18 Orinda Way. Jean’s son Dan joined her in 2006, and together they have created what they describe as an independent financial planning business with a holistic view towards life’s financial needs. “What that comes down to is client goals first,” said Dan.
    Jean, a licensed Certified Financial Planner, stresses that Park Place Wealth’s independent status gives her and Dan the flexibility to bring a variety of investment strategies to the table to meet desired goals. They offer fee-based investment management, insurance for life and long-term care needs.
    Dan holds multiple licenses in securities, mutual funds, life, health, annuities, and real estate. With 14 years of industry experience advising high net worth clients, endowments, companies, and trusts, he said, “When you do this kind of work for a long time, eventually the experience of interacting with your clients is like that of a big family.” He enjoys hiking, fishing and hunting when not busy at work.
    Jean served six years on the board of directors at Associated Securities Corporation and for eight years on the board of directors at Foothill Securities, Inc. She is involved in Nile, Daughters of the American Revolution and Orinda Rotary. For relaxation she enjoys painting, reading and being outdoors.
    Both are active in the Orinda Chamber of Commerce and the Rotary Club of Orinda; Dan is immediate past president of the Rotary Club. He’s proud that it supports Miramonte Scholarships, Field Day, the Orinda Fourth of July Parade, local scouting, Meals on Wheels, The Food Bank and many other community projects. They both always have, and still do, serve on the boards of several nonprofits in the community.
    Park Place’s hours at 18 Orinda Way are Mon. – Fri. 8:30 a.m. – 4:30 p.m. All COVID-19 precautions followed. You can reach Park Place Wealth at 925.254.7766, 
dan@parkplacewealth.com or visit www.parkplacewealth.com.

(Courtesy of Maya Kobashigawa)
Maya Kobashigawa, U.C. Admissions Consultant, is pictured on the far left in her backyard with a parent and high school student while they discuss applying to a U.C. campus.

Maya Kobashigawa. U.C. Admissions Consultant
    Because U.C. application openings began last August, Maya Kobashigawa decided she could not wait for COVID-19 restrictions to ease. She opened her admissions consulting business in July of 2020. By pivoting to hold her consultations pandemic-safe, she was able to answer the calls for help she was getting from students and parents. They meet outside in her backyard in Lafayette wearing masks and observing social distancing.
    Kobashigawa has been an admissions reader for several U.C. campuses, including Berkeley, San Diego and Santa Cruz in the past five years. She has read and scored thousands of undergraduate application in this capacity.
    After working as an educator at Burton Valley Elementary in Lafayette, she took a break when her daughters were born. As they got older, she decided to explore something different in the field of education. She volunteered at a low resourced high school to help students navigate the whole process of college applications, interviews, etc. Finding the work satisfying, she decided to continue in this field.
    Because she is not a college counselor, there is no four-year commitment. Students and parents can meet with her just once if that is all they need. Her goal is to leave parents and students more prepared when they apply within the U.C. system. It provides her with great joy to share her skills and give back to her Lamorinda community.
    Kobashigawa works within the student and parent’s schedule, usually after school during the week or on weekends. Reach her at 925.202.6153 or at mayakobash@comcast.net to learn more.

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