Silver Sponsors

Oakmont of Concord Senior Living

Oakmont Senior Living of Concord Logo

Contact: Pam Campbell, Director of Marketing
Web: Visit Oakmont of Concord Website
Phone: (925) 798-4004

Oakmont of Concord and Oakmont of Montecito are two premier senior communities situated on beautifully landscaped campuses in Concord. Developed by Oakmont Senior Living, our communities provide exceptional quality, comfort and care with five-star services and amenities. Residents enjoy a rewarding lifestyle with individualized comprehensive support that promotes continuing independence. We offer independent, assisted living and memory care services. Oakmont of Concord is the baby of the Oakmont communities, having been open for a little over two years while Oakmont of Montecito is a more established community.

Oakmont Senior Living is a recognized leader in the retirement industry, having planned and developed more than 40 retirement communities in the western United States. Our company is dedicated to hearing, understanding and responding to the needs of aging seniors. Our award-winning communities and attentive staff ensure that your retirement years will be full of comfort and luxury. We are so very pleased to serve the Concord community.

Retirement Funding Solutions

Retirement Funding Solutions Logo

Contact: Marty Appel
Phone: 510-701-2167

Contact: Martha Echols
Phone: 925-914-9326

Retirement Funding Solutions (RFS) is an FHA-approved lender specializing in one thing and one thing only: reverse mortgages. Commonly known as the Home Equity Conversion Mortgage (HECM), it allows qualified homeowners, 62 and older, to withdraw a portion of their home’s equity, without the burden of a monthly mortgage payment.

Retirement Funding Solutions is a company founded by seasoned, recognized reverse mortgage industry leaders who are dedicated to serving the needs of senior homeowners and homebuyers. At Retirement Funding Solutions, we take pride in our core values of integrity, loyalty, diligence and compassion.

Retirement Funding Solutions’ dedicated Reverse Mortgage Specialists Marty Appel and Martha Echols provide personal service in the San Francisco Bay Area. They are here to meet with and educate homeowners, financial planners, attorneys and real estate agents about the many ways a HECM can help homeowners live more comfortably now and prepare for the future. Marty and Martha assure their clients, homeowners and buyers, that they are not alone, but are fully supported, as they decide on an HECM.


Senior Visionary Services

Senior Visionary Services Logo

Contact: Jann Oldenburg
Phone: 925-699-2295

Would you like to have a free consultation and further assistance by a local senior care professional when you or your family members are looking for the right choice for helping your aging senior?  Senior Visionary Services is just a phone call away and may be your neighbor!

  • Home care Referrals
  • Assisted living Communities
  • Board and Care Homes
  • Specialized Dementia Care Facilities

We accompany families on tours of appropriate senior communities after an extensive evaluation of those communities and a family meeting to understand the senior’s needs.

Senior Visionary Services is with you every step of the way in the selection process, from your initial meeting and touring to the objective evaluation of the choices available.  We even help move your loved one by offering a qualified team of experts to pack their treasures, unpack and set up at their home. We become a life line for referrals to other support organizations to make your life easier during this transition.

Senior Visionary Services has been in the placement and referral industry for fifteen years and has earned high recommendations from other professionals for their knowledge, care and follow through.  Facilities will pay a referral fee to Senior Visionary Services in order for families to utilize their services without charge.

The Heritage Downtown

The Heritage Downtown Active Senior Living Logo

Contact: Jenny Shively
Web: Visit The Heritage Downtown Website
Phone: 925-943-7427

The Heritage Downtown is “the” Bay Area’s #1 Active Senior Living Apartment Homes Community, focused on providing the highest “Quality of Life” for each and every one of its Residents.

Our amenities include:

  • On-site “Farm to Table” First Class Restaurant
  • Organic Garden
  • On-site Salon
  • Social & Educational Programs
  • Library & Computer Center
  • Housekeeping
  • Heated Swimming Pool & Spa
  • Off-site Excursions
  • Concerts
  • Events
  • Top-of-the-line Fitness Center, featuring classes conducted by our long-standing partner Live2BHealthy

With our amazing on-campus 24-hour staff and daily Shuttle Service, supported by a fantastic group of individuals who thrive on a Team Mentality, we strive to create a deep sense of Community for all our esteemed guests and their families.

Walnut Creek & Lamorinda Villages

Lamorinda Village Logo

Contact: Anne Ornelas, Executive Director, Walnut Creek & Lamorinda Villages
Web: Visit Walnut Creek & Lamorinda Villages Website
Phone: 925-283-3500

Providing members with the means and confidence to remain active and independent in their own homes.