Donald Clephane is a CFP® with 30 years of experience in the financial industry. He is affiliated with Diversified Planning Concepts, Inc. and has worked at Oak Tree Securities since 2001. In addition to financial advising, Clephane offers estate planning and sells insurance products. Diversified Planning Concepts provides estate and financial advisory services to individuals, couples, and select pension plans, trusts, and estates. The firm employs broadly diversified investment programs emphasizing capital preservation and manages accounts with client approval on a principally non-discretionary basis.

Gary Hooker is a financial advisor with Diversified Planning Concepts, Inc. in Corte Madera, CA. He holds the ChFC® designation and Series 63 license and has 42 years of industry experience. He has been with Diversified Planning Concepts since 1985 and owns the registered investment advisory firm. Diversified Planning Concepts provides estate and financial advisory services to individuals, couples, and certain pension plans, trusts, and estates. The firm employs broadly diversified investment programs with an emphasis on capital preservation and inflation risk management, serving primarily high-net-worth clients, salaried executives, small business owners, and retirees.