Category: Announcements

Danville, CA. January 21, 2020 John Gardner, CFP®, CPM® is pleased to announce being listed in Forbes’ Five Star Award Winners 2019. John and Blackhawk Wealth Advisors were among 1,340 award candidates in the San Francisco-East Bay area who were considered for the Five Star Wealth Manager award. 104 (approximately 8% of the award candidates) … Continue reading “ANNOUNCEMENT: Five Star Wealth Managers & Investment Professionals”

John Gardner awarded 2019 Five Star Wealth Manager The Five Star award recognizes outstanding professionals in the financial services industry. These professionals have shown a dedication to the customers and professional excellence. Five Star Professional invites each award candidate to submit information about themselves and their practice, including specific data related to eligibility and selection … Continue reading “John Gardner Awarded 2019 Five Star Wealth Manager”

The PGA’s Web.com Tour is back in our Bay Area this week at the Stonebrae Tour Players Course in the Hayward hills. ERPE is proud to be one of this year’s event sponsors. The Warriors Community Foundation will serve as the main charitable beneficiary of the Ellie Mae Classic. The Warriors Community Foundation, the philanthropic arm … Continue reading “ERPE at ELLI Classic”

Our Latest News… John and Greg are happy to announce our latest news. The pencils are down and papers turned in. The exams are over, and…WE BOTH PASSED! Greg earned the AIF® designation, and John is now a CPM®. These accomplishments were to further our commitment to being the best we can be for our clients. … Continue reading “Announcing the AIF and the CPM”

We wanted to take a moment to let you know how thankful we are to have clients and friends like you. We wish you and your family nothing but the best this Thanksgiving and throughout the holiday season. Many blessings, and much peace and joy to you and your family! Sincerely, John, Greg & Laurie

TUESDAY December 18th Please join us for some holiday cheer! 3:30 PM – 5:30 PM Open House Hosted by your neighbors John, Greg & Laurie Wine & Snacks Suite 260 Blackhawk Asset Management / ERPE INC.

ERPE is excited to announce… BAM Blackhawk Asset Managment, Inc. As we announced to our valued clients in mid August, ERPE has created an asset management division, Blackhawk Asset Management, Inc (BAM). A wholly owned subsidiary of Equity Research & Portfolio Evaluation, Inc., BAM was established to achieve a positive structural improvement to our company. BAM allows for a … Continue reading “Introducing BAM … Blackhawk Asset Management”

BAM, Inc. Announces… Laurie Dancoff Has Joined the Firm We at Blackhawk Asset Management (BAM) are excited to announce a brand new addition to our organization! Earlier this month we welcomed Laurie Dancoff to our team. She brings a wealth of knowledge and experience servicing high net-worth client accounts.  Her 30+ year career in the … Continue reading “Laurie Dancoff Announcement”

ERPE is happy to share a great experience… Together with our Danville Rotary Club, we set out to make & serve breakfast local Veterans It seemed small. We showed up at 5:30am Saturday at the Alameda County Fair Grounds to prepare breakfast for what might have been 500 Bay Area veterans. It was dark out, but the … Continue reading “Danville Rotary & ERPE Day with Veterans 9.18.18”

Wealth & Finance magazine have announced the winners of the 2018 Wealth & Money Management Awards We are really excited to announe we won! Best Strategic Investment Planning Company 2018 Returning for the 5th consecutive year, the 2018 Wealth & Money Management Awards are again dedicated to rewarding and celebrating the hard work and dedication … Continue reading “Really excited to announce we won!”