Case Studies

Ellen and Alan

They say you shouldn’t make major life decisions for at least six months after a traumatic event. Yet there we were at an open house in Los Gatos, considering buying a new home just one month after a fire swept through the Santa Cruz Mountains and burned our house to the ground. Two days later we…

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Scott and Debbie

A long, long time ago, when I was a senior at Los Gatos High School, I took an art class. On the first day I told the teacher that I expected to fail because I couldn’t draw. Mr. Downs laughed and assured me that I would do just fine. He was right. That year I…

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Anna

After owning a duplex in Cupertino for over 30 years, Anna had achieved what every investor aims for: steady income from an investment property that she owned free and clear. But Anna had moved to Sonoma County and was ready to retire, and her retirement plan didn’t include being a landlord in Cupertino. Although the…

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Shirley

Knowing her husband was going to die did not make losing him any easier.  The moment Dick’s battle with cancer finally ended, Shirley came face to face with the stark reality that her best friend and husband were gone forever.  And yet, in her moment of grief, sorrow and loneliness, there were mounting responsibilities awaiting…

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Trisha

A client introduced me to Trisha because she needed more than just a “for sale” sign in the yard and a lockbox on the door – she needed real help.  Even though her home was worth a great deal and she owed relatively little, she could no longer afford to live in it.  At a…

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Brian & Dan | Sereno Group

Brian & Dan | Sereno Group