Real Estate | Tax Planning & Insurance Services

Our value proposition at Future Wealth is to be your partner and solutions provider. To establish a network of services addressing all your financial needs at the highest level of proficiency. To provide all services by highly professional, experience advisors, who seamlessly interface with each other, in order to make your “one stop financial service” an efficient and pleasant experience. To meet your varying needs, we have partnered with professionals who offer Tax Planning, Insurance and Real Estate Services.

Real Estate Services

With over 14 years of experience, Steve Andre has consistently ranked among the top Realtors in California. He was born and raised in the Bay Area and knows the market inside and out: neighborhoods, schools, values, housing trends, rental markets and more. His hard work, extensive knowledge and genuine passion for real estate have created a loyal referral base, respect within the real estate community, and powerful results for his clients. Steve’s services include:

When selling: property preparation, marketing, visibility

When buying: education, perspective, negotiation

When Investing: strategizing, identifying, analyzing

Steve’s clients value his service, knowledge, communication, attention to detail, and results.

Email: steve@steve-andre.com
Phone: (510) 552-5572

Insurance Services

Harry Raftopoulous is a graduate of San Jose State University with a Bachelors in Mathematics and Computer Science and a Masters in Business Administration. Mr. Raftopoulos is a veteran of the Semiconductor Industry where he held several executive positions in Marketing &Sales. He started his career as a Software Engineer at Intel and Ford Aerospace. He held executive positions in companies like C-Cube Microsystems. Xilinx and Lattice. He also founded his own US / Taiwan based company (Vima) where he acted as a Vice President of Sales &Marketing. Mr. Raftopoulos started his Farmers Insurance agency in 2016 in Los Gatos, CA and is currently focusing on personalized insurance products for both Residential and Commercial Markets. Harry’s services include:

  • Life Insurance
  • Business Insurance
  • Renters Insurance
  • Auto Insurance
  • Home Insurance
  • Recreational Insurance
  • Mororcycle Insurance
  • Umbrella Insurance

Email: hraftopoulos@farmersagent.com
Phone: (408) 215-2000

Tax Planning

Loreen E. Huddleston has been a practicing Certified Public Accountant for more than 25 years.  Loreen is committed to serving her clients’ needs, whether it is income tax, estate and retirement planning, trust administration and accounting, or assisting small businesses and start-ups with the unique challenges they face. Understanding a client’s financial situation in both personal and business is key to recognizing potential tax-saving and planning opportunities. Contact Loreen to discuss how she can assist you. 

Professional services include:

  • Tax Planning & Preparation Services
  • Entity Selection & Restructuring
  • Business Consulting
  • Estate & Trust Planning & Tax Preparation
  • IRS Representation
  • Debt & Finance Advising
  • International Taxation
Phone: (408) 395 1012

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