Serving the Bay Area, Northern California, Central Valley and Sacramento

Association Reserves is committed to preparing high-quality, accurate, and understandable San Francisco Reserve Studies! We have been serving the San Francisco Bay Area for over twenty years and our dedication to customer service and specialist training has established us as leaders in the Community Association industry. We pride ourselves in making sure our reports meet or exceed National Reserve Study Standards (NRSS). To help Managers, Board Members and Homeowners get a greater grasp on reserve funding, each study comes with a workable excel file, a great tool for plugging in “what-if” scenarios, as well as a personalized web-video outlining each report’s key factors. We look forward to client interaction and ensuring that each association has the proper funds necessary to maintain their community for today and for the future!

San Francisco (Primary Mailing Address)
Fresno
Lake Tahoe
Monterey
Sacramento
San Jose
Walnut Creek

Our Team

Derek Eckert, RS, PRA

President

Lorena Valladares

Client Relations Manager

Charles Martin

Territory Manager - East Bay/San Francisco

Jackie McGarry

Territory Manager - Silicon Valley/Monterey Bay

Carlos Flores

Project Manager

Need a Reserve Study Proposal?

Our Services

We offer a range of services to meet every budget and need. We focus on high quality and to exceed expectations with each Reserve Study and professional service.

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Which Level of Service is Right for My Property?
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What Happens Next?
Level of Service Site Visit Measurements Component List Condition Assessment Photographs Price
Reserve Study- Full
Yes
Yes
Created from Scratch
Yes
Yes
$$$
Reserve Study Update- With Site Visit
Yes
No
Updated from Prior Report
Yes
Yes
$$
Reserve Study Update- No Site Visit
No
No
Updated from Prior Report
Yes
No
$
Do-it-Yourself Reserve Study Kit
No
No
Provided by Client
No
No
$349

We work with all types of properties

Association Governed Communities

Association Governed Communities

Condos, Co-ops, HOAs, POAs, PUDs, Townhomes, etal.

Vacation Ownership Resorts

Vacation Ownership Resorts

Timeshares, Fractionals, Travel Clubs, & Vacation Clubs

Municipalities & Commercial Properties

Municipalities & Commercial Properties

Governments buildings & facilities at the federal, state, county and city levels as well as commercial or mixed use developments

Worship Facilities

Worship Facilities

Properties owned by any faith community

Schools, Colleges, & Univesities

Schools

Private and public schools, school districts, colleges and universities

Camps, Retreats & Charitable Organizations

Camps, Retreats & Charitable Organizations

Day camps, overnight camps, retreat centers, and properties owned and maintained by any charitable organization

Private Clubs & Recreation Centers

Private Clubs & Recreation Centers

Club or organization that owns and maintains property as well as private or public recreation centers

Other Types of Properties

Other Types of Properties

Our Reserve Studies Clearly Spell Out What Needs to be Reserved for, Evaluate the Strength of the Current Reserve Fund and Recommend a Funding Plan

Every Reserve Study includes Three Key Results

COMPONENT LIST- detailing the scope and schedule of all Reserve Projects

CALCULATION OF RESERVE FUND STRENGTH (%-Funded)

CUSTOM FUNDING PLAN going forward that allows for timely repairs & replacements with an emphasis on avoiding supplemental funding sources

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Derek Eckert, RS, PRA

President

Derek joined Association Reserves in 2004 with a degree in Business Management from California State University, Northridge. During his tenure with our firm, Derek has traveled extensively to serve residential, resort, and business clients throughout the United States. For his expertise, Derek earned the Community Association Institute’s (CAI) Reserve Specialist (RS) designation and has the distinction of being RS #114. Derek is also a certified Professional Reserve Analyst (PRA). In 2007, Derek took on full responsibility for overseeing our San Francisco regional office, which has quickly expanded to meet the needs of all Bay Area clients. A combination of physical, financial, and staffing expertise has honed Derek’s ability to work with teams of decision-makers, within budget limitations, to accomplish significant repair & replacement projects.


deckert@reservestudy.com | (415) 694-8931

Lorena Valladares

Client Relations Manager
Lorena joined the San Francisco team in 2017, but she is no stranger to Reserve Studies. She worked at our corporate office in Los Angeles for 7 years before transitioning into Community Association Management. Her prior work experience in Property Management further developed her customer service skill set and is essential in developing strategic recommendations while keeping the clients’ needs a number one priority. Lorena is able to assist current and prospective clients in making well-informed decisions. She serves as the initial contact for our office and focuses on creating ongoing relationships with our clientele to ensure a successful experience throughout the Reserve Study/Capital Planning process.

LValladares@reservestudy.com | (415) 694-8931

Charles Martin

Territory Manager - East Bay/San Francisco
Charles joined the Association Reserves – San Francisco team in 2015 as an intern in his last semester before graduating from San Francisco State University with a bachelor’s degree in Economics. While in school, his primary academic focus was on econometric modeling and thus developed a predilection for extracting meaningful and practical information from large data sets. As a Project Manager for Association Reserves, he brings his strengths of data evaluation and financial analysis to the team. In his free time, Charles enjoys reading, playing music, and hiking.

cmartin@reservestudy.com | (925) 437-1177

Jackie McGarry

Territory Manager - Silicon Valley/Monterey Bay
Jackie joined Association Reserves in 2019 after 9 years in Homeowner Association management. She is a California Certified Community Association Manager (CCAM) and brings a community minded approach to create relatable and prudent Reserve Studies. Her extensive customer service background makes her approachable to our clients and effective in providing reports that serve the Association well. A graduate of San Jose State University, she enjoys playing and watching sports, movies and spending time with family and friends in her free time.

JMcGarry@ReserveStudy.com | (408) 893-9939

Carlos Flores

Project Manager
Carlos graduated with an Economics degree from De La Salle University and is currently pursuing a Master’s in Business Administration. He has work experience in banking, accounting, data diagnostics, financial analytics and project management. His academic involvement, together with employment experience, has allowed him to gain skills needed to proficiently complete Reserve Studies and support any client requirements. During his free time, Carlos enjoys watching NBA, collecting action figures and traveling.

cflores@reservestudy.com | (415) 694-8931