SCI at a Glance

Successful Family and Business Owner Events

“Education, Insights, and Useful Topics from Experts in Today’s Complex Wealth Strategies World”

Wealth Advisor Education Programs


“Wealth Strategies Education, Networking, and Collaboration”


Wealth Advisor Partnering Programs

“Refine Your Practice - Clarity in Message, Benefit & Process Marketing, and Partnering” “Grow Your Practice - Attract New Clients, Engage Current Clients, Re-approach Potential Clients”

Speakers Bureau

“Educators on wealth strategies subjects that are leaders in their industry, translate the complex into understandable options, and inspire action for your audience.”


The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.

© 2014 Southern California Institute
Home Office: 3636 Nobel Drive, 450, San Diego, CA 92122
| Phone: 858 200-1911

Programs | About Us | Membership | Resources

FacebookTwitterLinked-In CompanyYouTube

Site Design by
Amicus Creative

Firm Branding by Smart Marketing