"Education, Insights, and Useful Topics from Experts in Today’s Complex Wealth Strategies World. Educators on wealth strategies subjects that are leaders in their industry, translate the complex into understandable options, and inspire your audience to take action."
SCI Wealth Education Instructors and Wealth Education Fellows are available to teach on a variety of business and wealth strategies subjects for your group or event. As seen below in our “Prior Topics,” we offer a variety of ready-to-go presentations (or we can use yours) and expert co-presenters to help you serve your audience and inspire action. Contact our Executive Director and she will brainstorm with you to decide how we can best work together to achieve your goals and which of our instructors might be the best fit.
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SCI “Advisor Centered” and “Client Centered” events create community and an experience to inspire action within your audience. Wealth Advisors collaborate with SCI’s professional event planning team to brainstorm, identify, create, coordinate, and implement memorable events. As seen below in our “Prior Topics,” we offer a variety of topics, expert co-presenters, and unique venues customized to your practice, audience, and outcome desires. Concentrate on your audience and day to day production by leaning on SCI’s team for our “How the Rubber Meets the Road Event Process.” Success may differ from event to event, but is always dependent on well executed details. We enjoy helping Wealth Advisors and their teams build and support their relationships.
To learn more about our Signature Event Planning services, contact us via email at connect@scinstitute.org or call us at 858-200-1911.
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Lori Adasiewicz- Palmatier, Esq.
Partner - Bay Laurel Law Group, LLP |
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Peggy Lombardo, CFP®, EA
The Financial Team |
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Gregory R. Banner, CFP®, CLU®, CRTP
Vice President - Asset Preservation Strategies, Inc. |
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Stephen J. Mancini, Esq.
Principal & Founder - Law Firm of Strazzeri Mancini LLP |
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Salvatore M. Capizzi
Chief Sales & Marketing Officer - Dunham & Associates Investment Counsel, Inc. |
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Alejandro Matuk, Esq.
Principal - Law Firm of Strazzeri Mancini LLP |
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Stephanie S. Downer Esq., LL.M.
Managing Attorney - Law Firm of Strazzeri Mancini LLP |
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Lynsey Richardson
Private Client Analyst - Dunham & Associates Investment Counsel, Inc. |
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Jeffrey A. Dunham
Founder & CEO, Dunham & Associates Investment Counsel, Inc . |
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Joseph J. Strazzeri, Esq.
Principal & Founder - Law Firm of Strazzeri Mancini LLP |
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Trey Fairman, J.D., LL.M.
Managing Principal - Highland Capital Brokerage, San Diego, Office |
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Maureen Verduyn, CFP®, MEd
The Financial Team |
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John L. Jenkins, AEP®, EA, CFP®
President & CEO - Asset Presevation Strategies, Inc. |
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Profiles
Lori Adasiewicz-Palmatier, Esq.
Ms. Adasiewicz-Palmatier is a wealth strategies attorney and partner with Bay Laurel Law Group, LLP in San Mateo, CA. Lori has practiced exclusively in the areas of estate and business planning and administration since 1998, when she earned her JD from Hasting College of the Law. Lori serves on the Board of the Peninsula Estate Planning council and is a Laureate Circle Member and Fellow of the Southern California Institute.
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Gregory R. Banner, CFP®, CLU®, CRTP
Mr. Banner, Vice President of Asset Preservation Strategies, Inc., received his Bachelors Degree in Business Administration from Oregon State University in 1987, specializing in Finance and Economics. He then obtained his Series 7 securities license and began working as a Registered Representative in the securities industry.
In 1993, he joined Asset Preservation Strategies as a Financial Planner and in 1999 he completed his CERTIFIED FINANCIAL PLANNER™ professional studies through the College of Financial Planning in Denver, receiving the right to use the CFP® mark of distinction.
Greg is also licensed as a Registered Investment Advisor with Asset Preservation Strategies, Inc. and is fully licensed as an insurance broker. He obtained his Registered Tax Preparer license with the State of California in 1995, allowing him to prepare income tax returns and give tax advice on investments.
In 2001, Greg graduated from the Advanced Wealth Strategist Planner program of the Esperti Peterson Institute at Michigan State University. He received his Chartered Life Underwriter (CLU®) designation in 2006. Greg is a Fellow of the Southern California Institute and teaches financial, tax and business planning locally and nationally on a regular basis. He serves as an expert resource for the media and has been quoted in the San Diego Business Journal, Wealth Manager magazine and Research magazine.
Greg specializes in working collaboratively with all of the clients’ advisors, providing complete planning services which include advanced business planning, business exit strategies, investment management, advanced executive planning, retirement planning, tax reduction strategies, insurance and estate planning strategies for both individuals and businesses.
When not at the office, Greg can frequently be found as a professional sports photographer, on the sidelines of various sporting events. He has photographed for many organizations and his work has appeared on everything from baseball trading cards to Sports Illustrated Magazine. Greg also enjoys spending time at the beach with his family and participating in many outdoor activities.
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Salvatore M. Capizzi
Mr. Capizzi is Chief Sales & Marketing Officer for Dunham & Associates Investment Counsel, Inc. Mr. Capizzi is a seasoned industry veteran with over 26 years of financial services experience. He possesses a wealth of expertise in global sales and distribution leadership, marketing, business development and strategic planning.
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Stephanie S. Downer, Esq., L.L.M.
Stephanie is currently the Managing Attorney for the Wealth Strategies Planning Department, the Contested Matters Department, Family Counselor Department, and assists the FamilyCare™ Estate and FamilyCare™ Business Departments. Stephanie manages the affluent clientele and complex casework through the Wealth Strategies Process, and additionally helps to counsel clients and review documents in the estate and business planning departments.
Stephanie has gained experience in all departments of Strazzeri Mancini LLP including Estate Administration, Estate Planning, Litigation, and Wealth Strategies Planning. Stephanie also facilitated the operation, marketing of, and creation of marketing materials for the Southern California Institute.
As an active volunteer, Stephanie served as the Vice Chair of the USD Pro Bono Legal Advocates Program and as a legal volunteer to the San Diego Volunteer Lawyer's Program, AIDS Clinic. She enjoys international travel, running by the ocean, surfing on camping trips with her husband, Richard Downer, along the California and Baja coastlines, and cooking (but especially eating) big dinners with friends.
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Jeffrey A. Dunhan
Mr. Dunham is Founder and CEO of Dunham & Associates Investment Counsel, Inc. (Dunham & Associates) and Chairman of Dunham Trust Company. He also serves as a Trustee, President, and Principal Executive Officer of Dunham Funds. Mr. Dunham’s investment expertise spans more than 25 years, dating to when he started a family of private funds and built Dunham & Associates upon the premise of performance-based advisory compensation—a radical idea at the time—now a model for others. Beginning his investment career in 1977, Mr. Dunham acquired real estate for investors and his own account.
As President of San Diego-based JAD Properties between 1979 and 1989, Mr. Dunham continued hands-on management of real estate holdings. Prior to becoming Founding Partner of Dunham & Associates, he was Partner in the investment firm of McKewon Securities and worked with Enterprise Management Company, a venture capital affiliate of McKewon Securities. Mr. Dunham earned a BS degree in Business Administration with an emphasis in Finance from San Diego State University. He holds FINRA Series 3, 4, 7, 24, 53, and 63 registrations.
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Trey Fairman, J.D., L.L.M.
Mr. Fairman, as the Managing Principal of the Highland Capital Brokerage-San Diego office, Trey Fairman partners with independent and institutional financial advisors helping them increase productivity by providing insurance-based solutions to their high net worth clientele. His office is responsible for all of Highland’s relationships in San Diego, Orange, Riverside, San Bernardino, and Imperial counties. Trey began his financial services career in 1992 as a Brokerage Representative for Connecticut Mutual Life Insurance Company in Philadelphia. Recognized for his ability to build strategic relationships, Trey accepted a position in the San Diego Agency for Connecticut Mutual in 1995. Trey joined the R.E. Lee Group in 1997 as an Associate General Agent responsible for independent agency relationships. Highland Capital Brokerage was formed in 2001 with the R.E. Lee Group acquisitions. The increased synergies allowed Trey to continue strengthening his relationships in San Diego and Imperial Counties. In 2007, Trey purchased the San Diego office. After a very successful first year, he expanded his services by finalizing a transaction in 2008 to acquire and manage Orange, Riverside, and San Bernardino counties for Highland Capital Brokerage.
Trey has earned a Bachelors of Science in Finance from the University of Delaware and his law degree (J.D.) from the University of San Diego. After passing the California bar exam, Trey returned to the University of San Diego to obtain his Master of Laws in Taxation (LL.M.) in 2001. Trey lives in North County San Diego with his wife and two boys.
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John L. Jenkins, AEP®, EA, CFP®
John L. Jenkins, AEP®, EA, CFP®, is the Founder, President and CEO of Asset Preservation Strategies, Inc. A San Diego native, John has been a financial professional since 1982. He holds BA and MA degrees from San Diego State University and has developed a strong financial foundation by pursuing several professional certifications and designations. In 1985, he completed his CERTIFIED FINANCIAL PLANNER™ professional studies through the College for Financial Planning in Denver and was admitted to the Directory of CFP Practitioners in 1993.
John also holds a Masters Degree in Wealth Strategies Planning from the Estate and Wealth Strategies Institute at Michigan State University and is endowed as a full Fellow of the Esperti Peterson Institute. He is a Certified Agent for the California Partnership for Long Term Care and an Enrolled Agent (EA), having successfully passed the exam administered by the IRS. He is also a Laureate of the Southern California Institute.
John has authored or co-authored the following books and publications:
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Minimum Retirement Plan Distribution Rules When Someone
Passes Away
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Estate Planning with IRAs for California Professionals
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21st Century Wealth
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Living & Learning: Achieve Retirement and Education Security
John was an Adjunct Faculty member of the National Endowment for Financial Education and is recognized in both “Who’s Who in California” and “Who’s Who in Finance.” He served on the board of the San Diego Chapter of the Financial Planning Association (FPA), is a board member and past president of the San Diego Estate Planning Council, and as a member of the Estates and Trusts Committee for Rady Children’s Hospital Foundation.
John is a member of FPA and the CA Society of Tax Consultants. He adheres to their strict codes of ethics and obtains a minimum of 60 hours of continuing education every two years to retain his member and licensing status.
John is frequently quoted in the financial press, including Financial Planning, Investment News, The San Diego Union-Tribune, the La Jolla Light and the San Diego Business Journal. San Diego Magazine named him a Five Star, Best in Client Satisfaction Wealth Manager in 2007 and 2008.
John is the proud father of four children and a grandfather to one granddaughter. In his spare time he plays guitar and sings, on occasion professionally. He enjoys movies, cycling and culinary pursuits.
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Peggy Lombardo, CFP®, EA
Ms. Lombardo says that when it comes to investing, she is a strong proponent of the "SWAN" principle - "Sleep Well at Night" - for both her clients and herself. Peggy has provided her expertise and advice to clients in the areas of investment management, tax planning, and real estate for over 20 years. She chose this profession because she felt the need to assist and educate the public in their important financial choices.
Peggy started her career in 1984 after living and traveling extensively throughout the world. While establishing roots in North County San Diego, she owned several different financial service businesses. As an Enrolled Agent (EA), Peggy is licensed by the federal government to represent taxpayers before the Internal Revenue Service (IRS).
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BA, Chemistry, University of Vermont
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EA - Enrolled Agent, IRS 1990
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Member, Nat'l Assoc. of Enrolled Agents
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Certified Financial Planner TM (CFP™), College for Financial Planning, 1986
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California Real Estate Broker
Peggy is an active Member of the Financial Planning Association; Former Adjunct Faculty Member of the College for Financial Planning; Fellow of The Southern California Institute in La Jolla, CA; and Member of the Fellowship of Graduate Estate Planning Consultants.
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Stephen J. Mancini, Esq.Principal & Founder: Law Firm of Strazzeri Mancini LLP. Educator and author, Steve is an Instructor for the Academy of Multidisciplinary Practices, courses accredited by the Estate and Wealth Strategies Institute at Michigan State University; Instructor, Paralegal Courses; Speaker for Continuing Education for Financial Professionals, including Certified Public Accountants, Attorneys, and Financial Planners. Laureate Circle Member and Fellow of the Southern California Institute.
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Alejandro Matuk, Esq.
Mr. Matuk is a partner of Strazzeri Mancini LLP. He started his professional career in the San Diego City Attorney's Office. Mr. Matuk was a Senior Deputy City Attorney for the City of San Diego in the City Attorney's Civil Litigation for eight years. Mr. Matuk was the principal attorney in numerous cases involving property, zoning, government contracts, land use, personal injury and various governmental matters. Mr. Matuk also served as Special Deputy Counsel for the Redevelopment Agency of the City of San Diego, negotiating and litigating eminent domain cases for the Agency.
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Lynsey Richardson
Lynsey A. Richardson is the Private Client Analyst of Dunham & Associates Investment Counsel, Inc. Ms. Richardson’s primary responsibilities include working directly with the CEO of Dunham & Associates and his private book of business. She manages the new and existing private client accounts from opening to asset investment and further maintenance of accounts as required. Ms. Richardson acts as the main “problem solver” for account issues and client inquiries. Prior to her role as Private Client Analyst for Dunham & Associates she served as the National Accounts Manager for the firm. In this capacity she focused on advancing the strategic relationships and initiating business development with various Broker/Dealers, wirehouses, and banks across the country. Ms. Richardson graduated with honors from Washington State University and obtained her BA in Communications with an emphasis in Marketing and Public Relations from the university’s Edward R. Murrow School of Communication. Ms. Richardson holds FINRA Series 6, 7, and 66 registrations.
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Joseph J. Strazzeri, Esq.
Principal and Founder, Strazzeri Mancini LLP, practicing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues; Former Partner, Law Office of N. Munro Merrick; Principal of The Founders Group, a Business strategies Collaborative. Frequent educator and author, Joe is also a Laureate Circle Member and Fellow of the Southern California Institute and serves on the board of several foundations including Sharp Healthcare.
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Maureen Verduyn, CFP®, MEd
Ms. Verduyn has been dedicated to the study and advancement of personal finance since 1981. Her method of coaching addresses both the financial as well as the emotional concerns of each investor. She helps you evaluate your situation and then sets a course just right for you. The analysis uncovers the facts of your situation and then her coaching provides a realistic means for you to achieve your goals.
Maureen has concentrated on the area of portfolio management and teaches this and other advanced financial subjects to investors, as well as to other professionals through programs at the Southern California Institute.
Maureen and her husband Kevin, along with their boxer-mix Gracie, live in Carlsbad and have been members of the community since 1985.
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Masters of Education, University of San Diego, Cum Laude, Finance, 1996
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BS, University of North Carolina, Magna Cum Laude, 1992
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Certified Financial Planner™, College for Financial Planning, 1987
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California Real Estate Agent
Maureen is an active Member of the Financial Planning Association; Former Adjunct Faculty Member of the College for Financial Planning; Fellow of The Southern California Institute in La Jolla, CA; and Member of the Fellowship of Graduate Estate Planning Consultants.
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Lori Adasiewicz
Janice Amato
Diedra Wachbrit Braverman
Sal Capizzi
Trey Fairman
William Fortner
Jeff Groves
John Jenkins
Vito Lanuti
Shelley Lightfoot
Stephen Mancini
Jeffrey Matsen
Alejandro Matuk
Mark Merenda
Dr. George Pransky
David Reyes
Teofla Rich
Laura Stees
Carl Sheeler
Richard Scott Stewart
Joseph Strazzeri
 Lori Adasiewicz, Esq.
Ms. Adasiewicz is a wealth strategies attorney and partner with Bay Laurel Law Group, LLP in San Mateo, CA. Lori hos practiced exclusively in the areas of estate and business planning and administration since 1998, when she earned her JD from Hasting College of the Law. Lori serves on the Board of the Peninsula Estate Planning council and is a Laureate Circle Member and Fellow of the Southern California Institute.
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Location: |
1528 South El Camino Real, Suite 108, San Mateo, CA 94402 |
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Phone Number: |
650-525-0234 |
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E-Mail: |
laa@baylaurellaw.com |
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Website: |
www.baylaurellaw.com |
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 Janice Amato, CFP®
Jan is a Certified Financial Planner practitioner with over 27 years of experience. A graduate of Rutgers University and the College of Financial Planning, Jan specializes in financial planning for "suddenly single" women. Ms. Amato has conducted seminars for organizations including Xerox Corporation, Children's Hospital, and UCSD. Her office is located in San Diego.
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Location: |
9524 Kearny Villa Road, Suite 105A, San Diego, CA 92126 |
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Phone Number: |
858-566-7887 |
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E-Mail: |
jamato@woodburyfinancial.net |
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Website: |
www.janiceamato.com |
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 Diedra Wachbrit Braverman, Esq.
Diedra is a Board Certified Specialist in Estate Planning, Trust, and Probate Law focusing her practice on Estate Planning, Special Needs and Asset Protection. Quoted in the Wall Street Journal, the New York Times and Time, Mrs. Braverman and her Westlake Village based firm were touted by Working Mother Magazine as one of the top 25 small Companies in the US.
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Location: |
4035 E. Thousand Oaks Blvd., Westlake Village CA 91362-7227 |
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Phone Number: |
805-778-0600 |
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E-Mail: |
diedre@wachbrit.com |
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Website: |
www.wachbrit.com |
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 Sal Capizzi
Salvatore M. Capizzi is Chief Sales & Marketing Officer for Dunham & Associates Investment Counsel, Inc. Mr. Capizzi is a seasoned industry veteran with over 26 years of financial services experience. He possesses a wealth of expertise in global sales and distribution leadership, marketing, business development and strategic planning.
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Location: |
10251 Vista Sorrento Pkwy., Suite 200, San Diego, CA 92121 |
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Phone Number: |
858-964-0500 |
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E-Mail: |
sal.capizzi@dunham.com |
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Website: |
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 Trey Fairman, JD
As the Managing Principal of the Highland Capital Brokerage-San Diego office, Trey Fairman partners with independent and institutional financial advisors helping them increase productivity by providing insurance-based solutions to their high net worth clientele. His office is responsible for all of Highland's relationships in San Diego, Orange, Riverside, San Bernadino, and Imperial Counties.
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Location: |
1921 Palomar Oaks Way, Suite 305, Carlsbad, CA 92008 |
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Phone Number: |
760-438-2600 |
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E-Mail: |
tfairman@highland.com |
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Website: |
www.highlandbrokerage.com |
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 William Fortner
Bill helps banks, financial representatives understand and deliver effective life insurance strategies for their clients. He is knowledgeable in the uses of life insurance for wealth transfer, income protection, retirement, and business strategies. Bill was recognized as the company's number one producer of life insurance sales through banks in 2010, based on premium. He not only led the pack of over 230 Hartford account executives, he set a new record for life insurance production through banks in a single year.
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Location: |
4667 MacArthur Blvd., Suite 201, Newport Beach, CA 92660-1816 |
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Phone Number: |
949-589-7901 |
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E-Mail: |
william.fortner@hartfordlife.com |
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Website: |
www.hartfordadvisor.com |
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 Jeff Groves
Mr. Groves consults broker dealers and investment advisors on various issues regarding SEC and FINRA regulations, assists in the preparation for regulatory audits and consults on business issues as they relate to compliance. Mr. Groves also served as a lead consultant with ComplianceMAX Financial, a large compliance technology firm in San Diego.
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Location: |
217 Palos Verdes Blvd., Suite 203, Redondo Beach, CA 90277 |
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Phone Number: |
310-350-8402 |
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E-Mail: |
jgroves@cwicompliance.com |
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Website: |
www.cwicompliance.com |
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 John Jenkins, AEPR, EA, CFPR
John is a Certified Agent for the California Partnership for Long Term Care and an Enrolled Agent (EA), having successfully passed the exam administered by the IRS. He is also a Laureate in Wealth Strategies graduate and Fellow of the Southern California Institute. John has 26 years industry experience as a Registered Investment Adviser.
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Location: |
3636 Nobel Dr., Suite 440, San Diego, CA 92122-1042 |
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Phone Number: |
858-455-1825 |
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E-Mail: |
johnjenkins@asset-preservation.com |
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Website: |
www.asset-preservation.com |
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 Vito Lanuti, Esq.
W. Vito Lanuti practices law exclusively in the area of estate planning and business planning. He is certified as a specialist in estate planning, trust, and probate law by the State Bar of California, Board of Legal Specialization. He is experienced in planning and administering high net worth estates and is active in a number of estate planning organizations, and speaks locally and nationally on the subject.
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Location: |
16400 Pacific Coast Hwy., Suite 201, Huntington Beach, CA 92648-1879 |
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Phone Number: |
562-592-5001 |
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E-Mail: |
habaeous@aol.com |
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Website: |
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 Shelley Lightfoot
Shelley is responsible for driving seven high-quality, collaborative, educational, and informational programs through the SCI platform. Shelley's unique combination of experience, passion, and creativity lend themselves to SCI's objective of helping wealth advisors attract and engage clients through collaborative efforts with other advisors.
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Location: |
3636 Nobel Dr., Suite 450, San Diego, CA 92122 |
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Phone Number: |
858-200-1911 |
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E-Mail: |
sl@scinstitute.org |
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Website: |
www.scinstitute.org |
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 Stephen Mancini, Esq.
Principal & Founder: Law Firm of Strazzeri Mancini LLP. Educator and author, Steve is an Instructor for the Academy of Multidisciplinary Practices, courses accredited by the Estate and Wealth Strategies Institute at Michigan State University; Instructor, Paralegal Courses; Speaker for Continuing Education for Financial Professionals, including Certified Public Accountants, Attorneys, and Financial Planners. Laureate Circle Member and Fellow of the Southern California Institute.
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Location: |
3636 Nobel Dr., Suite 450, San Diego, CA 92122 |
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Phone Number: |
858-200-1900 |
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E-Mail: |
sjm@strazzerimancini.com |
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Website: |
www.strazzerimancini.com |
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 Jeffrey Matsen, Esq.
Jeff is the founder of "Wealth Strategies Counsel", the Estate Planning and Business Transactions Department of the Orange County California law firm of Bohm, Matsen, Kegel & Aguilera, "Wealth Strategies Counsel" provides legal services in the areas of estate planning, asset protection, business formation and transactional matters, probate and trust administration and real property law.
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Location: |
695 Town Center Dr., Suite 700, Costa Mesa, CA 92626-7187 |
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Phone Number: |
714-384-6500 |
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E-Mail: |
jmatsen@bmkalaw.com |
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Website: |
www.jrmatsen.com |
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 Alejandro Matuk, Esq.
Mr. Matuk is a partner of Strazzeri Mancini LLP. He started his professional career in the San Diego City Attorney's Office. Mr. Matuk was a Senior Deputy City Attorney for the City of San Diego in the City Attorney's Civil Litigation for eight years. Mr. Matuk was the principal attorney in numerous cases involving property, zoning, government contracts, land use, personal injury and various governmental matters. Mr. Matuk also served as Special Deputy Counsel for the Redevelopment Agency of the City of San Diego, negotiating and litigating eminent domain cases for the Agency.
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Location: |
3636 Nobel Dr., Suite 450, San Diego, CA 92122 |
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Phone Number: |
858-200-1900 |
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E-Mail: |
matuk@strazzerimancini.com |
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Website: |
www.strazzerimancini.com |
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 Mark Merenda
Mark Merenda founded Smart Marketing in 1994. It has since grown to be one of the nation's leading marketing and consulting firms for attorneys and financial professionals, with clients in 30 states. Smart Marketing's services include strategic planning, coaching, and practice development, as well as the development and implementation of seminars, brochures, newsletters and e-newsletters, advertising campaigns, corporate identity and image, direct mail, websites, search engine optimization, client base marketing, referral source marketing, and more. Merenda's SmartBlog (http://www.lawfirmhelp.com) is a popular resource for attorneys and financial professionals.
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Location: |
3033 Riviera Dr., Suite 103, Naples, FL 34103-2746 |
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Phone Number: |
239-403-7755 |
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E-Mail: |
mark@smartmarketingnow.com |
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Website: |
www.smartmarketingnow.com |
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 Dr. George Pransky
Dr. Pransky, a specialist in the field of relationships, is one of the pioneers introducing the importance of human factor in estate planning. He partners with estate planning professionals to help them address internal quality of life issues with their clients. His book on relationships and his extensive experience has made him a popular speaker for professional organizations and conferences.
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Location: |
210 Morris St., La Conner, WA 98257-0498 |
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Phone Number: |
360-466-5200 |
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E-Mail: |
mail@pranskyandassociates.com |
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Website: |
www.pranskyandassociates.com |
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 David Reyes
Reyes Financial Architecture, Inc. is a financial architectural firm specializing in tax reduction, asset preservation, estate & retirement planning. David works with leading CPA's, attorneys & advisors to design & implement strategic tax & wealth plans for high net-worth individuals, families & business owners. David has been a nationally recognized advisor, author & speaker for over 15 years.
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Location: |
4370 La Jolla Village Dr., Suite 400, San Diego, CA 92122 |
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Phone Number: |
858-922 2301 |
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E-Mail: |
David@ReyesPlan.com |
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Website: |
www.reyesplan.com |
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 Teofla Rich, CFP®
Teofla's responsibilities at Torrey Pines Bank includes advising high net worth clients, business owners and their businesses, and corporate executives on banking products and services and coordinating investment and trust services with the Bank's affiliates.
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Location: |
12220 El Camino Real, Suite 120, San Diego, CA 92130 |
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Phone Number: |
858-523-4631 |
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E-Mail: |
trich@torreypinesbank.com |
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Website: |
www.torreypinesbank.com |
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 Laura Stees, CPA
Laura is a CPA, Business Strategist and Partner at Cobb, Stees & Company, LLP, with offices in Rancho Bernardo and San Marcos, CA. Laura's expertise is focused on helping business owners gain control and direction in their businesses while improving their profit potential and business growth.
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Location: |
16476 Bernardo Center Dr., Suite 100, San Diego, CA 92128-2516 |
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Phone Number: |
858-487-4580 |
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E-Mail: |
laura@cobbstees.com |
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Website: |
www.cobbstees.com |
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 Carl Sheeler, PhD, CBA, AVA
Dr. Sheeler is a 20+ year, court/IRS qualified, Business Valuation and Discounting expert having conducted over 800 engagements and testifying on 135 occasions.
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Location: |
110 W. C St., Suite 1300, San Diego, CA 92101-3978 |
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Phone Number: |
619-235-6635 |
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E-Mail: |
carl@allisonappraisals.com |
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Website: |
www.allisonappraisals.com |
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 Richard Scott Stewart, Esq.
Scott has concentrated his law practice on solving the legal problems affecting estate planning and asset protection and retention.
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Location: |
3941 Mason Street, Suite 4, San Diego, CA 92110 |
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Phone Number: |
619-282-1194 |
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E-Mail: |
eldercarelawfirm@gmail.com |
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Website: |
www.sandiegoelderlaw.net |
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 Joseph Strazzeri, Esq.
Principal and Founder, Strazzeri Mancini LLP, practicing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues; Former Partner, Law Office of N. Munro Merrick; Principal of The Founders Group, a Business strategies Collaborative. Frequent educator and author, Joe is also a Laureate Circle Member and Fellow of the Southern California Institute and serves on the board of several foundations including Sharp Healthcare.
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Location: |
3636 Nobel Dr., Suite 450, San Diego, CA 92122 |
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Phone Number: |
858-200-1900 |
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E-Mail: |
jjs@strazzerimancini.com |
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Website: |
www.strazzerimancini.com |
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