Testimonials

Testimonials

SCI receives positive feedback on a weekly basis.  We thought we would share some of the recent comments below.

Thank you for allowing me to attend the SCI event this weekend. Not only did I learn, but the people I met really made an impact. You did a great job!

                -William B. Keesling, Financial Planner, Prudential

 

The California Forum was a great event. I made many important contacts and took home some great information.  Thanks!

                -Paul Zawilenski, Financial Advisor, Integrity Investment Management

 

I became an immediate student of the whole day. You have done such a remarkable job with this and I do hope you will get good leverage from it. I am becoming a fan of yours. I appreciate it a lot.

                -Win Englebert, VP & Business Development Officer, Security Business Bank of San Diego

 

Thank you so much for an incredible experience at the California Forum. I learned so much. It could not have been planned better. The speakers were engaging, the food was delicious and the setting was such a treat. I especially valued hearing from the keynote speakers. They had enough time to share more than specially their advice and expertise. I took voluminous notes and am now ready to put what I learned into practice. The best thing is that I made some new connections with whom I plan to follow up. Who knows where we may go?

                -Susan Fox, California Licensed Professional Fiduciary #84, Liberty Fiduciary Services


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



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Home Office: 3636 Nobel Drive, 450, San Diego, CA 92122 | Phone: 858 200-1911
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