The Southern California Institute (SCI) was created in 2002 by a group of advisors in order to be able to offer education in a collaborative environment where the goal was about understanding how to implement as opposed to the prior education in their lives which did not include client interaction and implementation.
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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.