About Us

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.

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.