Joe Strazzeri

Professional Background & Personal Information

Admitted to the California State Bar. Courts Admitted to: California Supreme Court; United States District Court, Southern District of California.

Education
J.D., Western State University, San Diego, CA; Undergraduate Study in Civil Engineering, Business Administration and Architecture at, respectively, Loyola Marymount University, Los Angeles, CA; University of San Diego, San Diego, CA; and New School of Architecture, San Diego, CA. A Fellow at the Esperti Peterson Institute, a Laureate in Wealth Strategies at the Laureate Center for Wealth Advisors, and a Fellow at the Southern California Institute.
Memberships
Wealth Counsel; American Bar Association; California State Bar Association; San Diego County Bar Association; Consumer Attorneys of San Diego; Estate Planning, Trust & Probate Section of San Diego County Bar Association; Planned Giving Round Table of San Diego; National Committee on Planned Giving; and Associate of the Offshore Institute.

Positions
Joe Strazzeri, Strazzeri Mancini Law FirmPrincipal 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; Former Mediator for ARBITRATIONWORKS (A.W.), a California Dispute Resolution Corporation; Level II Arbitrator for State of California, Department of Consumer Affairs, Contractor State License Board through A.W.; Chair for the Sharp Healthcare Foundation Board of Directors; California B-licensed General Contractor; and Real Estate Developer.

Educator
Approved provider for Continuing Education through the State of California Department of Insurance. Speaker for Continuing Education for financial professionals including Certified Public Accountants, Attorneys, Fiduciaries, and Financial Planners. Former Adjunct Faculty Member of the Estate and Wealth Strategies Institute at Michigan State University. Fellow at the Southern California Institute. Instructor for Estate and Trust Education Resources—Exam Prep Course for the State Bar of California Certified Specialist Exam in Estate Planning, Trust and Probate Law.

Publications
Co-author, “Generations — Planning Your Legacy,” 1999; Co-author, “Strictly Business — Planning Strategies for Privately Owned Businesses,” 2002; Co-author, “Giving — Philanthropy for Everyone.” 2002; Co-author, “For California Doctors – A Guide to Asset Protection, Tax and Estate Planning,” 2009; Co-author, “Business Succession Planning – Strategies for California Estate Planners and Business Attorneys,” CEB 2010. Course Manuals for State of California Department of Insurance for approved Continuing Education: Trust Fiduciaries; Basic Estate Planning; Family Limited Partnerships; Advanced Estate Planning, Charitable Remainder Trusts and Asset Protection—Offshore Planning. Course materials on Irrevocable Life Insurance Trusts for the Academy of Multidisciplinary Practice, accredited by the Estate and Wealth Strategies Institute at Michigan State University.

Community Service

Personal
Joseph has structured his practice to allow him and his wife Antonietta to enjoy time with their family and to be active in their community.

 


Steve Mancini

Professional Background & Personal Information

The California State Bar; California Supreme Court; United States Tax Court; United States District Court; and Southern District Court of California. Certified Specialist: Wills, Trusts & Probate, the State Bar of California Board of Legal Specialization.

Education
A Laureate in Wealth Strategies at the Southern California Institute; Fellow of the Esperti Peterson Institute; Post Graduate Legal Diploma in Taxation, University of San Diego School of Law, San Diego, California (1980); J. D., University of San Diego School of Law, San Diego, California (1979); and B.A., Chaminade University, Honolulu, Hawaii (1976).

Memberships
Wealth Counsel; American Bar Association; California State Bar Association; San Diego County Bar Association; Estate Planning, Trust and Probate Section; and Esperti Peterson Institute.

Positions
Former Partner Stacer & Mancini. Principal of the Founders Group, a Business Strategies Collaborative. Principal and Founder, Law Office of Stephen J. Mancini, APC, specializing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues. Principal & Founder: Law Firm of Strazzeri Mancini LLP.

Educator
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.

Publications
Co-author “Giving — Philanthropy for Everyone” published by Quantum Press; Co-author, “Active Monitoring: An Alternative Strategy to Improve Alternate Valuation Results”, CCH Journal of Practical Estate Planning; Co-author, “The Uniform Acts: What Are They? What am I Supposed to Do with Them? Why Should I Bother?”, National Network of Estate Planning Attorneys; and Course materials on Irrevocable Life Insurance Trusts for the Academy of Multidisciplinary Practices, courses accredited by the Estate and Wealth Strategies Institute at Michigan State University.

Community Service
Member: Palomar Pomerado Health Foundation — Planned Giving Advisory Council; former member: Rancho Penasquitos Town Council; and President of the Lions Club.

Personal
Happily married to Carol Mancini since 1972. Veteran of the Viet Nam War, 1968-1972. Honorably discharged from the U. S. Navy in 1972. In his free time, Steve enjoys fly fishing and other outdoor activities.

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.


Shelley Lightfoot
Executive Director, Principal
Southern California Institute
sl@scinstitute.org

 

Current
Shelley is the Executive Director for the Southern California Institute (SCI); responsible for driving seven high-quality, collaborative, educational, and informational programs. Shelley’s unique combination of experience, passion, and creativity are an excellent contribution for SCI’s objective of helping wealth advisors attract and engage clients through collaborative efforts with other advisors. With over 20 years of financial management experience, Shelley often educates advisors from all disciplines through SCI programs and speaking engagements at affiliated organizations.

Professional Background
Shelley has been engaged in the financial services industry since 1986; having held various executive management positions including Vice President of Investments, Compliance Officer, Operations Manager, Sr. Management Consultant, and Business Development Manager. Born and raised in Kansas City, MO (most recently Overland Park KS), Shelley moved to the San Diego area in 2007 while employed with Banc of America, Inc. During her 5 year tenure with BofA, Shelley was second in command of 80 branch locations with 112 employees producing $25 million; extending her industry experience to virtually all areas of financial services, including branch management, regulatory compliance audits, sales supervision, business plan coaching, operational efficiency and national policy review. In addition, Shelley has successfully provided independent compliance and management consulting for financial advisors and broker dealers.

Prior to BofA, Shelley held various management positions with Prudential Securities , DST Systems, and George K. Baum & Company in the Kansas City area. Over the years, Shelley has also participated in the management of several company mergers and acquisitions, numerous financial advisor transitions, training and development programs, back office automation and administration, and served on Prudential’s National Operations Advisory Council for over 3 years.

Shelley currently holds the series 7, 8, 63, and 65 designations.

Personal Information
Shelley and her fiance, Kent, are loving life in San Diego. Combined they have 5 children ranging from 4 to 24 years of age. In her free time Shelley enjoys exercising, entertaining, decorating, reading, going to the beach, and hanging out with the kids (and dogs)!

 


Mike Armstrong
Programs Director
mpa@scinstitute.org

 

Having worked together since 1998, Mike and our Partner, Alex Matuk, joined the Firm in April 2002. Since then, Mike has worked with Strazzeri Mancini in every aspect of the firm. His transition into the firm brought his paralegal experience in Litigation and Business Planning. In addition to his assistance with our computer network and website, and a year as the Office Administrator, Mike has cross-trained in the FamilyCare™ Estate Group and has been the lead Strategic Assistant and Paralegal to the FamilyCare™ Estate Succession Department and FamilyCare Business Group.

Mike continues to grow both professionally and personally. He currently works as the firm’s Director of First impressions and Director of IT Services.

Personally, Mike can often be spotted throughout San Diego with his dogs Boots and Bandit.  Their favorite Sunday afternoon activity is laying in there front yard, the Old Town State Park under onee of its many shade trees.  He enjoys his new patio and hosting barbeques for friends. He spends his fall, winter, and spring months enjoying the San Diego Gulls and the Los Angeles Kings.  #LetsGoGulls  #GoKingsGo

 


Brett Littlewood
Director of Digital Education and Communication

 


Shady Almodova
Outreach Director

Shady joined California Estate and Elder Law in February 2017 as Outreach Director and since has taken on other responsibilities in our Medi-Cal and Benefits Retention department.  She relocated from Portland, OR. via Silicon Valley before she decided to relocate back to her roots in San Diego. While in Portland, Shady worked for a Structural Engineering firm where she supported the Team in several offices with her many talents such as; office management, collections, special events, organizing and attending conferences, and assisting the marketing departments and BD.

Shady was an avid volunteer for several organizations which included American Cancer Society, Oregon Association of Minority Entrepreneurs (OAMI), Habitat for Humanity, and Society of Marketing Professionals (SMPS). She immersed herself in the community with her ability to network in many capacities. She is most passionate about animal welfare and has been a longtime supporter for the San Diego and Portland Humane Societies as a volunteer and assisted with fundraising events. Shady loves spending time with her little dog Fiona and they are enjoying their new home, making new friends and exploring San Diego.


The Southern California Institute helps Advisors, Providers, and clients through Family and Business Owner Events, Advisor & Provider Education Programs, and our Virtual Learning Center.

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