The Southern California Institute is more than simply an Educational Institute that supports successful families and business owners and their advisors. We are also a venue that cares for those we serve
Carl Sheeler, PhD, CBA, AVA, is an experience business valuation expert with over 20 years in the industry. He has a passion for business relationships and offering massive value before anything. Sheeler is an active member of SCI as a part
Sal 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
Greg Banner is the Vice President of Asset Preservation Strategies, Inc., and received his Bachelors Degree in Business Administration from Oregon State University, with a specialy in Finance and Economics. He later received his Series 7 securi
From record highs to frightening lows, our local real estate market has experienced extremes over the past decade. Now, more than ever, clients are looking for credible advice in one of two areas - how do they exit over-leveraged, underwater resident
Jeff 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
In the digital age, the ability to share your message with key constituents is well within everyone’s reach. Find out five digital “best practices” on how to utilize the blogosphere to benefit your firm in engaging with potent
On November 9, 2012, we will know, at least a little more clearly, what to do about income, estate and wealth strategies planning for our clients in November & December 2012, and into 2013.