October 16, 2012

1031 Exchange with Kelly Pearl, CES

Kelly Pearl joined California Bank & Trust in September 2008 as exchange counsel and business development officer for their tax-deferred exchange division, Exchange Services, LLC.

October 12, 2012

It’s great news for SCI Fellow Lori Adasiewicz-Palmatier, Esq.

Here at Southern California Institute, we value our relationships with everyone that we come into contact with.  From those that are new to us and visit our free events (Thursd

October 9, 2012

Have you been to one of our Thursday Insights programs?

Every Thursday, the Institute presents educational workshops to independent attorneys, CPAs, bankers, financial planners, investment advisors, as well as insurance and real estate advisors.  Thursday Insights are a variety of interesting and per

October 5, 2012

Meet SCI Fellow – Salvatore Capizzi, Chief Sales & Marketing Officer for Dunham & Associates

Mr. 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

October 2, 2012

Membership Opportunities with SCI

The Education Members, Wealth Education Instructors, and Wealth Education Fellows of the Institute are all experts in their field, who enjoy teaching and who give of themselves and their time. They all believe strongly in the power of collaboration,

September 28, 2012

Introducing Maureen Verduyn of The Financial Team and SCI Fellow

Ms. Verduyn has been dedicated to the study and advancement of personal finance since 1981. Her method of coaching addresses both the financial as well as the emotional concerns of each investor. She helps you evaluate your situation and then sets a

September 25, 2012

Successful Families and Business Owners events

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.

September 21, 2012

Introducing SCI Fellow, John Jenkins of Asset Preservation Strategies, Inc

John L. Jenkins, AEP®, EA, CFP®, is the Founder, President and CEO of Asset Preservation Strategies, Inc. A San Diego native, John has been a financial professional since 1982. He holds BA and MA degrees from San Diego State University and ha

September 18, 2012

An Introduction to Wealth Advisor Fellows of the Institute

Fellows of the Institute include those advisors that have met credential requirements and have received a "Fellow" certification from the Wealth Education Fellows Board.