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.

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

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

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

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,

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

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.

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

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