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
Mr. 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 Principal Executive Officer of Dunham Funds.
The California Forums are yearly events presented by the Southern California Institute, primarily for advisors in estate, financial, and business planning. In today's complex world, no one person can be an expert in all areas of estate, business,
Principal 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
Mr. Matuk is a partner of Strazzeri Mancini LLP. He started his professional career in the San Diego City Attorney's Office. Mr. Matuk was a Senior Deputy City Attorney for the City of San Diego in the City Attorney's Civil Litigation for eig