Getting Started for Successful Families
Getting Started for Successful Families, Business, & Real Estate Owners In the internet age finding raw information on wealth planning is easy – sifting through it to decide on what is best for your family and finding advisors in line with your ideas, now that’s the hard part. Through group workshops and private introductions SCI offers clarity through:
SCI is a gathering of independent collaborative wealth advisors who are experts to the experts in their field, instructors, and compassionate wealth practitioners. Click through our site, or simply call us, to find answers appropriate for you, and the advisors to become part of your team.
Contact us via email at firstname.lastname@example.org or call us at 858-200-1911; or complete our Connect with California Wealth Advisors form.
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.