The Wealth Education Fellows and Wealth Education Instructors are all experts in their field, who enjoy teaching and who give of themselves and their time. Educational Members include all those professionals who take an active interest in expanding their knowledge base and collaborative relationships in wealth strategies planning for their clients.


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.