Educational Members – $120 Annually

  • Monthly newsletter
  • 35% off Wealth Advisor Curriculum participation fees
  • One guest companion pass for each paid Wealth Advisor Curriculum event
  • Quarterly member-only networking parties
  • Website listing

Feel free to browse all the different Members who are a part of the Southern California Institute.

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.