Wealth Advisor Product & Service Providers
Connecting advanced products and services with today’s wealth advisor.
Dunham Trust CompanyLaureate Center for Wealth AdvisorsClick here to learn more about becoming a Product & Services Provider Dunham Trust Company – a Nevada Trust Company Dunham Trust Company is a privately held trust company founded in August, 1999. It is licensed and regulated by the State of Nevada, Department of Business and Industry, Financial Institutions Division. As an affiliate of Dunham & Associates Investment Counsel, Inc., Dunham Trust Company offers traditional trust services including asset protection, special needs trust, administration, probate services, succession planning and charitable giving, to name a few of its services.
Jeffrey A. Dunham, Founder & CEO
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. Mr. Dunham’s investment expertise spans more than 25 years, dating to when he started a family of private funds and built Dunham & Associates upon the premise of performance-based advisory compensation—a radical idea at the time—now a model for others. Beginning his investment career in 1977, Mr. Dunham acquired real estate for investors and his own account. As President of San Diego-based JAD Properties between 1979 and 1989, Mr. Dunham continued hands-on management of real estate holdings. Prior to becoming Founding Partner of Dunham & Associates, he was Partner in the investment firm of McKewon Securities and worked with Enterprise Management Company, a venture capital affiliate of McKewon Securities. Mr. Dunham earned a BS degree in Business Administration with an emphasis in Finance from San Diego State University. He holds FINRA Series 3, 4, 7, 24, 53, and 63 registrations.
Salvatore M. Capizzi, Chief Sales & Marketing Officer
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 sales and distribution leadership, marketing, business development and strategic planning.
Laureate Center for Wealth Advisors The Laureate Center for Wealth Advisors is a collaborative group of financial advisors, attorneys, CPA’s, life insurance professionals, and other interdisciplinary professionals who meet the needs of wealthy families by helping them achieve their enlightened dreams. Laureates develop a quiet confidence through education, training and sharing of life experience. We understand that the wealthy are put off by the tactics of competition and scarcity amongst advisors – like a know-it-all approach, fighting for control or trashing the competition. Most affluent families are searching for those with the quiet confidence to help them navigate the world of planning. David K. Cahoone, Esq., Founder
Partner in the law firm of Esperti Peterson & Cahoone and a member of the estate planning consulting firm of Esperti Peterson & Cahoone Consulting, Inc. Esperti Peterson & Cahoone limits its practice to high net-worth individuals throughout the United States whose estates typically are in excess of $25 million.
Stephen J. Mancini, Esq., Founder
Principal & Founder: Law Firm of Strazzeri Mancini LLP. Educator and author, Steve is an Instructor for the Academy of Multidisciplinary Practices, courses accredited by the Estate and Wealth Strategies Institute at Michigan State University; Instructor, Paralegal Courses; Speaker for Continuing Education for Financial Professionals, including Certified Public Accountants, Attorneys, and Financial Planners. Laureate Circle Member and Fellow of the Southern California Institute.
Joseph J. Strazzeri, Esq., Founder
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 strategies Collaborative. Frequent educator and author, Joe is also a Laureate Circle Member and Fellow of the Southern California Institute and serves on the board of several foundations including Sharp Healthcare.
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Jeff on SCI
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.