Member Directory

Cassandra S. Koenig

Attorney

11622 El Camino Real
San Diego, CA 92130

8587642496
E-mail

Cassandra Koenig

Attorney at Law

1622 El Camino Real, Suite 100
San Diego, CA 92130

858-764-2496
E-mail

Leslie Klein, CFP

Director, Gift Planning Advisor

619-235-2300
E-mail

Haley Kirk Dahl, CAP, CTFA

Vice President, Client Advisor

4695 MacArthur Court
Suite 1500
Newport Beach, CA 92660

626-441-5188
E-mail

R.J. Kelly, ChFC, CLU, MSFS, CAP, RICP, AEP, WMCP, CEPA

Wealth Legacy Group

4540 Kearny Villa Rd Suite 114
San Diego, CA 92123

858-569-0633
E-mail

Brooke Boone Kelly, CFP®, MACC

Senior Wealth Management Advisor

832 Camino Del Mar
Suite 4
Del Mar, CA 92014

E-mail

Terry Kaltenbach, CLU, ChFC, CAP

VP, Insurance Wholesale Solutions

E-mail

Teresa Kakadelas, CFP

Blankinship & Foster

420 Stevens Avenue, #250
Solana Beach, CA 92075

858-755-5166
E-mail

David A. Jacobs, J.D.

Principal, Acumen Insurance Solutions

445 Marine View Ave.
Suite 300
Del Mar, CA 92014

858-430-7333 x 702
E-mail

Paul Hynes, CFP

Director - Wealth Management, Partner

12481 High Bluff Drive, Suite 110
Suite 110
San Diego, CA 92130

(858) 519-1888
E-mail