Member Directory
Member Name
|
Address | Contact Info |
|---|---|---|
 Principal, J.D., C.P.A.* T.E.P.
|
|
|
 Owner
|
1220 Rosecrans St. #963 |
(619) 990-3750 |
|
Principal
|
1220 Rosecrans St. #963 |
619-990-3750 |
|
|
223 A Ave. |
|
|
Bill Smith, CFP®, CIMA®, RICP®, CPFA® Senior VP Investments
|
16644 West Bernardo Dr. Ste 400 |
858-674-3929 |
|
Tax Director
|
|
(858) 455-9990 ext. 310 |
|
Financial Advisor
|
6041 La Fletcha |
858-613-8155 |
|
Goodwin Brown Gross & Lovelace, LLP
|
4370 La Jolla Village Drive, Ste 220 |
|
|
AEP, MST, CGMA, CPA
|
11717 Bernardo Plaza Court, Suite 215 |
(858) 487-5751 |
|
Managing Director - Valuation Advisory
|
|
949-335-3954 |
