Member Directory

Business Categories

  Select All / None
  All
  Advocate for Seniors
  Attorney
  Business Valuations
  CPA
  Estate Planning
  Family Advisor
  Family Business Succession
  Family Office Manager
  Financial Advisor
  Home Healthcare
  Life Insurance
  Life Insurance Professional
  Mergers & Aquisitions
  Money Manager
  Planned Giving
  PR, Communications
  Private Fiduciary
  Real Estate Advisor
  Trust Officer
  Valuation Professional
  Wealth Management
  Wealth Manager
  Wealth Manager/ Family Office
  Residential Lending Advisor
  Commercial Lending Advisor
203 records selected
Member Name Address Contact Info

Alina Tan, CCIM

 

9332 Fuerte Drive
La Mesa, CA 91941

619-463-6600
E-mail

Catherine M. Swafford

Partner

 

101 West Broadway
Suite 1000
San Diego, CA 92101

619-564-6170
E-mail

Bill Super, CPA, AEP, PFS

 

2188 Saffron Way
Fallbrook, CA 92028

858-531-7232
E-mail

Philip J. Sullivan, Esq.

Partner

 

12230 El Camino Real, Suite 130
San Diego, CA 92130

858.792.1190
E-mail

Principal, J.D., C.P.A.* T.E.P.

 

Tom Spillane

Owner

 

1220 Rosecrans St. #963
San Diego, CA 92106

(619) 990-3750
E-mail

Thomas Spillane

Principal

 

1220 Rosecrans St. #963
San Diego, CA 92106

619-990-3750
E-mail

Morgan Smith

 

223 A Ave.
Coronado, CA 92118

E-mail

Bill Smith, CFP®, CIMA®, RICP®, CPFA®

Senior VP Investments

 

16644 West Bernardo Dr. Ste 400
San Diego, CA 92127

858-674-3929
E-mail

Victor Shlionsky

Tax Director

 

(858) 455-9990 ext. 310
E-mail