Member Directory
|
Member Name
|
Address | Contact Info |
|---|---|---|
![]()
|
9332 Fuerte Drive |
619-463-6600 |
|
Partner
|
101 West Broadway |
619-564-6170 |
![]()
|
2188 Saffron Way |
858-531-7232 |
![]() Partner
|
12230 El Camino Real, Suite 130 |
858.792.1190 |
![]() 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 |





