Blake Murphy, CIMA

Vice President, Financial Advisor

3570 Carmel Mountain Road, Suite 150
San Diego, CA 92130

(858) 707-7260
E-mail

Amy Myers, MS

Director of Philanthropy & Impact

162 S. Rancho Santa Fe Road
Encinitas, CA 92024

(858) 914-3209
E-mail

Derek Myron, CFP®

CEO

3570 Carmel Mountain Rd.
Suite 220
San Diego, CA 92130

858-264-2245
E-mail

Erin Norberg, Esq.

DLA Piper

CA

Mike Novak

1842 Third Ave.
San Diego, CA 92101

619-810-7844
E-mail

Alex Nunn

Director

4301 La Jolla Village Drive, Suite 3000
San Diego, CA 92122

858722639
E-mail

Rebecca O'Toole, Esq.

Partner, Greenberg Traurig

E-mail

M. Viviana Oropeza, Esq., MBA

Managing Attorney

8885 Rio San Diego Dr #237
San Diego, CA 92108

619-836-0505
E-mail

John S. Pagliuso

Vice President

530 B St. Suite 2400
San Diego, CA 92101

619-881-2455
E-mail

Pete Palmer, CPA

PKC CPAs

43385 Business Park Drive
Suite 120
Temecula, CA 92590

855-481-1011
E-mail