Brad Sherman

Financial Advisor

6041 La Fletcha
Rancho Santa Fe, CA 92067

858-613-8155
E-mail

Victor Shlionsky

Tax Director

(858) 455-9990 ext. 310
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

Morgan Smith

223 A Ave.
Coronado, CA 92118

E-mail

Thomas Spillane

Principal

1220 Rosecrans St. #963
San Diego, CA 92106

619-990-3750
E-mail

Tom Spillane

Owner

1220 Rosecrans St. #963
San Diego, CA 92106

(619) 990-3750
E-mail

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

Philip J. Sullivan, Esq.

Partner

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

858.792.1190
E-mail

Bill Super, CPA, AEP, PFS

2188 Saffron Way
Fallbrook, CA 92028

858-531-7232
E-mail

Catherine M. Swafford

Partner

101 West Broadway
Suite 1000
San Diego, CA 92101

619-564-6170
E-mail