Member Directory
Member Name
|
Address | Contact Info |
|---|---|---|
|
Client Service Manager
|
|
|
|
Attorney, CTFA
|
630 1st Ave PMB 263 |
|
 Karen Dhuyvetter, CPWA®, CFP®, CRPC® Relationship Manager
|
UBS Financial Services Inc. |
858-947-7987 |
 Partner
|
12265 El Camino Real, Suite 300 |
858-869-5338 |
|
Whitney Drechsler, JD, LL.M., CFP® Director of Estate and Tax Solutions
|
10900 Wilshire Blvd., Ste. 500 |
310.651.2503 |
 President
|
Assisting Hands Home Care |
760-444-0343 |
|
President
|
2204 El Camino Real, Suite 215 |
760-444-0343 |
 President, Financial Advisors
|
2919 Calle Frontera |
949-689-3490 |
 Owner, Estate Resource Group
|
12636 High Bluff Drive |
(858) 209-1474 |
 Director, Office of Gift Planning, UC San Diego
|
9500 Gilman Drive #0937 |
619-994-0537 |
