Anna Elizabeth Diaz

Partner

12265 El Camino Real, Suite 300
San Diego, 92130

858-869-5338
E-mail

Whitney Drechsler, JD, LL.M., CFP®

Director of Estate and Tax Solutions

10900 Wilshire Blvd., Ste. 500
Los Angeles, CA 90024

310.651.2503
E-mail

Liam Dunfey

President

Assisting Hands Home Care
2204 El Camino Real, Suite 215
Oceanside, CA 92054

760-444-0343
E-mail

Jim Eckel, CFP

President, Financial Advisors

2919 Calle Frontera
San Clemente, CA 92673

949-689-3490
E-mail

Barry Edney, CEP, CFBS, CEPA

Owner, Estate Resource Group

12636 High Bluff Drive
Suite 400
San Diego, CA 92130

(858) 209-1474
E-mail

Claudia L. Ehrlich, MBA, CAP®

Director, Office of Gift Planning, UC San Diego

9500 Gilman Drive #0937
La Jolla, CA 92093-0937

619-994-0537
E-mail

Leslie Evans

Attorney

4225 Executive Square, Suite 600
La Jolla, CA 92037

9496775126
E-mail

Charity Babington Falls

Managing Partner

4225 Executive Square, Ste 600
La Jolla, CA 92037

8588778619
E-mail

Ron Ferrari

Senior Wealth Manager, Northern Trust

4747 Executive Drive
Suite 1100
San Diego, CA 92121

(858) 210 - 5031
E-mail

Donovan R. Filpi

Senior Vice President, Wealth Management Advisor

1000 Aviara Pkwy
Suite 200
Carlsbad, CA 92011

E-mail