Member Name Address Contact Info

Danielle Humphries, Esq.

 

445 Marine View Avenue, Suite 300
San Diego, CA 92014

858-213-0044
E-mail

Laura Hur

Regional Director, Managing Director

 

4270 Executive Square
La Jolla, CA 92037

858-433-4080
E-mail

Paul Hynes, CFP

Director - Wealth Management, Partner

 

12481 High Bluff Drive, Suite 110
Suite 110
San Diego, CA 92130

(858) 519-1888
E-mail

Teresa Kakadelas, CFP

Blankinship & Foster

 

420 Stevens Avenue, #250
Solana Beach, CA 92075

858-755-5166
E-mail

Terry Kaltenbach, CLU, ChFC, CAP

VP, Insurance Wholesale Solutions

 

E-mail

Brooke Boone Kelly, CFP®, MACC

Senior Wealth Management Advisor

 

832 Camino Del Mar
Suite 4
Del Mar, CA 92014

E-mail

R.J. Kelly

Wealth Legacy Group, ChFC, CLU, MSFS, CAP, RICP, AEP, WMCP, CEPA

 

4540 Kearny Villa Rd Suite 114
San Diego, CA 92123

858-569-0633
E-mail

Haley Kirk Dahl, CAP, CTFA

Vice President, Client Advisor

 

4695 MacArthur Court
Suite 1500
Newport Beach, CA 92660

626-441-5188
E-mail

Leslie Klein, CFP

Director, Gift Planning Advisor

 

619-235-2300
E-mail

Cassandra Koenig

Attorney at Law

 

1622 El Camino Real, Suite 100
San Diego, CA 92130

858-764-2496
E-mail