Trusted Charitable Advisor Program Graduates

Eloise Hock Feinstein
Estate Planning and Trust Administration
Law Office of Eloise Hock Feinstein APC
www.lawehf.com

Ryan Goldenhar, CFA®, CFP®
Charitable Planning and Estate Planning
Wealth With Options
www.wealthwithoptions.com

Julie M. Keeney
CPA, Tax and Estate Planning
Deloitte Tax, LLP
www.deloitte.com

DeEtte L. Loeffler, Esq.
Tax and Estate Planning
DeEtte L. Loeffler, a Professional Law Corporation
www.TLP-SD.com

Grant Puleo
Attorney at Law
Duane Morris LLP
www.duanemorris.com

Alexandra Reeves, Esq.
Trust and Estates Attorney
Sullivan, McGibbons, Crickard and Associates LLP
www.smalawsd.com

Martina M. Roland, Esq.
Estate Planning Attorney
Brennan & Roland, APC
www.brennanroland.com

David L. Stone
Associate

Daniel R. Weiner, Esq.
Estate Planning, Trust Administration, Probate
Weiner Law
www.weinerlegacylaw.com

Michael Weiner, Esq.
Corporate Transactions and Estate Planning
Law Offices of Michael H. Weiner, APC
www.linkedin.com/michaelhweiner

Daniel J. Wilson
Estate Planning, Probate, Trust Law
Robinson & Wilson, ALC
www.trustlaw.us

Jack Berdy
Long Term Care, Life Insurance, and Annuities
New York Life Insurance Company
www.newyorklife.com

Barry Edney, CEP, CFBS
Estate and Business Succession Planning
Estate Resource Group
www.estateresourcegroup.com

David A. Jacobs
Life Insurance
Grant, Hinkle & Jacobs
www.ghjinc.com

Aaron Kaplan
Life Insurance, Long Term Care, and Annuities
New York Life Insurance Company
www.aaronmkaplan.com

Belinda Kraemer
Partner
Kraemer Insurance Partners
www.kraemerinsurancepartners.com

Scott Schechter, CFP®
Insurance and Financial Planning
Financial Advisor Eagle Strategies LLC /
Agent New York Life
CA Insurance Lic. #0E52859
www.sschechter.com

Matt Adams, CPA, CFP®
Tax Strategy
Corient
corient.com

Adriana Kaplan
CPA
Lindsay & Brownell, LLP
www.lbadvisors.cpa

Julie M. Keeney
CPA, Tax and Estate Planning
Deloitte Tax, LLP
www.deloitte.com

Dean Kernus, CFP®, CPA
Retirement, Tax and Estate Planning, Investment Advisory
Orin Green Financial, LLC
www.oringreenfinancial.com

William Super
CPA; President, North County Estate Planning Council, San Diego
William Super CPAs & Consultants

Tara Weisinger
CPA
Rowling & Associates
www.rowling.com

Jackie West
Tax Associate
Rowling & Associates
www.rowling.com

Janet Acheatel, CFP®, CDFA
Financial Advisory Services
HoyleCohen / Women & Wealth
www.hoylecohen.com

Juan Aguilar
Financial Planning
Rowling & Associates
www.rowling.com

Goli Alavi
Estate Planning and Wealth Management
U.S. Bank, Private Wealth Management
www.privatewealth.usbank.com

Omar Almaraz
Financial Planning and Wealth Management
Rowling & Associates
www.rowling.com

William Boggs, CFP®, RICP®
Philanthropy and Tax Planning
Pence Wealth Management
www.pencewealthmanagement.com

Daniel Brecher
Wealth Management
Morgan Stanley
www.morganstanley.com

Rob Britton
Senior Advisor
Trusted Capital Group
www.tcgservices.com

Rick Brooks, CFA, CFP®
Financial Advisor
Blankinship & Foster, LLC
www.bfadvisors.com

Aubrey Brown, CFP®, CRPC®, M.S.
Investment Management / Financial Planning
Weatherly Asset Management
www.weatherlyassetmgt.com

David Cariani
Investment Management
Centura Wealth Advisory
www.centurawealth.com

Hope Carlson, CFP®, CAP®
Partner and Wealth Advisor
Corient
corient.com

Kevin Christensen
Sustainable Investing and Charitable Planning
Aligned Financial
www.alignedfinancial.com

Andy Christopher
M&A Deals Advisory
PriceWaterhouseCoopers, LLP
www.pwc.com

Rebecca Classic
Long Term Care Insurance
www.linkedin.com/rebeccaclassic

Krysta Cordill
Financial Advisor
D’Arcy Capital
www.darcycapital.com

Brian Davis
Financial Planning
Northwestern Mutual
www.briandavis.nm.com

Anna E. Diaz, CFP®, CEPA, CPWA®
Partner, Wealth Advisor
Corient
corient.com

Steve Doster
Employee Benefits / Stock Options
Rowling & Associates
www.rowling.com

Gabrielle Dubick
Private Wealth
J.P. Morgan Private Bank
www.privatebank.jpmorgan.com

Ron Ferrari
Senior Wealth Advisor / Fiduciary and Trust Services
Bessemer Trust
www.bessemertrust.com

Richard Fogg, CFP®, CDFA, CLTC
Financial Planning
Pacific Coast Private Wealth / Ameriprise Financial
www.ameripriseadvisors.com

Cindy Gatlin
Wealth Management with Complexity
Northern Trust
www.northerntrust.com

Brett Gottlieb
Retirement Planning
Comprehensive Advisor Insurance & Financial Services
www.comprehensiveadvisor.com

Tyler Hewes, CFP®
Financial Planning, including: Insurance, Philanthropic, Retirement, Education, and Estate
Christopher Weil & Company
www.cweil.com

Matthew Hunt
Charitable Trusts
Ameriprise Financial
www.ameripriseadvisors.com

Chris Jaccard
Wealth Management
Financial Alternatives
www.financialalternatives.com

Greg Jackey
Financial Planning / Portfolio Management
Laurel Wealth Advisors
www.jackeyrobinson.com

Audrey Jacobs
Investment Planning & Management
Bernstein Private Wealth Management
www.bernstein.com

Greg Jankowski
CFP, Senior Wealth Advisor
LourdMurray San Diego
www.lourdmurray.com

Hillel Katzeff
Financial Planning and Investment Advisory Services
HK Financial
www.linkedin.com/hillelkatzeff

Sean M. Kelly, CFP®, EA
Certified Financial Planner
Kelly Financial Group, LLC
www.thekellyfinancialgroup.com

Keon Khamsehpour
Wealth Management
LNW Advisory Firm
lnwadvisors.com

Jack Killeen
Wealth Advisor / Fiduciary and Trust Services
Bessemer Trust
www.bessemertrust.com

Alex Klingensmith
Wealth Management

Shalmali S. Kulkarni
Financial Planning Associate
Rowling & Associates
www.rowling.com

Barry P. Levine
Senior Wealth Advisor
Northern Trust
www.northerntrust.com

Denise L. Martin
Wealth Management Advisor
First American Trust, FSB
www.firstamtrust.com

Clint McCalla, CFP®
Wealth Management Through Life Transitions
MEIRA
www.meirawealth.com

Andy Nugent
Investment Management
Sage Capital
www.sage-cap.com

Larry Parente
Wealth Planning Solutions for Individuals and Nonprofits
Bank of America Private Bank
www.private.bankofamerica.com

Olivian Pitis, CFA, CFP®, AiFA
President, Relationship Director, and Investment Specialist
Avantis Investors
www.avantisinvestors.com

Jeff Platt
Portfolio Management
Platt Wealth Management
www.plattwealthmanagement.com

Andrew Ratner
Financial Advisor
UBS
www.ubs.com/team/rkg

Danny Recht
Wealth Management Advisor
WestPac Wealth Partners
www.thewp2.com

Brandon S. Robbins
Investment Planning and Management
Bernstein Private Wealth Management
www.bernstein.com/

Margoth Romero, CFP®
Investment Advisor
LourdMurray San Diego
lourdmurray.com

Justin Ross, MBA
Financial Advisor
Wells Fargo Advisors
www.wellsfargoadvisors.com

Matt Ryan, CFA, CFP®
Widows and Widowers
Focused Mission Financial
www.focusedmissionfinancial.com

Lorenzo Sanchez
Financial Planner / Investment Manager
Rowling & Associates
www.rowling.com

Mike Shanahan
Wealth Advisor
Overland & Shanahan Wealth Advisors, Inc.
www.overlandshanahan.com

Jon Strauss
Financial Planning
Christopher Weil & Company, Inc.
www.cweil.com

Ashley Stroud
Financial Planning
Rowling & Associates
www.rowling.com

Christian F. Tresse
Investment Planning and Management
Bernstein Private Wealth Management
www.bernstein.com

Norma E. Van Horn
Trust Advisor
Comerica Wealth Management
www.comerica.com

Gillian Vapnek, CFA
Financial Planning and Wealth Management
enTrust Wealth Advisors
www.entrustwealthadvisors.com

Carrie S. Vilaplana
Vice President
J.P. Morgan Private Bank
www.jpmorgan.com

Grant Webster
Partner, Wealth Advisor
Corient
corient.com

Peter R. Wheeler, CLU, ChFC, CFP®
Family Wealth Management and Legacy Planning
WFA Wealth Managers
www.wfawealthmanagers.com

Y. Sebastian Winston, Ph.D.
Financial Advisor
www.yochanan.com

Brian Wolff
Comprehensive Financial Planning and Wealth Management
Pure Financial Advisors, LLC
purefinancial.com

Andrew Zimmer
Sustainable Investing and Charitable Planning
Aligned Financial
www.alignedfinancial.com