This October, Jewish Community Foundation San Diego (JCF) is celebrating two significant milestones for its Trusted Charitable Advisor (TCA) Program: the graduation of its newest cohort of charitable planning professionals and the program’s 10th anniversary.

Since its launch in 2016, the TCA Program has equipped financial, estate planning, tax, and wealth management professionals with the knowledge and tools to integrate charitable planning into their client conversations. Through in-depth education and peer learning, participants gain practical strategies to help individuals and families align their financial goals with their charitable values.

JCF is pleased to recognize the newest graduates of the program:

• Amanda Brown, Wealth Manager, La Jolla Wealth Partners

• Gary Hirschfeld, Director of Client Relations, LourdMurray

• Mark James, Vice President, Banker, J.P. Morgan Private Bank

• Ryan Lawler, Senior Associate, Torren Management

• Adam Lemberger, CPA, Senior Tax Manager, Lavine, Lofgren, Morris & Engelberg, LLP

• Andy McNamara , CFP®, CPWA®, CEPA®, Wealth Advisor, Corient

• Jake Pearlman, CRIS, CISR, Commercial Insurance Broker, Cavignac

• Kimberly Travaglia, CFP®, CTFA, Senior Vice President and Senior Trust Officer, Bank of America Private Bank

The milestone was commemorated at a recent happy hour, where graduates and members of JCF’s Professional Advisor network gathered to celebrate accomplishments, strengthen relationships, and connect with peers committed to advancing philanthropy in our community.

Over the past decade, the TCA Program has brought together advisors committed to strengthening their charitable planning expertise while using philanthropy as a powerful tool to deepen client relationships and help clients create lasting impact.

“As charitable giving continues to play an important role in comprehensive financial and estate planning, professional advisors are increasingly seeking ways to help clients incorporate purpose and legacy into their plans,” said Sharleen Wollach, Executive Vice President and Chief Impact Officer. “We are proud to celebrate these graduates and grateful for the many advisors who have been part of the TCA community over the last 10 years.”

Today, hundreds of advisors throughout San Diego have participated in the program, creating a network of professionals dedicated to thoughtful charitable planning and community impact. As the program enters its second decade, JCF remains committed to providing advisors with innovative educational opportunities and resources that help them better serve their clients while strengthening philanthropy across the region.