Trusted Charitable Advisors
The following professionals have completed the Trusted Charitable Advisor Program. These individuals are dedicated to building relationships and integrating charitable planning as a strategy for achieving clients’ goals.
2020 TCA Program / Click on the photo to see a larger version.
Attorneys and Estate Planning
- Eloise Hock Feinstein
Estate Planning and Trust Administration
Law Office of Eloise Hock
Feinstein APC
www.lawehf.com - Julie M. Keeney
CPA, Tax and Estate Planning
Deloitte Tax, LLP
www.deloitte.com - DeEtte L. Loeffler
Tax and Estate Planning
Miller, Monson, Peshel, Polacek
& Hoshaw
www.mmpph.com
- Grant Puleo
Attorney at Law
Duane Morris LLP
www.duanemorris.com - David L. Stone
Associate
DLA Piper
www.dlapiper.com - Daniel J. Wilson
Estate Planning, Probate, Trust Law
Robinson & Wilson, ALC
www.trustlaw.us
Insurance
- Jack Berdy
Long Term Care, Life Insurance, and Annuities
New York Life Insurance Company
www.newyorklife.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
Client Advisor, Life Insurance
Wealthpoint
www.wealthpoint.net
2019 TCA Program / Click on the photo to see a larger version.
Other
- Lauren Humphrey
Corporate Trust Administrator
First Foundation Bank
www.firstfoundationinc.com - Jen-L W. Lyman
Planned Giving & Advisor Relations
Hawaii Community Foundation
www.hawaiicommunityfoundation.org - Hannah Moss
Trust Administration / Conservatorship
Moss Fiduciary Service
www.linkedin/hannahmoss.com
- Jim Sagona
Realtor, GRI, SRES
Pete Knows Real Estate –
Middleton Team
www.PeteKnowsRealEstate.com - Linda Spuck
Philanthropic Planning, Charitable Giving Strategy
Linda Spuck Consulting
www.philanthropyguidance.com
Tax Planning
- Matt Adams, CPA, CFP®
Tax Strategy
Dowling & Yahnke
www.dywealth.com - Adriana Kaplan
CPA
Lindsay & Brownell, LLP
www.lindsayandbrownell.com - 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
- Sheryl Rowling, CPA / PFS
CPA Wealth Advisor
Rowling & Associates
www.rowling.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
2018 TCA Program / Click on the photo to see a larger version.
Wealth Management and Financial Planning
- 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
privatewealth.usbank.com - Rob Britton
Senior Advisor
Trusted Capital Group
www.tcgservices.com - Rick Brooks, CFA, CFP®
Financial Advisor
Blankinship & Foster, LLC
www.bfadvisors.com - Hope Carlson, CFP®
Lead Advisor
Dowling & Yahnke Wealth Advisors
www.dywealth.com - Kevin Christensen
Sustainable Investing and Charitable Planning
Aligned Financial
www.alignedfinancial.com - Andy Christopher
Lead Advisor
Dowling & Yahnke Wealth Advisors
www.dywealth.com - Krysta Cordill
Financial Advisor
D’Arcy Capital
www.darcycapital.com - Anna E. Diaz, CFP®, CEPA, CPWA®
Lead Advisor
Dowling & Yahnke Wealth Advisors
www.dywealth.com - Steve Doster
Employee Benefits / Stock Options
Rowling & Associates
www.rowling.com - Ron Ferrari
Senior Wealth Advisor / Fiduciary and Trust Services
Bessemer Trust
www.bessemertrust.com - Richard Fogg, CFP®, CDFA, CLTC
Financial Planning
Pacific Coast Financial
Planning Group
www.pcfpgroup.com - Cindy Gatlin
Wealth Management with Complexity
Northern Trust
www.northerntrust.com - Brett Gottlieb
Retirement Planning
Comprehensive Advisor Insurance
& Financial Services
www.comprehensiveadvisor.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, Financial Advisor
Delphi Private Advisors
www.delphiprivate.com - Hillel Katzeff
Financial Planning and Investment Advisory Services
HK Financial
www.hkfinancial.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 - Sanda Ljubovic
Client Service Manager
Rowling & Associates
www.rowling.com - Andy Nugent
Investment Management
Sage Capital
www.sage-cap.com - Olivian Pitis, CFA, CFP®, AiFA
Wealth Management
Dowling & Yahnke Wealth Advisors
www.dywealth.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 - Justin Ross
Private Client Banker
JP Morgan Chase Bank
www.morganstanley.com - Sheryl Rowling, CPA / PFS
CPA Wealth Advisor
Rowling & Associates
www.rowling.com - Lorenzo Sanchez
Financial Planner / Investment Manager
Rowling & Associates
www.rowling.com - Scott Schechter, CFP®
Retirement and Legacy Planning /
Financial Advisor
Eagle Strategies LLC
www.sschechter.com - Mike Shanahan
Wealth Advisor
Overland & Shanahan Wealth Advisors, Inc.
www.overlandshanahan.com - Jon Strauss
Financial Planning
Christopher Weil & Company, Inc.
www.cweil.com - Christian F. Tresse
Investment Planning and Management
Bernstein Private Wealth Management
www.bernstein.com - Carrie S. Vilaplana
Private Wealth Advisor
Union Bank
www.linkedin.com/carrie - Grant Webster
Wealth Management
Dowling & Yahnke
www.dywealth.com - Peter R. Wheeler, CLU,
ChFC, CFP®
Family Wealth Management and Legacy Planning
WFA Wealth Managers
www.wfawealthmanagers.com - Y. Sebastian Winston, Ph.D.
Registered Representative
WestPac Wealth Partners
www.westpacwealth.com - Andrew Zimmer
Sustainable Investing and Charitable Planning
Aligned Financial
www.alignedfinancial.com
Click here to see their Top 5 Charitable Planning Tips, as seen in the
San Diego Jewish Journal.
San Diego Jewish Journal.
2017 TCA Program / Click on the photo to see a larger version.
Please Note: Publication of these names and/or firms by the Jewish Community Foundation does not constitute an endorsement or recommendation of an individual professional advisor to donors.