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.

Trusted Charitable Advisors 2019

2019 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

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

Other

Tax Planning

  • 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
Trusted Charitable Advisors

2018 TCA Program / Click on the photo to see a larger version.

Wealth Management and Financial Planning

Click here to see their Top 5 Charitable Planning Tips, as seen in the
San Diego Jewish Journal.
Trusted Charitable Advisors

2017 TCA Program / Click on the photo to see a larger version.