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.
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
- Grant Puleo
Attorney at Law
Duane Morris LLP
www.duanemorris.com - David L. Stone
Attorney
Duane Morris LLP
www.duanemorris.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
- Belinda Kraemer
Client Advisor, Life Insurance
Wealthpoint
www.wealthpoint.net
Other
- 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
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
Investment Manager
WFA Wealth Managers
www.wfawealthmanagers.com - Kevin Christensen
Aligning Wealth and Investing with Personal Values
Overland & Shanahan Wealth Advisors / LPL Financial
www.overlandshanahan.com - Krysta Cordill
Financial Advisor
D’Arcy Capital
www.darcycapital.com - Anna E. Diaz
Lead Wealth Advisor
Dowling & Yahnke Wealth Advisors
www.dywealth.com - Steve Doster
Employee Benefits / Stock Options
Rowling & Associates
www.rowling.com - Irving M. Eisenberg
Wealth and Portfolio Management
Wealth Manager Group LLC
www.wealthmgr.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 - 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 - Greg Jankowski
CFP, Financial Advisor
Delphi Private Advisors
www.delphiprivate.com - Aaron Kaplan
Wealth Management
New York Life Insurance Company
www.aaronmkaplan.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 - 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
Financial Advisor
Paragon Financial Partners
paragonfinancialpartners.com - Sheryl Rowling, CPA / PFS
CPA Wealth Advisor
Rowling & Associates
www.rowling.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 - 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
Wealth Advisor
Overland & Shanahan Wealth Advisors, Inc.
www.overlandshanahan.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.