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

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

Attorneys and Estate Planning

Insurance

Tax Planning

Trusted Charitable Advisors

2017 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 January 2018 issue of the San Diego Jewish Journal.