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Estate Planners in California

Estate Planners in San Diego, CA

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37 results found

Whitney Drechsler San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Associate Attorney • Law Specialist • Lawyers • Planner • Financial Manager • Judicial Law Clerk • Student Lawyer • Attorney At Law • Senator • Legislator • Author • Booking Agent • Bachelor of Business Administration • Talent Agent • Recruitment • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Associate Attorney - Estate Planner at Gustafson and Associates
Title:
Associate Attorney/Estate Planner at Gustafson and Associates
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Gustafson and Associates Associate Attorney - Estate Plannersince Oct 2009Thomas Jefferson School of Law, International Tax and Investment Graduate Program Research and Editorial FellowJan 2010 - Aug 2011
Skills:
Legal Writing, Intellectual Property, Litigation, Civil Litigation, Courts, Trials, Licensing,...
Full Profile

Gary Quackenbush San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Lawyers • Host • Owner • Financial Manager • Chief Executive • Counselor • Advisor

Experience & Education

Position:
Creator, Owner, and Estate Planning Adviser of the "Trust With Us" company at Trust With Us, Radio...
Title:
Attorney, Estate Planner, Radio Show Host, Guest Expert on the "Word on Wealth" with Marty Schneider on 1210AM KPRZ
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Trust With Us - CaliforniaCreator, Owner, and Estate Planning Adviser of the "Trust With Us" companysince Nov 20121450 AM KFSD Radio Show Hostsince Mar 2012
Languages:
Spanish
Full Profile

Sami Shakkour San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Representative • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Notary Public • Notary • Lawyers • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Registered Principal at Independent Financial Group,LLC
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Independent Financial Group,LLC Registered Principalsince May 2005
Full Profile

Alison Timboe San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Estate Planner, Trust Administrator, Probate at Law Office of David C. Anderson
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Law Office of David C. Anderson Estate Planner, Trust Administrator, Probatesince Jun 2006
Skills:
Estate Planning, Litigation
Full Profile

Vashon Jones San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Minister • Security Officer • Clergy • Security • Financial Manager

Experience & Education

Work

Company:
United security services
Security officer
Company:
Transamerica wfg inc.
Estate planner

Skills

Licence Insurance Agent
Full Profile

Dana Green San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Conservator • Articled Clerk • Lawyers • Health Coach • Sports Trainer • Sports Trainers • Independent Contractor • Guide • Counselor • Contractor • Tour Guide • Advisor • Chairperson • Chief Executive • Surgeon • Surgical Specialist • Educator • Education Professional • Instructor • Certified Nurse Aide • Nurse • Nurse Practitioner • Independent Business Owners • Jurist • Legal Counsel • Vice President • Financial Manager • Advertising Sales Agent

Experience & Education

Position:
Attorney at The Law Office of Dana L. Green, APC, Health Coach at Take Shape For Life - The...
Title:
An estate plan is as important as a credit card, so don't leave home without one!
Location:
Greater San Diego Area
Industry:
Legal Services
Work history:
The Law Office of Dana L. Green, APC - Carlsbad, CAAttorneysince Jun 2010Take Shape For Life - The Medifast 5 & 1 Plan - CarlsbaHealth Coachsince Nov 2008
Skills:
Negotiation, Estate Planning, Mediation, Excel, Word, Spanish, French, Medical Billing, Microsoft...
Languages:
Spanish, French
Estate Planner Legal Network
Full Profile

Clark Brooks San Diego, CA

Professions & Specialties

Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive Officer • Chief Executive • Corporate Executive • Construction • Arts and Crafts Specialist • Craft Artist • Financial Analyst • Co-Founder • Chairperson • Founder • Founding Member • Financial Manager • Operations Manager • Representative • Business Administrator • Accounting Bookkeeper • Bookkeeper • Army Lieutenant Colonel • Agent • Sales Representative • Paralegal • Litigation Support Specialist • Bachelor of Science • High School Diploma • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner/CEO at Innovative Craftsmanship, LLC
Location:
Greater San Diego Area
Industry:
Construction
Work history:
Innovative Craftsmanship, LLC - Greater San Diego AreaOwner/CEOsince May 2012Hillcrest Pharmacy Financial AnalystApr 2011 - May 2012
Skills:
Microsoft Excel, PowerPoint, Microsoft Word, Access, QuickBooks, Outlook, Photoshop, Construction,...
Certifications:
Series 7 - General Securities Representative License, Financial Industry Regulatory Authority (FINRA)
Series 66 – Uniform Combined State Law License, Financial Industry Regulatory Authority (FINRA)
Full Profile

Rodney Hatley San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Of Counsel • Law Specialist • Conservator • Lawyers • Jurist • Legal Counsel • Counselor • Advisor • Psychologist • Psychology Specialist • Defense Attorney • Butler • Non-Profit • Organization Management • Personal Care Aide • Delphi Developer • Software Developer • Software Developers • Board Member • Chief Executive • Operations Manager • Financial Manager • Management Team Executive • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Attorney at Law/Of Counsel at Chhokar Law Group, P.C., Attorney & Counselor at Law at Hatley...
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Chhokar Law Group, P.C. Attorney at Law/Of Counselsince Aug 2010Hatley Law Group, A P.C. Attorney & Counselor at Lawsince Oct 2008
Estate Planner Legal Network
Full Profile

Joel Weissler San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner • Nursing Assistant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Financial Manager

Experience & Education

Position:
Asset Protection and Elder Law Attorney at Weissler Law Group
Title:
Asset Protection, Estate Planning and Elder Law Attorney at Weissler Law Group
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Weissler Law Group - Greater San Diego AreaAsset Protection and Elder Law Attorneysince Jul 1990
Estate Planner Legal Network
Full Profile

Hadley Ajana San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Business Analyst • Analyst • Analysts • Owner • Chief Executive • Notary • Notary Public • Lawyers • Associate Professor • Lecturer • Postsecondary Teacher • Secretary • Entrepreneur • Clerk • Counselor • Contractor • Non-Profit • Managers • Clerical Specialist • Advisor • Manager • Operations Manager • Financial Manager • Mediator • Articled Clerk • Law Specialist • Instructor • Pedagogue • Medical Support Assistant • Health Support Worker • Healthcare Support • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Master of Arts • Computer Software Professional • Software Developers • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Independent Business Owners • Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Researcher • Survey Researcher

Experience & Education

Position:
Business Analyst at Intuit, Owner at Budget Notary Course, Faculty at MiraCosta College, Adjunct...
Location:
Greater San Diego Area
Industry:
Legal Services
Work history:
Intuit Business Analystsince Jul 2009Budget Notary Course Ownersince Feb 2007
Skills:
Ecommerce
Full Profile

Daniel Zummo San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Researcher • Research Assistant • Survey Researcher • Law Specialist • Lawyers • Mediator • Entertainment Professional • Entertainer • Juris Doctor • Bachelor of Science • Associate of Science • Chief Executive • Financial Manager

Experience & Education

Position:
Research Fellow at The Fisheries Law Centre
Title:
Research Fellow & Attorney (PA)
Location:
San Diego, California
Industry:
Law Practice
Work history:
The Fisheries Law Centre Research Fellowsince May 2013University of Oregon School of Law - Eugene, Oregon AreaResearch AssistantFeb 2013 - May 2013
Skills:
Legal Research, Member of the Pennsylvania Bar, Legal Writing, Westlaw, Lexis, Mediation, Courts,...
Full Profile

Rosemary Leonard San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Owner • Chief Executive • Trial Lawyer • Conservator • Financial Manager • Marketing Professional • Advertising Sales Agent • Psychologist • Psychology Specialist

Experience & Education

Position:
Owner at Law Office of Rosemary Meagher-Leonard
Title:
Estate planning, Elder law, Probate and Appellate Attorney at the Law Office of Rosemary Meagher-Leonard
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Law Office of Rosemary Meagher-Leonard - Greater San Diego AreaOwnersince Apr 1981
Skills:
Probate, Elder Law, Estate Planning, Conservatorships, Appellate Litigation, Trust and Estate...
Estate Planner Legal Network
Full Profile

Joanna Vos San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Independent Contractor • Special Projects Manager • Supporting Member • Recognition • Contractor • Team Member • Deputy Director • Executive Vice President • Director • Project Managers • Deputy Manager • Chief Executive • Vice President • Operations Manager • Financial Manager • Program Assistant • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Marketing Professional • Advertising Sales Agent • Juris Doctor • Independent Business Owners

Experience & Education

Position:
Estate and Charitable Gift Planning Attorney at Stilwell & Associates
Location:
Greater San Diego Area
Industry:
Legal Services
Work history:
Stilwell & Associates Estate and Charitable Gift Planning Attorneysince May 2010Self-employed Estate Planning AttorneyJan 2009 - May 2010
Full Profile

Bryan Skoruppa San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Financial Analyst • Trust Law Attorney • Lawyers

Experience & Education

Position:
Wealth Manager at USAA, CERTIFIED FINANCIAL PLANNER™ at USAA
Title:
Wealth Manager at USAA
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
USAA - San Diego / NationallyWealth Managersince Jul 2013USAA CERTIFIED FINANCIAL PLANNER™since Jan 2007
Skills:
Wealth Management, Financial Planners, Financial Services, Financial Goals, Estate Law, Sales,...
Certifications:
Certified Financial Planner
Accredited Estate Planner
Full Profile

Elena Bazhenova San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chairperson • Owner • Chief Executive • Attorney At Law • Law Specialist • Lawyers • Financial Manager • Jurist • Legal Counsel • Juris Doctor • Survey Researcher • Property Manager • Real Estate Manager

Experience & Education

Position:
President at Merry-Widows-Club.org, Partner at California Trust Services Group, attorney at Law...
Title:
Partner at California Trust Services Group
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Merry-Widows-Club.org - San Diego, CAPresidentsince Jan 2012California Trust Services Group - San Diego, CAPartnersince Jan 2012
Languages:
English, Russian, Spanish
Full Profile

Alex Matuk San Diego, CA

Professions & Specialties

Owner • Chief Executive • Law Specialist • Lawyers

Experience & Education

Position:
Owner at smllp
Title:
Owner, smllp
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Smllp Owner
Skills:
Civil Litigation, Legal Writing, Litigation, Commercial Litigation, Legal Research, Corporate Law,...
Estate Planner Legal Network
Full Profile

Samuel Digate San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Financial Manager • Agent • Sales Representative • Senior Advisor • Planner • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Insurance Professional • Underwriter

Experience & Education

Position:
Manager at Senior Financial Resources LLC, Manager at Senior Financial Resources LLC
Title:
at Senior Financial Resources LLC
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Senior Financial Resources LLC Managersince Mar 1998Senior Financial Resources LLC Managersince Jan 1998
Full Profile

T Trax San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive • Operations Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
LPL Registered Principal at LPL Financial
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
LPL Financial LPL Registered Principalsince Oct 2001Westfin Securities Assistant Vice PresidentJun 1993 - Oct 2001
Skills:
Retirement Planning, Wealth Management, Income and Asset preservation
Certified Estate Planner
Full Profile

Janette Beck San Diego, CA

Professions & Specialties

Financial Planner • Estate Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Advertising Professional • Advertising Sales Agent • Travel Counselor • Travel Agent • Marketing Manager • Financial Manager • Internet Marketing Manager • Web Marketer • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Director at Senior Specialist Networking Group
Location:
Greater San Diego Area
Industry:
Marketing and Advertising
Work history:
Senior Specialist Networking Group Directorsince Jan 2005Twin Oaks Travel Travel Consultant1996 - 1998
Skills:
Microsoft Office, New Business Development, Business Management, Management, Strategic Planning,...
Full Profile

Jo Gambale San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Conservator • Chairperson • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Attorney at Higgs Fletcher & Mack
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Higgs Fletcher & Mack Attorneysince Mar 2002Procopio, Cory, Hargreaves & Savitch LLP AttorneyAug 1999 - Feb 2002
Skills:
Tax, Estate Planning
Estate Planner with experience drafting estate pla..
Full Profile

Chris Hansen San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Law Specialist • Lawyers • Financial Manager • Advertising Professional • Advertising Sales Agent • Property Manager • Real Estate Manager • Recruitment

Experience & Education

Position:
Owner at Law Offices of Chris Hansen
Title:
Owner, Law Offices of Chris Hansen
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Law Offices of Chris Hansen Ownersince Sep 2000CompuPay Customer2012 - 2013
Skills:
Estate Law, Business, Sales, Estate Administration, Elder Law, Trusts, Wills, Estate Planning,...
Languages:
German
Estate Planner Legal Network
Full Profile

Erin Mathew San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Event Manager • Manager • Operations Manager • Event Planner • Marketing Manager • Financial Manager • Managers • Bachelor of Arts

Experience & Education

Position:
Event Manager at American Academy of Estate Planning Attorneys
Title:
I plan events that help estate planning attorneys build their practices through legal education and practice management.
Location:
Greater San Diego Area
Industry:
Events Services
Work history:
American Academy of Estate Planning Attorneys Event Managersince May 2007SMS.ac Events ManagerOct 2006 - Mar 2007
Skills:
Blogging, Marketing Communications, Event Planning, Facebook, Social Media Marketing, Email...
Full Profile

Maria Pena-morales San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Web Marketer

Experience & Education

Position:
Owner at Team Q of RE/MAX Ranch & Beach
Title:
President, Team Q of RE/MAX
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
Team Q of RE/MAX Ranch & Beach Ownersince Apr 2002
Skills:
Short Sales, Move Up Buyers, First Time Home Buyers, Empty Nesters, Coastal Properties,...
Languages:
Spanish
Estate Planner Legal Network
Full Profile

William Super San Diego, CA

Professions & Specialties

Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Senior Manager • Director • Chief Executive • Operations Manager • Certified Public Accountant • Controlling Specialist • Accounting Bookkeeper • Bookkeeper • Controller • Reviewer • Fiduciary • Trust Law Attorney • Lawyers • Management Team Executive • Financial Manager • Tax Accountant • Master of Science • Bachelor of Science • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner at William Super CPAs & Consultants
Location:
Greater San Diego Area
Industry:
Accounting
Work history:
William Super CPAs & Consultants Ownersince Feb 2010Moss Adams LLP Senior Manager TaxJan 2009 - Feb 2010
Skills:
Tax Expert: all areas of income and estate & gift tax planning, compliance services, Business...
Accredited Estate Planner,AEP,Designation
Full Profile

Daniel Petrov San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Contract Attorney • Document Reviewer • Lawyers • Financial Manager • Judicial Law Clerk • Juris Doctor • Bachelor of Science

Experience & Education

Position:
Partner at Crouse Petrov Law Firm
Location:
Greater San Diego Area
Industry:
Legal Services
Work history:
Crouse Petrov Law Firm - Carlsbad, CAPartnersince Jan 2012Levinson Law Group Contract AttorneyFeb 2008 - Jan 2012
Skills:
Wills, Civil Litigation, Trusts, Personal Injury, Estate Planning, Litigation, Legal Research,...
Languages:
Russian
Estate Planner Legal Network
Full Profile

Susy Lerner San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Contractor • Area Manager • Managers • Contractor • Account Manager • Financial Analyst • Independent Business Owners • Director • Sales Manager • Sales Director • Operations Manager • Marketing Manager • Financial Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Bachelor of Science • Master of Education • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Planning Consultant at LPL
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
LPL Financial Planning Consultantsince Jul 2008Washington Mutual Loan Consultant2004 - 2007
Skills:
Estate and Financial Planning, Investment analysis, Banking and lending, Trust and endowment...
Full Profile

Alejandro Matuk San Diego, CA

Professions & Specialties

Owner • Founder • Chief Executive • Founding Member • School Principal • Instructor • Pedagogue • Educator • Lecturer • School Administrator • Educational Manager • Education Professional • Postsecondary Teacher • Law Specialist • Lawyers

Experience & Education

Position:
Principal at Strazzeri Mancini LLP, Founder/Fellow at Southern California Institute, Owner at Law...
Title:
Owner, Strazzeri Mancini LLP
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Strazzeri Mancini LLP Principalsince Sep 2001Southern California Institute Founder/Fellowsince 2001
Skills:
Spanish, Legal Writing, Trusts, Estate Planning, Corporate Law, Litigation, Business Planning,...
Languages:
English, Spanish
Estate Planner Legal Network
Full Profile

Jackie Del Principe San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Juris Doctor • Lawyers

Experience & Education

Position:
Owner at Jacqueline Del Principe, Attorney-at-law, Attorney at Jacqueline Del Principe,...
Title:
Owner, Jacqueline Del Principe, Attorney-at-law
Location:
Greater San Diego Area
Industry:
Legal Services
Work history:
Jacqueline Del Principe, Attorney-at-law Ownersince Jan 1998Jacqueline Del Principe, Attorney-at-law - Rancho PenasquitosAttorneysince Jan 1998
Full Profile

Jennifer Price San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Operating Officer • Program Director • General and Operations Manager • Director of Operations • Operations Manager • Marketing Manager • SEO Specialist • Web Marketer • Area Sales Manager • Regional Sales Consultant • Sales Representative • Financial Manager

Experience & Education

Position:
Chief Operating Officer at American Academy of Estate Planning Attorneys
Title:
I help estate planning attorneys build successful practices through executive coaching and systems implementation.
Location:
Greater San Diego Area
Industry:
Legal Services
Work history:
American Academy of Estate Planning Attorneys Chief Operating Officersince Oct 1993TeleMagic Regional Sales Manager1991 - 1993
Estate Planner Legal Network
Full Profile

Roy Newman San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Chairperson • Chief Executive • Financial Manager • Community Service Manager • Psychologist • Government Administration Professional • Health Services Administrator • Medical Services Manager • Health Services Manager • Psychology Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Attorney at California Probate Center
Title:
Attorney with a primary focus on probate litigation as well as business and estate planning.
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
California Probate Center Attorneysince Dec 2008City of San Diego Criminal Appellate UnitJun 2006 - Aug 2006
Estate Planner Legal Network
Full Profile

Jennifer Hartwell San Diego, CA

Professions & Specialties

Director • Owner • Operations Manager • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor

Experience & Education

Position:
Programs Director at Laureate Center for Wealth Advisors
Location:
Greater San Diego Area
Industry:
Legal Services
Work history:
Laureate Center for Wealth Advisors - 3636 Nobel Drive, Suite 450, San Diego CA 92122Programs Directorsince Feb 2009Southern California Institute Programs DirectorOct 2002 - Jan 2009
Estate Planner Legal Network
Full Profile

Daniel Guillen San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Advisor

Experience & Education

Position:
President at North Wealth Insurance Agency, Inc
Title:
President, North Wealth Insurance Agency, Inc
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
North Wealth Insurance Agency, Inc Presidentsince Oct 2007
Skills:
Succession Planning, Asset Protection, Estate Planning, Retirement Planning, Insurance, Retirement, ...
Estate Planner Legal Network
Full Profile

Anthony Rippo San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Lawyers • Baker • Information Technology Director • Board Member • Management Team Executive • Operations Manager • Financial Manager • Systems Administrator • IT Manager • Computer Systems Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Juris Doctor • Team Member

Experience & Education

Position:
Attorney at Law Office of Anthony J. Rippo, II
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Law Office of Anthony J. Rippo, II Attorneysince Mar 2007International Links Board2004 - 2009
Full Profile

Diana Boley San Diego, CA

Professions & Specialties

Attorney At Law • Law Specialist • Lawyers • Owner • Chief Executive • Financial Manager

Experience & Education

Position:
Owner and Estate Planning Attorney at Law Office of Diana C. Boley
Title:
Estate Planning Attorney
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Law Office of Diana C. Boley - Rancho Bernardo and RamonaOwner and Estate Planning Attorneysince Feb 2012
Skills:
Trusts, Estate Planning, Wills, Powers of Attorney, Asset Protection, Legal Research, Corporate...
Languages:
Spanish
Estate Planner Legal Network
Full Profile

Colleen Hirata San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Lawyers

Experience & Education

Position:
Owner at Colleen Marie & Associates
Title:
Insurance & Estate Panning Document Preparation
Location:
Greater San Diego Area
Industry:
Insurance
Work history:
Colleen Marie & Associates Ownersince Apr 1994
Full Profile

Collen Hirata San Diego, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Lawyers

Experience & Education

Position:
Owner at Colleen Marie & Associates
Title:
Insurance & Estate Panning Document Preparation
Location:
Greater San Diego Area
Industry:
Insurance
Work history:
Colleen Marie & Associates Ownersince Apr 1994
Full Profile

Ian Taylor Myrtle Beach, SC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Managing Member • Director • Manager • Operations Manager • Founding Member • Chief Executive • Financial Manager • Juris Doctor • Bachelor of Science • Biological Scientist

Experience & Education

Position:
Attorney, Managing Member at The Taylor Law Office L.L.C., Director of Gatcat.com at Biotech...
Title:
SC Attorney in Estates, Business, Insurance
Location:
Myrtle Beach, South Carolina Area
Industry:
Law Practice
Work history:
The Taylor Law Office L.L.C. - Pawleys Island, SC 29585Attorney, Managing Membersince Nov 2011Biotech Solutions Enterprise Group - San Diego, CADirector of Gatcat.comsince Feb 2011
Full Profile




Sub-specializations

Estate Planner  (37)