Please let us know if you are a financial professional working with those in our community who wish to make a difference through their charitable giving. We will make sure that you are included on our list of professional advisors (below) and you will be invited to our Annual Professional Advisors event.
The following is a list of Professional Advisors with whom the Foundation has worked in the past. It is not intended to be an endorsement but rather to demonstrate that these are professionals who are committed to assisting their clients with their philanthropic goals.
Alaethes Wealth, LLC
Candise Holmlund, CFA, CFP, TEP, AEP
Candise@alaethes.com
Ameriprise Financial Services, Inc.
James T. Schwager, CFP
James.t.schwager@ampf.com
Aspiriant
Linda Kitchens
lkitchens@aspiriant.com
Bernstein Global Wealth Management
Blair Cannon
blair.cannon@bernstein.com
Blankinship & Foster
Stefan Prvanov
prvanov@bfadvisors.com
Burns Advisory Group
Morgan H. Smith Jr. MIB, CFP
msmith@burnsag.com
Callahan Capital Management
Colleen Callahan
ckcallahan@aol.com
CoastEdge Partners
Steven Simpson
steve@coastedge.com
D.A. Davidson & Co.
John N. Vreeburg CFP®
jvreeburg@dadco.com
Dostart, Hannink & Coveney LLP
Ken Coveney
kcoveney@sdlaw.com
Dostart, Hannink & Coveney LLP
Paul Dostart
pdostart@sdlaw.com
Dowling & Yahnke, Inc.
Dale Yahnke
dale.yahnke@dywealth.com
Dowling & Yahnke, Inc.
Mike Brown
mike.brown@dywealth.com
Dowling & Yahnke, Inc.
Anna Diaz
anna.diaz@dywealth.com
Edward Jones
Jason Berg, Financial Advisor
jason.berg@edwardjones.com
First Foundation Bank
Catherine Puckett
cpuckett@ff-inc.com
First Republic Bank
Victor F. Mena, II
vmena@firstrepublic.com
Grant, Hinkle & Jacobs, Inc.
Cory Grant
cory@ghjinc.com
Goodwin Brown Gross & Lovelace LLP
David Hickson
dhickson@goodwinbrownlaw.com
Hansch Financial Group, LLC
W. John Hansch, MBA
john@hanschfinancial.com
Henderson & Caverly
Nancy Henderson
nhenderson@hcesq.com
Henderson & Caverly
Jon Grissom
jgrissom@hcesq.com
Henderson & Caverly
Debra Vella
dvella@hcesq.com
Sagemark Consulting
Richard P. Rojeck, CFP, AIF
richard.rojeck@lfg.com
Lindsay & Brownell
Stephen Brownell
steve@lindsayandbrownell.com
Lindsay & Brownell
Mark W. Lindsay
mlindsay@lindsayandbrownell.com
Mayer Hoffman McCann P.C.
Mike Lichtenberger
mlichtenberger@cbiz.com
Merrill Lynch Private Banking & Investments
Monica Piepenkotter, CFA, CFP
monica_piepenkotter@ml.com
National Real Estate Foundation
Chase Magnuson
info@realestateforcharities.com
Northern Trust
Paul Thiel
PT136@ntrs.com
Bruce A. Pahl CLU
bpahl@finsvcs.com
Payden & Rygel
Rich Cowan
rcowan@payden-rygel.com
Rancho Santa Fe Insurance & Financial Services
Craig Edwards
craig@rsfinsurance.com
Richard E. Showen, Esq.
richard@showenlaw.com
Smith Barney
Jason Mubarak
jason.s.mubarak@smithbarney.com
A. Kelley Shooter Financial Services
Kelly Shooter
kshooter@wfafinet.com
Third Millenium Philanthropy
Cary Blanchette
thirdmp@cox.net
UBS Financial Services
John M. Seiber
john.seiber@ubs.com
Union Bank
Gloria Barden
gloria.barden@uboc.com
Weitzen & Phillips LLP
Eric Weitzen
eric@weitzenphillips.com
