The Center for Estate and Gift Planning
Membership Directory - Company Name
A | B | C | D | E | F | G | H | J | K | L | M | N | O | P | R | S | T | U | V | W
A
AFA Financial Group
Mr. Erick Baer
AFA Financial Group, LLC
Mr. Ofer J. Nadler
AXA Advisors, LLC
Ms. Sim Bajaj
B
Back 9 Insurance
Mr. Brett Tattersall
BNY Mellon Wealth Management
Ms. Jennifer L. Campbell
Mr. Dean Catalano
Brown & Streza LLP
Mr. Matt Brown
Mr. Casey Hale
Brown, Altshuler & Spiro
Mr. Randy Spiro
C
Chalekian Wealth Management
Mr. Alex Chalekian
Charitable Trust Administrators, Inc.
Ms. Pamela Maloney
Mr. Charles J. McLucas
Clark Estate Services
Mr. Robert M. Clark
Commercial Realty Advisors
Mr. Scott Voltz
Consult BJS
Ms. Barbara Schwartz
D
Deutsche Bank
Mr. Daniel J. Gray
Donald A. Hunsberger AAL
Mr. Donald A. Hunsberger
Doron M. Tisser, AAL
Mr. Doron M. Tisser
E
Edward Jones
Ms. Terri Corbett
Ehrenreich, Burmache & Burkholder
Mr. Terrill Alford
Mr. Randy A. Barmache
Mr. Larry G. Burkholder
F
Farr & Associates, LLC
Mr. Glen C. Farr
Fidelity Investments
Mr. Anthony Segala
Fiduciary Trust Company International
Mr. C. Spencer Gould
First American Trust
Ms. Emily Bullis
FMV Opinions, Inc.
Mr. Carsten Hoffmann
Fyke Financial Services
Mr. Richard C. Fyke
G
Gold Coast Securities/RBC
Mr. Larry Koeppel
H
H. W. Frazee & Co.
Mr. Hank Frazee
Harris myCFO, Inc.
Dr. Claudia B. Sangster
Higgins, Marcus & Lovett Inc.
Mr. Michael J. Farrand
Hoffman, Sabban & Watenmaker
Ms. Erin L. Prouty
Holmgren & Hawkins
Mr. Richard Holmgren
J
Jay D. Fullman, A Professional Corp.
Mr. Jay D. Fullman
K
Kopple & Klinger
Mr. David J. Elbaz
L
Lagerlof, Senecal, Bradley, Gosney and Kruse, LLP
Mr. William F. Kruse
Lamb & Kawakami LLP
Mr. Jeff S. Hamamoto
Lambert Investments, Inc.
Mr. Carl J. Lambert
Law Office of Jane Beaumont Hall
Ms. Jane Beaumont Hall
Law Offices of Bonnie Pastor
Ms. Bonnie Pastor
Law Offices of James D. Stephens
Mr. James D. Stephens
Law Offices of Jeffrey Zabner
Ms. Kim S. Millman
Law Offices of Randall Swanson, APC
Mr. Randall N. Swanson
Law Offices of Timothy Cahill Pickart
Mr. Timothy Cahill Pickart
Liberty Capital Management
Mr. Christopher F. Kelly
Liberty Group LLC
Mr. Brian C. Rees
Lillian Worthing Wyshak, Attorney at Law
Ms. Lillian W. Wyshak
Lincoln Financial Securities Corporation
Mr. Robert L. Baumann
Los Angeles Philanthropic Foundation
Mr. Sherwood C. Kingsley
M
M. Debra Reno, CPA
Ms. M. Debra Reno
Marincovich & Company Accountancy Corp.
Ms. K. Andrea Clark
Marincovich & Company Accountancy Corporation
Mr. Andrew P. Marincovich
Martin Real Estate Investment Co.
Mr. Michael S. Martin
McDermott Will & Emery LLP
Ms. Melanie Monestere
Mellon Bank
Ms. Maria A. Thieman
Messner Steele Law Office
Ms. Merilyn M. Steele
Michel Financial Group / Mass Mutual
Ms. Pamela Finkel
Morgan Stanley
Mr. Dana Johnson
Morgan Stanley/ The Cravotta Group
Mr. James Cravotta
N
Newport Advisory, LLC
Mr. James Wynn Regitz
Nordman Cormany Hair & Compton
Ms. Melissa C. Street
Northwestern Mutual Financial Network
Mr. Andrew B. Cook
Mr. Matthew Thomas Elwood
O
Oyler & Woldman
Mr. Connolly Oyler
P
Pacific Associates Insurance Agency
Mr. Gene M. Sokolski
Paragon Charitable Services
Mr. Douglas J. Corbin
Paul, Hastings, Janofsky & Walker LLP
Ms. Megan Genovese
Personalized Wealth Preservation,
Ms. Kris Paden
Philanthropic Administration
Ms. Ann L. Van Dormolen
Planned Estate Services
Mr. Rob Proano
R
RAIA, Bredefeld & Associates P.C.
Mr. Mitchell G. Bredefeld
RNC Genter Capital Management
Mr. Neal S. Salisian
Russakow, Ryan & Johnson
Mr. Christopher B. Johnson
S
Sagemark Consulting
Mr. Steven J. Carder
SmithBarney Citigroup
Mr. Barry Garapedian
Mr. Seth Alan Haye
Stevenson Law Office
Ms. Rebecca Carlson
Strategic Financial Group
Mr. Burton Heiss
Succession Capital Alliance
Ms. Julie Johnston
T
Tattersall Insurance Agency
Mr. Mark Tattersall
Temo A. Arjani & Co. LLP
Mr. Matthew L. Rayer
The Busch Firm
Mr Rick S. Weiner
The Law Offices of Howard B. Zisblatt
Mr. Howard B. Zisblatt
The Wealth Preservation Group
Mr. Anthony Calloway
TWG & Associates, LLC
Mr. Cedric Lee Watkins
U
Union Bank of California
Mr. Jeffrey C. Goodrich
United American Financial Services of California
Mr. Gary Minkin
US Trust Bank of America
Ms. Frances R. Marshall
V
Ventura Advisors
Mr. Jeffrey Harwood
W
Wells Fargo Advisors, LLC
Mr. David Albert Boyer
Wells Fargo Bank
Ms. Lisa J. Tepper
Wells Fargo Family Wealth Group
Mr. Charles A. Rodgers
Ms. Michelle C. Weinstein
Wells Fargo Private Bank
Ms. Elizabeth Ghysels
West Coast Asset Management
Mr. Lance W. Helfert
Whittier Trust Company
Ms. Lisa Harwood
Ms. Dyana M. Stewart
Wilmington Trust
Mr. Jay A. Richardson
Winningham Becker & Company
Mr. Eugene Edward Gourdeau
