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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

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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

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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

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D

Deutsche Bank
Mr. Daniel J. Gray

Donald A. Hunsberger AAL
Mr. Donald A. Hunsberger

Doron M. Tisser, AAL
Mr. Doron M. Tisser

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E

Edward Jones
Ms. Terri Corbett

Ehrenreich, Burmache & Burkholder
Mr. Terrill Alford
Mr. Randy A. Barmache
Mr. Larry G. Burkholder

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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

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G

Gold Coast Securities/RBC
Mr. Larry Koeppel

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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

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J

Jay D. Fullman, A Professional Corp.
Mr. Jay D. Fullman

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K

Kopple & Klinger
Mr. David J. Elbaz

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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

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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

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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

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O

Oyler & Woldman
Mr. Connolly Oyler

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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

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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

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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

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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

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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

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V

Ventura Advisors
Mr. Jeffrey Harwood

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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