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FeedFive Star Wealth Managers
(page 1 of 3)
List complied by Crescendo Business Services. Names in boldface appear in the profiles in the February 2007 issue of San Diego Magazine. The entire FIVE STAR Wealth Manager section is available for viewing at www.fivestarprofessional.com.
Wealth manager additional financial services: BP=Business Planning; CG=Charitable Giving; EP=Estate Planning; FP=Financial Planning; IN=Insurance; IV=Investments; LC=Long-term Care; PB=Private Banking; TS= Trust Services; WP=Will Preparation
BUSINESS PLANNING
Timothy Horning
Timothy E. Horning, CPA
EP, TS
James Malcolm
Malcolm Accountancy Corporation
BP, EP, WP
Karyn L. Meletis
Kuhn and Koviak, CPAs, Inc.
EP, FP, TS
CHARITABLE GIVING STRATEGIES
Russell Hall
UBS Financial Services, Inc.
EP, IV, FP
ESTATE PLANNING
Gail F. Anderson
Hinchy, Witte, Wood & Anderson, LLP
TS, WP
William E. Beamer
Beamer Lauth Steinley & Bond
CG, WP
Richard Cornell
Richard Cornell
CG, EP, WP
Stacy DenHerder
DenHerder & Associates
CG, TS, WP
Cory Grant
Westhem Grant Group
BP, IN
Russell Ingledew
Russell Ingledew & Associates, CPAs
BP
Douglass Jennings
J. Douglass Jennings
BP, CG
Stephen J. Mancini
Strazzeri Mancini, LLP
BP, CG
Mary J. Peshel
Miller Monson Peshel Polacek & Hoshaw
TS, WP
Brad Peterson
Edward Jones
CG
Jack Reagan
ATS Financial Services
IN, FP, LC
Roberta Repasy
Miller, Monson, Peshel, Polacek & Hoshaw
WP
Ray Schmidt
Greenroom Financial
IN, IV, FP
James Siegel
Branton & Wilson APC
CG, TS, WP
Harold Small
Law Office of Harold Small
BP, TS, WP
Joe Strazzeri
Strazzeri Mancini
BP, CG
Joan Walsh
Foster Walsh, LLP Attorneys at Law
BP, WP
Ronald Webb
Law Offices of Ronald Webb
CG, TS, WP
Eric Weitzen
Weitzen & Phillips, LLP
BP, CG, WP
William F. Woods, III
Ruben and Woods, Attorneys at Law
WP
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