The 30 Best Familial wealth in San Diego, California

Kokopelli's Hideaway is a serene lodging institution located at 1176 Granite Mountain in Julian, California, United States. Surrounded by the Anza Borrego Desert State Park, this hidden gem offers private access to the Pacific Crest Hiking Trail along Highway S2. Just 8.5 miles from Julian and 16 miles from Borrego Springs, Kokopelli's Hideaway provides a peaceful retreat in the High Desert Region of San Diego County. Ideal for couples, small families, friends, hikers, photographers, and more, this secluded cottage offers a full-size kitchen, dining area, front room with a pull-out sofa, a bedroom with a California King bed, and a working area with a desk. Guests can relax on the patio for outdoor dining or stargazing, with unobstructed views of the dark sky every night of the year.

Sara Liu, MD at Stanford Medicine Children's Health is a compassionate pediatrician located at 1900 Garden Road in Monterey, California. Dr. Liu values building strong partnerships with families to find solutions to medical issues. With a background in medicine from the University of California San Diego and University of Colorado, Dr. Liu brings a wealth of knowledge and experience to her practice. She understands the dynamics of each family she works with and takes joy in watching her patients grow and thrive. Dr. Liu is a mother of three daughters and has a deep respect for the challenges and joys of parenting. She is grateful for the opportunity to support and care for children as they navigate their own unique journeys.

Monica Perlman, MD - Internal Medicine is a healthcare institution located at 9850 Genesee Avenue in San Diego, California, United States. Dr. Perlman founded Perlman Clinic in 2005 with a focus on providing personalized care and advocating for her patients. She is dedicated to preventive care and promoting healthy lifestyles, leading by example with her own active and caring demeanor. Dr. Perlman was born in Mexico City and is fluent in Spanish, providing care for a diverse patient population. She received her medical education at the University of California, Irvine, and completed her internship at Scripps Clinic and Research Foundation, followed by residency at the University of California, San Diego. Dr. Perlman is board-certified in Preventive Medicine and Public Health, with a Masters Degree in Public Health specializing in Occupational Medicine.

Sarah Chan Jordon, MD at Stanford Medicine Children's Health in Walnut Creek, California, is a compassionate and dedicated pediatrician who treats each patient as if they were her own child. Dr. Jordon knew from a young age that she wanted to work in pediatrics, inspired by her own positive experiences with her pediatrician. She values the opportunity to help families navigate through health concerns and everyday challenges, guiding them from infancy to adolescence. Dr. Jordon completed her medical training at University of California San Diego Medical Center and Children's Hospital Los Angeles, bringing a wealth of knowledge and expertise to her practice. She believes in working closely with parents to provide the best care for their children, supporting them every step of the way. If you are looking for a caring and experienced pediatrician for your child, look no further than Sarah Chan Jordon, MD at Stanford Medicine Children's Health.

Star Stay Point Loma is a leading real estate agency located at 3332 Sterne Street in the beautiful city of San Diego, California. Our dedicated team of professionals is committed to helping you find your dream home or investment property in this vibrant and sought-after area. With a wealth of knowledge about the local market and a passion for exceptional customer service, we strive to make the buying or selling process as smooth and stress-free as possible. Whether you are looking for a cozy family home, a luxury waterfront property, or a profitable rental opportunity, Star Stay Point Loma is here to help you every step of the way. Contact us today to start your real estate journey in sunny San Diego!

Elite Real Estate and Financial is a premier real estate agency located at 5666 La Jolla Boulevard in San Diego, California. Our team specializes in finding top-tier, innovative properties that are sure to impress. We are dedicated to helping you find the home of your dreams, and our favorite listings showcase the best that San Diego has to offer. Whether you are looking for a luxury condo in the heart of the city or a spacious family home in the suburbs, we have something for everyone. Search available properties in San Diego and the surrounding areas instantly on our website. Let us help you find your perfect home today.

Kindred Insurance Solutions is a reputable health insurance agency located at 2309 National Avenue in San Diego, California. We specialize in providing comprehensive and personalized insurance solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families find the right coverage at the best possible rates. Whether you are looking for health insurance for yourself or your loved ones, Kindred Insurance Solutions is here to help you navigate the complex world of insurance and find the perfect policy for your needs. Contact us today to learn more about how we can assist you in protecting your health and financial well-being.

Western & Southern Life Insurance Company is an insurance agency located at 15373 Innovation Drive in San Diego, California, United States. Our team is dedicated to helping you plan for your financial future by offering a variety of products tailored to your specific needs. Whether you are looking for life insurance, retirement planning, or investment options, we are here to guide you every step of the way. At Western & Southern Life, we provide personalized guidance and solutions to help you achieve your financial goals. Explore our financial tools, educational articles, and interactive calculators to make informed decisions about your finances. We are committed to bringing you the highest quality products and services to secure your family's future.

Bay Club Carmel Valley is a premier gym, health, and spa institution located at 12000 Carmel Country Road in San Diego, California. Enjoy access to eight outdoor tennis courts, three swimming pools, and a 15,000-square-foot Fitness Center. Family-friendly amenities include outdoor fire pits for the kids to enjoy. The club offers a wealth of fantastic amenities and outdoor recreation, making it the perfect place to enjoy San Diego's year-round beauty. With operating hours from early morning to evening, members can make the most of the club's facilities. Experience three outdoor heated pools, fully lit tennis courts, an indoor basketball court, and a state-of-the-art fitness center. The club offers a unique membership option that allows you to add up to 5 friends or family members from different households. Share the benefits and get healthy together. Fill in your information on the website to schedule a visit and learn more about becoming a part of the Bay Club community. The club focuses on creating a robust and active lifestyle for its members, with a strong emphasis on sports, fitness, hospitality, and family. Share your preferences and goals with the club to tailor your experience and make the most of the amenities available.

Tommy Tominna: Primerica - Financial Services is a reputable finance and insurance agency located at 438 Camino del Rio South in San Diego, California, United States. With a focus on providing top-notch financial services to individuals and families, Tommy Tominna and his team at Primerica are dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, Tommy Tominna: Primerica - Financial Services is committed to providing personalized solutions tailored to your specific needs. Visit their office today to learn more about how they can help you take control of your financial well-being.

Protect with Moe is a trusted finance and insurance agency located in San Diego, California. Our dedicated team is committed to providing personalized insurance solutions to protect what matters most to you. Whether you need coverage for your home, car, or business, we are here to help you find the right policy at the best possible price. Visit us at 2815 Camino del Rio South to learn more about how we can help you safeguard your assets and secure your financial future.

Robin Rosenzweig Estate Planning, Notary & Legal Admin Services is a trusted institution located at 2310 Chatsworth Boulevard in San Diego, California, United States. With years of experience in estate planning, notary services, and legal administrative support, we provide our clients with expert guidance and personalized solutions to ensure their assets and affairs are properly managed and protected. Our team of professionals is dedicated to delivering top-quality service and peace of mind to our valued clients. Contact us today to schedule a consultation and learn how we can assist you with your estate planning and legal needs.

PNC Private Bank, located at 12255 El Camino Real in San Diego, California, is a prestigious financial institution that offers personalized wealth management services to high-net-worth individuals. With a team of experienced financial advisors, PNC Private Bank provides tailored investment strategies, estate planning, and banking solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, PNC Private Bank is committed to helping clients preserve and grow their wealth for future generations.

Capital Seven LLC is a leading finance institution located at 402 West Broadway in the vibrant city of San Diego, California. Specializing in investment management, financial planning, and wealth management services, Capital Seven LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Capital Seven LLC is a trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Guardian Life Insurance Co-America, located at 7676 Hazard Center Drive in San Diego, California, is an insurance agency that offers a variety of insurance plans and policies to help individuals thrive in the present while preparing for the future. The institution recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders, showcasing their dedication to promoting well-being. With a reputation for delivering on promises, Guardian has been recognized by organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. Their commitment to customer service excellence is evident through their J.D. Power 2022 Certified Customer Service Program recognition.

Marc Sigmon is an experienced agent with New York Life, located at 4365 Executive Drive in San Diego, California. As a trusted insurance agency, Marc Sigmon is dedicated to providing personalized service and comprehensive insurance solutions to individuals and families. Whether you are looking for life insurance, retirement planning, or investment options, Marc Sigmon can help you navigate the complex world of insurance to find the best policy for your needs. Contact Marc Sigmon today to secure your financial future with confidence.

Copperstone Partners is a prestigious financial institution located at 12625 High Bluff Drive in San Diego, California, United States. With a strong focus on providing personalized financial solutions for their clients, Copperstone Partners is known for their expertise in wealth management, investment strategies, and financial planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Copperstone Partners today to see how they can help you navigate the complexities of the financial world.

Annis & Vercollone is a trusted and experienced family law firm located at 2366 Front Street in San Diego, California. Specializing in a variety of family law matters, including divorce, legal separations, custody disputes, and more, our team of attorneys is dedicated to providing the highest levels of service and excellence to our clients. Whether advising clients in mediation or litigation settings, we strive to achieve the best results possible for each individual client. Our firm understands the impact that divorce can have on children, which is why we work diligently to ensure that child and spousal support arrangements are fair and meet the financial needs of all parties involved. With a focus on settling cases outside of the courtroom whenever possible, we are also prepared to use our extensive courtroom experience to litigate a matter through trial if necessary.

Trilogy Financial Services is a finance institution located at 12520 High Bluff Drive in San Diego, California. With a focus on providing comprehensive financial planning and wealth management services, Trilogy Financial Services helps clients achieve their financial goals through personalized strategies and expert guidance. Whether you are planning for retirement, investing for the future, or looking to protect your assets, the team at Trilogy Financial Services is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Safeguard Investment Advisory Group, located in Corona, California, is a finance institution dedicated to creating amazing retirements for the families they serve. With a team focused on education, integrity, and earned trust, they strive to always put their clients' best interests first. As an independent financial firm, they are free to search for the right products for each individual, rather than being tied to any specific institution or product. Their workshops and seminars address common financial concerns individuals and families face in retirement, helping them feel more confident about the future. With locations in Corona, Roseville, San Diego, Oxnard, and Santa Barbara, Safeguard Investment Advisory Group is committed to helping everyone achieve a confident and independent retirement. Contact them today to discover how they can help you make appropriate investment choices and create a personalized retirement strategy.

The Law Office of Christine Padilla, located at 320 Encinitas Boulevard in Encinitas, California, is dedicated to helping clients navigate the complexities of estate planning, trust administration, and probate. With a focus on providing clarity and confidence, Christine Padilla and her team guide clients through the process of creating personalized estate plans that may include wills, trusts, powers of attorney, asset re-titling, and guardianship nominations. With a background in Psychology and a Juris Doctorate degree from the University of San Diego School of Law, Christine Padilla is well-equipped to assist clients in preparing for the future and ensuring that their wishes are carried out effectively. Don't let estate planning be put on the back burner - let the Law Office of Christine Padilla help you create a plan that provides peace of mind for you and your loved ones.

Century Trusts & Estate Planning is a law firm located at 2424 Vista Way in Oceanside, California, United States. Our goal is to help you protect what you’ve earned and built for the ones you love. Making end-of-life plans can be overwhelming, but with a compassionate attorney by your side, you can face crucial life decisions with confidence. Our experienced attorney, Ashby Sorensen, can guide you through the creation of a properly crafted estate plan. This plan will allow you to determine how your assets will be handled, ensuring that your loved ones are cared for in the event of your passing. Avoiding probate, which can be expensive and lengthy, is just one of the many benefits of working with our estate planning attorneys.

The McDonald Law Firm, LC is a reputable law firm located at 7855 Fay Avenue in San Diego, California. Specializing in various legal matters, the firm offers an initial consultation and case evaluation to help clients get started on their legal journey. With a focus on meaningful communication and honest answers delivered in plain language, clients can expect top-notch advocacy from The McDonald Law Firm, LC. With a wealth of experience and a track record of success, the firm is dedicated to achieving the most effective results for each client. Clients can trust that they will be treated with the attention and respect they deserve when working with The McDonald Law Firm, LC.

HSIAO LAW, led by Amy Hsiao, Esq., is a prestigious law firm located in the heart of San Diego, California. Specializing in various areas of law, including family law, immigration law, and estate planning, Amy Hsiao and her team provide expert legal counsel and representation to clients in need. With a strong commitment to professionalism, integrity, and personalized service, HSIAO LAW strives to achieve the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust HSIAO LAW to provide you with the support and expertise you need. Visit their office at 4225 Executive Square to learn more about how they can assist you with your legal needs.

Greenfield Law Firm is a reputable legal institution located in the heart of San Diego, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require legal representation in a business dispute, Greenfield Law Firm is here to help. Our office is conveniently located at 4425 Bayard Street, making it easy for clients to access our services. Trust Greenfield Law Firm for all your legal needs in San Diego.

Butler Law, PC is a reputable law firm located at 501 West Broadway in San Diego, California, United States. Specializing in various areas of law, the dedicated team of lawyers at Butler Law, PC are committed to providing top-notch legal services to their clients. With a focus on professionalism, integrity, and client satisfaction, Butler Law, PC is a trusted institution for all legal needs. Contact them today for expert legal representation and guidance.

Wilkinson & Finkbeiner, LLP is a prestigious law firm located in San Diego, California. Specializing in a wide range of legal services, including family law, estate planning, and business law, the firm is dedicated to providing top-notch legal representation to its clients. With a team of experienced and knowledgeable lawyers, Wilkinson & Finkbeiner, LLP is committed to delivering personalized and effective solutions for each client's unique legal needs. Located at 7676 Hazard Center Drive, this institution is a trusted resource for individuals and businesses seeking expert legal guidance in the San Diego area.

The Law Office of Thomas B. Gorrill is a prestigious legal institution located at 2341 Jefferson Street in San Diego, California. Specializing in finance and legal matters, this firm is dedicated to providing top-notch legal services to clients in need of expert advice and representation. With a focus on professionalism, integrity, and client satisfaction, the Law Office of Thomas B. Gorrill is committed to helping individuals navigate complex legal issues and achieve favorable outcomes. Contact us today for a consultation and let us guide you through the legal process with skill and expertise.

Jenkins & Jenkins, Estate Planning Attorneys, located at 7220 Trade Street in San Diego, California, is a team of experienced trust and estate planning attorneys dedicated to guiding you through the legal process with personalized care and attention. From drafting documents to explaining them in personalized videos, we strive to make the estate planning process as easy and convenient as possible for you. If you're dealing with the loss of a loved one or navigating the Probate process, our team is here to help. We offer virtual consultations and handle all necessary paperwork to move your case along efficiently. Additionally, we can connect you with professionals to assist with selling property, making repairs, filing taxes, and more.

Milda Goeriz, Trust and Estate Planning Attorney is a reputable institution located at 11622 El Camino Real in San Diego, California. Specializing in accounting, finance, and legal services, Milda Goeriz offers expert advice and guidance in trust and estate planning. With years of experience and a commitment to providing personalized solutions for each client, Milda Goeriz is dedicated to helping individuals and families navigate the complexities of estate planning with confidence and peace of mind. Trust Milda Goeriz to provide comprehensive and reliable services for all your trust and estate planning needs.