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Trusted Professionals

Wealth Advocacy works closely with your current team of professionals from accountants to legal advisors. If you are in need of additional resources, the individuals and companies listed below have helped us and our clients. 

Please be advised that Wealth Advocacy renders consulting services which do not constitute and should be construed as, legal, tax, investment, or accounting advice – all of which should be given only by duly-licensed professionals.

Experts We Have Worked With

Legal Services

Accounting Services

Accounting Services

James Kaen. Esq.

Harris Kaen LLP

858-863-0900

contact@harriskaen.com

 https://www.harriskaen.com/ 


Stuart Anolik, Partner

FisherBroyles, LLP

202-464-9199

Email: stuart.anolik@fisherbroyles.com


James F. Cote, CEPS

Law Offices of James F. Cote

805-966-1204

Email: jim@jfcotelaw.com


Brooke C. McDermott, Esq., J.D., LL.M.

Of Counsel

Mullen & Henzell, L.L.P

805-966-1501

bmcdermott@mullenlaw.com 

Accounting Services

Accounting Services

Accounting Services

Michael Wastvedt, CPA

Wastvedt and Company 

858-201-6850

information@wastvedtco.com

 https://www.wastvedtco.com/ 


Jennifer G. Thomas, CPA

Jennifer G. Thomas, CPA, An Accountancy Corporation 

619-396-2450

jennifer@jgthomascpa.com

https://jgthomascpa.com/ 


Wes Salem, CPA

Cashuk, Wiseman, Goldberg, Birnbaum & Salem, LLP 

619-563-0145

wsalem@cwgcpa.com

 https://cwgcpa.com/ 


  

Elena Mund, CPA

Nasif, Hicks, Harris & Co., LLP 

 805-966-1521   

emund@nhhco.com 

 www.nhhco.com 


Patrick Van Sloun, EA

PVS Accounting

619-871-5728

pat@pvsaccounting.com

 https://pvsaccounting.com/ 

Insurance & Lending

Insurance & Lending

Insurance & Lending

Grant Tisdel - Residential Lending

BBVA

760-405-4527

Grant.Tisdel@bbva.com

 https://www.bbvausa.com/mortgages/gtisdel 


David Rousseau, CCIM - Commercial Lending

San Diego Funding

858-245-2110

dave@sandiegolendinginc.com

 www.sandiegolendinginc.com 


Jeana Wallace - Health Insurance/Employee Benefits

Regency West Insurance Services, Inc.

 858-699-0286

 jwallace@regencywestinsurance.com

 www.regencywestinsurance.com 


Gareth Nickerson - P&C, Home & Life

Farmers Insurance

909-385-3200

License # 4052316

gnickerson@farmersagent.com



Other Professionals

Insurance & Lending

Insurance & Lending

Shirin Golpour Rogerio - Payroll

Coastal Payroll

619-818-3439

shiringolpour@coastalpayroll.com

www.coastalpayroll.com


Alexandra Merz - International Client Consultant

L& F Investor Services

805-284-6700

alexandra@L-and-F.us

 https://l-and-f.us/ 


Tim Abbo - Merchant Card Processing

Card Connect

 619-606-0000

timabbo@cardconnectatm.com

www.cardconnectatm.com


Innovations City

 https://innovationscity.com/ 


US Business Association of eCommerce

 https://usbaec.com/ 


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Wealth Advocacy, LLC is not affiliated with any financial planning firm, affiliation or accreditation board and does not hold itself out as providing any legal, tax, financial or other advice. Wealth Advocacy, LLC does not make any recommendation or endorsement as to any advisor, financial planner or other service, product, entity or individual or to any material submitted by third parties or linked to or from this website.  

Contact us at consult@wealthadvocacy.com

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