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.
James Kaen. Esq.
Harris Kaen LLP
Stuart Anolik, Partner
James F. Cote, CEPS
Law Offices of James F. Cote
Brooke C. McDermott, Esq., J.D., LL.M.
Mullen & Henzell, L.L.P
Michael Wastvedt, CPA
Wastvedt and Company
Jennifer G. Thomas, CPA
Jennifer G. Thomas, CPA, An Accountancy Corporation
Wes Salem, CPA
Cashuk, Wiseman, Goldberg, Birnbaum & Salem, LLP
Elena Mund, CPA
Nasif, Hicks, Harris & Co., LLP
Patrick Van Sloun, EA
Grant Tisdel - Residential Lending
David Rousseau, CCIM - Commercial Lending
San Diego Funding
Jeana Wallace - Health Insurance/Employee Benefits
Regency West Insurance Services, Inc.
Gareth Nickerson - P&C, Home & Life
License # 4052316
Ken Jacobsen - Finance Lender/BRE Broker
Santa Barbara Commercial Fund
CA Finance Lender License #60DBO 74240
CA BRE Broker License #02041417
Shirin Golpour Rogerio - Payroll
Alexandra Merz - International Client Consultant
L& F Investor Services
Tim Abbo - Merchant Card Processing
US Business Association of eCommerce
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.
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