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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
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
Accounting Services
Accounting Services
Accounting Services
Michael Wastvedt, CPA
Wastvedt and Company
858-201-6850
Jennifer G. Thomas, CPA
Jennifer G. Thomas, CPA, An Accountancy Corporation
619-396-2450
Wes Salem, CPA
Cashuk, Wiseman, Goldberg, Birnbaum & Salem, LLP
619-563-0145
Elena Mund, CPA
Nasif, Hicks, Harris & Co., LLP
805-966-1521
Patrick Van Sloun, EA
PVS Accounting
619-871-5728
Insurance & Lending
Insurance & Lending
Insurance & Lending
Grant Tisdel - Residential Lending
BBVA
760-405-4527
https://www.bbvausa.com/mortgages/gtisdel
David Rousseau, CCIM - Commercial Lending
San Diego Funding
858-245-2110
Jeana Wallace - Health Insurance/Employee Benefits
Regency West Insurance Services, Inc.
858-699-0286
jwallace@regencywestinsurance.com
Gareth Nickerson - P&C, Home & Life
Farmers Insurance
909-385-3200
License # 4052316
Ken Jacobsen - Finance Lender/BRE Broker
Santa Barbara Commercial Fund
805-265-1011
CA Finance Lender License #60DBO 74240
CA BRE Broker License #02041417
Other Professionals
Insurance & Lending
Insurance & Lending
Shirin Golpour Rogerio - Payroll
Coastal Payroll
619-818-3439
shiringolpour@coastalpayroll.com
Alexandra Merz - International Client Consultant
L& F Investor Services
805-284-6700
Tim Abbo - Merchant Card Processing
Card Connect
619-606-0000
Innovations City
US Business Association of eCommerce
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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