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Planned Giving Homepage
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Planned Giving Guide
Professional Advisors
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Planned Giving
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Professional Partners Council
The Professional Partners Council is made up of volunteers specializing in
estate and trust law, financial and investment planning, trust administration,
taxation, insurance, and real estate. The purpose of the Council is to
heighten the awareness of the University of San Diego’s mission and programs
among Council members so they can act as ambassadors of USD in the San Diego
community. Council meetings are held at the USD campus on a quarterly
basis.
A special thanks is given to the following members for their time and commitment
to USD and the Planned Giving program:
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CERTIFIED
PUBLIC ACCOUNTANTS |
David M. Gibbs, CPA ‘97
J. H. Cohn LLP
4180 Ruffin Road,
Suite 235
San Diego,
CA
92123
Office: (858) 535-2000
Fax: (858) 571-2700
e-mail: dgibbs@jhcohn.com
Web: www.jhcohn.com |
Marshall J. Varano, CPA
J. H. Cohn LLP
4180 Ruffin Road,
Suite 235
San Diego,
CA
92123
Office: (858) 535-2000
Fax: (858) 571-2700
e-mail: mvarano@jhcohn.com
Web: www.jhcohn.com |
| ESTATE AND TRUST LAW/TAXATION |
Kenneth G. Coveney, Esq.
Dostart Clapp Gordon & Coveney, L.L.P
4370 La Jolla Village Dr., Suite 970
San Diego, CA 92122
Office: (858) 623-4200
Fax: (858) 623-4299
e-mail: kcoveney@sdlaw.com
Web: www.sdlaw.com |
Lisa Frisella, Esq.
Frisella Law
1665 Union Street, Suite A
San Diego,
CA
92101
Office: (619) 260-3500
Fax: (619) 260-3600
e-mail: lisa@frisellalaw.com
Web: www.frisellalaw.com |
Kevin P. Gordon, Esq. ’89 ’91 ’98 ‘03
Dostart Clapp Gordon & Coveney, L.L.P
4370 La Jolla Village Dr., Suite 970
San Diego, CA 92122
Office: (858) 623-4200
Fax: (858) 623-4299
e-mail: kevin.gordon@sdlaw.com
Web: www.sdlaw.com |
Michelle Graham ’91 ’95 ‘97
Luce, Forward, Hamilton & Scripps LLP
Del Mar Gateway
11988 el Camino Real, Suite 200
San Diego, CA 92130-2592
Office: (858) 720-6300
Fax: (858) 720-6306
e-mail: MGraham@LUCE.com
Web: www.luce.com |
Ann C. Harris, Esq. ‘80
Law Offices of Ann Harris
1901 Camino Vida Roble, Suite 121
Carlsbad, CA 92008
Office: (760) 431-9900
Fax: (760) 431-9107
e-mail: harris@annharrislaw.com |
Rodney J. Hatley, Esq. ‘96
Strazzeri Mancini LLP
3636 Nobel Drive, Suite 450
San Diego, CA 92122
Office: (858) 200-1900
Fax: (858) 200-1920
e-mail: rjh@strazzerimancini.com |
Daniel F. Morrin, Esq. ‘84
The Law Offices of Daniel F. Morrin
525 “B” Street, Suite 1500
San Diego, CA 92101
Office: (619) 858-4730
Fax: (619) 858-4731
e-mail: dan@dmorrinlaw.com |
Camille A. Perna, Esq. ‘04
Perna & Perna, APC
P.O. Box 22605
San Diego, CA 92192
Office: (858) 587-0438
Fax: (858) 452-9415
e-mail: Camille@pernalaw.com |
Timothy C. Polacek, Esq. ’86 ‘91
Miller, Monson, Peshel, Polacek & Hoshaw
501 West Broadway, No. 700
San Diego, CA 92101
Office: (619) 239-7777
Fax: (619) 238-8808
e-mail: TimPolacek@MMPPH.com |
Jason S. Sheinberg, Esq. ‘00
Law Offices of Moore, Lewis, Schulman & Moore, APC
12636 High Bluff Drive, Suite 200
San Diego, CA 92130
Office: (858) 755-3300
Fax: (858) 755-3387
e-mail: jsheinberg@mlsmlaw.net
Web: www.mlsmlaw.net |
Ward J. Wilsey, Esq. ‘03
The Wilsey Law Firm 11943 El Camino Real Suite 220 San Diego, CA 92130
Office: (858) 764-2672
Fax: (858) 724-1429
e-mail: wardwilsey@wilseylaw.com
Web: www.wilseylaw.com |
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| INSURANCE |
John J. Rodee, CLU ‘63
John Rodee Insurance
2254 Moore Street, Suite 202
San Diego, CA 92110-3025
Office: (619) 298-5177
Fax: (619) 298-2177
e-mail: jrodee@sbcglobal.net |
| INVESTMENT
ADVISORS/FINANCIAL CONSULTING |
Lisa Brinig, CFP
CBIZ Financial Solutions, Inc.
10616 Scripps-Summit Court
San Diego, CA 92131
Office: (858) 795-2117
Fax: (858) 795-2101
e-mail: lbrinig@cbiz.com
Web: www.cbiz.com |
Scott B. Hinkle, CFP
Westhem Grant Group
462 Stevens Avenue, Suite 302
Solana Beach, CA 92075
Office: (858) 350-4000
Fax: (858) 350-0670
e-mail: scotthinkle@westhemgrant.com
Web www.westhemgrant.com |
Robert D. Pascual
Blankinship & Foster, LLC
420 Stevens Avenue, Ste. 250
Solana beach, CA 92075-2079
Office: (858) 755-5166
Fax: (858) 755-5358
e-mail: pascual@bfadvisers.com
Web: www.bfadvisers.com |
Justin R. Peek ’01
Financial Advisor
Edward Jones Investments
1820 Marron Road, Suite 104
Carlsbad, CA 92008
Office: (760) 730-9588
Fax: (866) 462-2153
e-mail: justin.peek@edwardjones.com
Web: www.edwardjones.com |
Christian F. Tresse
Bernstein Global Wealth Management
4365 Executive Dr., Suite 700
San Diego, CA 92121
Office: (858) 812-2235
Fax: (858) 812-2244
e-mail: Christian.tresse@bernstein.com |
| TRUST OFFICERS |
Erin L. McCreary ’96 ‘99
Wells Fargo
4365 Executive Dr., 18th Floor
San Diego, CA 92121
Office: (858) 622-6866
Fax: (858) 622-6888
e-mail: erin.l.mccreary@wellsfargo.com |
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