Finance Advisory Services

Name of Business: KP Wealth Management

Primary Contact: Lisa Hohl

Email: lisa.hohl@wedbush.com

Phone: 619-858-6264

Website: www.kpwmg.com

Name of Business:   Financial Advisor

Primary Contact:  William Smith

Email:   encouragemen@gmail.com

Phone:  858-674-3929

Website:  https://advisor.morganstanley.com/the-pacific-highland-group

Name of Business:   Umoja Wealth Management

Primary Contact:  Nelle Kigembe

Email:  nkigembe35@gmail.com

Phone:  757-395-7841

Website:  https://umojawealth.com/

Name of Business:  Client First Capital

Primary Contact:  Cheri Turner

Email:  cheri@clientfirstcap.com

Phone:  619-208-1159

Website:  https://www.clientfirstcap.com/

Insurance Services

Name of Business:   CalSunshine Insurance Services

Primary Contact:  Riva Beaudoin

Email:  riva_beaudoin@us.aflac.com

Phone: 619-917-7707

Website: https://calsunins.com/