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:   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/

Name of Business: Flores Financial Services

Primary Contact:  Michelle Flores-Gonzales

Email: michellef@flores-financial.com

Phone: 619-992-6439

Website: www.flores-financial.com 

Name of Business:  Barnabas Group

Primary Contact: William (Bill) Smith

Email: encouragemen@gmail.com

Phone:  858-674-3929

Insurance, Retirement and Trust 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/

Name of Business: The Legacy Source

Primary Contact:  Susan Schroeder

Email:  susanschroeder.ca@gmail.com

Phone: 858-354-0065

Website: legacysourcegroup.com

Name of Business: Capstone Services

Primary Contact: Kevin Leinum

Email:  kevin@capstonesandiego.com

Phone: 619-886-5665

Website: capstonesandiego.com

Banking Services

Name of Business: Torrey Pines Bank, a subsidiary of Western Alliance Bank

Primary Contact: Sommer Cunningham

Email:  sommer.cunningham@torreypinesbank.com

Phone: 858-523-4609

Website: Westernalliancebancorporation.com/torrey-pines-bank

Payment Processing

Name of Business: Today Payments

Primary Contact: Leigh Cook

Email:  Leigh@todaypayments.com

Phone: 619-450-5800

Website: https://todaypayments.com/