Advisory Council
La Jolla Institute Planned Giving Advisory Council (PGAC) Membership
The Institute's Planned Giving Advisory Council (PGAC) is composed of professional advisors that possess expertise in various facets of gift and estate planning. As valued stakeholders, Council members receive priority access to updates on the Institute's cutting-edge research, scientific accomplishments, and opportunities for philanthropic impact. For more information about LJI's PGAC, please contact Kelsey , Deputy Director of Advancement, by email at [email protected] or by telephone at 858-752-6542.
David C. Anderson, Esq., Co-Chair
Partner
Law Office of David C. Anderson
(619) 220-8688
[email protected]
Partner
Law Office of David C. Anderson
(619) 220-8688
[email protected]
George D. Alexander, CLU, ChFC
Partner
Showley, Archambault & Alexander
(619) 990-1100
[email protected]
Partner
Showley, Archambault & Alexander
(619) 990-1100
[email protected]
Helen Cheng
Senior Associate, Wealth Planning & Tax
Withersworldwide
(619) 840-2110
[email protected]
Senior Associate, Wealth Planning & Tax
Withersworldwide
(619) 840-2110
[email protected]
Robert Copeland
Special Counsel, Corporate Practice Group
Sheppard Mullin Richter & Hampton LLP
(858) 720-8900
[email protected]
Special Counsel, Corporate Practice Group
Sheppard Mullin Richter & Hampton LLP
(858) 720-8900
[email protected]
Kenneth Coveney
Partner
Dostart Clapp & Coveney
(858) 623-4240
Partner
Dostart Clapp & Coveney
(858) 623-4240
Ronald A, Friedman, CPA, CFP, PFS
Tax Partner, Estates and Trusts
PKF
(619) 238-1040
[email protected]
Tax Partner, Estates and Trusts
PKF
(619) 238-1040
[email protected]
Terry Kaltenbach, CLU, ChFC
Sales Vice President
Insurance Wholesale Solutions
(866) 298-1738
[email protected]
Sales Vice President
Insurance Wholesale Solutions
(866) 298-1738
[email protected]
R.J. Kelly
Founder & Chief Visionary Officer
Wealth Legacy Family of Companies
(800) 975-5355
[email protected]
Founder & Chief Visionary Officer
Wealth Legacy Family of Companies
(800) 975-5355
[email protected]
Stella Larson, JD, CPWA, TEP
Executive Director
J.P. Morgan Private Bank
(858) 812-6130
[email protected]
Executive Director
J.P. Morgan Private Bank
(858) 812-6130
[email protected]
Todd Schneider, SVP
Senior Wealth Planning Strategist
Wells Fargo Private Bank
(858) 261-6290
[email protected]
Senior Wealth Planning Strategist
Wells Fargo Private Bank
(858) 261-6290
[email protected]
Philip J. Sullivan
Partner, Estate Planning Group
Henderson Caverly Pum & Charney, LLP
(858) 755-3000 x107
[email protected]
Partner, Estate Planning Group
Henderson Caverly Pum & Charney, LLP
(858) 755-3000 x107
[email protected]
William F. Super, CPA, AEP, PFS
Owner
William Super CPAs & Consultants
(858) 531-7232
[email protected]
Owner
William Super CPAs & Consultants
(858) 531-7232
[email protected]
Shawn Wamstad
Vice President and Private Client Advisor
Bernstein Global Wealth Management
(858) 812-2240
[email protected]
Vice President and Private Client Advisor
Bernstein Global Wealth Management
(858) 812-2240
[email protected]
Dirk J. Harris, CFP®, CFA
Senior Vice President, Private Client Advisor
Bank of America Private Bank
(858) 847-6321
[email protected]
Senior Vice President, Private Client Advisor
Bank of America Private Bank
(858) 847-6321
[email protected]