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 Dale, Vice President of Advancement, by email at [email protected] or by telephone at (858) 752-6542.
Partner
Law Office of David C. Anderson
(619) 220-8688
[email protected]
Managing Principal, Investment Advisor Representative
Capital Stewardship
(858) 459-1101 x532
[email protected]
Senior Associate, Wealth Planning & Tax
Withersworldwide
(619) 840-2110
[email protected]
Senior Vice President, Private Client Advisor
Bank of America Private Bank
(858) 847-6321
[email protected]
Sales Vice President
Insurance Wholesale Solutions
(866) 298-1738
[email protected]
Founder & Chief Visionary Officer
Wealth Legacy Family of Companies
(800) 975-5355
[email protected]
Senior Wealth Planning Strategist
Wells Fargo Private Bank
(858) 261-6290
[email protected]
Partner, Estate Planning Group
Henderson Caverly Pum & Charney, LLP
(858) 755-3000 x107
[email protected]
Vice President and Private Client Advisor
Bernstein Global Wealth Management
(858) 812-2240
[email protected]