Financial Planning Services in San Diego
The Private Wealth Management Team of Michael Quaranta, Drew Freides and Michael Kanigher.
Serving family offices, high net worth individuals and executives in San Diego, greater Southern California, nationally, and internationally.

UBS is a global leader in managing wealth. With our private wealth management team; it’s a practice, a philosophy, a strong belief that the best way we at UBS can work together is by exploring with you those ideas you have about your life, family goals and aspirations today – and your priorities for the future. It’s about understanding what you’d like to achieve financially over time and how.

The UBS Swiss Financial Advisers Team of Michael Quaranta and Andreas Gertsch
Serving US investors living in the US and abroad, to safely diversify their wealth internationally.

UBS Swiss Financial Advisers offers US investors a safe, easy and tax-compliant way to diversify their assets abroad. Our multi-currency, multi-asset portfolio solutions are specifically designed for US investors who wish to diversify their assets geographically and invest in international markets and currencies. An international portfolio means access to interesting investment opportunities around the world, many of which are not easily available from the United States. UBS Swiss Financial Advisers is a registered US Investment Adviser based in Zurich, Switzerland.

UBS and these gentlemen are proud sponsors of the radio show – “It’s Your Money and Your Life!” You can connect to them at 858-551-9422 or email at michael.quaranta@ubs.com or visit their website at financialservicesinc.ubs.com.

The Berry Good Food Foundation advances a healthy, integrated food system by educating, connecting and supporting food producers and consumers.

What is Cost Segregation? Picture of IRS Cost Segregation LogoCSI is a best of breed specialty real estate services firm. Our primary focus is providing cost segregation studies in compliance with IRS guidelines. We do not practice as CPA’s. We do not prepare tax returns and we are not performing an accounting study. What we are doing is analyzing your real estate project, by breaking down blueprints, as-built drawings and cost data, to determine which elements can be converted to personal property categories, in compliance with the tax code, thus depreciable over a much shorter lifetime. These and other comprehensive cash-flow solutions are designed for developers, investors, owner users and financiers of commercial real estate across the United States. Our firm is comprised of individuals not only experienced in cost segregation, but with many years of experience as tax advisors, financial officers, consulting engineers, construction cost estimators, and real estate developers.

While we provide engineered cost segregation, working with you, your CPA firm, and other tax, legal and business advisors, our work is not just an after-the-fact service. We are recognized and called on to develop strategies and implement solutions that dramatically increase net cash flow. As such, we play an integral part in pre- and post-development, acquisition and ongoing management decisions that positively impact your bottom line. Contact Joel Grushkin at 858.922.1037 or email him at jgrushkin@costseganalysts.com for more information. Visit costseganalysts.com for more information.

Estates, Taxation, CPAsOur mission is to provide the highest quality forward planning services, giving businesses and high-net-worth individuals clear, actionable information that helps you achieve your goals.

We offer all the compliance, audit, tax, and other accounting services you expect–and a level of strategic planning you’re unlikely to find anywhere else. Instead of simply viewing personal and business data solely through the prism of the past, we use that information to help you plot a course for the future.

Contact Paul Polito or Don Eppich at 760.599.9900. Paul Polito is at pmp@politoeppich.com; Don is at dpe@politoeppich.com, or you can visit them online at politoeppich.com.

logo for Signature AnalyticsSignature Analytics provides financial services for businesses including Financial Consulting, Outsourced Accounting, Temporary Staffing, and Permanent Placement Services. All of our services are managed by experienced financial professionals with extensive backgrounds in public accounting to ensure that the services being provided are of the utmost quality. In addition, you will receive customized and timely reporting, direct and instant lines of communication, and the tools needed to make educated decisions based on thorough analysis. We leverage proven processes, technology, and people to offer a superior service at a price structure that works for your business.

Contact Jason Kruger at 858.228.5643 or email him at jason@signatureanalytics.com. Our visit signatureanalytics.com for more information.

geiger-logoThe Geiger Law Office is an estate and business planning law firm in Carlsbad, CA. Brenda Geiger is a trusts and estates lawyer. Ms. Geiger graduated from the University of San Diego School of Law where she served as an editor of the San Diego International Law Journal and published a scholarly paper in the Law Journal. Me. Geiger is also a published author of many articles and three books on California Estate Planning, Elder Law Planning and Business Planning. Safeguarding the Nest, a California Estate Planning Guide, Third Edition and How to Avoid the Catastrophic Costs and Effects of Long Term Care, a California Elder Law Guide

You can reach Ms. Geiger’s office at (760) 448-2220

Mechanics Bank LogoLane Elliot PhotoOn October 1, 2016, Mechanics Bank announced the completion of their strategic merger with California Republic Bank. Mechanics’ 110+ year history of reputability plus California Republic’s accelerated success since inception in 2007 has produced California’s preeminent community bank. Mechanics Bank provides personal banking, business banking, trust and estate services, brokerage and wealth management services through thirty-three offices across Northern California.

Lane Elliott
Executive Vice President—Commercial Banking, Treasury Services
Phone: 858-882-5876
Email: lelliott@crbnk.com

Photo of Sean PuckettSean Puckett brings more than 15 years of banking experience to Mechanics Bank. Sean has been recognized by the San Diego Daily Transcript as a “Top 21 Young Influential”, as one of SD Metro’s “40 under 40”, and served as past President of the Strategic Trusted Advisors Roundtable and the Laurels for Leaders Foundation. He currently serves on the board of the San Diego Kiwanis Foundation. Sean is a graduate of the University of San Diego and resides in Point Loma with his wife Catherine and their two boys.

Sean Puckett
Senior Vice President Commercial Banking, Treasury Services
Phone: 858-882-5859
Email: Sean_Puckett@MechanicsBank.com

perfect-client-logoThe Lombardi Group was founded in 1996, and has since grown to connect the best professionals in CPA and Law firms across the nation. Perfect Client allows these professionals and their firms to provide the best service to their most affluent clients by generating a realm in which these professionals not only network, but collaborate. For more information you can visit myperfectclient.com, or contact Alex Sonkin at 760.602.0861 or email.

marrs-maddocks-logoHUB-logoMarrs Maddocks & Associates Insurance Services, Inc. Now Part of Hub International Insurance Services Inc. specializes in the insurance needs of businesses. What sets them above their competitors is that they listen to what their clients say carefully before designing a coverage plan that is as unique as each client. In this manner, clients are covered for the exposures to loss to which they were already aware, and many of the others that went undetected in the past that could be detrimental to the longevity of the business.

wwccNathanWatkinsBranch Partner and mortgage banker Nathan Watkins represents Worldwide Credit Corporation. World Wide Credit Corporation (“WWCC”) has served tens of thousands of homeowners across the USA over the past 25+ years. Proudly serving our military, veterans, and consumers alike, WWCC is founded and headquartered in San Diego, California. A highly established and professional organization, WWCC is a direct mortgage banker, a real estate sales agency, and a financial services firm.

WWCC finances mortgages, second mortgages and remodels.

Contact Nathan Watkins at 858-353-3819 for information.


Located on a 525 acre working ranch in Durango Colorado, the property is one of the finest horse facilities in the southwest with sweeping mountain views, senior water and full mineral rights and access to thousands of acres of state and national forest. It’s ideal location is less than 20 minutes from some of the best dining in the southwest with over 150 restaurants, golf, skiing, river rafting, kayaking , world class fly fishing and a regional airport served by major and charter airlines and a hospital. There is also a 501(c)3 program designed to assist veterans with combat PTSD through the use of equine and canine therapy. The horses are mustangs from the bureau of land management and the dogs are all rescued.

As U.S. Marine Corps veterans, husband and wife, Carl and Sara Sheeler, are uniquely qualified stewards of this impact investment and the 501(c)3 designed to support combat veterans through horse and dog therapy. Carl Sheeler, PhD (Finance) is a best-selling author; successful entrepreneur with three liquidity events; as well as a Managing Director and Global Group Leader of Family Offce & Business Strategies for the 1,000+ staff Berkeley Research Group, LLC. The other half of this team is Sara Sheeler, an artist and spiritual guide. She is a business owner having been raised in both rural New England and Alabama. She is also a health and wellness expert, who together with ranchers, animal therapy, family dynamic and hospitality experts help connect the body and mind.

What if you had an investment that made you talk about the impact, not just the return? Remember when you dreamed of being a cowboy or a soldier? Two Bears Ranch is not solely an investment in real estate and a business, but in a holistic philosophy that success without significance is unrealized potential.

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elm-logo-blackElite Lifestyle Management is a members-only lifestyle management + luxury concierge service firm. ELM is the preferred service of those with the means to enjoy life’s luxuries who also desire more time to experience them. Whether it’s for business or pleasure, their private membership and corporate services are designed so that everything is catered to their Members’ preferred level of assistance and tailored to their personal requirements.

An ELM Concierge is available to assist members at any time of day from lastminute restaurant reservations and gifts, travel itineraries, property searches or simple errands. ELM’s expert concierge team, along with their vast supplier network, are an unparalleled asset for corporations wishing to grow a sustainable loyalty solution.

Seniors Advocacy GroupTheir Mission is educate, empower, and inspire elder citizens and all the people who love and serve them to help identify and prevent financial elder abuse. For information on how to help this cause please visit Senior Safe & Sound.

Lestat’s Coffee House

A traditional European-style coffee house in Normal Heights. Open 24 Hours a Day, 365 Days a Year

lestats-coffee-logoLestat’s, your home away from home. Rain or shine, day or night, Valentine’s day when you have no date, Thanksgiving if you can’t cook, or if you’re just looking for a place to hang out. Our lights are always on, so come on in!

Lestat’s Coffee House

3343 Adams Ave
San Diego, CA 92116
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Lestat’s On Park

4496 Park Boulevard
San Diego, CA 92116
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Lestat’s Hillcrest

1041 University Ave
San Diego, CA 92103
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