San Diego

Ami S. Aranha CFP®, J.D.
Director in Wealth Management
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Sandra Conners CPA, CFP®, CDFA™
Director in Wealth Management, Partner
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Linda K. Kitchens CFP®
Director in Wealth Management, Partner
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Mark D. Petrie CFA®, CFP®
Director in Wealth Management, Partner
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Myles D. Rush CFP®, M.S.
Director in Wealth Management, Partner
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