Member Directory

Professional Classification

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  Attorney
  Accountant (CPA)
  Planned Giving Officer
  Trust Officer
  Independent Professional Fiduciary
  Financial Services Professional (CLU, CFA, CFP)
  Friends of the Council
78 records selected
Member Name Address Contact Info

John Thompson
Mortgage Planning - Liability Management
Liability Advisor
CLA, CRMP, CLDP

SMPL Mortgage - a DBA of C2 Financial Corp
99 S Lake Ave Ste 207
Pasadena, CA 91101

626-583-1623
Email

Samuel A Thomas
Professional Fiduciary

CLPF

Thomas Care Management
1443 E. Washington Blvd #234
Pasadena, CA 91104

626-398-1252
Email

Elvia Soukup
SVP/Director of Specialty Banking

CalPrivate Bank
4675 MacArthur Court
Suite 1450
Newport Beach, CA 92660

9493457632
Email

Steven G. Sorell

Attorney
JD, CPA

Sorell Law Group
140 South Lake Avenue
Suite 349
Pasadena, CA 91101

(626) 792-8600
Email

Leslie S. Sobol


Lucas Horsfall Advisors, LLC
299 N Euclid Ave Fl 2
Pasadena, CA 91011

626-744-5100
Email

Stephen David Smith
President
Friends of the Council

Meridian Professional Real Estate Appraising & Consulting Inc.
515 S. Flower St
Suite 1800
Los Angeles, CA 90071

213-236-3669
Email

Tyler Schultz


Ibar Special Needs Trust Advisors
910 Huntington Drive
San Marino, CA 91108

6262605577
Email

Cynthia Rude


CalPrivate Bank

Email

Matt Rayer



Email

Simon A Rawlinson, CFP®, CEPA®
Private Wealth Advisor
Certified Financial Planner
CFP®

Raymond James
301 N Lake Ave
Suite 1150
Pasadena, CA 91101

(310) 270-7579
Email