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Financial Resources

Fiduciary Mgmt. Assoc.
Michael I. Gonzalez, Jr. MBA, CLPF, NCG
(858) 755-2810
(858) 755-4730
California Partnership for Long-Term Care
Mail Stop 4100
P.O. Box 997413
#103
Sacramento, CA 95899
(800) 227-3445
County of SD Public Guardian*
Aging & Independence Srvcs.
5201-A Ruffin Rd.
San Diego, CA 92123-1699
(858) 694-3500
Financial Industry Regulatory Authority
(800) 289-9999
John Peelle, CFP®*
4445 Eastgate Mall
#200
San Diego, CA 92121
(619) 275-5040
Law Offices of James M. Provencher*
5190 Governor Dr.
#208
San Diego, CA 92122
(858) 552-2590
Mission Federal Credit Union*
(800) 500-MFCU (6328)
Professional Fiduciary Assoc. of California
1 Capital Mall
#320
Sacramento, CA 95814
(866) 886-7322
San Diego Elder Law Center*
4364 Bonita Road
#461
Bonita, CA 91902
(619) 235-4357
Sharp HealthCare Foundation*
J.P. LaMontagne, Certified Trust and Financial Advisor
8695 Spectrum Center Blvd.
San Diego, CA 92123
(858) 499-4814
Alvarado, Rick CFP
(800) 990-7573
American Equity Conversion
8525 Gibbs Dr.
#205
San Diego, CA 92123
(866) 303-4326
American Mortgage Professionals
Ken Terrill
465 E. Grand Ave.
Escondido, CA 92025
(800) 481-9999, ext. 118
Bair Financial Group
3131 Camino del Rio N.
#1200
San Diego, CA 92108
(619) 497-2279
Balance Financial
P.O. Box 3963
Bellevue, WA 98009
(888) 245-3254
Barbara Williams, Certified Financial Planner
1903 Wright Place
#150
Carlsbad, CA 92008
(760) 431-3040
Blue Water Capital Management
Terry Green, CFP, AIF
1761 Hotel Circle S.
#106
San Diego, CA 92122
(858) 552-1488
Bradley Associates Insurance Service
306-N West El Norte Pkwy.
#200
Escondido, CA 92026
(760) 749-2220
California Coast Credit Union
8623 Spectrum Center Blvd.
San Diego, CA 92123
(800) 693-3333 (877) 495-1600
California Healthcare Management
1121 E. Washington Ave.
Escondido, CA 92025
(760) 520-1400
Cartier Financial Group
2582 Fletcher Pkwy.
El Cajon, CA 92020
(619) 462-6880
Consumer Credit Counselors of San Diego and Imperial Counties
Division of Money Management Intl.
(619) 497-0200 (760) 757-2227
Copeland and Tierman
1230 Columbia
#680
San Diego, CA 92101
(619) 231-0456
Daniel M. Little
900 Lane Ave.
#118
Chula Vista, CA 91914
(619) 656-8848
Disabled American Veterans
8810 Rio San Diego Dr.
#1160
San Diego, CA 92108
(619) 299-6916


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