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Advisory Council

Advisory Council Members:

  • , Branch Manager, UBS, San Diego
  • William ByunSenior Partner, Oxford GAV Conservation Venture Studios
  • , Senior VP, Wealth Management, CWS, CRPC, UBS Financial Services, Inc.
  • , Business Development Officer, Wells Fargo, San Diego
  • (President), Managing Director of Growth Management Consulting and Risk Management Services, CBIZ MHM, LLC
  • Dimitris P. Magemeneas, Regional Managing Director - Wealth Management, Kingsview Asset Management
  • Mark Monahan, Partner, Inversiones Seguras, LLC
  • , Partner, AdvicePeriod