2025 Client Appreciation Party

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2025 Professional Contacts Happy Hour

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2024 Client Appreciation Party

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2024 Professional Contacts
Happy Hour

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2023 Client Appreciation Party

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30th Anniversary Party – 2022

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30th Anniversary Photo Booth

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2021 Client Appreciation Event

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2019 Client Appreciation Event

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2019 Pride Mega Mixer

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2019 UCSD Impact Investing and Diversity

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2019 Trillium - Sustainable Responsible Investing Lunch

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2019 Private Wealth Management Summit

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2019 Prosperity Movie Screening

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2019 WCG Collaborate - Las Vegas

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2019 Latina Geeks Financial Workshop

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2019 LPL Hispanic Employee Workshop

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2018 Investment News: Diversity and Inclusion Award

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2018 Client Appreciation Event

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2018 San Diego Pride Business Mixer

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2018 ANA Inspiring Women in Sports Conference

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2018 Summit on Gender Equity

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2018 WCG Roundtable - Palm Desert

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2018 Di Modica Awards

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2018 WCG Advisor Roundtable

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2017 Client Appreciation and 25th Anniversary Celebration

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2017 Prosperity Picture

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2016 Client Appreciation Event

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2017 San Diego Walk for Animals

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2016 Fallen Officers Golf

2016 Feeding America

2016 South Bay Pride

2015 Ellevate Network

2015 Lawyers Club Golf

2009 San Diego Pride