Professional Referrals

We work in a collaborative process with your existing experienced advisors. If you need a referral we have a team of professional advisors (CPA's, Attorneys, Business Advisors, Real Estate Agents, Mortgage Brokers, Insurance Agents) that we have worked with for many years that we can introduce you to. Below are some of the advisors we work with on a regular basis. Be sure to let them know we referred you to them.


Mary Clarno
Attorney at Law
2442 State Street
San Diego, CA 92101
(619) 236-8272

Elise Paul
Attorney at Law
8880 Rio San Diego Drive, Suite 800
San Diego, CA 92108
(858) 259-8221

Dawn Stahl
Attorney at Law
3588 Fourth Avenue, Suite 200
San Diego, CA 92103
(619) 296-4824


Carlson Tax Service
Kathryn Carlson, EA
2637 Adams Avenue
San Diego, CA 92116
(619) 298-7562

Abbas Jenson & Cundari
Chris Cundari, CPA
1940 Fifth Avenue, Suite 300
San Diego, CA 92101
(619) 298-9699

Considine & Considine
Marvin Harrison, CPA
1501 Fifth Ave, Suite 400
San Diego, CA 92101
(619) 231-1977

Business Consultants:

Think Business
Michelle Burkart
(619) 296-0753

The Houghtailing Group
Ann marie Houghtailing
(619) 370-4376

You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Bair Financial Planning.