Broker Check

Professional Referrals

We work in a collaborative process with your existing trusted 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
[email protected]

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

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


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

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

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

Business Consultants:

Think Business
Michelle Burkart
(619) 296-0753
[email protected]

The Houghtailing Group
Ann marie Houghtailing
(619) 370-4376
[email protected]

*None of the above named firms are affiliated with, nor endorsed by, Bair Financial Planning, WCG Wealth Advisors LLC, The Wealth Consulting Group, or LPL Financial.