As your Personal CFO, I believe that proactive and open communication between your tax, legal, insurance, and lending advisors is critical to helping you pursue your financial goals.
If you do not have these important relationships already, I can happily provide references:
Phillip Howerzyl, CPA
Phillip has his pulse on local small business and knows what it takes to make your business thrive. He’s worked with small and large closely held and family owned organizations working to maximize tax savings by utilizing the opportunities the tax code provides and claiming credits where available.
Heather Brandt, Insurance Broker
BFI Insurance Services specializes in helping Businesses and Families in the process of purchasing insurance for their personal and business needs. BFI Insurance Services is an independent agency that has access to hundreds of regional and national insurance companies. We will quote your business and/or personal insurance, and our experienced insurance specialists place your policies with their highest recommendation to give you the most value out of your policy providing you great coverage, savings and service. Our staff works for YOU, the client. We do not work for the Insurance Company! We want to offer you and/or your business the convenience of having all of your accounts under one roof by providing you a large package savings. Services BFI offers: Business Liability, Workers Compensation, Commercial Auto, Errors and Omissions, Umbrella, Homeowners, Auto Insurance and much MORE!
Alex L Martinez, Lender
Alex Martinez is a highly accredited Mortgage Advisor and Branch Manager with over 12 years in the Financial Services industry. As an active member of the National Association of Mortgage Brokers, the Mortgage Bankers Association, and Financial Planners Association, Alex seeks to affect positive change from within the industry. Alex has been named a Five Star Professional three consecutive years, recognized by San Diego’s Daily Transcript as the 2014 Young Influential Award Winner, and voted Top 10 San Diego Mortgage Professional 2015 by Smarter San Diego.
Estate Planning Attorneys
Duisters & Parvizi is a specialty firm focusing on the area of Estate Planning. Our team is devoted to helping people preserve the life they have created and maintain a lasting legacy for their families and loved ones.
Real Estate Brokers
Whether you are a first time buyer or an experienced investor, it is important that the sale of your property is handled with care and professionalism. My team and I will provide you with useful information about choosing the “right” property, making an offer, negotiating, financing, mortgage rates, moving, and everything involved in making an informed real estate decision in todays market.
None of the above named firms are affiliated with, nor endorsed by Financial Advocates Investment Management, or LPL Financial. ECF Wealth does not participate in any revenue sharing with the above named firms.