OC AiP is where I can surround myself with colleagues who are not only knowledgeable and current on best practices but passionate about making a difference in our community. In my role at First Foundation, I have found that most clients have a team of trusted advisors who help advise them and it’s beneficial to be surrounded by a team of professionals in multifaceted fields involving philanthropy.
I work with many estate attorneys, CPAs, financial advisors and other allied professionals in my legacy planning work at Chapman University. I initially joined Orange County Advisors in Philanthropy (OC AiP) as a way to expand my network of professional advisors who value philanthropy and actively cultivate its importance with their clients. The OC AiP programs continually broaden my perspective and understanding of philanthropy, local needs and strategic solutions. I recommend joining OC AiP so you can observe and learn strategies to engage your clients on a deeper and more meaningful level.
As a financial advisor, I focus on helping successful people pursue the many opportunities for a new purpose as they become engaged as contributors who change lives for the better, often through community organizations or charitable causes. I help them explore new opportunities for signficance in the second half of life, and provide the planning and other financial services to turn these opportunities into reality for themselves, their families, and for the causes they care about. I joined Orange County Advisors in Philanthropy to share my passion for philanthropy with a wide audience of business colleagues and professional advisors, encouraging all to learn about the joys and excitement that come with making a difference in other people’s lives.
I am an independent licensed health and life insurance agent specializing in long-term care financial planning solutions. I am licensed in California, Maryland, Nevada, New York, Oregon and Texas. I am certified to offer plans in the California Partnership for Long-Term Care and I have achieved the CLTC designation (Certified in Long-Term Care). This is a designation that is recognized and supported by the College of Financial Planning, The American College, the National Association of Insurance and Financial Advisors and major insurance carriers.
Chair, Liaison to AiP National
Advisors in Philanthropy is about the people in the room, engaging with professionals who focus on their clients wealth AND well-being AND value philanthropy. In my role at First Foundation we see both sides of philanthropy, consulting with nonprofit organizations and helping families strategic plan and execute their giving. AiP provides me best practice learning for both sides of the table, elevating all of us personally and professionally while improving our community. I am proud of AiP’s impact on increasing philanthropic conversations between trusted advisors and clients while providing a network of professionals available to execute our clients’ highest goals.
AiP provides opportunities to learn about emerging issues and best practices for expanding awareness of philanthropy in creating meaningful financial and estate plans. I find the relationships with others who share a commitment to engaging clients in philanthropy to be a key benefit of membership, as well as the ability to bounce an idea off on a fellow member and learn from another’s experience.
I joined AIP to help make a difference in giving to those who are not as fortunate. Through collaboration of efforts between advisors, donors and charities, I know the number of donors can be enhanced and the lives of those in need can be a little easier.
I joined OC AiP to expand my local network and collaborate with other like-minded professionals who value the many facets of philanthropy. It’s a learning environment where advisors can share best practices and tools while helping both non-profits and their charitable clients. It’s a unique organization that brings people together for the greater good.
Orange County is a beautiful place to live and work; however, not everyone in our community has the ability to meet their basic needs. Addressing these needs through philanthropy helps ensure a brighter future for everyone in our community. OC AiP is a platform for advisors to inspire and implement thoughtful and strategic philanthropic giving with people who make an impact on where we live and work. Come join us and be a catalyst for change.
As Founder and President of Crown Wealth Management, I am passionate about helping people find purpose as they “Live Abundantly, Give Generously™”, the company’s trademark tagline. I joined the Orange County Advisors in Philanthropy (OCAIP) to serve, share and to be enriched by the network of professionals who impact the community through philanthropy while advancing the profession. Join OCAIP, get involved, distinguish yourself and make a difference.
Orange County Advisors in Philanthropy (OC AiP) brings individuals and corporations for all different sectors together to make our community a better place. I joined OC AiP because the individuals involved in this organization are truly passionate about learning the skills, strategies, and techniques to engage their clients and donors in conversations about philanthropy and financial planning to bring solutions to the needs in our community.