Resource Directory

Professional Resource Directory

R. J. Blake , CPCU, CLU

State Farm Insurance

1040 University Avenue , Suite B201

San Diego , CA 92103

Specialty: Insurance Services

Office: 619-681-0060 Fax: 619-681-0061 Email: rj@rjblake.com

Stephen Breskin , Vice President & Manager, Trust Real Estate Management Services

Union Bank of California

530 B Street , Suite s-920

San Diego , CA 92101

Specialty: Trust/Real Estate/Investment Management

Office: 619-230-4509 Fax: 619-230-4563 Email: stephen.breskin@uboc.com

Margaret J. Cartwright , JD

The Cartwright Law Group, APLC

550 West C Street , Suite 1710

San Diego , CA 92101

Specialty: Legal Services

Office: 619-233-0126 Fax: 619-233-0127 Email: mjc@cartwrightlawgroup.com

Mary Clarno , JD

Attorney at Law

2442 State Street ,

San Diego , CA 92101

Specialty: Legal Services

Office: 619-236-8272 Fax: 619-236-8456 Email: mclarno@sbcglobal.net

J. Randall Gladden , CEP

Lord & Gladden, Inc.

10155 Vivera Drive ,

La Mesa , CA 91941

Specialty: Estate Planning

Office: 619-312-2781 Fax: 619-312-2785 Email: rgladden@lordandgladden.com

Carlee Harmonson , Vice President & Regional Director, Wealth Management Group of the Private Bank - San Diego

Union Bank of California

530 B Street , Suite S-100

San Diego , CA 92101

Specialty: Personal Trust Services

Office: 619-230-4579 Fax: 619-230-3742 Email: carlee.harmonson@uboc.com

David A. Jacobs , JD

Grant, Hinkle & Jacobs, Inc.

462 Stevens Avenue , Suite 302

Solana Beach , CA 92075

Specialty: Estate and Insurance Planning

Office: 800-423-4890 Fax: 858-350-4000 Email: david@ghjinc.com

Douglas S. McPherson , CFP

Vice President – Wealth Management

Smith Barney

401 B Street , Suite 2300

San Diego , CA 92101

Specialty: Financial Planning & Consulting

Office: 619-544-6521 Fax: 619-544-6579 Email: douglas.s.mcpherson@smithbarney.com

E. Scott Miller

Vice President - Wealth Management

Citi Smith Barney

4350 La Jolla Village Drive, Suite 1000

San Diego, CA 92122

Specialty: Financial Planning & Consulting

Office: 858-597-7768 Fax: 858-597-0455 Email:e.scott.miller@smithbarney.com

Lou Oberman , RFC

Lifetime Financial Advisors, Inc.

227 North El Camino Real , Suite 201

Encinitas , CA 92024

Specialty: Registered Financial Consultant

Office: 760-943-0430 Fax: 760-943-0950 Email: lifetime.financial@lpl.com

Website: www.lpl.com/lifetime.financial

Amy M. Rypins , CPA, JD

The Law Offices of Amy Rypins

169 Saxony Road , Suite 102

Encinitas , CA 92024

Specialty: Legal Services

Office: 760-334-8563 Fax: 760-334-8565 Email: amy@rypinslaw.com

Jeffrey McCulloch , CTFA, CFM

Senior Trust and Estate Specialist

Merrill Lynch

701 B Street , Suite 2400

San Diego , CA 92101

Specialty: Trust and Estate Planning

Office: 619-659-3735 Fax: 619-739-4204 Email: jeffrey_mcculloch@ml.com

Alejandra Rodriguez, Esq.

The Law Offices of Alejandra Rodriguez
2550 5th Avenue, Ste. 1030

San Diego, California 92103
Office: 619.238.5270 Fax: 619.568.3672 Email: alex@RodriguezLawOffices.com

Website: www.RodriguezLawOffices.com

Linda P. Spuck , Vice President & Trust Administrator, Wealth Management Group of the Private Bank - San Diego

Union Bank of California

530 B Street , Suite S-100

San Diego , CA 92101

Specialty: Trust Services

Office: 619-230-4484 Fax: 619-230-3742 Email: linda.spuck@uboc.com

Laura Stees , CPA and Business Strategist

Cobb, Stees & Co. LLP

16476 Bernardo Center Drive , Suite 100

San Diego , CA 92128

Specialty: Accounting and Business Strategies

Office: 858-487-4580 Fax: 858-487-8033 Email: laura@cobbstees.com

Steve Van Houten

P.O. Box 231490

Encinitas , CA 92023

Specialty: Financial Planning & Consulting

Office: 760-943-0430 Fax: 760-943-0950 Email: steve.vanhouten@lpl.com

Mama’s Kitchen does not endorse any specific professional listed in this Directory. This listing is for informational purposes only, and provides you with the opportunity to assess and possibly match your needs with the skills and services of these professionals.