Financial / Investment Advisor - Irving Eisenberg

Businesses and individuals often choose the Wealth Manager Group to help them find answers to their financial questions. You can expect professional and innovative answers to your personal and business planning needs with our needs analysis approach. Our company strives to provide clients with sound advice, access to a high quality of investment and insurance products and professional administration of your business & personal financial affairs.

Contact Information

Geriatric Care Manager - Amy Abrams

Your partner in navigating the possibilites in elder care . . .

Amy Abrams is a Certified Care Manager, and a member of the National Association of Professional Geriatric Care Managers. She earned a Master of Social Work and Master of Public Health from San Diego State University, and founded Elder Care Guides with her business partner Norman Hannay in 2004.

What is a Geriatric Care Manager?

• A certified, advanced-degreed professional with a specialized body of knowledge and experience related to aging and elder care issues.

• An objective evaluator, who can help you discover options or resources about which you may not have been aware.

• Consultants providing expert services to legal, health and financial professionals, developing strategies and techniques for even the most difficult challenges.

How do Geriatric Care Managers work with families?

• Assess the needs of the individual and recommend the most appropriate, accessible, and cost-effective services in specific geographic areas, including both in-home options and communal living environments as appropriate

• Monitor and evaluate services as needed, on an ongoing basis

• Coordinate care and support services with sensitivity and respect for the individual's autonomy and right to self-determination

Elder Care Guides can be of service to:

• A professional unsure how to proceed in the care of a client or patient, or unable to adequately support an individual with complex care needs

• A family member who is overwhelmed, unsure how to proceed, or unable to provide the necessary level of care that their loved one requires

• An older person who wishes to make long-range plans for their own care needs.

Contact Information

CPA / Tax Specialist - Jim Colville

Jim Colville, CPA, has had his own CPA firm for over 20 years providing a wide variety of tax, financial and related services. His wealth of knowledge and unique experience allows him to more than meet the needs of our aging population. Tax planning and preparation what most people think of first, but he takes this service to next level in providing services to help clients in making the best possible informed decisions in whatever the client's needs are at that time. This could be as simple as advising on the purchase of a home, to calculating the optimal amounts for a philanthropic gift and the related tax deduction.

Additional services include philanthropy and planned giving integrated with estate planning. Charitable remainder trusts, family trusts, family private foundations and other services related to giving and estate planning are additional areas where he helps clients. Unique accounting and tax services include assistance with reconstructing historical cost of investments, real estate gifts, certain Medi-Cal and Medicare issues and other special project assignments.

Getting Started:

One free consultation is available to determine if that we are right fit for each other and that my background matches your needs.

I bill by the hour at an agreed upon rate, along with an estimate of the time for the project.

Contact Information

Realtor - Janet Douglas

Janet has over 30 years experience selling real estate in San Diego County. While her office is in La Jolla, most of her business comes from referrals from past customers. Her focus on seniors allow her to have a special understanding of the unique needs of this very special and unique client.

Contact Information

Mortgage Broker - Michael Pohl

We at Rancho Santa Fe Mortgage specialize in mortgage loan financing for a broad range of borrowers... ...from the first time home buyer to the professional and self-employed borrower whose tax returns, financial statements and business nuances we understand. Our clients are busy people who know that time is money - we save them both!

Contact Information

Professional Private Fiduciary - Stella Shvil

Stella is committed to make a positive difference in the lives of our clients by providing professional fiduciary services with compassion, integrity, and confidentiality when handling their personal and financial needs.

Education and Background

• J.D. 1987

• National University, School of Law

• Certification 2004

• Cal-State Fullerton - Completion of Certification for Trustee and Conservator

• Professional Private Fiduciary since 2001

Currently handle Trust Administration, Special Needs Trust, Conservatorship of Person and/or Estate and Probate Administration.

Contact Information

Certified Mediator - Craig Grether

Craig B. Grether, Ph.D. has been a clinical and consulting psychologist for 30 years and a mediator for 25 years. He is licensed in California and Maryland, and holds a Certificate of Professional Qualification in Psychology. Throughout the years, an extensive experience-base and expertise in working with relationship issues involving couples, families, older adults, businesses and organizations has developed.

Dr. Craig B. Grether, Clinical Psychologist & Certified Mediator, provides mediation services to resolve family disputes and transitions involving Marriage/Couples Problems, Legal Separation, Contested & Uncontested Divorce, Military Divorce, Kids First Divorce^TM, Elder Issues, Estate Planning, and Family Businesses.

Contact Information

Geriatric Psychologist - Morton Shaevitz

Contact Information

Give Us A Call