Creating your family's financial, intellectual & spiritual wealth legacy.  

In response to COVID-19, call Rod today regarding having him do your Advanced Health Care Directive and HIPAA Authorization for free -- (858) 465-8002.

Also, if you have an estate plan, Rod would be happy to review it. Or if you don't have an estate plan and the coronavirus has you worried, he will gladly give you a free consultation. 

Rod was featured in the January 2019 San Diego Magazine. Five Star Professional recognized Rod with its “2019 San Diego Top Wealth Managers / Five Star Investment Professional Award.” Five Star Professional conducts research to help consumers with the important decision of selecting qualified service professionals. Rod was one of three experts who received the investment professional award. The award was based on 10 validation criteria.

Rod was recently featured in the 2020 San Diego TOP ATTORNEYS May 2020 issue of the SDMETRO Magazine. He was also the only estate planning attorney in the 2018 San Diego TOP ATTORNEYS April 2018 issue of the magazine. 

I recently presented “Build a Firewall Around Your Assets: How to Own Real Estate for Maximum Protection” to the CCIM San Diego Chapter. The CCIM provides education and networking programs for real estate owners/professionals, brokers, and lenders. I covered the need for assets protection, pitfalls of individual ownership, domestic asset protection trust, and integration with one’s estate plan. Doug Taber of CCIM shared, “Rod you did an excellent job of presenting a wealth of information in a short amount of time. Well done!”


12636 High Bluff Drive, Suite 400

San Diego, California  92130-2071

Phone (858) 465-8002   Fax (619) 374-2904

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