The San Diego Chapter of the Exit Planning Institute is a group of local advisors dedicated to helping business owners achieve their goals.

 
 

Chapter Purpose: The purpose of the EPI San Diego Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.

 

 

2017 Chapter Events

 


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Leadership Team

San Diego

 

Michael Rodman

CFP, CEPA


Best Practices of America
Phone: 619.840.1222

Email Michael

 

Paul Kyrimis

AAMS, CEPA


Legacy Global Strategies
Phone: 619.391.9595

Email Paul

 

Claire Gyben

 


  Ranch and Coast Insurance Services
Phone: 619.890.3721

Email Claire

 

Bryan Smyth

CFA, CPA, CExP, CVGA


Exio 
Phone: 619.254.4201

Email Bryan

 

 

 

David Brzezniak

CPA


JGD & Associates LLP
Phone: 858.731.5109

Email David

 

John House

ChFC


MasterTech Financial Advisors
Phone: 480.239.7940

Email John

 

Joseph Strazzeri

 Esq., CEPA


  Strazzeri Mancini LLP
Phone: 858.200.1900

Email Joseph

 

Trey Fairman

J.D., LL.M


Underwriting Services of America 
Phone: 619.993.0013

Email Trey

 

 

 

Ken Nunes

CFA


Caliber Advisors
Phone: 858.792.8990

Email Ken