Sponsors

Quaranta Wealth Partners

Quaranta Wealth Partners

Building relationships. Empowering access.

“Our team gains a deep understanding of you and your family by listening closely and actively. We know there are real people behind the numbers and investments who are counting on us for the personal service that helps simplify their lives.”

— Michael Quaranta

Working with select Certified Public Accountants, business owners, entrepreneurs and wealthy families, we help simplify the challenges that come with protecting, growing and transitioning wealth.

With select CPA firms, we help empower more productive relationships with their clients, within the same amount of time they are investing with those clients.

We offer the value-added services of a virtual Family Office to enhance their capabilities and collaboratively offer access to global resources and solutions.

Our broad network, thoughtful advice, and deep industry experience helps ensure your independence throughout our long-term relationship.

Click here to view our team website

888.584-2631
1200 Prospect Street
Suites 500 and 375
La Jolla, CA 92037


CSI is a best of breed specialty real estate services firm. Our primary focus is providing cost segregation studies in compliance with IRS guidelines. We do not practice as CPA’s. We do not prepare tax returns and we are not performing an accounting study. What we are doing is analyzing your real estate project, by breaking down blueprints, as-built drawings and cost data, to determine which elements can be converted to personal property categories, in compliance with the tax code, thus depreciable over a much shorter lifetime. These and other comprehensive cash-flow solutions are designed for developers, investors, owner users and financiers of commercial real estate across the United States. Our firm is comprised of individuals not only experienced in cost segregation, but with many years of experience as tax advisors, financial officers, consulting engineers, construction cost estimators, and real estate developers.

While we provide engineered cost segregation, working with you, your CPA firm, and other tax, legal and business advisors, our work is not just an after-the-fact service. We are recognized and called on to develop strategies and implement solutions that dramatically increase net cash flow. As such, we play an integral part in pre- and post-development, acquisition and ongoing management decisions that positively impact your bottom line. Contact Joel Grushkin at 858.922.1037 or email him at jgrushkin@costseganalysts.com for more information. Visit costseganalysts.com for more information.


Estates, Taxation, CPAsOur mission is to provide the highest quality forward planning services, giving businesses and high-net-worth individuals clear, actionable information that helps you achieve your goals.

We offer all the compliance, audit, tax, and other accounting services you expect–and a level of strategic planning you’re unlikely to find anywhere else. Instead of simply viewing personal and business data solely through the prism of the past, we use that information to help you plot a course for the future.

Contact Paul Polito or Don Eppich at 760.599.9900. Paul Polito is at pmp@politoeppich.com; Don is at dpe@politoeppich.com, or you can visit them online at politoeppich.com.


San Diego financial services for businessesSignature Analytics provides financial services for businesses including Financial Consulting, Outsourced Accounting, Temporary Staffing, and Permanent Placement Services. All of our services are managed by experienced financial professionals with extensive backgrounds in public accounting to ensure that the services being provided are of the utmost quality. In addition, you will receive customized and timely reporting, direct and instant lines of communication, and the tools needed to make educated decisions based on thorough analysis. We leverage proven processes, technology, and people to offer a superior service at a price structure that works for your business.

Contact Jason Kruger at 858.228.5643 or email him at jason@signatureanalytics.com. Our visit signatureanalytics.com for more information.


geiger-logoThe Geiger Law Office is an estate and business planning law firm in Carlsbad, CA. Brenda Geiger is a trusts and estates lawyer. Ms. Geiger graduated from the University of San Diego School of Law where she served as an editor of the San Diego International Law Journal and published a scholarly paper in the Law Journal. Me. Geiger is also a published author of many articles and three books on California Estate Planning, Elder Law Planning and Business Planning. Safeguarding the Nest, a California Estate Planning Guide, Third Edition and How to Avoid the Catastrophic Costs and Effects of Long Term Care, a California Elder Law Guide

You can reach Ms. Geiger’s office at (760) 448-2220


elm-logo-blackElite Lifestyle Management is a members-only lifestyle management + luxury concierge service firm. ELM is the preferred service of those with the means to enjoy life’s luxuries who also desire more time to experience them. Whether it’s for business or pleasure, their private membership and corporate services are designed so that everything is catered to their Members’ preferred level of assistance and tailored to their personal requirements.

An ELM Concierge is available to assist members at any time of day from last minute restaurant reservations and gifts, travel itineraries, property searches or simple errands. ELM’s expert concierge team, along with their vast supplier network, are an unparalleled asset for corporations wishing to grow a sustainable loyalty solution.


Seniors Advocacy GroupTheir Mission is educate, empower, and inspire elder citizens and all the people who love and serve them to help identify and prevent financial elder abuse. For information on how to help this cause please visit Senior Safe & Sound.


VFO Hub is an open platform, offering best-of-breed resources and services in every specialty that a Family Office or Leading CPA firm would need to extend broaders services to their most affluent clients. VFO Hub makes these carefully vetted resources available immediately to our Members so they know what they need to handle a challenging project. Contact Alex Sonkin for more information at 858.381.0795.


Smile, It’s Time to File! Your friendly, local Happy Tax expert is just around the corner and happy to help! Happy Tax’s Patent-pending process provides an experience like nothing else. You’ll get a genuinely friendly, high-end concierge service (that just might sweep you off your feet) all while getting the ULTIMATE in expert CPA tax preparation, a 100% guarantee of our work, our FREE audit department assistance should you ever need it, and completely transparent pricing.


Nestled along historic highway 101 in sunny Solana Beach, California, Solana Beach Coffee Company has been serving locals and visitors for nearly two decades. Our coffee company seeks to provide delicious handcrafted coffee and food, as well as serve as a space for the community to gather. {MAP IT}