Financial, Legal & Business Archives - La Jolla by the Sea https://lajollabythesea.com/listing-category/services/financial-legal-and-business/ The Official Website of La Jolla, California Wed, 29 Dec 2021 20:45:26 +0000 en-US hourly 1 https://wordpress.org/?v=6.4.3 Callan Capital https://lajollabythesea.com/listings/callan-capital/ Fri, 07 May 2021 15:36:51 +0000 https://lajollabythesea.com/?post_type=job_listing&p=9020 Callan Capital was founded in 2007 as a Registered Investment Advisor to bring clarity, direction and discipline to the financial choices you make every day. After 15 years of working …
Continue reading Callan Capital

The post Callan Capital appeared first on La Jolla by the Sea.

]]>

Callan Capital was founded in 2007 as a Registered Investment Advisor to bring clarity, direction and discipline to the financial choices you make every day.

After 15 years of working for a large brokerage firm, brothers Tim, Trevor, and Ryan had a vision. Having launched a dedicated high net worth division at their firm, they knew there was a better way to provide financial advisory services. They felt their clients could be better served through the fiduciary model — since fiduciary advisors are legally bound to act in their clients’ best interest by providing independent, objective advice.

Check out our helpful videos HERE.

The post Callan Capital appeared first on La Jolla by the Sea.

]]>
Banc of California https://lajollabythesea.com/listings/banc-of-california/ Thu, 05 Dec 2019 23:44:19 +0000 http://lajollabythesea.com/?post_type=job_listing&p=6702 Banc of California is the only full-service, midsize bank focused exclusively on California. We provide innovative banking and lending products to diverse businesses, entrepreneurs and communities throughout California. We help …
Continue reading Banc of California

The post Banc of California appeared first on La Jolla by the Sea.

]]>
Banc of California is the only full-service, midsize bank focused exclusively on California. We provide innovative banking and lending products to diverse businesses, entrepreneurs and communities throughout California.

We help our clients grow their businesses, purchase a home, create jobs, transform neighborhoods, enrich communities and empower their dreams. By supporting community organizations that provide financial literacy and job training, small business support and affordable housing, we help to grow our state’s economy and build a more positive and inclusive future for Californians.

Through our focus on operational excellence, superior analytics and cultivating a culture of entrepreneurialism, we are building a higher standard of banking.

The post Banc of California appeared first on La Jolla by the Sea.

]]>
The Law Office of Joseph F. Klatt https://lajollabythesea.com/listings/the-law-office-of-joseph-f-klatt/ Thu, 31 Oct 2019 00:15:24 +0000 http://lajollabythesea.com/?post_type=job_listing&p=6285 The Law Office of Joseph F. Klatt is a La Jolla-based law firm owned and operated by Joseph, a La Jolla native who was born at Scripps, went to Stella …
Continue reading The Law Office of Joseph F. Klatt

The post The Law Office of Joseph F. Klatt appeared first on La Jolla by the Sea.

]]>
The Law Office of Joseph F. Klatt is a La Jolla-based law firm owned and operated by Joseph, a La Jolla native who was born at Scripps, went to Stella Maris Academy, La Jolla High School, and UCSD. He operates a litigation law firm that handles lawsuits and disputes, including business, real estate, professional malpractice, and generally handles the issues that local residents and businesses need resolved. He also operates a walk-in general practice to serve the day-to-day needs of the community. The Law Office of Joseph F. Klatt is on Wall Street two doors down from the post office. And if the lights are on, feel free to come in, day or night.

The post The Law Office of Joseph F. Klatt appeared first on La Jolla by the Sea.

]]>
LPL Financial – Serenity Financial Planning LLC https://lajollabythesea.com/listings/lpl-financial-dba-serenity-financial-planning-llc/ Fri, 02 Aug 2019 17:35:40 +0000 http://lajollabythesea.com/?post_type=job_listing&p=5345 Over two decades of expertise focused on financial strategies for individuals, families, and businesses. At Serenity Financial Planning, we are client-centered. We work with you to create advanced and diversified …
Continue reading LPL Financial – Serenity Financial Planning LLC

The post LPL Financial – Serenity Financial Planning LLC appeared first on La Jolla by the Sea.

]]>
Over two decades of expertise focused on financial strategies for individuals, families, and businesses.
At Serenity Financial Planning, we are client-centered.
We work with you to create advanced and diversified personal investment portfolios for when you plan your long term financial security. Let’s sit down together and discuss what’s important to you and what makes the most sense for you to plan for now and later.
How can my experience help you?
My extensive experience throughout major shifts in the markets enables me to help my clients’ structure balanced portfolios to help address their specific financial goals.
I invite you to request a no-cost consultation to discuss your needs, what I offer, and whether we are a good fit.Sima A. Alefi is a Registered Representative with, and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For a list of states in which I am/we are registered to do business, please visit: Serenityfinancialplanning.com. finra.org , sipc.org.

The post LPL Financial – Serenity Financial Planning LLC appeared first on La Jolla by the Sea.

]]>
The UPS Store #163 https://lajollabythesea.com/listings/the-ups-store-163/ Mon, 21 Aug 2017 21:12:14 +0000 http://lajollavma.wpengine.com/?post_type=job_listing&p=1708 Printing Shipping & Packing Mailboxes Notary Services Shredding Services Passport Photos The UPS Store in La Jolla, CA is here to help individuals and small businesses by offering a wide …
Continue reading The UPS Store #163

The post The UPS Store #163 appeared first on La Jolla by the Sea.

]]>
Printing
Shipping & Packing
Mailboxes
Notary Services
Shredding Services
Passport Photos

The UPS Store in La Jolla, CA is here to help individuals and small businesses by offering a wide range of products and services. We are locally owned and operated and conveniently located in the heart of La Jolla Village.

While we’re your local packing and shipping experts, we do much more. The UPS Store is your local print shop in 92037, providing professional printing services to market your small business or to help you complete your personal project or presentation. We offer secure mailbox and package acceptance services, document shredding, office and mailing supplies, faxing, scanning and more. Everything for your small business, even shipping.

The post The UPS Store #163 appeared first on La Jolla by the Sea.

]]>
Law Office of Evan W. Walker https://lajollabythesea.com/listings/law-office-evan-w-walker/ Mon, 21 Aug 2017 21:11:51 +0000 http://lajollavma.wpengine.com/?post_type=job_listing&p=1687 The Law Office of Evan W. Walker is a La Jolla firm focused on Personal Injury and Property Damage claims. Experience matters. But so does preparation and attention to detail. …
Continue reading Law Office of Evan W. Walker

The post Law Office of Evan W. Walker appeared first on La Jolla by the Sea.

]]>
The Law Office of Evan W. Walker is a La Jolla firm focused on Personal Injury and Property Damage claims. Experience matters. But so does preparation and attention to detail. Evan is meticulous with your case and refuses to accept a cheap settlement offer from an insurance company. He handles your claim with precision, determination, and confidence. He brings the responsible parties to account so his clients receive full and fair compensation.

The post Law Office of Evan W. Walker appeared first on La Jolla by the Sea.

]]>
LJ LAW, APLC https://lajollabythesea.com/listings/lj-law-aplc/ Mon, 21 Aug 2017 21:03:49 +0000 http://lajollavma.wpengine.com/?post_type=job_listing&p=1288 Real Estate Law, legal services, business law, corporations, LLC’s, transactions of all kinds, loan documents, financing documents

The post LJ LAW, APLC appeared first on La Jolla by the Sea.

]]>
Real Estate Law, legal services, business law, corporations, LLC’s, transactions of all kinds, loan documents, financing documents

The post LJ LAW, APLC appeared first on La Jolla by the Sea.

]]>
Granite Escrow & Settlement Services https://lajollabythesea.com/listings/granite-escrow-settlement-services/ Mon, 21 Aug 2017 20:57:48 +0000 http://lajollavma.wpengine.com/?post_type=job_listing&p=982 Granite Escrow & Settlement Services is one of California’s largest independent escrow companies. Our corporate office is located in Newport Beach and we have branches in Newport Beach, Beverly Hills, …
Continue reading Granite Escrow & Settlement Services

The post Granite Escrow & Settlement Services appeared first on La Jolla by the Sea.

]]>
Granite Escrow & Settlement Services is one of California’s largest independent escrow companies. Our corporate office is located in Newport Beach and we have branches in Newport Beach, Beverly Hills, Santa Monica, La Jolla, Irvine, Laguna Woods, San Clemente and San Diego.  Headed by the industry’s top executive team and the most professional escrow officers in the business, Granite is equipped and ready to handle any kind of real estate closing. From basic refinances to a residential resale, apartment complexes as well as commercial & industrial properties, REOs and Relocations, our escrow officers are well versed to close these transactions in a timely manner, ensuring our clients’ needs are the top priority.

 

The post Granite Escrow & Settlement Services appeared first on La Jolla by the Sea.

]]>
Blanchard Krasner & French https://lajollabythesea.com/listings/blanchard-krasner-french/ Mon, 21 Aug 2017 20:51:12 +0000 http://lajollavma.wpengine.com/?post_type=job_listing&p=680 Effective. Timely. Thorough. At Blanchard, Krasner & French, we help businesses and individuals navigate through complex business, real estate, and financing transactions. We also help in taking advantage of tax, …
Continue reading Blanchard Krasner & French

The post Blanchard Krasner & French appeared first on La Jolla by the Sea.

]]>
Effective. Timely. Thorough.

At Blanchard, Krasner & French, we help businesses and individuals navigate through complex business, real estate, and financing transactions. We also help in taking advantage of tax, asset protection, and estate laws in planning for their and their families’ future. We manage litigation to enforce their rights and oppose claims made against them. We help individuals plan for the future, whether developing a tax effective estate plan for heirs or working through a dissolution of marriage.

The post Blanchard Krasner & French appeared first on La Jolla by the Sea.

]]>
1798 Consultants https://lajollabythesea.com/listings/1798-consultants/ Mon, 21 Aug 2017 20:48:06 +0000 http://lajollavma.wpengine.com/?post_type=job_listing&p=541 1798 Consultants provides strategic consulting services to the life science industry. Our mission is to provide our clients with insightful and immediately actionable deliverables that exceed their expectations. Our metric for …
Continue reading 1798 Consultants

The post 1798 Consultants appeared first on La Jolla by the Sea.

]]>
1798 Consultants provides strategic consulting services to the life science industry.

Our mission is to provide our clients with insightful and immediately actionable deliverables that exceed their expectations. Our metric for success is client satisfaction that leads to client retention.  Long term partnerships lead to increased synergies and additional value creation.  We recognize that our success is a direct result of your success.

Our comprehensive approach, leveraging our extensive industry experience and expertise, allows us to work with our clients to develop unique commercially-focused insights that result in the most impactful strategies and tactics possible.

The post 1798 Consultants appeared first on La Jolla by the Sea.

]]>
Edward Jones – Financial Advisor: Miles Jones https://lajollabythesea.com/listings/edward-jones-investments/ Fri, 04 Aug 2017 17:10:38 +0000 http://lajollavma.wpengine.com/?post_type=job_listing&p=517 How We Work Together As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s …
Continue reading Edward Jones – Financial Advisor: Miles Jones

The post Edward Jones – Financial Advisor: Miles Jones appeared first on La Jolla by the Sea.

]]>
How We Work Together

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

The post Edward Jones – Financial Advisor: Miles Jones appeared first on La Jolla by the Sea.

]]>
Financial Alternatives https://lajollabythesea.com/listings/financial-alternatives/ Tue, 27 Jun 2017 19:22:46 +0000 http://lajollamerch.wpengine.com/?post_type=job_listing&p=200 Financial alternatives specializes in Integrated Wealth Management. We work beyond isolated retirement planning or investment management.We combine all your seemingly independent financial decisions into a cohesive plan. We become your own …
Continue reading Financial Alternatives

The post Financial Alternatives appeared first on La Jolla by the Sea.

]]>
Financial alternatives specializes in Integrated Wealth Management. We work beyond isolated retirement planning or investment management.We combine all your seemingly independent financial decisions into a cohesive plan. We become your own Personal Chief Financial Officer.

We recognize wealth is more than just money.Our process opens up the lines of communication between you and your family.We follow an in-depth process to understand your attitudes, experiences, relationships, values and personal goals.We consider these intangible factors to be highly instrumental in achieving your success.

The post Financial Alternatives appeared first on La Jolla by the Sea.

]]>
Farmers Insurance – Mike Martinez Agency https://lajollabythesea.com/listings/farmers-insurance-mike-martinez-agency/ Tue, 27 Jun 2017 17:17:44 +0000 http://lajollamerch.wpengine.com/?post_type=job_listing&p=177 As your local Farmers® agent in La Jolla, CA, I help customers like you identify the insurance coverage that best fits your needs. This process is straightforward and personalized to …
Continue reading Farmers Insurance – Mike Martinez Agency

The post Farmers Insurance – Mike Martinez Agency appeared first on La Jolla by the Sea.

]]>
As your local Farmers® agent in La Jolla, CA, I help customers like you identify the insurance coverage that best fits your needs. This process is straightforward and personalized to help make you smarter about insurance. I have the knowledge and experience to help you better understand your coverage options–whether that’s auto, home, renters, business insurance and more.

The post Farmers Insurance – Mike Martinez Agency appeared first on La Jolla by the Sea.

]]>
David M. Ward, CPA & Company https://lajollabythesea.com/listings/david-m-ward-cpa-and-company/ Tue, 13 Jun 2017 01:25:54 +0000 http://lajollamerch.wpengine.com/?post_type=job_listing&p=156 Tax preparation for individuals and small businesses, tax planning, business planning.

The post David M. Ward, CPA & Company appeared first on La Jolla by the Sea.

]]>
Tax preparation for individuals and small businesses, tax planning, business planning.

The post David M. Ward, CPA & Company appeared first on La Jolla by the Sea.

]]>
Law Office of Richard Wildman https://lajollabythesea.com/listings/law-office-of-richard-wildman/ Tue, 13 Jun 2017 01:23:33 +0000 http://lajollamerch.wpengine.com/?post_type=job_listing&p=155 Mr. Wildman has been representing the interests of La Jollans for more than 35 years. Mr. Wildman provides a wide range of legal representation involving strong legal, technology, inter personal …
Continue reading Law Office of Richard Wildman

The post Law Office of Richard Wildman appeared first on La Jolla by the Sea.

]]>
Mr. Wildman has been representing the interests of La Jollans for more than 35 years. Mr. Wildman provides a wide range of legal representation involving strong legal, technology, inter personal and/or negotiation skills. His areas of practice include: Real Estate, Business & Family Law, Civil Litigation.

The post Law Office of Richard Wildman appeared first on La Jolla by the Sea.

]]>
Professional Design and Drafting https://lajollabythesea.com/listings/professional-design-and-drafting/ Tue, 13 Jun 2017 01:17:34 +0000 http://lajollamerch.wpengine.com/?post_type=job_listing&p=153 Architectural Drafting and design of commercial and residential construction projects from simple remodels to new construction.

The post Professional Design and Drafting appeared first on La Jolla by the Sea.

]]>
Architectural Drafting and design of commercial and residential construction projects from simple remodels to new construction.

The post Professional Design and Drafting appeared first on La Jolla by the Sea.

]]>
Mrs. 401k https://lajollabythesea.com/listings/401kadministrators/ Mon, 12 Jun 2017 23:51:38 +0000 http://lajollamerch.wpengine.com/?post_type=job_listing&p=145 401kAdministrators.com is 401k TPA that sets up and administers 401k plans for small businesses. We provide an online record keeping software as a service, (a “Management Reporting System 401k”) called …
Continue reading Mrs. 401k

The post Mrs. 401k appeared first on La Jolla by the Sea.

]]>
401kAdministrators.com is 401k TPA that sets up and administers 401k plans for small businesses. We provide an online record keeping software as a service, (a “Management Reporting System 401k”) called ‘Mrs401k’. (https://mrs401k.com)

Mrs401k is an approved vendor with the U.S. Dept of Labor; it is used to easily file the annual return for a 401k plan, and the IRS Form 5500 electronically. Employers, Plan sponsors, CPA’s and financial advisers use the Mrs401k online record keeping application for managing, testing, compliance and reporting their 401k plans.

With our online 401k management reporting and record keeping system, users easily record contribution transactions such as type of 401k contribution (employee salary deferral, matching contributions, profit sharing, loan repayment etc..) along with the amount and date. See website for further details and services!

 

The post Mrs. 401k appeared first on La Jolla by the Sea.

]]>
Pallamary & Associates https://lajollabythesea.com/listings/pallamary-associates/ Mon, 12 Jun 2017 23:24:50 +0000 http://lajollamerch.wpengine.com/?post_type=job_listing&p=137 Pallamary & Associates is a Land Use Consultation, Professional Land Surveying Services, Expert Witness Services and development consultation. We specialize in the development of coastal properties. Mr. Pallamary has forty two …
Continue reading Pallamary & Associates

The post Pallamary & Associates appeared first on La Jolla by the Sea.

]]>
Pallamary & Associates is a Land Use Consultation, Professional Land Surveying Services, Expert Witness Services and development consultation. We specialize in the development of coastal properties. Mr. Pallamary has forty two years experience in the land surveying, land planning, land use consultation and engineering professions. He is a nationally recognized authority on land surveying and local land development regulations.

The post Pallamary & Associates appeared first on La Jolla by the Sea.

]]>
RH2O Engineering, Inc. https://lajollabythesea.com/listings/rh2o-engineering-inc/ Mon, 12 Jun 2017 23:03:34 +0000 http://lajollamerch.wpengine.com/?post_type=job_listing&p=129 We manufacture and sell industrial chemicals used in the water treatment process.

The post RH2O Engineering, Inc. appeared first on La Jolla by the Sea.

]]>
We manufacture and sell industrial chemicals used in the water treatment process.

The post RH2O Engineering, Inc. appeared first on La Jolla by the Sea.

]]>
Fast and Easy Traffic School https://lajollabythesea.com/listings/fast-and-easy-traffic-school/ Mon, 12 Jun 2017 21:18:28 +0000 http://lajollamerch.wpengine.com/?post_type=job_listing&p=96 Fast and Easy Traffic School® is the only online traffic school that is guaranteed to be the fastest and easiest or your money back. Whether you choose our Fast and Easy …
Continue reading Fast and Easy Traffic School

The post Fast and Easy Traffic School appeared first on La Jolla by the Sea.

]]>
Fast and Easy Traffic School® is the only online traffic school that is guaranteed to be the fastest and easiest or your money back. Whether you choose our Fast and Easy online traffic school or our workbook course, we will provide you with the best traffic school or Basic Driver Improvement Course experience available.

The post Fast and Easy Traffic School appeared first on La Jolla by the Sea.

]]>
Box Brothers La Jolla https://lajollabythesea.com/listings/box-brothers-la-jolla/ Mon, 12 Jun 2017 21:14:36 +0000 http://lajollamerch.wpengine.com/?post_type=job_listing&p=94 Serving La Jolla since 1985. We specialize in a multitude of services: moving and packing supplies, document shredding, Antique shipping, fine art shipping, custom built crates, pick up and delivery, …
Continue reading Box Brothers La Jolla

The post Box Brothers La Jolla appeared first on La Jolla by the Sea.

]]>
Serving La Jolla since 1985. We specialize in a multitude of services: moving and packing supplies, document shredding, Antique shipping, fine art shipping, custom built crates, pick up and delivery, in home packing services, estate packing and shipping, furniture shipping, local moving, international shipping, trade show shipping, freight forwarding, white glove services, etc. Please contact for quality professional services!

The post Box Brothers La Jolla appeared first on La Jolla by the Sea.

]]>
Block Advisors La Jolla https://lajollabythesea.com/listings/block-advisors-la-jolla/ Mon, 12 Jun 2017 20:47:51 +0000 http://lajollamerch.wpengine.com/?post_type=job_listing&p=87 With Block Advisors, every step of tax preparation is personalized to your unique situation and you’re guaranteed an accurate return. With an average of 15 years experience, many of our …
Continue reading Block Advisors La Jolla

The post Block Advisors La Jolla appeared first on La Jolla by the Sea.

]]>
With Block Advisors, every step of tax preparation is personalized to your unique situation and you’re guaranteed an accurate return.

With an average of 15 years experience, many of our tax advisors are CPA’s, tax attorneys or enrolled agents- the highest credential awarded by the IRS. And you’ll see the same tax specialist year after year. Our Advisor Match pairs you with a tax advisor who best fits your needs. Our Appointment Readiness Program assists you with tax document collection to make the most of your time with us. Leave your appointment with a customized Tax Blueprint that includes recommendations for reducing your taxes and achieving your financial goals.

The post Block Advisors La Jolla appeared first on La Jolla by the Sea.

]]>
Coldwell Banker Residential Brokerage https://lajollabythesea.com/listings/coldwell-banker-residential-brokerage/ Mon, 12 Jun 2017 20:36:07 +0000 http://lajollamerch.wpengine.com/?post_type=job_listing&p=84 Coldwell Banker Residential Brokerage is the #1 real estate company in Southern California! Coldwell Banker began serving Southern California in 1924, and today our presence and success in the region …
Continue reading Coldwell Banker Residential Brokerage

The post Coldwell Banker Residential Brokerage appeared first on La Jolla by the Sea.

]]>
Coldwell Banker Residential Brokerage is the #1 real estate company in Southern California! Coldwell Banker began serving Southern California in 1924, and today our presence and success in the region is unparalleled. With more than 74 offices and over 3,700 independent sales associates, Coldwell Banker exemplifies a dedicated commitment to client service.

In La Jolla and around the world, we provide the responsive real estate service of a local brokerage with the stability, resources and international connections of the leading name in real estate.

Looking to sell? Buy? Rent? Invest? Just want to talk about the market? Our independent agents are available seven days a week! Stop in any time!

The post Coldwell Banker Residential Brokerage appeared first on La Jolla by the Sea.

]]>
PHP Management https://lajollabythesea.com/listings/php-management/ Mon, 12 Jun 2017 20:14:10 +0000 http://lajollamerch.wpengine.com/?post_type=job_listing&p=79 PHP Management is a Commercial Real Estate, Property Management and Development firm.

The post PHP Management appeared first on La Jolla by the Sea.

]]>
PHP Management is a Commercial Real Estate, Property Management and Development firm.

The post PHP Management appeared first on La Jolla by the Sea.

]]>