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San Diego/Carmel Valley (SAN1)
Trustegrity® San Diego/Carmel Valley (SAN1) Group Meeting June 2021 San Diego Carmel Valley, CA
Time: 07:30 AM Date: Jun 16, 2021

Business Directory

Jon Beyrer
Blankinship & Foster, LLC
858.755.5166
420 Stevens Ave, #250

Business Description: Financial advice and planning
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Jennifer N.
Pettit Kohn Ingrassia & Lutz PC
858.345.8514
11622 El Camino Real, Ste. 300

Business Description: Employment Law
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James Coleman
Jim Coleman Agency - State Farm Insurance
858.755.6794
1011 Camino del Mar, Suite 116

Business Description: Personal & Business Insurance
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Laurie Pearce-
Trustegrity & Centricity Insurance Solutions
415.407.1424


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Stephen Efroymson
Law Office of Stephen W. Efroymson
858.456.9953
1117 Wall Street, Suite 4

Business Description: Attorney
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Greg Tesone
Center Point Business Valuations, LLC
619.595.7899
3111 Camino Del Rio N., Suite 400

Business Description: Business Valuation
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Alfonzo Arias
Duffy Kruspodin, LLP
858.642.5050 x2161
4225 Executive Square, Suite 900

Business Description: Income and Estate Taxation
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MaryBeth Kellee
Coldwell Banker West
8584429002
237 Silvercreek Glen

Email: mbk@mbkassociates.com Business Description: Real Estate Residential and 2-4 units, 5 units+ Profession: Real Estate Specialty: Home buying, Home Selling, Luxury real estate, 2-4 units Website: https://theknowinsandiego.com/ Linked In: https://www.linkedin.com/in/mary-beth-kellee-dream-maker%E2%80%9D-b25a048/
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Michael Kimball
Law Office of Michael Kimball
415.840.5232
10755 Scripps Poway Pkwy

Business Description: Venture Capital - High Tech
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Deja Correia
Point Mortgage Corporation
619.251.1432
2920 Canon St.

Email: deja@pointmtg.com Cell: 619.251.1432 Business Description: Residential Mortgage Financing Profession: Senior Loan Officer NMLS 413050 Specialty: Jumbo, Investment, FNMA, FHLMC, FHA, VA Website: https://apply.pointmtg.com/l8xcq Linked In: https://www.linkedin.com/in/dejacorreia Facebook: https://www.facebook.com/dejacor/
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Sarah Bear
Moore Schulman Moore APC
858.755.3300
12636 High Bluff Drive Suite 200

Business Description: Family Law
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Sean Barrett
Business Exit Navigators
6196653936
1808 Aston Avenue
Suite 150

Cell: 609-665-3936 Business Description: Coach business owners on assembling team of advisors to exit business and move on Profession: Exit Planning Specialty: Exit Planning Specialist Linked In: Linkedin.com/in/sean-barrett-2635a6b5/ Facebook: faebook.com/sean.barrett.7927
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Tom Chapman
Fidelity National Title
619-295-7332
7565 Mission Valley Rd
Sute 100

Email: twchapman@fnf.com Cell: 619-301-0188 Business Description: Real Estate Title Insurance Profession: Sales Executive Website: www.tommytitle.com
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Judy Preston
Ascent Commercial
619-309-9559
1944 Commercial San Diego CA 92113
410 Kalmia San Diego CA 92101

Business Description: Commercial Real Estate Broker
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