The Recognized Charitable Advisor (RCA) program is a network of Orange County professional advisors dedicated to building relationships and integrating charitable planning as a strategy for achieving clients’ overall goals.
The following professionals have completed the 2021 Recognized Charitable Advisor Program at the Jewish Community Foundation Orange County.
ESTATE PLANNING ATTORNEYS
Monica Colonnier
Estate Planning Attorney
Driscoll Anderson Reynard LLP
Timothy C. Pickart
Estate Planning Attorney
Law Office of Timothy Cahill Pickart
Gillian M. Stein
Estate Planning Attorney
Gillian M. Stein – Attorney at Law
WEALTH MANAGEMENT AND FINANCIAL PLANNING
Gideon Bernstein
Financial Advisor
Leisure Capital Management
David Hutchison, CFA
Partner, Portfolio Manager
Triad Investment Management
Alexander Kassouf
Senior Wealth Advisor
Beacon Pointe Advisors
Ed Levin
Private Wealth Advisor
UBS Financial Services, Inc.
Please Note: Publication of these names and/or firms by the Jewish Community Foundation does not constitute an endorsement or recommendation of an individual professional advisor to donors.
