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

www.darllp.com

 

Timothy C. Pickart

Estate Planning Attorney

Law Office of Timothy Cahill Pickart

www.pickartlaw.com

 

Gillian M. Stein

Estate Planning Attorney

Gillian M. Stein – Attorney at Law

www.steintrusts.com

WEALTH MANAGEMENT AND FINANCIAL PLANNING

Gideon Bernstein

Financial Advisor

Leisure Capital Management

www.leisurecapital.com

 

David Hutchison, CFA

Partner, Portfolio Manager

Triad Investment Management

www.triadim.com

 

Alexander Kassouf

Senior Wealth Advisor

Beacon Pointe Advisors

www.beaconpointe.com

 

Ed Levin

Private Wealth Advisor

UBS Financial Services, Inc.

www.ubs.com/fa/edlevin

 

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.

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