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Connect With A GladVisor

What is a GladVisor?

GladVisors (Generosity and Legacy Advisors) are carefully selected professionals who partner with CFA on a voluntary basis. GladVisors will work in partnership with your legal, financial and tax professional to assist you in minimizing tax liabilities and maximizing your generosity.

GladVisor’s are available to meet with you personally or online with Zoom, and discuss available options with you. Email us today, put GladVisor in the subject line, and setup an initial consult: [email protected].

Dick Edic

GLADVisor - San Diego to Orange County

Chuck McLucas

GLADVisor - San Diego to Orange County

Anne Trinh

GLADVisor - San Diego to Orange County

Becoming a GladVisor

Are you a seasoned financial, estate planning or planned giving professional? Would you like to volunteer by giving back with education and information about charitable giving, generosity and legacy?   Then the GladVisor program is for you!  Get started by providing us a little information and contact us today.

Please complete the form below to APPLY to become a Gladvisor.
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