Upcoming Events

Bowling Party

Mar 26

Ready to knock some pins down? We are hosting a Bowling Party and we would love for you to join us! There will be food and beverages and it is great for children.

Open Forum

Apr 16

Do you have questions when it comes to finance? We are hosting an open forum to answer your questions about finances and what's right for you.

Golf Charity

Jul 16

Join us for our annual Golf Charity to support the Children's Hospital.


Past Events

February 8, 2020

1:30 PM – 5:00PM
Kearny Mesa Bowl

Client Appreciation Bowling

February is a month of LOVE! To show you how much we love and appreciate you, you're invited to our Client Appreciation Bowling Party.

February 9, 2019


Valentine’s Day Weekend Client Appreciation Bowling Party

July 27, 2019

11:00 am

Movie Viewing of “The Lion King”

August 11, 2018

11:00 am

Movie Event Viewing of “Christopher Robin”

July 17th, 2017

11:00-1:00 pm

Annual Client Appreciation Beach Day Celebration