Certified Wealth Planning Advisors
In accordance with the We-Driven Mindset mentored at the Southern California Institute, we often work collaboratively with other advisors. Through SCI’s Certified Wealth Planning Advisor (CWPA) program, the below professional advisors have completed a program designed to help our teams work seamlessly together and work through all facets of the Advanced Wealth Planning Journey. Each of the Advisors below are independent of Strazzeri Mancini LLP (not employees), and have dedicated themselves to learning the skills to work collaboratively.