Alberto L. Sagardia, Client Relations Coordinator

Alberto is our Client Relations Coordinator. Since October 2014, he has served as the point of contact between our potential and existing clients and family members, referral sources, advisors and other professionals seeking assistance with estate planning, business planning, estate settlement and elder law from our counseling attorneys.  Alberto is able to coordinate the appointment calendars for all the attorneys in order for our clients to meet with them as soon as possible.   Alberto efficiently handles the gathering of all client documents in a timely manner and prepares the attorneys’ office and telephone consultations.

Originally from San Juan, Puerto Rico (yes, a beach bum by heart), Alberto completed his education at The University of Kansas.  He called the Kansas City, MO area home for 20 years while he enjoyed and experienced fantastic professional growth in the telecommunications industry in sales, project management, supervisor, group manager and director positions both in KC and southern CA.  In January 2000, he relocated to southern CA where he lived in Orange County and Long Beach.  Alberto is living in, and loving, San Diego since April 2014.  He enjoys music, ocean swimming, quality time with his close friends and sings with over 100 men in 10 annual stage performances.