FINANCIAL PLANNING
Services in Your Area:
Connect with a growing network of San Diego insurance agents, and estate and financial planning experts who specialize in wealth management for parents of children and adults with special needs.
San Diego Special Needs Law Center
San Diego's premier Special Needs Law Firm assists families, and caregivers with special needs trusts, care advocacy, Life Care Planning, limited conservatorships and eligibility for public benefits.
Elizabeth McCoy
Attorney Elizabeth McCoy has practiced law in California since 1997. She graduated from Washington University School of Law, currently ranked in the top fourteen percent of law schools in the nation.
"It is a blessing to see my son come to workout at Addie's AutismFITT Club. He is motivated to come each time because he knows he can count on Addie's team help him reach his everyday and long term goals"
-Noemi, mother of son on the spectrum
Sponsor Content
Brent Hoover, MetLife Financial Planning
3131 Camino Del Rio North #1200,
SD, 92108
619-641-3669
County of San Diego Department of Social Services (DSS)
858-694-3900
Elizabeth McCoy, special needs trusts
31493 Ranch Pueblo Rd. #205,
Temecula, CA 92596
760-723-8906
ca-specialneedstrusts.com
Den Herder and Associates, Special needs trusts
10085 Carrol Canyon Rd. #220,
SD, 92131
858-271-6244
Law Offices of Steven M. Ratner, special needs trusts
525 B. St., #1500,
SD, 92101
888-336-1645
www.calelderfirm.com/PracticeAreas/Special-Needs-Trusts.asp
Mass Mutual Special Care Planning Team
Alisa Feldman, Financial Services Professional
4275 Executive Square #400,
La Jolla, CA 92037
858-202-2330
The Prudential Special Needs Solutions: William Keesling
7580 Britannia Ct. #B
SD, 92154
619-696-8892
Robert McMahon, Guild Mortgage
3111 Camino del Rio North #103,
SD, 92108
619-857-1657
Roy M. Doppelt and Associates, APC, Special needs trusts
16466 Bernardo Center Dr. #260,
SD, 92128
858-618-5510
www.sandiegodivorcelawyerhelp.com
Special Needs Trust Foundation of San Diego
P.O. Box 1890
Lakeside, CA 92040
619-201-2672
Stierman & Zellmer, Special needs trusts
1429 30th St. #1,
SD, 92102
619- 550-5902
Zach MacDougall and Stephanie Tsang, North Star Financial Planning
4445 Eastgate Mall #200
SD, 92121
858-812-3186
Philip P. Lindsley, CELA, CLS
San Diego Elder Law Center
4364 Bonita Road #461
Bonita, CA 91902
Sandiego.elderlaw.com
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We do not independently review the Third-Party providers or services. Therefore, it is essential that you thoroughly investigate any service that will be used by, or will be caring for, your child/adult.
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