Contact Us

Please complete the Contact Form and we'll be in touch.

The data on this form is submitted and transmitted via a secure connection.

Contact Information
Either a phone number or email address is required
What is the best time to contact you? (Please select all that apply)

Scott Schechter, MBA, CFP

  • 619.350.3600
  • 619.350.3602

We have three office locations to serve you. Contact us today to make an appointment.


Our Home Office

3161 1st Ave #2N

San Diego, CA 92103

Our General Office

4365 Executive Drive, Suite 800

San Diego, CA 92121

Our Chicago Office

500 Madison Street, Suite 1725

Chicago, IL 60661