Welcome to The Center for Wealth and Legacy™
in San Diego

The Center was founded with a commitment of helping successful business owners and families ‘pass forward’ their financial success along with their core values and virtues that created their wealth.  Read more….

Leadership, Legacy & Inspiration Awards™ 

Wednesday, September 17th, 2014 

Be Inspired !

Our Leadership, Legacy & Inspiration Awards™ provides an objective, educational forum for exchanging ideas and experiences from “best of class” leaders on the subjects of leadership and legacy.



 Check In at 5:15 PM

    Hors d’oeuvre &
  5:30 to 6:30 PM
6:31 to 8:15 PM


the Sanford Consortium
2880 Torrey Pines Scenic Drive
La Jolla, CA 92037

Leadership Speaker:

Jerry Sanders

President & CEO of the  San Diego Regional Chamber of Commerce

Jerry SandersSince April 2013, President and CEO of the San Diego Regional Chamber of Commerce, Jerry Sanders, our former San Diego Mayor, has been helping San Diego have a stronger political voice and improved business relationships. He accepted the position with the Chamber because he wanted to keep working on items that were an extension of what he was doing as mayor such as helping local businesses, the military, job creation, tourism and to continue strengthening San Diego relationship with Mexico.  

Jerry Sanders has a life time career in public service. Join us as he shares his unique experience with  leadership.

14 7-16 Invitation 

 Click Here To Register 


Submit Your Nomination for the September 2014 ‘Inspiration Awards’

Who are the ‘legacy’ inspired, the innovators, risk takers and the philanthropic givers? Who are the ones accomplishing an outstanding and often unrecognized good?

Click here to complete and submit a nomination




R Gaines webBLM web

Breakfast Seminar Series



The BLM Breakfast Seminar Series offers members of the business community opportunity to  learn from someone who has been there before, overcome adversity, succeeded, and now wants to give back. You’ll get inspired, set goals, and if you like, a mentor will follow up to help you accomplish them. 

Wednesday, July 16th, 2014

 ”THE LEGACY” … It’s Yours To Leave

Join the conversation as:

Phil Pace, CEO of Phil’s BBQ

Phil Pace

 Legendary BBQ and his Commitment to Community

Phil Pace doesn’t come from a long line of BBQ connoisseurs. Instead, he created from scratch a top-secret recipe for BBQ rubs and sauce while taking his dad’s advice to “only cook what he knows best and treat employees like family”.

Taking care, satisfying cravings and supporting customers has always been #1 for Phil.  With an equally strong passion, his commitment to the San Diego community has also been an intricate part of his journey. Since launching the first Phil’s BBQ in Mission Hills in 1998, Phil’s has contributed over half a million dollars to local children’s charities. His restaurants are closed on Mondays, but for Phil, giving back is a 24/7 operation. “I just do what my heart tells me to do. I just can’t hold back,” he said during an interview at his Point Loma restaurant. “I want to help people and share my life and my prosperity with others.”



7:00 AM to 9:00 AM|
(Continental breakfast and networking)


Corporate Alliance
9171 Towne Centre Dr. # 180
San Diego, CA 92122

Our 2014 Calendar: 

  • February 12, 2014 –”Why Client First is Golden” A niche built on leadership, not crowd following or latest trends
  • May 14, 2014 – “The Power of People… The Sharp Experience” We Are Your Company’s Greatest Asset
  • July 16, 2014 -  The Legacy”  It’s Yours To Leave
  • November 12, 2014 – “Why Saying Goodbye Is Never Easy”  The Critical Importance of Succession Planning

The Center’s Vision:

To be the leading organization for connecting and developing exceptional business, philanthropic and thought leaders to positively impact, enhance and inspire our communities.

The Center’s Mission:

Our mission is to enhance our communities and create a positive social impact by:  Read more…


Get to Know Our Sponsors

CLICK to learn more

CW&L Thanks to Our Sponsors 2.14

A Project of United Charitable Programs

The Center for Wealth & Legacy™ is a project of United Charitable Programs – a registered 501(c)(3) public charity.

All money raised by The Center is received by United Charitable Programs and becomes the sole property of UCP, which, for internal operating purposes, allocates the funds to the Project (The Center for Wealth & Legacy). The Program Manager makes recommendations for disbursements which are reviewed by UCP for approval.

To make a general donation to The Center for Wealth & Legacy™ online please CLICK HERE.

United Charitable Programs