Anthony I. Mathews
Neil Senturian
Patricia Burns
Ted Sterns
Tage Tracy, CPA
Frank Vizcarra
Richard J. Muscio, CPA
Daniel J. Gatto, CPA
Edward Masters
Brian R. Caster
Valerie Jacobs
Phillip L. Jelsma, Esq.
Teofla Rich
Marc McBride
Nancy G. Henderson, Esq.
Barry Graff, Ph.D.
Chris Meacham, CPA
Mike Mellace, CEO
R. J. Kelly, MSFS, ChFC
Alan Nevin
Zunaira Munir, Ph.D
William L. Exeter
Speakers Bureau
Tim RafalovichVice President, Wealth Specialist
Wells Fargo The Private Bank
Tim Rafalovich is a 24-year Wealth Manager, merger and acquisitions EVP, business owner and Ph.D. candidate serving as Vice President, Wealth Specialist for Wells Fargo The Private Bank.
Tim provides personal asset management including stocks, bonds, real estate as well as trust services such as estate planning review, legacy planning and corporate trustee work to high net worth families in order to build, manage, preserve and transition family and individual wealth.
Tim previously served as Vice President at CitiGroup with responsibility over 50 employees and a $1.8 Billion P&L. He serves on several corporate and non-profit boards, including the San Diego opera.