Resources

The Dave Ramsey Show
760 AM KFMB
San Diego, California
7-10pm Sun PST
Or listen online at www.daveramsey.com

Money Market Account (parking the emergency fund)
Compare rates & apply online at www.bankrate.com

Car Valuation
www.kbb.com
www.Edmunds.com

Credit Report
www.annualcreditreport.com for a FREE copy per year per bureau
www.Equifax.com
www.Experian.com
www.TransUnion.com

Insurance:
For: Individual & Group Health, Auto, Homeowner’s, Renter’s, Life, Worker Comp & Business Insurance:
ALOHA WEST Insurance
Steve Webber
steve@AlohaWestinsurance.com
760-547-2626

Health Savings Account
http://www.hsabank.com/
https://thebancorphsa.mybankingservices.com/

Long Term Care Insurance:
Seaside Wealth Management
Brad Lineberger
760-730-8121
www.SeasideWealth.com

Tax Help
Len Ariniello, CPA
www.ArinielloCPA.com
Len@ArinielloCPA.com
760-943-0246
www.linkedin.com/in/ariniellocpa

Investing
Retirement (Baby Step Four)
College Savings (Baby Step Five)
Seaside Wealth Management
Brad Lineberger
760-730-8121
www.SeasideWealth.com

Real Estate

Conrad Hodgson
http://www.conradtherealtor.com_
Contact Tel: 760-710-7606

Brent Humpherys
http://www.brenthumpherys.com/
Contact Tel: 760-333-3333

Real Estate Attorney
David Bright
White & Bright Attorneys
Contact Tel: (760) 747-3200

Mortgage/Refinance
www.ChurchillMortgage.com

Spiritual
North Coast Church
www.northcoastchurch.com
760-724-6700

Counseling
North Coast Church Counseling Center
www.northcoastchurch.com/counseling
Staff includes licensed marriage family therapists, licensed clinical social workers, licensed psychologists as we as marriage family therapist interns and social work assistants. All counselors have a Master’s Degree or Doctorate in Counseling, Social Work or Psychology.
Appointments: Call Jeanne Bessant at 760-724-6700.

Estate Planning
James R. Cunningham
Stacy DenHerder/DenHerder & Associates
10085 Carroll Canyon Road, Suite 220
San Diego, CA 92131
858-271-6244
www.smartestateplan.com

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