P2 Investments

Whittier Trust Company, with multiple offices across California and beyond, specializes in providing comprehensive wealth management solutions tailored to the unique needs of its clients. Their services encompass family office management, investment strategies, philanthropy, real estate, and trust services, reinforcing their commitment to personalized wealth care. Recently, the firm expanded its San Diego team with the appointment of Ted Fogliani as Vice President of Business Development, highlighting their dedication to nurturing an entrepreneurial spirit. By integrating strategic vision and operational leadership, Whittier Trust aims to protect clients' legacies and enhance their financial well-being. Generated from the website

Eccentric Fine Investments is a boutique firm based in Pasadena, CA, specializing in unique and unconventional investment opportunities. With a focus on alternative assets and creative financial strategies, the company offers tailored solutions for clients seeking to diversify their portfolios in innovative ways. Generated from their business information

Whittier Trust Company, with offices in several key locations including Pasadena, San Diego, and San Francisco, offers a comprehensive range of wealth management services tailored to meet the personal needs of its clients. The firm specializes in family office services, investments, philanthropy, real estate, and trust services, providing a single-source solution for its clientele. With a commitment to independent and unique client care, Whittier Trust enhances its team with experienced professionals such as Ted Fogliani, who brings over 25 years of entrepreneurial expertise to the San Diego office. This dedication to strategic vision and operational leadership underscores the company's mission to help clients protect their loved ones and ensure lasting legacies. Generated from the website