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Posts belonging to Category Uncategorized

Mara Fortin

Mara Fortin is an attorney, small business owner, political advocate, philanthropist, community leader and, most importantly, a mom.  She has three children, two teenage daughters and a six month old son.  Mara is the first franchisee ever to open a Nothing bundt Cakes bakery, and is now the largest in the nation, with seven.  She gave up […]

“You Can Get Mad, Pout, or Do Something About It”

Last month the Center for Wealth and Legacy’s Leadership Insight Forum series hosted another superb guest. CEO and President of Scripps Health, Chris Van Gorder joined us at the Corporate Alliance San Diego Headquarters in the University Town Center area to discuss his life and give insights to success. From his humble beginnings to a […]

Accomplishing the Impossible Ahead of Schedule

When you need an intelligent leader, strong visionary, and dedicated scientist, call upon Dr. Gail Naughton.  On the evening of March 23rd we all became an even bigger fan of her as she spent a few hours at the Corporate Alliance headquarters in San Diego.  Over 40 people attended the interview conducted by the Co-Founder and […]

The Leadership Insights Forum

Welcome to another blog from our Center for Wealth and Legacy family.  It is hard to believe that it is already March! These past two months have quickly passed but our action teams have been energetic and active in our planning efforts.  Through these groups we have had taken strides focusing not only for 2016, […]

The 2014 Inspiration Award Recipient is now also the San Diego Business Journal’s Recipient of the Most Admired CEO Award 2016, Family-Owned Business category!

Damian McKinney Community Supporter & Advocate Damian is active in the community, most notably for his work as an advocate for children with disabilities. He was an influential board member for All Kids Inc, a nonprofit for the inclusion of children in after-school activities and anti-bullying. Damian has been on the board of directors for […]

Get to Know The Center for Wealth & Legacy™

Recently, The Center for Wealth & Legacy™, held an annual retreat to help reinvigorate our action team members and focus for efforts in the upcoming year.  Our Center is committed to helping successful business owners and families “pass forward” their success along with their core values and virtues that created their wealth. By bringing together […]

San Diego Food Bank Event Provides Perspective

On June 23, 2010 the Center for Wealth & Legacy organized it’s annual trip to the San Diego Food Bank to provide an opportunity to give back to those in need in our communities.  We often go about our busy lives and don’t realize that many people here in our own back yard are struggling […]

Revisiting The Cause For The Center For Wealth & Legacy

The Center for Wealth & Legacy™ is committed to helping successful business owners and families ‘pass forward’ their financial success along with their core values and virtues that created their wealth. The Center brings together a diversity of experience and professional backgrounds to identify and address the financial and legacy issues facing every business and […]

Happy New Year!

The entire Advisory Team would like to wish you and your family a very happy, healthy and prosperous New Year! Best Wishes, The Advisory Team The Center for Wealth & Legacy Studies

Michael Jackson: A Lesson in Economics

On Monday I read the article below in an e-newsletter “The Monday Morning Outlook”, sent by First Trust. The authors are Brian S. Wesbury – Chief Economist and Robert Stein, CFA – Senior Economist. I thought the positive message of the article worth repeating here. Click Here to view the full article.