Jay Robinson-Duff | First American Trust | 858.410.5755

Membership Application PDF

Membership Chairperson: Jenica McClure, Financial Planner Edward Jones jenica.mcclure@edwardjones.com (619) 222-0375.


Estate Planning Council of San Diego is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.