Insights & Expertise

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Since 1975, San Diego Foundation has helped passionate, socially minded citizens find ways to create positive impacts in communities across San Diego and beyond.

Interested in learning how we can meet your clients’ financial planning and charitable giving goals? Contact our charitable giving experts.

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Leslie S. Klein

Leslie S. Klein, CFP®, AEP®
Director, Gift Planning Advisor
lesliek@sdfoundation.org
(619) 814-1353

 

Jason Rogers

Jason Rogers, AIF, CWS
Director, Wealth Advisor Relations
jrogers@sdfoundation.org
(858) 245-1508