BNI San Diego, California
BNI San Diego serves all the communities in the County of San Diego.

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BNI San Diego
11405 W. Bernardo Ct, #208
San Diego, CA  92127
Phone: 619-255-2620
Fax: 619-330-2916

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Donovan Filpi

Phone 760-930-3110
Fax 760-208-2920

Mr. Donovan Filpi
Merrill Lynch
1000 Aviara Parkway, Ste. 200
Carlsbad, CA 92011

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Donovan Filpi

Merrill Lynch
Chapter: BNI Encinitas

Financial, Financial Advisor

My BusinessI am dedicated to providing a one stop, concierge style wealth planning service. Clients leverage my knowledge and the vast network of resources I have to provide the most convenient strategies to meet their needs. I also work with clients` other trusted advisors to holistically address their specific financial situations. This allows clients to focus on what is important to them: their families, health and professions. My practice is built on five primary goals: •Concierge style financial service for my clients and their families •Understanding client`s needs and objectives •Providing clients capital markets understanding •Protecting & preserving client assets, while still participating in the markets •Trust