The Financial Knowledge Institute is a nationwide 501c3 non-profit organization creating financial awareness in our community.

Financial Knowledge Institute
111 N. Market Street, Suite 825
San Jose, CA  95113
Phone: 866-734-8465

National Chapters - Inland Empire

Steve Sexton
Steve Sexton is the President of the Sexton Advisory Group in Temecula, California. Mr. Sexton has over 15 years experience in the financial services industry and holds multiple licenses and designations. Each year, Mr. Sexton educates area investors by holding educational seminars open to the public. He also provides financial advisories on the morning show "San Diego Living." 

As a cancer survivor, Mr. Sexton has learned first hand the impact one can have by giving back to those in need. Whether volunteering time to drive someone to chemotherapy treatments or donating hair for a wig, everyone can do something. 

Steve Sexton has chosen to focus on raising money for charity by utilizing his own talents. The Sexton Advisory Group offers free financial consultations where he can help you find money that is "falling through the cracks." The goal is to find that money and donate all, some of it to a good cause.

This has been very successful and many people have given back to charities close to them. Others have decided to donate back to the Financial Knowledge Institute, where funds are allocated to a variety of worthy causes.

Steve is a resident of Temecula and is happily married to his wife, Lora of 14 years. He enjoys spending time with his 2 children, Connor (12), and Paige (11).

Steve Sexton
Wealth Advisor
Sexton Advisory Group
27247 Madison Avenue, Suite 500
Temecula, CA 92590

11440 W. Bernardo Ct, Ste 300
San Diego, CA 92127

Phone: 1.800.560.2611
Fax: 951.848.9278


http://www.sandiego6.com/content/sdl/default.aspx?articleID=864747

http://xetv.media.origin.entriq.net/xetv/video//20110512090000_73078_003022p8003600p9.wmv

Douglas L. Edgar, Esq.
Attorney-at-Law
Douglas Edgar is currently a sole practitioner working in the related fields of estate planning, elder law, and probate. He has received hundreds of hours of specialized training in these areas and regularly attends
continuing education courses to keep current with the steady changes in the law and federal and state regulations.

Doug also served as local counsel on a part-time basis for a nationally known religious non-profit legal organization. He has volunteered over 1,000 hours of free legal services to non-profit organizations, groups, and individuals. He has helped low-income qualified persons in completing the complex paperwork for the temporary and permanent appointment of a guardianship for minor children. Doug has volunteered to provide free legal advice at a low-income clinic in Vista, California. He provided initial consultations to these people to
provide them with legal guidance to assist them with their legal questions and problems. In conjunction with the clinic, he is also a trained mediator and attempts to resolve issues before they become legal problems.
As a volunteer mentor with Volunteers in Parole, he has successfully mentored individuals through their parole period plus an additional six months. Several of these individuals still communicate with him even though their official period has expired.

Prior to attending law school, Doug served for three years in the United States Army as a military policeman. After his discharge, he became a California Highway Patrol officer and then sergeant. He was medically
retired after 18 years with the CHP. He has taught courses at Mira Costa, Mt San Jacinto, and Palomar Community Colleges in the area of estate planning. Doug and his wife Teresa have been married for 26 years, and they have twin 27-year-old boys.

Douglas L. Edgar
Attorney at Law
41185 Golden Gate Circle, Suite 206
Murrieta, GA 92562
Phone: 951.698.0051
dle@edgarlawoffice.com
www.edgarlawoffice.com

MARY LOU MARQUEZ
Mary Lou Marquez is the Geriatric Care Coordinator for the Moynihan Lyons Law Firm in Riverside, California. Mary Lou is a graduate of California State University at Los Angeles and holds a bachelors degree in Social Work with a minor in Gerontology. Mary Lou has extensive experience with the geriatric care community and case management, having worked with Senior Care Network, a department of Huntington Memorial Hospital and with the Lanterman Regional Center in Los Angeles. She coordinates services for the clients of Moynihan Lyons Law Firm and promotes their emotional and physical health, well-being and safety. In addition, Mary Lou performs community outreach for the firm with the goal of being strategic in educating and joining hands with our professional community and family caregivers that deal with issues concerning the aging population on a daily basis.
As a Case Manager, she has also worked with developmentally disabled clients and with individuals and couples who have faced fertility challenges.

Member:
Life Care Planning Law Firm Association
Vendor Co-Chair for the Inland Association for Continuity of Care
Inland Empire Palliative Care Coalition
Networking for Seniors
Planning Committee Inland Empire Memory Walk 2010 ~
Alzheimer's Association
Alzheimer's Foundation
National Family Caregivers Association 

MaryLou Marquez, BSW
6529 Riverside Avenue, Suite 132
Riverside, CA 92506
Phone: 951.781.1960 X203
Mobile:951.212.0630
Fax: 951.682.5348
marylous@moynihanlyons.com
ww.moynihanlyons.com


Gina Fogelmanis
Gina worked for a national staffing firm for over 10 years as a marketing representative. She worked directly with the human resource department and department managers in negotiating rates by determining the proper workers compensation codes for many major corporations and providing employees for
such company's. While working for the staff firm Gina had won awards for producing the highest gross profit and customer retention in the nation. Gina began working with Steve Sexton in 2005 as a life and health agent with various responsibilities in the office including helping clients manage their funds. As the business grew at the Sexton Advisory Group, Gina became their marketing representative. With Gina's experience as a marketing representative she now sets up educational workshops for Steve Sexton to speak at various retirement communities.

Gina Fogelmanis
Wealth Advisor
Sexton Advisory Group
27247 Madison Avenue, Suite 500
Temecula, CA 92590
Phone: 951.695.8810
Fax: 951.848.9278
gina@sextonadvisorygroup.com
www.sextonadvisorygroup.com
CA Insurance License #OE94319