SD Networking Events - Finance Summit 2027
About this Event
There is parking at the Venue, 1100 Market Street but the attendant leaves at 5pm. After that, there is plenty of street parking and 2 blocks away is the Padres Parkade on 10th and J Street.
You can also Uber or Lyft and the Park and Market Trolley Stop is 1 block away.
Don't Like Using PayPal? Use This Link https://dmtc.kartra.com/checkout/summitevents
Event Description for the 2nd Annual SD Networking Finance Summit
🗓 Date: January 21st, 2027
🕓 Time: 4:00 PM - 8:00 PM
📍 Location: UC San Diego Park & Market
Join us for the 3nd Annual SD Networking Finance Summit, the premier gathering for financial professionals, business owners, and entrepreneurs in San Diego. Set in the stunning and modern UC San Diego Park & Market event space, this summit will feature an afternoon of engaging panel discussions, expert presentations, and meaningful networking opportunities designed to empower your financial growth and business success.
What to Expect:
✅ Keynote Presentations from top industry experts, providing insights on financial trends, wealth-building strategies, and economic outlooks for 2027.
✅ Dynamic Workshop style event covering topics such as investment strategies, tax planning, corporate finance, and sustainable growth solutions.
✅ Exhibitor Showcase featuring innovative companies offering cutting-edge financial tools and services.
✅ Networking Opportunities to connect with financial leaders, investors, and entrepreneurs in an environment designed to foster collaboration and growth.
Who Should Attend:
- Entrepreneurs and business owners seeking to strengthen their financial acumen.
- Finance professionals looking to expand their network and knowledge.
- Investors eager to discover new opportunities and trends.
Enjoy a well-curated experience with a top-tier venue, refreshments, and unparalleled networking. Whether you're looking to build your financial foundation, grow your portfolio, or connect with industry leaders, this summit is your gateway to financial success in 2027.
🚨 Limited spots available—secure your ticket today to be part of one of San Diego’s most impactful financial events of the year!
👉 Register Today before this event is SOLD OUT
Become a Sponsor or Exhibitor: Elevate your brand with direct access to hundreds of finance professionals and business owners. Email us at [email protected] to learn more.
We’re excited to invite you to become a sponsor of the upcoming Finance Summit on January 21, 2027, at the stunning UC San Diego Park & Market. This premier event will bring together over 150 business owners, financial professionals, and entrepreneurs for an evening of high-impact learning, networking, and brand exposure.
As a sponsor, you'll have the opportunity to:
- Showcase your brand to a targeted audience of decision-makers and industry leaders.
- Gain visibility through event signage, digital promotions, and social media campaigns.
- Engage directly with attendees during networking sessions and panel discussions.
- Align your company with thought leadership in the finance sector.
This is your chance to position your brand at the forefront of San Diego’s thriving business community. To learn more about sponsorship opportunities and benefits, please contact James Hickey at .
We look forward to partnering with you to make the 2027 Finance Summit a resounding success.
Present at SD Networking Events
📅 January 21, 2027 | 🕓 4 PM – 8 PM | 📍UC San Diego Park & Market
We’re seeking dynamic finance professionals, industry leaders, and money-minded innovators to speak at our upcoming Finance Summit — a premier gathering of entrepreneurs, business owners, and executives ready to elevate their financial knowledge and grow smarter businesses.
As a speaker, you’ll gain:
- 🎯 Exposure to 80-100+ attendees in person and thousands more through digital marketing
- 💼 Credibility as a thought leader in San Diego’s growing business community
- 🤝 Networking with top-tier professionals and potential clients or partners
- 📣 Promotion across our website, email list, and social media campaigns
If you’re passionate about helping others build financial success through education and strategy, we’d love to hear from you.
👉 Apply now to be a speaker: Contact James Hickey at
Carlos Gutierrez is a full-time San Diego real estate agent who won countless awards in the local real estate market, by helping his customers make great moves in, around, and out of San Diego, CA. He achieves these accolades by delivering an unmatched level of experience, enthusiasm, and loyalty to each and every client.
Carlos has created a vast real estate marketing network that includes carlossellssandiego.com, social network engagement strategies, viral video marketing, newsletter, various print media, and Radio and TV talk shows. Carlos has also created a personal and professional network that is among the most impressive in the Southern California real estate industry.
As a licensed real estate professional since 2005, Carlos serves sellers, buyers, and investors throughout San Diego County as a [art of the EXP Realty family. He explained that his success has been a result of his commitment to offering prompt, information-rich communications, work ethic, and focus on treating each transaction as if it was his own.
Contact Carlos: https://carlosgsandiego.com/
Brent Wilsey is a highly regarded registered investment advisor and a seasoned financial strategist with over 43 years of experience in the field. Brent currently owns and operates Wilsey Asset Management -- through which he offers day-to-day investment guidance to both individual investors and corporations. A financial management veteran with nearly $800 million currently under management, Brent's industry expertise and credibility has made him a sought-after expert source with the media. He frequently serves as a guest commentator on national broadcast television and radio talk shows, such as KUSI and Fox 5. Currently, both Brent and his son, Chase Wilsey host a weekly Smart Investing Radio Show, which airs Saturdays from 7am-8am on KOGO and Sundays 8am-9am on 1360 AM The Patriot.
Jonathan Toth is an independent mortgage broker with C2 Financial Corporation, specializing in advanced mortgage strategies for homebuyers, homeowners, business owners, entrepreneurs, and real estate investors.With an operations background in loan processing, Jonathan brings a deep, behind-the-scenes and analytical understanding of how loans are actually underwritten, structured, and approved. This operational foundation allows him to solve complex financing challenges that most traditional lenders often cannot underwrite loans for including unique homes, those taking advantage of aggressive tax strategies, high-net worth, cryptocurrencies, portfolio lending, and alternative income and document lending.Jonathan is known for his strategic, solution-first approach to mortgage planning. He works closely with clients and referral partners to structure debt that works in their interests - not the bank's.As an independent mortgage broker, Jonathan has access to a broad network of lenders and loan programs, allowing him to explore financing solutions for just about any scenario. He works around tailoring mortgage planning to each client's goals rather than forcing them into a one-size-fits-all mortgage.Outside of his career, Jonathan is passionate about mortgage education and empowering families with strategies that were never taught.
TOPIC: Jonathan Toth is an independent mortgage broker with C2 Financial Corporation, specializing in Non-QM and investor financing and helping clients leverage debt to build wealth through real estate.
Jonathan Taylor Toth
Mortgage Loan Officer
12230 El Camino Real Suite 100 | San Diego, CA 92130 P: 210-993-5023 | [email protected]
Kirk Carmichael - CEO - Founder
Kirk Carmichael is the author of "End your voluntary slavery, Eliminate Income Tax - Form an Unincorporated Nonprofit Association". The book explains his personal journey of how he discovered the hidden deceptive nature of how money, banking and taxation works in the year 2009. This eye opening discovery and continued study of American income tax history transformed his financial future by the eliminating of tax liability throughout the tenure of his $38 million per year transportation company he co-owned in Rancho Bernardo, California.Kirk operates a website and full-time education ministry, www.unincorporatedassociation.com, where he teaches people the straightforward and simple way to completely eliminate personal and business tax liability. He can be found daily 10 am Pacific Monday through Saturday on his question and answer session where people come to the life-changing revelation that they have been donating to a tax that most people likely have never owed.
Check out his book on Amazon.
Amazon.com: Eliminate Income Tax: Form an Unincorporated Nonprofit Association eBook : Carmichael, Kirk: Kindle Store
Rene A. Ronquillo
Business Center Manager, VP
Lori Riccadri CPA
https://www.lriccardicpa.com/
Where is it happening?
Event Location & Nearby Stays:
USD 0.00 to USD 750.00
