Asset Preservation Strategies, Inc.

Address: 3636 Nobel Drive, Suite 440 – San Diego, CA 92122   Tel: 858.455.1825 Fax: 858.455.6211

Meet The Team

John L. Jenkins, AEP®, EA, CFP®, CFF®
Chief Executive Officer

Gregory R. Banner, CFP®, CLU®, CRTP 
President

Monica Szakos Cramer
Vice President

Zaira Espinoza
Financial Advisor

At Asset Preservation Strategies, our purpose is to enhance your financial well-being.

While some firms claim to offer “comprehensive” wealth management, we take a slightly different approach. We engage in “collaborative” wealth management – with a personal touch.

Our advisors understand your goals and objectives and work with you as fiduciary through a clear, fee-based engagement.

We invite you to find out more about our innovative approach.

  • Family CFO services
  • Family Offices services
  • Business owners and entrepreneurs advising
  • Retirement planning
  • Strategies for women and wealth
  • Legacy, estate and foundation planning
  • Young investor advising