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All proceeds will be utilized by the Center for Wealth & Legacy to continue working with our San Diego community’s businesses by instilling hope and providing a specific roadmap for their continued success throughout the generations.

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The information contained on this site does not constitute tax or legal advice, and should not be relied upon for such purposes. The Center for Wealth & Legacy makes no claim regarding the accuracy, completeness, or reliability of the content of this site.

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Wealth Legacy Group, LLC

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Market Pointe Realty Advisors

Tim Rafalovich
Vice President, Wealth Specialist
Wells Fargo The Private Bank

Tim Rafalovich is a 24-year Wealth Manager, merger and acquisitions EVP, business owner and Ph.D. candidate serving as Vice President, Wealth Specialist for Wells Fargo The Private Bank.

Tim provides personal asset management including stocks, bonds, real estate as well as trust services such as estate planning review, legacy planning and corporate trustee work to high net worth families in order to build, manage, preserve and transition family and individual wealth.

Tim previously served as Vice President at CitiGroup with responsibility over 50 employees and a $1.8 Billion P&L. He serves on several corporate and non-profit boards, including the San Diego opera.