Jason Rogers
President 

San Diego Foundation
Director, Wealth Advisor Relations

“As the President of the Advisors in Philanthropy (AiP) San Diego Chapter, I am deeply committed to serving professional advisors by inspiring, educating, and empowering them to integrate philanthropy into the core of their practices. This mission is driven by a belief in the transformative power of giving, not just as an act of charity, but as a fundamental pillar of community development and personal fulfillment. Under my leadership, AiP San Diego focuses on creating a ripple effect—equipping advisors with the tools and insights to inspire their clients towards impactful giving, thereby fostering a culture of generosity that extends throughout the San Diego community. My passion for transforming communities through inspired giving not only defines my purpose but also encapsulates the core values and vision of our team at AiP. Together, we are dedicated to demonstrating how strategic philanthropy can create lasting change and enrich the lives of all involved.”

Hope Carlson, CFP®, CAP® 
Chair, Membership

Corient, Partner and Wealth Advisor 

"As a financial advisor who previously served as a museum’s Chief Development Officer, I love helping my clients with philanthropy. One of the true joys of AiP for me is finding other advisors and gift planning professionals who have a similar passion for philanthropy. I feel honored to be a part of the leadership team launching the San Diego chapter, and I look forward to meeting more people with whom to collaborate to help our clients and donors make an even greater impact."

Kevin D. Christensen, CFP®, AIF® 
Chair, Community Outreach

Aligned Financial Planning, Founder

“I joined AiP to surround myself with other professionals who care about the community and greater good. As a financial planner, I am looking to learn new charitable techniques for my clients and collaborate with other advisors to make a bigger impact. I am a founder and LPL Financial Planner at Aligned Financial Planning, focused on helping charitably inclined individuals, business owners and donors of non-profits align their money with their personal values.”

Kevin Christensen is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

John Kraemer
Committee Member

Kraemer Insurance Partners, Partner

Coming soon!

Carrie Vilaplana
Committee Member

J.P. Morgan Private Bank, Vice President 

"I was drawn to AIP due to its Mission of inspiring and educating advisors to make philanthropic planning an integral part of their client practice.  As we start an AIP Chapter in San Diego, we aim to focus our chapter content to fill a niche that is currently not being covered in-depth by other local groups.  I am excited to be a part of building the San Diego AIP Chapter as philanthropic planning is an integral part of my personal wealth management practice and I look forward to expanding my network of like-minded advisors."

Amy Walling
Committee Member

San Diego State University, Associate Vice President, Operations/Planned Giving

"AiP gives a special and unified approach to advisors who are committed to collaborating philanthropic work with their clients and the charitable community. With my view specific to charitable planning and gifting, I treasure and respect the professional responsibility of these advisors who inspire their clients to make a transformational impact in what enriches a greater gratitude toward mankind and quality of life for all."

Claudia Ehrlich, MBA, CAP®
Founding President

University of California San Diego, Office of Gift Planning

"I first joined AiP as a National Member and found a wonderfully collaborative community of like-minded professionals from both the trusted advisory world and the nonprofit sector. I then set out to establish a local chapter along with other leaders committed to bringing this bridge-building network to San Diego. We complement the efforts of existing professional associations to deepen our collective commitment to philanthropic impact. AiP is a vibrant forum for elevating our work vis-à-vis clients and donors when it comes to philanthropic conversations and gift planning. Clients and donors want to know they are making a real difference as community needs have never been greater."