SDBJ SPECIAL REPORTS

Gaining Independence

FINANCE: Financial Advisers Break Away From the Big Firms

Locally based broker-dealers that provide back office and support services to independent financial advisers are expanding their local operations as more of the advisers break away from big brokerages.

Professional Profile: William Super

William “Bill” Super is the founder of William Super CPAs & Consultants, a practice that helps business owners and their families, and families with wealth with estate and charitable planning, family legacy and philanthropic planning, succession planning, exit planning and building the overall business value. The firm focuses on proactive, collaborative planning so business principals attain their long-term business objectives and maximize organizational value as well as overall family goals. Super founded the firm in 2007 after moving from Seattle.

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Positive Indicators Point to Prolonged Bull Run for Stock Market

MARKET: Experts Are Advising Clients To Shift to Stocks

As the stock market continues its upward climb, more investors are moving back into equities, some belatedly, but local financial advisers say that there’s still plenty of upside left.

Change is in the Air at Lindbergh

TRAVEL: Airport’s Green Renovation Is On Time and on Budget

After nearly five years of construction, the $1 billion Green Build project is nearing its final approach at San Diego International Airport, with the energy-efficient expansion set for an August completion.

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East County Wants to Chart a Flight Path for Commerce

BUILDING: Leaders See Opportunity to Create Aerotropolis at Gillespie

The East County business community has the world at its doorstep. The valley where the city of El Cajon meets Santee is a nexus of three freeways and an airport. With those assets, El Cajon’s Gillespie Field could increasingly shape business and development for several miles outside of its perimeter fence.

County Airports Are One of Region’s Economic Engines

TRAVEL: Eight Airports Handle Big Amount of Traffic

San Diego is an aviator’s paradise, what with multiple airfields capable of handling the largest to the smallest aircraft, and generating hundreds of millions, if not billions of dollars, each year in economic activity.

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The House Advantage

REAL ESTATE: Seller’s Market Drives Prices Up; Inventories Remain Tight

The continued dearth of available homes for sale in San Diego is driving up prices and causing much consternation among buyers, who often find their offers on properties too little or too late.

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Market Conditions Point to a Potential Bubble in Housing

REAL ESTATE: Scarce Land, Low Interest Rates, Motivate Buyers to Act

The increased demand for housing is spilling over to the purchase of new homes, say local builders. “There was an inflection point that happened in 2012,” said Paul Barnes, president of Shea Homes San Diego. “The light turned on inside a lot of people’s heads, and they got re-energized about home ownership.”

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Executive Profile: Brad Termini

Brad Termini is the founder and co-CEO of Zephyr Partners, a private real estate developer that focuses on niche opportunities in the Southern California housing market. Founded in 2008 with partner Dane Chapin, Zephyr started out with an opportunistic approach to capitalize on a collapsing real estate market.

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Regional Banks Find the Right Balance

BANKING: Institutions Increase Market Share With Their Approach to Service

Smaller than the biggest national banks but far larger than most community banks, regional banks, or those doing business in multiple states, are finding fertile ground in San Diego.

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Local Lending Climate Improves, Recovery Taking Hold

FINANCE: Increasing Confidence Brings an Upswing in Business

Local banks and credit unions saw a spike in lending activity last year, a clear indicator that an economic recovery is gradually taking hold.

Executive Profile: Steven D. Sefton

Steve Sefton is president and CEO of Regents Bank. Having worked together previously, Dan Yates, former president and CEO, recruited Sefton in 2011 for the job of president when Yates took on the role of president of Regents Bank’s holding company, Grandpoint Capital. In 2012, Sefton assumed the role of CEO as well. Regents Bank specializes in serving small to midsized businesses and offering a unique brand of consultative banking.

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