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Top Business Valuation Team in San Diego

We have a track record built on integrity, hard work and expertise.

Our greatest asset is our professional team. The leaders are hands-on to provide accessibility, personal service and the flexibility you need. We are active in our professional community and at the forefront of best practices and standards. Vantage Point Advisors has a reputation for properly scoping and competitively pricing valuation engagements.

We’ve grown the company with positive client references and consistent referrals. We make clients happy. And we’re proud of it.

  • Todd Poling
    President
    President 858.876.3168 tpoling@vpadvisors.com Todd Poling is the Founder and President of Vantage Point Advisors, Inc.  ...read more
  • Todd Gaines
    Chief Financial Officer
    Chief Financial Officer 858.876.3020 tgaines@vpadvisors.com As the Chief Financial Officer for Vantage Point Advisors, Todd ...read more
  • Rich Barth
    Managing Director
    Managing Director 310.469.5114 rbarth@vpadvisors.com Rich Barth’s diverse background has enabled him to develop an impressive ...read more
  • Christian Dougherty
    Managing Director
    Managing Director 858.876.3015 cdougherty@vpadvisors.com Prior to joining Vantage Point Advisors, Inc., Christian Dougherty served as ...read more
  • Jason Malak
    Managing Director
    Managing Director 212.537.9430 jmalak@vpadvisors.com
  • Cheryl Kessler
    Director
    Director – ASA, CFA, MBA 858.876.9204 ckessler@vpadvisors.com Cheryl Kessler is an expert in business valuations ...read more
  • Steve Schenk
    Director
    Director – ASA, CIRA, MBA 858.876.9189 sschenk@vpadvisors.com Prior to joining Vantage Point Advisors, Inc., Steve ...read more
  • Gregory Urbanchuk
    Director
    Director, Intellectual Property – MSC, CVA 215.525.1853 gurbanchuk@vpadvisors.com Gregory J. Urbanchuk is an experienced financial ...read more
  • Brent Glova
    Director
    Director – CVA 858.876.9202 bglova@vpadvisors.com Prior to joining Vantage Point Advisors, Inc., Brent Glova was ...read more
  • Mark Sadauski
    Director
    Director – CMA, CVA 858.876.3108 msadauski@vpadvisors.com Prior to joining Vantage Point Advisors, Inc., Mark Sadauski ...read more
  • Joshua Vannetti
    Manager
    Manager – CPA, CVA 858.876.9215 jvannetti@vpadvisors.com As a Manager at Vantage Point Advisors, Inc., Joshua ...read more
  • Rick Kirk
    Associate
    Associate – CFA 858.876.3167 rkirk@vpadvisors.com As an Associate at Vantage Point Advisors, Inc., Rick Kirk ...read more
  • Ashleigh Reisig
    Associate
    Associate 858.925.8253 areisig@vpadvisors.com As an Associate at Vantage Point Advisors, Inc., Ashleigh Reisig conducts business ...read more
  • Jessica Iffert
    Associate
    Associate, MBA 858.876.9180 jiffert@vpadvisors.com As an Associate with Vantage Point Advisors, Inc., Jessica Iffert performs ...read more
  • Han Lee
    Associate
    Associate 858.397.5665 hlee@vpadvisors.com As an Associate at Vantage Point Advisors, Inc., Han Lee conducts business ...read more
  • Denis Ivanov
    Associate
    Associate – CVA 858.876.9392 divanov@vpadvisors.com As an Associate at Vantage Point Advisors, Inc., Denis Ivanov ...read more
  • Matthew Redeker
    Analyst
    Analyst 858.876.9217 mredeker@vpadvisors.com As an Analyst at Vantage Point Advisors, Inc., Matthew Redeker conducts business ...read more
  • Matthew Schoenfeld
    Business Development
    Director of Business Development 732.889.4137 mschoenfeld@vpadvisors.com Matthew Schoenfeld serves as Director of Business Development for ...read more
  • Catherine Castelli
    Administrative Assistant
    Executive Administrative Assistant 858.876.9188 ccastelli@vpadvisors.com Catherine Castelli acts as the primary support role to all ...read more
  • Jason Jost
    Executive Assistant
    Executive Assistant 858.876.9322 jjost@vpadvisors.com Jason is responsible for leading and managing CRM (client relationship management) ...read more

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