Building Generational Wealth
Event description
A Premier SDRP Leadership Experience
Wednesday, May 14 | 2:30–5:00 PM
📍 Joya Kitchen 10275 Science Center Dr, San Diego, CA 92121
Top producers earn income. The elite? They build wealth.
Let’s be real—income isn’t wealth.And if you’re not being intentional about building, protecting, and passing down what you’re earning… you’re leaving a legacy to chance.
That ends here.
Join us for Building Generational Wealth—an invite-only, powerhouse event designed to give you access to the conversations and strategies the top 1% are using.
Featuring Game-Changing Voices:
Masud Sarwary
Masud is an Executive and Entrepreneur based in San Diego, California. He owns Foundation Escrow, an independent firm specializing in residential real estate transactions. Masud is also an active investor in business, real estate, and private equity. His expertise includes business development, sales, marketing, operations, and finance. He currently serves as President and board member of PEERS Network and is actively involved in philanthropic efforts, with a deep passion for supporting the NICU at Rady Children’s Hospital.
Josh Romney
Josh is the Chairman and CEO of Intercap Lending, a direct Fannie, Freddie, and Ginnie seller/servicer licensed in 43 states. Josh leads over 500 employees nationwide and manages diverse real estate and private investment ventures. He is the President of Charity Vision International, performing over 80,000 surgeries annually in 28 developing countries. He also serves on the Executive Board of the Romney Institute at BYU and brings a legacy-focused approach to everything he builds.
Kyle Whissel
Kyle leads one of San Diego’s top-performing real estate teams, with offices in Santee, San Diego, and Carlsbad. Recognized by The Wall Street Journal as the #1 team in San Diego County and ranked among the top in California by Zillow and Trulia, Kyle has built a scalable business model while keeping the client experience personal. His motto? “Who Represents You Matters.”
These aren’t your average speakers. These are the people actually doing it.
What You’ll Learn:
✅ How to turn income into real, lasting wealth
✅ The exact tax strategies high-net-worth agents are using
✅ Why most agents unknowingly overpay and undergrow
✅ How to structure your assets to outlast your career
✅ The 3 biggest mistakes keeping agents broke in retirement
✅ And the truth about building a legacy in today’s economy
Why This Matters:
🔻 69% of Americans have no generational wealth
⚠️ Most agents are rich on paper—but poor in planning
📈 Real estate beats inflation—but only when structured right
💬 The most valuable insights? They don’t happen online. They happen in the room.
Who You’ll Connect With:
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Team leaders building businesses that run without them
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Investors thinking 10, 20, 30 years ahead
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Wealth strategists and capital advisors ready to help you scale
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Sponsors trusted by the top 1%
Add in curated networking, bites, drinks, and honest, tactical conversation—and you’ve got the most important 3 hours you’ll spend this year.
This Isn’t Motivation. It’s a Mindset Shift.
Your next commission won’t protect your family’s future.
Your equity won’t grow if it’s not structured right.
Your time is now.
Don’t just produce. Build something that lasts.
🎟️SPACE IS EXTREMELY LIMITED
Reserve your seat today before it’s gone.
Presented by:
San Diego Real Producers
With support from:
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Danny Drysdale & Stefanie O’Sullivan | Intercap Lending
As Director of Sales for California, Stefanie leads high-performing teams while managing my own book of business, specializing in mortgage advising, branch expansion, and regional sales growth. She is passionate about developing talent and fostering a people-first culture, which has helped drive a $350M branch while personally producing over $100M. A die-hard football fan—Go Bills! Go Utes!—She bring the same dedication and teamwork to the mortgage industry. -
Eric Barbarita | Bangerter Financial
At Bangerter Financial Services, Eric Barbarita specializes in helping Realtors incite new listings within their network of clients who own rental properties. Many landlords are eager to retire from the "Terrible T's" of property ownership—toilets, tenants, and trash—but are unaware of laws that allow them to defer taxes while replacing their income. Eric believes the aging, wealthy population represents the greatest growth opportunity for your business, regardless of the economic climate. He advises on real estate and retirement assets and is passionate about empowering agents and business owners to leverage this enduring trend. -
Daniel Tromello | Resolution Ventures Capital
Daniel Tromello is one of the nation’s top real estate investors, public speakers, and sales leaders. He has launched multiple successful companies, managed over $700 million in investor capital, and has acquired more than 700 properties. RE solve's focus is to help real estate agents and investors successfully navigate the distressed housing space and are the go-to resource as a cash investor, builder, lender, and wholesaler.
This event is PRIVATE to San Diego Real Producers preferred partners and Realtors
*Tickets are non-refundable. All proceeds go to Love Justice International. Stop human trafficking, help put traffickers in jail, and care for the most vulnerable.
Tickets for good, not greed Humanitix dedicates 100% of profits from booking fees to charity