New Members | 25 New Members in the Los Angeles Area
Joe Adams
Company: Joe Adams & Assoc.
Title: Attorney
Phone: (323) 337-9012
Email: joe@jaesq.com
Profession: Attorney
Home Group: Santa Monica 5
Bio: Immigration lawyer with strong focus on arts, entertainment, athletes, entrepreneurs, and families.
Morgana Blackwelder
Company: John Moran Auctioneers, Inc
Title: SVP, Director of Trust and Estates
Phone: (626) 793-1833
Email: morgana@johnmoran.com
Home Group: Pasadena 2
Gene Brown
Company: Bedrock Fiduciaries
Phone: (310) 933-4723
Email: geneb@bedrockfiduciaries.com
Home Group: Beverly Hills 5
Bio: Gene Brown is a CA Licensed Professional Fiduciary providing trust administration and Daily Money Management service. His firm leverages technology to aid efficiency and data security without compromising thoroughness personal service.
Kevin R. Brown
Company: Camaur Crampton Family Law, PC
Phone: (949) 234-8280
Email: kbrown@divorce.legal
Home Group: Santa Monica 4
Anthony Chiappetta
Company: AMC Modern IT
Title: CEO
Phone: (909) 592-0224
Email: anthony@amcsolutions.net
Profession: Information Technology
Home Group: Pasadena 4
Esther Clauson
Company: KW/ Dave Knight Real Estate Team
Bio: Realtor
Phone: (626) 765-5907
Email: esther@daveknightrealestate.com
Profession: Real Estate
Home Group: Pasadena 4
Bio: As Senior Real Estate Specialist, I help clients create a plan for their real estate goals, whether it be executing a trust sale, transitioning an older loved one to assisted living, relocating, or purchasing a home.
Josh Eichenstein
Company: Eichenstein Law Firm P.C.
Title: President
Phone: (310) 237-5676
Email: joshua@eichiplaw.com
Profession: Attorney
Home Group: Santa Monica 6
Bio: I help build, manage, & litigate intellectual property matters. Specifically, Trademark, Copyright, and patent litigation; as well as trademark and copyright registrations and licensing. I am a one-stop-shop for all intellectual property matters.
Kayla Hong
Company: Holthouse Carlin & Van Trigt LLP
Phone: (626) 463-7293
Email: kayla.hong@hcvt.com
Profession: Accountant
Home Group: Pasadena 4
Roy Huntsman
Company: Huntsman Injury Law
Phone: (661) 305-9932
Email: roy.huntsmanlaw@gmail.com
Profession: Attorney
Home Group: Santa Clarita Valley
Bio: Roy Huntsman handles personal injury claims from intake to trial. His clients enjoy personal attention and professional guidance through the healing process while having a true professional handle the claims and negotiation process.
Joe Khoury
Company: Zoom Business Brokers
Phone: (310) 400-3770
Email: joe.khoury@zbbca.com
Home Group: South Bay 3
Bio: I pride myself in being committed to my clients and discussing if I am the right fit to represent you and your business in a sale process. My role is to inform you and guide you through the buying and selling process and ultimately close a deal .
Todd Krauss
Company: Todd Krauss, APC
Phone: (818) 981-1007
Email: todd@tkrausslaw.com
Profession: Attorney
Home Group: Sherman Oaks 2
Bio: I help people with Long Term Disability Claims that have been denied, Long Term Care cases, all over the State of California and other states under the ERISA statute.
Benson Lau
Company: Satnick Lau LLP
Phone: (310) 356-8472
Email: benson@satnicklau.com
Profession: Attorney
Home Group: Downtown Los Angeles 1
Culbert Lu
Phone: (310) 987-7372
Email: culbert@aquislaw.com
Home Group: South Bay 2
Ken Malouf
Company: Game Time Strategies LLC
Title: President & Owner
Phone: (818) 804-5430
Email: ken@gametimestrategies.com
Profession: Consultant Service
Home Group: Westlake 2
Bio: As a FocalPoint certified executive business coach, Ken partners with business owners and executives to help them develop their business game plans, grow their businesses, build their teams, optimize their effectiveness, and get them to their goals.
Rod Ponce
Company: First Republic Bank
Title: Senior Account Executive
Phone: (310) 407-7024
Email: rponce@firstrepublic.com
Profession: Banking Finance
Home Group: Downtown Los Angeles 3
Bio: I am a Senior Account Executive for First Republic Bank, and I specialize in unsecured business loans and lines of credit, home equity lines of credit, and student loan refinancing.
Chas Schlaack
Company: Backbone Capital
Phone: (310) 869-8019
Email: cschlaack@backbonecap.com
Profession: Banking Finance
Home Group: Pasadena 2
Jonathan Seber
Company: Seber Bulger LLP
Phone: (310) 651-7438
Email: jonathan@seberbulgerlaw.com
Profession: Attorney
Home Group: Beverly Hills 1
Bio: Jonathan is a personal injury attorney who cares about his clients.
Dan Shea
Company: Objective Capital Partners
Title: Managing Director
Phone: (310) 903-2163
Email: dan.shea@objectivecp.com
Profession: Banking Finance
Home Group: M$A/Capital Formation Group
Bio: Investment banker and strategic advisor to middle market companies (revenues ranging from $10 million to $250 million) with a broad sector focus including consumer, business services, manufacturing/distribution, tech and healthcare.
David Simpson
Company: Simpson Employment Law, APC
Phone: (661) 481-2260
Email: david@simpsonemploymentlaw.com
Profession: Attorney
Home Group: Santa Clarita Valley
Bio: David has been practicing employment law for 35+ yrs, helping employers successfully manage within the foul lines of state/federal employment laws, and representing employers/employees in discrimination, harassment, wage/hour and other employment lawsuits.
Greg Spaulding
Company: Turnkey Advisory
Title: Principal
Phone: (805) 409-7919
Email: gts@turnkeyadvisory.com
Profession: Consultant Service
Home Group: Moorpark
Bio: We assist in building business credit independent from personal credit for small and start-up businesses. The goal is to get credit and funding options that were not available before. We also assist in raising personal FICO scores.
James Tedford
Company: Tedford & Associates
Title: Trial Lawyer
Phone: (626) 793-7270
Email: ted@tedfordlaw.com
Profession: Attorney
Home Group: Pasadena 5
Bio: James “Ted” Tedford is a Trial Lawyer. Mr. Tedford has successfully litigated cases through jury trial
involving Catastrophic Personal Injury, State and Federal Criminal Defense and Police Misconduct cases.
Noelle Valentino
Company: John Moran Auctioneers & Appraisers
Title: Department Manager, Trust and Estates
Phone: (202) 341-9819
Email: noelle@johnmoran.com
Profession: Consultant Service
Home Group: Glendale 1
Bio: Experienced arts professional who provides appraisals and auction advisory services for fine + decorative art, jewelry and more. I work closely with estate settlement departments, residential realtors, attorneys and fiduciaries.
Hanzhang (Han) Xu
Company: Law Office of Hanzhang Xu
Phone: (818) 422-3546
Email: han.x@hxlawoffice.com
Profession: Attorney
Home Group: Santa Monica 2
Bio: Hanzhang Xu is a Mandarin speaking immigration attorney. He helps employers get visas for their foreign employees and help individuals apply for visas and green cards. Hanzhang Xu is also a trial attorney and does civil litigation.
Lawrence Zlot
Company: CLA LLP (CliftonLarsonAllen LLP)
Title: CPA
Phone: (310) 288-4247
Email: lawrence.zlot@claconnect.com
Profession: Accountant
Home Group: Beverly Hills 3
Bio: I’m a CPA who works in tax with a focus on real estate. I help my clients with their planning and compliance needs.
Deborah Zolla
Company: Law Offices of Marshall S. Zolla, APC
Title: Attorney
Phone: (310) 407-0770
Email: dzolla@zollalaw.com
Profession: Attorney
Home Group: Beverly Hills 1
Bio: Deborah Elizabeth Zolla, a partner in the firm, has an intense and sophisticated background in the field of family law. Ms. Zolla handles complex divorces, Prenuptial Agreements, Postnuptial Agreements, paternity actions, and palimony actions.
Member News
Juliet Huck featured in Bloomberg Law on how to “Win Your Virtual Trial With Visual Persuasion”
Juliet Huck, author of The Equation of Persuasion and founder of the Academy of Persuasion group training and e-learning series, was recently published in Bloomberg Law sharing her thoughts on how visual persuasion is more important than ever and how lawyers can utilize visual persuasion to retain jurors’ focus and lead them to a desired conclusion. Click here, for subscribers of Bloomberg Law.
Angela Reddock-Wright Selected for Inclusion in the Best Lawyers in America 2021 Edition (08/20/20)
Congratulations to Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, who has been selected by her peers for inclusion in The Best Lawyers™ in America (2021 Edition) in the field of Labor & Employment.
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Angela Reddock-Wright Discusses Covid-19 and Workplace Rights on Fox 11 News LA (08/07/20)
Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, was interviewed Marla Tellez on Fox 11 News to discuss employer and employee rights with respect to employees returning to work in the midst of COVID-19. Watch the segment, click here.
Angela Reddock-Wright Was a Guest on ABC 7 News
Angela Reddock-Wright, an employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was a guest on ABC 7 News to discuss the continued problems many people are having applying for and getting their unemployment benefits. Last week, CA Governor Newsom established a Strike Team to try getting to the heart of the problems with the CA EDD and the processing of unemployment claims, and the State Legislature conducted hearings on the matter. Hopefully, there will be a solution soon! Watch here.
Neville Johnson Quoted in Columbia Journalism Review
Neville Johnson, whose firm does much libel work, is quoted in this interesting article about lawyers on the plaintiffs’ side. Read the full article, click here.
Steven Martini Akpovi Partners Recognized With CalCPA Public Service Award
SoCal firm, Martini Akpovi Partners is extremely proud to be honored with the 2020 CalCPA Public Service Award! In addition to recognizing firms for their extraordinary efforts in serving their communities, the award aims to encourage others in the industry to follow suit.
Sylvia Milu STS Named as a World’s Best MSP Again!
STRATEGIC TECHNOLOGY SOLUTIONS HONORED ON THE CUTTING-EDGE MSP 501 LIST We’re proud to announce STS has been named as one of the world’s premier managed service providers on the prestigious 2020 annual Channel Futures MSP 501 rankings. The MSP 501 list recognizes the world’s 501 most influential managed service providers and identifies the leading cutting-edge MSPs around the globe.
Juan Ros, CFP® Appears on Charitable Giving Podcast
Juan Ros, CFP®, Financial Advisor with Forum Financial Management, was a guest on the “Charitable Chit Chat with Cathy and Claire” podcast, a radio magazine-style podcast by and about philanthropy professionals hosted by planned giving and philanthropy expert Cathy Sheffield and nonprofit marketing specialist Claire Meyerhoff. In the episode, Juan helps “bust” myths about planned giving. You can listen to the show on Spotify, iHeart, and Apple, or from the show’s website.
John Grace on Yahoo Finance Friday
Don’t miss John’s analogy, “We hope you’ve enjoyed your flight, now is the time for you to put your tray tables in the upright and locked position. This plane is coming down hard. Learn more, click here.
Dena Oberst Interviewed by Women’s Millionaire Magazine
Dena Oberst – Sales Tax Guru, Founder and CEO of Gable Tax Group, was interviewed by Women’s Millionaire Magazine. The sales tax impact of the SD v. Wayfair decision on all businesses both foreign and domestic. Learn more, click here.
Tina M. Alleguez – Selected as Super Lawyer
Tina M. Alleguez, Managing Partner of Alleguez Newman Goodstein LLP, was recently recognized as a “Super Lawyer”. Congratulations Tina!
Robb Caruso – Driven Becomes Chambers’ Ranked
In recent news, Chambers and Partners, the internationally renowned legal rankings firm, has given Driven, Inc. top billing in its annual rankings for eDiscovery (litigation support) firms in the U.S. Widely recognized as the “legal industry’s most prestigious rankings,” Chambers placed Driven in “Band Three”. Learn more, click here.
Paula Bahamon Selected as one of the “The Valley 200”
Paula Bahamon was selected to be on the prestigious list of influential people called “The Valley 200” published by the SFV Business Journal on July 2020. Learn more, click here.
James Bean Interviewed on Exit Coach Radio with Bill Black
James Bean was recently a guest on “The Exit Coach Radio Show”. James talked about planning strategies that are important for Business Owners like you to Grow & Protect the value of your business. You can listen to the podcast version from your computer or smartphone by clicking here and clicking on “Now Playing”.
Adrianna Smith Interviewed on BizNinja Entrepreneur Radio
Adrianna Smith interviewed on BizNinja Entrepreneur Radio, an ABC News Radio affiliate, discussing the state of business sales, how to go into business with a friend, and the business advice brand, The Biz Hotlist! Tune in to hear the full episode, click here.
Lana Hout Featured in Medium Authority Magazine Article!
Check out the Medium Authority Magazine article titled “Female Disruptors: How Adrianna Smith and Lana Hout Are Shaking Up How We Think Of Businesses Brokers,” featuring Managing Broker Lana Hout of First Choice Business Brokers Los Angeles, where she gives her thoughts on shaking up the business brokerage industry!
CCIV Patent Lawyer Omid Khalifeh Featured in Business News Daily
Does My Company Own My Intellectual Property? In many cases, intellectual property (IP) created on behalf of a business in exchange for compensation is considered the property of the business that commissioned it. This article is for professionals and creatives who regularly develop intellectual property on behalf of businesses and need to know who owns the rights to their work. For the full article, click here.
Avi Reichman, CPA is Named Volunteer of the Year by Cal CPA
Congratulations to Avi Reichman, announced at the recent #CalCPACouncil meeting: Public Service Award (Individual): Avi Reichman
Lenny Schloss Quoted in Society of Human Resources Management Article
Lenny Schloss was quoted in a Society of Human Resources Manageement article on employing parents with online school in the Fall. Learn more, click here.
Eliza Ghanooni has been Nominated to Superlawyers in Consumer
Eliza Ghanooni is a Certified Specialist in bankruptcy law, principal of Ghanooni Law Firm, APC.
Mary Akpovi Chosen as an ‘Icon of Influence’ by San Fernando Valley Business Journal
Founding Partner, Mary Akpovi MBA, MBT, Ph.D, has been recognized as an Icon of Influence in the San Fernando Valley Business Journal’s list of most influential leaders. The publication has identified 200 influential leaders in the Valley, and twenty of these most influential honorees have been chosen as Icons of Influence.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 20 Years
Jeremy Kline
Company: Feinberg Mindel Brandt & Klein LLP
Title: Partner
Phone: (310) 447-8675
Email: jkline@fmbklaw.com
Profession: Attorney
Home Group: Century City 1
Bio: Jeremy Kline is a Certified Family Law Specialist* and a partner at FMBK, LLP, an 18 attorney family law firm in West Los Angeles, CA. Jerry’s law practice focuses primarily on family law including premarital and post marital agreements, marital dissolution and more.
Celebrating 15 Years
Bill Staley
Company: Law Office of William C. Staley
Title: Attorney
Phone: (818) 936-3490
Email: bill@staleylaw.com
Profession: Attorney
Home Group: Warner Center 1
Bio: Business & tax law. Big firm knowledge & experience, small firm efficiency. Selling or buying businesses. Incorporating, reorganizing, dissolving businesses. Buy-sell agreements. Stock incentive plans. Succession planning. Nonprofit organizations.
Laura Yamanaka
Company: teamCFO Inc.
Title: President
Phone: (213) 628-7340
Email: lyamanaka@teamcfo.com
Profession: Accountant
Home Group: Santa Clarita Valley
Bio: teamCFO provides CFO/Controller services to companies and nonprofits facing challenges in their finance/accounting operations. Reasons clients engage us: accounting personnel turnover; need more financial expertise; cash flow issues; lack of financial data.
Celebrating 10 Years
Jeff Chase
Company: HKG, LLP
Title: Partner
Phone: (626) 585-0666
Email: jchase@hkgcpa.com
Profession: Accountant
Home Group: Warner Center 1
Bio: HKG, LLP is a team of seasoned professionals committed to building strong partnerships with our clients. Drawing on our knowledge and expertise, we strive to make you and your business more successful.
Eli Eisenberg
Company: Straight Line Management Corporation
Title: Founder and CEO
Phone: (818) 706-0504
Email: eli@straightlinemgt.com
Profession: Consultant & Service
Home Group: Silicon Beach 2
Bio: Since 1991, Acting CFO to more than 100 early-stage companies across a variety of industries, providing financial expertise and mentoring to increase clients’ profitability, secure funding and streamline financial operations. SF Giants Fan since 1975.
Alan Eisner
Company: Eisner Gorin LLP
Title: Attorney at Law
Phone: (818) 781-1570
Email: alan@egattorneys.com
Profession: Attorney
Home Group: Encino 1
Bio: Criminal Defense -Certified Specialist by California State Bar. Representing individuals and businesses facing criminal accusations in State and Federal Court.
Adam Gauthier
Company: Gauthier Estate Planning, APLC
Title: Attorney at Law
Phone: (805) 497-4567
Email: adam@gauthierestateplanning.com
Profession: Attorney
Home Group: Westlake 7
Bio: I offer a variety of estate planning services for married couples, senior citizens, parents, and single clients who wish to plan for their estate.
Roshan Ghaznavi
Company: Merrill Lynch
Title: Senior Vice President-Wealth Management
Phone: (818) 227-6316
Email: roshan_ghaznavi@ml.com
Profession: Investment Advisor
Home Group: Woodland Hills 1
Bio: Throughout my career in the Financial Services industry, my goal and focus has been to provide investment and planning based solutions for the unique needs of my clients. Forward thinking, client focus and careful planning have been the cornerstones of my practice.
Lucia Hazrian
Company: Citizens Business Bank
Title: Vice President & Sr. Relationship Manager
Phone: (818) 549-7222
Email: lhazrian@cbbank.com
Profession: Banking & Finance
Home Group: Glendale 2
Bio: Citizens Business Bank catering to the needs of small and mid-sized businesses located in Southern California. We distinguish ourselves from other banks by being responsive and providing personal service.
Ronald Hughes
Company: Hughes & Hughes, LLP
Title: Attorney, Tax Attorney
Phone: (818) 715-9558
Email: rhughes@h-hlawyers.com
Profession: Attorney
Home Group: Woodland Hills 2
Bio: Partner of an AV rated law firm with significant domestic and international in-house business transactional experience at start-ups as well as large public entities. Our clients receive partner level services at cost effective rates.
Ellis San Jose
Company: The Note Guys-Real Estate Group 360
Title: Director
Phone: (805) 852-7418
Email: ellis@realestategroup360.com
Profession: Real Estate
Home Group: Westlake 3
Bio: Real Estate Broker, Trust Deed Broker, Investor & Complex Real Estate Transaction Problem Solver. The 3 L’s of Real Estate -Location, Location, Location – and the ugly L’s of real estate Litigation, Long Distance Ownership, or a Long story.
Nicole Kamm
Company: Fisher & Phillips, LLP
Title: Partner
Phone: (213) 330-4497
Email: nkamm@fisherphillips.com
Profession: Attorney
Home Group: Woodland Hills 2
Bio: I represent employers in labor and employment law, including employment discrimination, harassment, wrongful termination, wage-hour matters, and advice and counsel.
Albert Lee
Company: Business Legal Partners
Title: Attorney at Law
Email: alee@bizlegalpartners.com
Profession: Attorney
Home Group: Pasadena 4
Bio: Our law firm’s mission is to give clients a competitive advantage through quantitative problem solving of business and real estate matters.
Brian Raat
Company: Wedbush Securities
Title: Vice President, Investments
Phone: (818) 226-6753
Email: brian.raat@wedbush.com
Profession: Investment Advisor
Home Group: Westlake 4
Bio: As a CERTIFIED FINANCIAL PLANNER professional, I provide comprehensive & customized financial planning and wealth management services for individuals, families and businesses.
Neil Rosenfield
Company: Squar Milner LLP
Title: CPA
Phone: (818) 981-2600
Email: nrosenfield@squarmilner.com
Profession: Accountant
Home Group: Encino 2
Bio: My practice is focused on service businesses, primarily medical and small to medium size owner operated businesses, highly compensated and high net worth individuals.
Zachary Rothenberg
Company: Nelson Hardiman, LLP
Title: Partner
Phone: (310) 203-2800
Email: zrothenberg@nelsonhardiman.com
Profession: Attorney
Home Group: Century City 6
Bio: I am a healthcare lawyer specializing mainly in civil litigation. I represent healthcare providers — individual doctors, hospitals, surgery centers, addiction treatment facilities, pharmacies, labs, etc.
Nancy Valentine
Company: Deasy Penner Podley
Title: Director of Trusts & Probate
Phone: (818) 259-4270
Email: nancy@nva-realestate.com
Profession: Real Estate
Home Group: Pasadena 3
Bio: Listing & Selling since 1991. Proven system to maximize value. Extensive experience in attorney related real estate sales:Estate, Probate, Trust, Divorce, Conservatorship or Guardianship.
Celebrating 5 Years
Aaron Bloom
Company: TroyGould PC
Phone: (310) 553-4441
Email: abloom@troygould.com
Profession: Attorney
Home Group: Beverly Hills 5
Bio: Aaron Bloom is a trial lawyer who solves problems. Practical and efficient, he achieves great results both inside the courtroom and through informal settlements. Mr. Bloom handles a wide variety of entertainment, real estate, intellectual property and more.
Mark Deo
Company: Family Business Advisors Network
strong>Title: Certified Family Business Advisor
Phone: (310) 963-1145
Email: mdeo@sbanetwork.org
Profession: Consultant & Service
Home Group: South Bay 4
Bio: Family-owned businesses have unique challenges such as; strained multi-generational communication, a mismatch in core values, dysfunctional behaviors or the “sticky baton syndrome” (founders hanging onto control too hard and too long).
Denise Feldman
Company: California Healthcare Consulting, Inc.
Title: President
Phone: (818) 986-3727
Email: dfeldman@chci.us
Profession: Consultant & Service
Home Group: Sherman Oaks 1
Bio: As a California licensed Life & Disability Insurance Analyst and a HIPAA Certified Professional, we assist individuals and their allied professionals in resolving complex health insurance claim issues.
Tom Hampton
Company: TAB North LA/S&TH Consulting
Title: Principal, S&TH Consulting/President TAB LA North
Phone: (323) 857-1771
Email: sthconsulting@tablanorth.com
Profession: Consultant & Service
Home Group: Beverly Hills 3
Bio: Principal in S&TH Consulting, President of TAB LA North and a resident of Los Angeles for 30+ years. With over 25 years of executive management experience across multiple industries, from Technology to Equipment to Consumer Products to Utilities.
Mark Lucht
Company: Foumberg, Juneja & Co
Title: Senior Manager
Phone: (818) 981-6100
Email: markl@foumbergco.com
Profession: Accountant
Home Group: Santa Monica 2
Bio: Public accountant since 1991. Worked at various firms including some large regional firms during that time. Works with high net worth individuals to minimize taxes and asset protection strategies.
Nancy Martin, ASA
Company: Nancy Alison Martin ASA & Associates
Title: Appraiser of Personal Property
Phone: (626) 256-0500
Email: office@nancymartinappraisals.com
Profession: Consultant & Service
Home Group: Pasadena 3
Bio: Professional Appraiser of Personal Property focusing on disputes and controversial matters going before the courts, the IRS and insurance companies. Large projects, loss claims, collaboration with experts and Appraisal Reviews are my firm’s specialty.
Doug Quackenbush
Company: The Business Compass
Title: Owner/Founder
Phone: (310) 937-5951
Email: doug@thebusinesscompass.com
Profession: Consultant & Service
Home Group: South Bay 3
Bio: A Mastery Coaching & Revenue Consultancy, working with professional-service firms to achieve optimal growth through effective leadership practices, client-centered operations, team building, and sales & marketing strategies.
Rufus Rhoades
Company: Law Offices of Rufus v Rhoades
Phone: (626) 795-5222
Email: rufus@rufustaxlaw.com
Profession: Attorney
Home Group: Downtown Los Angeles 4
Bio: I am a tax lawyer specializing in the U.S. tax rules for individuals and companies that have cross-border transactions. For example, a foreign person (individual or company) may want to engage in business here or invest here.
Jay Rosen
Company: Affiliated Monitors, Inc.
Title: VP, Business Development, Monitoring Specialist
Phone: (310) 729-6746
Email: jrosen@affiliatedmonitors.com
Profession: Consultant & Service
Home Group: Downtown Los Angeles 4
Bio: Affiliated Monitors provides independent independent ethics and integrity monitoring to oversee the implementation of administrative agreements, deferred and non-prosecution agreements, or other dispositions in enforcement actions.
Dave Salzman
Company: Engel and Volkers South Bay Los Angeles
Title: Managing Broker
Phone: (310) 545-2260
Email: dave@davesalzman.com
Profession: Real Estate
Home Group: South Bay 2
Bio: Ranked in the top 2% of Engel+Volkers advisors world wide. Managing broker 50+ advisors. Working Agent providing Luxury property sales, investment and development in the South Bay Cities of Los Angeles County, CA.
Angela Park Sheldon
Company: Tortuga Wealth Management
Title: Managing Partner/Wealth Advisor
Phone: (310) 906-0517
Email: angela@tortugawealth.com
Profession: Investment Advisor
Home Group: South Bay 4
Bio: We specialize in multi-generational wealth planning, ensuring that the wealth created by the original grantor(s) continue to grow for multiple generations.
Ryan Southwick
Company: Zephyr Financial Strategies
Title: Financial Planner
Phone: (626) 720-9064
Email: ryan@zephyrfs.com
Profession: Investment Advisor
Home Group: Universal City
Bio: We help our clients crystallize their financial goals, develop a plan to accomplish them, and take responsibility for getting the job done. We specialize in comprehensive financial planning to develop a personalized plan and help every step of the way.
Henry Whitehead
Company: Fox Rothschild LLP
Title: Associate
Phone: (424) 285-7032
Email: hwhitehead@foxrothschild.com
Profession: Attorney
Home Group: Downtown Los Angeles 4
Bio: Henry is a litigator and trial lawyer at Fox Rothschild LLP in Los Angeles. His practice focuses on general commercial litigation, with an emphasis on business and intellectual property disputes. Henry has trial experience at the state and federal level.
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