Rockwell Capital Group
Chief Business Development Officer
(818) 918-1539
larmstrong@rockwellcapitalgroup.com
Accountant
Home Group: Glendale 2
Bio: Rockwell Capital Group Doesn’t Look to Set the Bar in Accounting Services, But to Be the Bar.
General Networks
VP & Co-Owner
(818) 330-7511
jbaker@gennet.com
Information Technology
Home Group: Pasadena 6
PCH Benefits & Insurance Solutions
Health and Life Insurance Agent
(805) 418-7080
kblunt@pchbenefits.com
Insurance
Home Group: Ventura
Bio: 20 year veteran of the insurance industry, advising small and mid-sized businesses on strategic and budget appropriate options for health, dental, vision, life, and disability insurance.
(617) 417-9242
nikki@coachnikkibruno.com
Home Group: Beverly Hills 5
JMJ Financial
Mortgage Advisor
(714) 310-0898
dduran@jmj.me
Real Estate
Home Group: South Bay Classic
Keystone National Properties
Director Development
(310) 836-1964
ae@knpre.com
Home Group: Santa Monica 4
Bio: Allen serves as the Director of Development for KNPRE, a Real Estate and Private Equity firm dedicated to creating maximum value for investors and firm while improving the world at the same time. “Doing Well by Doing Good.”
(323) 553-3407
robert@robertfreundlaw.com
Home Group: Westside 2
First Foundation Bank
VP, Branch Manager
(626) 773-6684
tgranados@ff-inc.com
Banking Finance
Home Group: Pasadena 5
Bio: I have twenty eight eight years in banking. Love to be a resource not just a banker. Passionate for client service and am always ready to help you meet your financial needs with the right solutions.
Clark Trevithick
Senior Counsel
(213) 341-1376
mhansen@clarktrev.com
Attorney
Home Group: Downtown Los Angeles 2
Bio: Bilingual English/Spanish Estate Planning Attorney.
Janas Associates
Managing Director
(323) 828-1769
jmh@janascorp.com
Banking Finance
Home Group: Universal City
Bio: Corporate attorney with 30 years of mergers and acquisitions experience and all aspects of business law. Qualified lawyer in UK and California. Now Managing Director with middle-market Investment Bank focused on sell-side transactions.
Sterling Financial Group
Senior Portfolio Manager
(626) 440-5850
bharrison@sterlingfg.com
Financial Service
Home Group: Pasadena 6
Bio: Wealth advisor focused on investment needs of private clients. Firm specializes in holistic wealth management, incorporating financial planning, estate planning, business consulting and investment management into its private client relationships.
Montecito Law Group, P.C.
Attorney
(805) 293-6363
stefanie@montecitolawgroup.com
Attorney
Home Group: Santa Barbara 3
Bio: Estate planning and elder law attorney.
Windsor
Post Acute Care Liason
(818) 587-6235
lance.hildebrand@humangood.org
Home Group: Glendale 1
Bio: I have spent my entire career finding ways to serve seniors in need. I specialize in skilled nursing post- acute care and have a diverse background in post-acute rehabilitation.
Torrey Pines Bank
Vice President, Entertainment Banking
(310) 623-8920
chowland@torreypinesbank.com
Banking Finance
Home Group: Entertainment 1
Berkshire Hathaway HomeServices
(310) 777-2864
brian@brianajoy.com
Real Estate
Home Group: Downtown Los Angeles 4
Jeff Kichaven APC
Esq.
(213) 996-8465
jk@jeffkichaven.com
Attorney
Home Group: Century City 8
Bio: Mediation and arbitration of business, employment and other disputes. Litigating lawyers and others can increase client satisfaction and generate repeat and business through use of Alternative Dispute Resolution.
HUB International Insurance Services Inc.
Senior Producer, Employee Benefits
(818) 770-3149
matt.kuznetsky@hubinternational.com
Insurance
Home Group: Encino 3
Bio: Employee Benefits specialist for companies with 2-200 employees. Matt works closely with business owners and high-ranking decision makers to implement and maintain group health insurance and accompanying compliance support.
Moten & Associates
(213) 943-1466
keith@motenlaw.com
Attorney
Home Group: Downtown Los Angeles 1
Novik Law Group
(818) 305-6041
erick@noviklawgroup.com
Attorney
Home Group: Encino 4
The Rojhani Law Group
(310) 288-2132
selena@rojhanilawgroup.com
Attorney
Home Group: Beverly Hills 4
Bio: I help individuals and businesses resolve their debt-related problems. Owing or being owed money, from bankruptcy to collections and everything in between, I learn about each client and their needs, and create the best legal solution for each one.
Hito LLC
Director
(213) 407-3778
esalinas@hitollc.com
Accountant
Home Group: Rancho Park
Career Journeys, Inc.
President and Founder
(626) 793-7753
serena@careerjourneys.net
Human Resources
Home Group: Pasadena 1
Bio: For 20+ years, Serena has been the creator of innovative professional development programs and team sessions for organizations (large & small), corporate teams and leaders. She specializes in communication (MBTI), emotional intelligence (EQ-i) and more.
Startup CFO Solutions
(917) 929-1969
neetapshah0@gmail.com
Home Group: Silicon Beach 2
Lido Advisors, LLC
(626) 247-4834
jteran@lidoadvisors.com
Financial Service
Home Group: Downtown Los Angeles 1
Tsircou Intellectual Property Law
(323) 660-9916
ktrope@tsircoulaw.com
Attorney
Home Group: Downtown Los Angeles 1
LivHOME
Care Consultant
(310) 294-4367
fvillegas@livhome.com
Consultant Service
Home Group: Glendale 2
The Liberty Company Insurance Brokers
(424) 281-3643
tomw@libertycompany.com
Insurance
Home Group: Sherman Oaks 1
Bio: As a benefits consultant, I help businesses with the ongoing challenges of providing health and welfare benefits in a constantly changing environment.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
RTI Properties, Inc.
Real Estate License#01117667
(310) 989-1137
joelbagel@aol.com
Banking & Finance
Home Group: Santa Monica 3
Bio: RTI Properties is a direct commercial real estate lender; this means that WE HAVE THE MONEY! We fund the commercial real estate loans that banks don’t do. Loan Size: $500,000 to $30,000,000. We make loans nationwide and in Canada.
JRH Consulting Group
CPA – President
(310) 470-8511
janet@jrhconsulting.com
Consultant & Service
Home Group: Century City 2
Bio: Providing practical and innovative solutions to increase productivity in the accounting departments of growing and expanding organizations, including non-profits. Big4 CPA firm background and 25+ years experience.
Morgan Stanley
Executive Director, CIMA
(818) 382-5740
brian.s.katz@morganstanley.com
Investment Advisor
Home Group: Santa Monica 1
Homebridge Financial Services, Inc.
Mortgage Loan Consultant
(310) 849-8653
karen.natapoff@homebridge.com
Banking & Finance
Home Group: Westside
Bio: Karen Natapoff is a veteran of the mortgage industry with over 20 years of experience helping borrowers in the incredibly competitive Los Angeles housing market. She’s done so by putting clients first and offering a diverse range of home loan products.
The M&A Group US
Principal
(310) 375-6960
sbrodhead@tmag.us
Financial Service
Home Group: South Bay 2
Bio: We provide lower- and micro-middle market business Owners expert Fortune 500 level M&A advisory services, exceptional resources, together with unique and focused transactional expertise.
Wolfsdorf Rosenthal LLP
Immigration Attorney
(310) 477-3000
dfullmer@wolfsdorf.com
Attorney
Home Group: Global
Bio: A Business Immigration attorney offering a full scope of immigration legal services with a practice focusing mainly on foreign investors and work visas and compliance for companies.
Taylor Wealth Management
CFP – CPA/PFS
(310) 540-8000
doug@taylorwealth.com
Investment Advisor
Home Group: South Bay Classic
Bio: Taylor Wealth Management provides objective, comprehensive, financial planning, investment and tax advice. We bring our best wisdom and advice to your personal finances. Fee-only. No product sales. No commissions.
Farber Hass Hurley LLP
CPA
(805) 504-8413
chousel@fhhcpas.com
Accountant
Home Group: Westlake 5
Bio: My firm, Farber Hass Hurley, LLP is unique. Each of the partners have many years of Big-Four and national firm experience as do many of the professional staff. We serve a diverse range of industries.
New York Life Insurance Company
Agent, Registered Representative, Investment Adviser Representative
(323) 782-3222
hkagan@eaglestrategies.com
Insurance
Home Group: Westwood
Bio: Since 1985 we have been working with wealthy families and businesses whose complex financial situations require specialized expertise, who value professional care, and who value their time so much that they want to outsource their financial situation.
Lloyd S. Berkett Insurance Agency
Vice President
(310) 857-5757 ext 121
sussery@berkettinsurance.com
Insurance
Home Group: Century City 8
Bio: We provide Insurance, Risk Management and Benefits to a broad range of commercial and personal clients. Our company has been in business for 65 years and we are known for the personal attention we give our clients.
Farber Hass Hurley LLP
(805) 504-8410
paula.woodward@fhhcpas.com
Accountant
Home Group: Camarillo 1
Bio: PCAOB and CPAB registered CPA firm specializing in SEC and ERISA audit engagements, Peer Review services, merger & acquisition services. Offices in Camarillo, Granada Hills and Valencia.
Lowthorp, Richards, McMillan, Miller & T
Attorney at Law
(805) 981-8555
carrieta@lrmmt.com
Attorney
Home Group: Ventura
Bio: Twenty-first century attorney and counselor at law with a practice focus on estate planning and litigation.
SLM Law
Attorney At Law
(310) 443-4119
silva.me@gmail.com
Attorney
Home Group: Warner Center 1
Bio: Silva L. Megerditchian is a skilled criminal defense attorney who formed and manages SLM LAW, APC. She represents adults and children arrested for any misdemeanor or felony crime in the State of California.
Date: November 11, 2020
Time: 12:00pm to 1:30pm
Date: December 2, 2020
Time: 11:30am to 1:30pm
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