Theodora Oringher PC
(310) 776-0072
cainsworth@tocounsel.com
Attorney
Home Group: Rancho Park
Bio: Business Litigator with Business Sense.
UnionBanc Investment Services
Senior Financial Advisor
(805) 797-0007
christopher.bannon@unionbank.com
Investment Advisor
Home Group: Ventura
Bio: I am a Senior Financial Advisor at UnionBanc Investment Services with over 20 years industry experience. I specialize in comprehensive financial planning & risk mitigation as it pertains to investments, insurance and safe money options.
The Liberty Company Insurance Brokers, Inc
VP
(818) 914-3989
abedros@libertycompany.com
Insurance
Home Group: Pasadena 2
Bio: Independent Commercial P&C insurance broker, focused on risk management. I help businesses build a risk profile that is highly attractive to insurance companies, spurring aggressive competition between Insurers and driving down premiums.
Botoff Consulting, LLC
Principal Consultant
(404) 247-5686
ron@botoffconsulting.com
Consultant Service
Home Group: Westside
Certified Financial Planner (CFP) designation
(626) 665-7700
joan@branininsurance.com
Insurance
Home Group: Pasadena 4
Bio: I’m a CFP® and Medicare Insurance specialist with 30 years of experience helping individuals age 64 and over navigate the rules of Medicare and better understand the Medicare insurance options with the goal of maximizing coverage while reducing costs.
Executive On The Go
Founder
(818) 886-4895
acade@execonthego.com
Consultant Service
Home Group: Universal City
Chandler & Shechet, LLP
(323) 984-5399
lchandler@solutionsllp.com
Attorney
Home Group: Rancho Park
Bio: I am a mediator helping groups resolve/prevent disputes and improve communication. I work with small businesses, creative collaborators, and others who want to work better together. I also mediate legal malpractice and business partnership lawsuits.
Law Office of Jennifer S. Chang
Attorney
(323) 931-5270
jennifer@jenchanglaw.com
Attorney
Home Group: Rancho Park
Bio: As a special education attorney, I advocate on behalf of children with special needs to ensure that the school district is providing necessary resources to benefit the student’s education.
Kevin J. Moore and Associates
Author of How To Get Free Money For College
(626) 568-9300
ddoitch@kjmlaw.com
Attorney
Home Group: Universal City
BNY Mellon Wealth Management
Senior Client Strategist
(310) 551-7657
lynda.furnari@bnymellon.com
Financial Service
Home Group: Playa Vista
Gameday HR
CEO
(951) 290-8895
katrinag@gamedayhr.com
Human Resources
Home Group: Beverly Hills 3
Bio: CEO of Gameday HR and Host of the HR Sucks Podcast.
Edward Jones Investments
Financial Advisor, CKA®, RFC®
(818) 840-8040
joe.gitto@edwardjones.com
Investment Advisor
Home Group: Pasadena 4
Bio: ‘Wall Street to Main Street’ – A Cliché for some but a reality for me. After spending over 20 years on Wall Street, I bring my experience & fresh ideas to my clients. I create personalized strategies to help them achieve their goals.
Law Office of Sevan Gorginian
Bankruptcy Attorney
(818) 928-4445
sevan@gorginianlaw.com
Attorney
Home Group: Glendale 2
Bio: Bankruptcy attorney and adjunct professor focused on all things bankruptcy.
Farber Hass Hurley LLP
Partner
(805) 467-1184
teresa.gruber@fhhcpas.com
Accountant
Home Group: Westlake 4
Bio: Tax accountant and solution finder with a focus on small local business and individuals with complex tax returns or facing life transitions.
(626) 360-9551
barryjones381@icloud.com
Consultant Service
Home Group: Pasadena 4
Kinsella Weitzman Iser Kump LLP
Partner
(310) 566-9841
kkleindienst@kwikalaw.com
Attorney
Home Group: Entertainment 1
Bio: Kat Kleindienst handles a wide range of entertainment and business litigation, including intellectual property, consumer protection, contract, tort, and partnership disputes.
Keller Williams Realty
Realtor
(310) 345-8500
mina@listedbyminakuper.com
Real Estate
Home Group: Santa Monica 1
Bio: Mina Kuper has been a Licensed Realtor in California & Broker in New York for more than two decades. Mina is a certified Trust & Probate Realtor , Inherited properties Experienced in sales and valuation for Divorce & High Profile clients.
M Advisory Group
Financial Consultant, Investment Advisor Representative
(310) 530-5525, Ext. 110
jonathan@harvestyourgenius.com
Insurance
Home Group: Santa Monica 2
Bio: We are a Financial Services firm specializing in High Net Worth Business Owners, Individuals, & Families. We work with over 200 Businesses in Southern California on their Executive Benefits, Business Succession Planning, & Tax Mitigation.
Greenberg Glusker LLP
Cannabis Attorney
(310) 785-6845
mabugat@ggfirm.com
Home Group: Century City 7
(310) 622-4370
gabriel.marquez@cohnreznick.com
Home Group: Westside 3
MG Partners, LLP
Partner
(310) 774-6394
arnie@amendozacpa.com
Accountant
Home Group: Westside 2
Thrivent
Wealth Advisor
(661) 799-0230
melanie.meyer@thrivent.com
Financial Service
Home Group: Santa Clarita Valley
Bio: I’m a fee-based financial planner with 27 years of experience. I specialize in retirement distribution planning and tax related investment efficiencies. I give presentations on a variety of financial topics as well as my personal cancer journey.
Newman Du Wors LLP
(310) 359-8200
dn@newmanlaw.com
Attorney
Home Group: Santa Monica 6
Bio: I represent clients in business and intellectual-property disputes, most involving advertising or marketing, or Internet issues including: patent, trademark, copyright, publicity rights, trade secrets, antitrust/competition, and technology.
Law Office of Jennifer F. Novak
(310) 693-0775
novak@jfnovaklaw.com
Attorney
Home Group: South Bay 3
Bio: With 20+ years of litigation experience, including 10 years at the California Department of Justice, I focus on environmental legal problems, including soil/water contamination, permitting, compliance, and administrative and judicial enforcement.
Asure Software
HCM Sales Executive
(818) 322-6699
arbeh.petrosian@asuresoftware.com
Consultant Service
Home Group: Glendale 1
Bio: Payroll, Timekeeping, Compliance, Benefit Administration, HR
American Craftsman Restoration
Risk Response Manager
(661) 295-5176
cindy@americancraftsman.net
Insurance
Home Group: Santa Clarita Valley
Bio: We are a full service for water, fire, smoke, mold, trauma damage & disinfection for COVID-19. We are restoration specialists capable of handling any size job from your smallest emergency to your largest disaster.
Service Five LLC
(310) 795-0742
shalini@service-five.com
Consultant Service
Home Group: Santa Monica 2
Bio: Service Five engages in strategic partnerships to create US-based support teams of talented experts with deep knowledge in the five most important areas of business. We help you lower your overhead, met new goals, and thrive around the clock.
Supporting Strategies
Director of Strategy
(310) 554-6518
psergott@supportingstrategies.com
Accountant
Home Group: Silicon Beach 2
Bio: We provide enterprise-level accounting and finance services to transform the way small businesses operate and position them for optimized growth.
(310) 979-7080
katherine@ruttenbergpc.com
Home Group: Santa Monica 2
Signature Bank
Associate Group Director
(805) 217-0187
ltabbara@signatureny.com
Banking Finance
Home Group: Westlake 7
Bio: I have been on the commercial banking side for over 15 years now, offering banking solutions to the growing to mature business clients, who need the attention of a dedicated team to help them navigate through anything banking related.
Signature Bank
Associate Group Director/Vice President
(310) 927-1689
thompson@signatureny.com
Banking Finance
Home Group: Santa Monica 5
Hersh Mannis LLP
Associate Attorney
(714) 325-8151
sthompson@hershmannis.com
Attorney
Home Group: Playa Vista
Bio: I am a family law attorney at Hersh Mannis LLP. We handle all issues related to family law including complex financial cases and high conflict child custody litigation. I am also eligible for appointment as Minor’s Counsel in Family Law cases.
USI Insurance
Personal Risk Specialist
(310) 866-3129
miriha.timmins@usi.com
Insurance
Home Group: Pacific Business Corridor 1
Bio: Miriha has 25 years of California Personal Insurance experience specializing in the rare needs of the affluent, entertainment and family office clientele. Miriha is an expert in finding the best insurance solutions.
Law Offices of Mitra Torabi
Attorney
(310) 246-2322
t@torabigroup.com
Attorney
Home Group: Westside 3
Bio: The boutique law offices of Mitra Torabi provides experienced and effective representation in all aspects of family law, including marital dissolutions, child custody, child support, spousal support (alimony), property characterization and valuation, par
Martini Akpovi Partners LLP
Principal
(818) 634-1794
cventura@martinicpas.com
Accountant
Home Group: Woodland Hills 1
Bio: Chester serves as a Principal of MAP. He specializes in assurance to mid-market companies. Chester’s experience and background include working with tech companies, manufacturing, professional services, franchisors and benefit plans.
Schneiders & Associates LLP
(805) 981-1133
jessicalvillar@gmail.com
Attorney
Home Group: Westlake 8
Bio: As a corporate attorney I assist in all types of business entities, both for-profit and non-profit, from formations to dissolutions, and all administration and transactional based business matters in between.
Wetherby Asset Management
Wealth Manager & Shareholder
(213) 855-4301
lauren@wetherby.com
Investment Advisor
Home Group: Century City 3
Bio: Comprehensive investment and financial planning services for wealthy families and individuals. Specialize in impact investing, tax & estate planning, and advising women and multi-generational families. Independent firm with 30-year history.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Merrill Lynch
Managing Director
(818) 528-7855
judith_chipps@ml.com
Investment Advisor
Home Group: Encino 1
Bio: My Merrill Lynch team, The Chipps Group offers portfolio management, financial advice and retirement planning strategies to a select number of individuals, family groups and businesses.
Weiss Accountancy Corporation
Partner
(424) 208-6390
gil@weissac.com
Financial Service
Home Group: Century City 3
Bio: Business valuations for the purchase, sale of business. Valuations related to valuing intangible assets and goodwill We see things that other firms don’t..Estate & gift taxes,Buy/sell, dissenting shareholder valuations.
Greenberg Glusker Fields Claman & Machti
Partner
(310) 553-3610
kfields@greenbergglusker.com
Attorney
Home Group: Mid City
Bio: My practice involves all aspects of real estate transactions, including buying and selling individual properties and multi-property portfolios, construction and development and leasing of industrial, retail and office properties, and permanent, construct…
Actuaries Unlimited, Inc.
Shareholder/Partner
(818) 325-8800 x1620
mfishman@actuariesunlimited.com
Consultant & Service
Home Group: Encino 2
Bio: Practicing in Los Angeles since 1982 specializing in the creative design, implementation & administration of Defined Benefit, Cash Balance, 401k) & Profit Sharing Plans. Mark is a licensed Enrolled Actuary & Shareholder-Partner of Actuaries Unlimited.
KCS Wealth Advisory
Managing Director
(310) 734-4740
laura@kcswealth.com
Investment Advisor
Home Group: Century City 6
Bio: Combining objective, comprehensive financial planning with long-term investment strategy, we work with individuals, families and small businesses to build, manage and preserve their personal wealth.
Lewitt Hackman
Franchise and IP Attorney
(818) 907-3284
tgrinblat@lewitthackman.com
Attorney
Home Group: Encino 4
Bio: Franchise and trademark attorney. I am the Chair of my firm’s Intellectual Property Practice Group, a Franchise and Distribution Law Specialist certified by the California State Bar Board of Legal Specialization and an IFA Certified Franchise Executive.
Law Offices of Esther Hopkins, P.C.
Esq
(818) 206-8711
ehopkins@hopkinslawgroup.com
Attorney
Home Group: Westlake 6
Bio: Esther Hopkins, founder and principal of the Law Offices of Esther Hopkins, P.C., provides personalized legal counsel to individuals and families in the areas of estate planning, business planning, business succession planning, probate and trust admin…
Baker Tilly USA
Partner, Audit and Assurance Services
(818) 995-0090
suzanne.jacobs@bakertilly.com
Accountant
Home Group: Woodland Hills 3
Bio: Over 25 years of experience in public accounting expertise in financial reporting particularly in the areas of real estate, parking, manufacturing, distribution and construction.
The Kavinoky Law Firm
Attorney at Law
(818) 346-4646
darren@nocuffs.com
Attorney
Home Group: Encino 2
Bio: The Kavinoky Law Firm is dedicated to defending criminal cases in every California courtroom, and empowering its clients to see that the seemingly worst events in their lives can be the catalyst for meaningful change. www.NoCuffs.com
Squar Milner
CPA
(818) 995-0090
tlazaroff@squarmilner.com
Accountant
Home Group: Encino 2
Bio: Full service experienced CPA specializing in audits, reviews and compilations, forensic accounting and expert testimony, cost minimization and turn-around consulting for high net worth individuals and middle market companies across all industries.
Klopert & Ravden LLP
Attorney at Law
(818) 380-1300
debbie@krfamilylaw.com
Attorney
Home Group: Encino 2
Bio: Ms. Ravden is a Certified Family Law Specialist who specializes in complex family law matters including divorce, property division, division of businesses, child custody and visitation, child support and spousal support, paternity issues, pre-marital…
Ring & Green
Partner
(310) 226-2550
rring@ringgreen.com
Attorney
Home Group: Rancho Park
Bio: We are a boutique litigation firm established in 1988 specializing in the business and entertainment areas. Our strength is the efficient pursuit of a result. We do not simply process matters.
Velasco Law Group APC
Attorney
(562) 432-5541
peter@velascolawgroup.com
Attorney
Home Group: Glendale 2
Bio: I can assist with drafting and review all estate planning documents and help clients with both small estates and large estates. I frequently help administrators and beneficiaries through the complex and confusing process of a probate administration.
Simpson Law Group
Attorney at Law
(818) 500-0511
tom@thesimpsonlawgroup.net
Attorney
Home Group: Pasadena 2
Bio: Full service family law practice. Three (3) attorneys, two (2) paralegals. All are dedicated to achieving excellent results through trial, negotiation and/or mediation in whatever combination is best suited to meet clients goal.
Landegger Baron Law Group
Esq.
(818) 986-7561
roxana@landeggeresq.com
Attorney
Home Group: Pasadena 5
Bio: I represent management in all facets of employment and labor law, including litigation defense, management training and counseling, and assisting employers remain union free. I am fluent in Spanish and am able to provide all our legal services in Spanish…
Corporate Strategies Inc.
Vice President, Employee Benefits
(818) 377-7260
sarena@corpstrat.com
Insurance
Home Group: Encino 2
Bio: **Health Care Reform Specialist** I assist small and medium sized business owners navigate through the complexities of Employee Benefit Programs such as group Medical, Dental, Vision, Life, LTD, and LTC insurance.
1st Century Bank
Certified Specialist Immigration & Nationality Law
(818) 609-1953
alice@yardum-hunter.com
Attorney
Home Group: Encino 2
Bio: We are an immigration law firm which represents businesses and families to sponsor foreign born extraordinary workers, professionals and skilled workers to live and work temporarily or permanently in the U.S. We also handle complex removal and citizenship…
Lagerlof LLP
Managing Partner
(626) 389-8252
jdriskell@lagerlof.com
Attorney
Home Group: Pasadena 6
Bio: Mr. Driskell is a tax and business attorney focusing his practice on solving tough problems taxation issues for clients. Mr. Driskell has experience with individuals and small to large businesses and prides himself on unique solutions to his client’s…
KROST CPAs & Consultants/ KBKG Tax Credits
(818) 914-7100
scott.gilmore@krostcpas.com
Accountant
Home Group: Woodland Hills 2
Bio: Partner at the full service CPA firm of KROST. We serve closely held family business and high net worth individuals with a focus tailored to the specific needs of each unique client. I Work closely with clients on tax issues,compliance, estate planning.
Newfront Insurance
Principal
(415) 754-3635 ext 450
paul.huang@newfront.com
Insurance
Home Group: Pasadena 4
Bio: Southern CA based commercial insurance broker. I optimize commercial property & casualty insurance programs by reducing premium costs while improving coverage scope for businesses and real estate owners/managers.
BNP Paribas
Wealth Financial Advisor, AIF®
(310) 490-2717
saba.jahanian@bankofthewest.com
Investment Advisor
Home Group: Westside
Bio: Saba takes a planning approach to provide business owners and executives with investment and protection advice that considers their business assets, liabilities, and revenues. In working with her, clients achieve their goals with clarity and peace of mind.
Armanino LLP
Partner, Consulting
(424) 224-6070
jenn.mccabe@armaninollp.com
Accountant
Home Group: Century City 2
Bio: Jenn has more than 25 years of outsourced accounting, finance and HR experience, with a particular expertise in startups, tech, and advertising/creative production industries.
LeGrand Partners
President/Founder
(310) 543-4741
jimm@legrandpartnersllc.com
Consultant & Service
Home Group: South Bay 2
Bio: I am the Founder of LeGrand Partners and we provide accounting and finance professionals on an interim, project and contract to hire basis to all industries.
The Reynolds Group
Creating better sales opportunities
(818) 371-5311
tom@reynoldsgroupweb.com
Marketing
Home Group: Pasadena 2
Bio: Get better sales opportunities – not just “leads”. We benchmark marketing success by revenue growth. TRG combines deliverables like websites SEO, and graphic design with Fractional CMO, white glove service and strategy. You will see the difference.
Leavitt Group
Vice President Employee Benefits
(818) 206-4168
joel-riegsecker@leavitt.com
Insurance
Home Group: Pasadena 2
Bio: I provide companies the foundation to optimize their true competitive advantage, their people. Few factors will positively influence your organizational growth and continued viability more than the overall mental and physical health of your employees.
Alpha Careers LLC
Co-Founder and Executive Recruiter
(310) 507-7155
denise@alphacareersllc.com
Human Resources
Home Group: Century City 8
Bio: Alpha Careers is a retained, boutique recruiting firm with a niche in private wealth and a national presence.
Date: February 4th
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Time: 11:30am to 1:00pm
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