Core Creation Coaching & Consulting, LLC
CEO
(805) 358-8707
natalie@corecreationcoaching.com
Consultant Service
Home Group: Westside
Bio: My firm specializes in Leadership Coaching that empowers women to C-Suite. We develop inspiring leaders that lead high performing teams with confidence so they can maximize their impact and business results.
The HR Firm
Principal
(805) 816-8896
rosandra@thehrfirm.com
Human Resources
Home Group: Westlake 6
Bio: When you want the personal and proactive approach to all your HR needs, we are here to be of service.
intouch Insurance Services
Principal / Producer
(818) 824-4484
erezg@intouchis.com
Insurance
Home Group: Santa Monica 5
Bio: I am an independent insurance broker participating in the insurance transaction as a trusted advisor and risk manager.
Gursey Schneider LLP
Tax Director
(310) 691-1889
bhoy@gursey.com
Accountant
Home Group: Santa Monica 6
Bio: I believe your tax accountant can be your most dynamic adviser. I work in the high net worth taxation space focusing on income and estate tax planning, international taxation, and holistic planning to help clients achieve their goals.
Vantage Insurance Solutions
(877) 382-6467
luke@vantageinso.com
Home Group: Beverly Hills 2
Allen Matkins
Partner
(310) 788-2442
bmichel@allenmatkins.com
Attorney
Home Group: Century City 8
Bio: My practice focuses on real estate transactions, with an emphasis on commercial leasing, acquisitions and dispositions.
Green Hasson Janks
Partner
(310) 873-1641
snagpal@greenhassonjanks.com
Accountant
Home Group: Pacific Business Corridor 1
Bio: Audit Practice Head (CPA) with over 15 years of experience providing audit, accounting and general business consulting services for middle market companies and NFP organizations. Industry experience in Waste Management, Real Estate, Distribution, Mfg.
The QuickBooks Doctor
President
(818) 395-0967
laine.proctor@gmail.com
Accountant
Home Group: Pasadena 3
Bio: Laine Proctor is President of The QuickBooks Doctor. We provide QBO training, consult, Virtual CFO & Full Service Bookkeeping Services through a monthly package program scaled for startup solopreneurs through small businesses in an advanced growth phase.
Puldy Resiliency Partners, LLC
CEO
(310) 606-0291
michael@puldypartners.com
Consultant Service
Home Group: South Bay 2
Bio: Michael has 35+ years of technology, information risk management, business operations and financial experience including two-plus decades in global leadership roles at IBM. He passionately focuses on ways companies can minimize risks to business & IT.
Edward Jones Investments
Financial Advisor
(805) 306-9488
chelsea.reed@edwardjones.com
Financial Service
Home Group: Santa Clarita Valley
Miller Kaplan
Financial Advisor, CKA®, RFC®
(818) 769-2010
groytman@millerkaplan.com
Accountant
Home Group: Universal City
Bio: Galina provides a variety of tax services to corporations, trusts, partnerships and high net worth individuals, including tax planning, tax return prep & review.
Mary Jane Services Network and Your PR girls
Collective Opportunity Specialist
(805) 648-7748
sms@mjsn.biz
Consultant Service
Home Group: Westlake 4
Bio: An 8th generation California native, founder of Mary Jane Services Network, specializing in commercial cannabis license processing and regulatory management. Creative Specialist at Your PR girls, a promotional products & services company, since 1998.
RAS Consulting
Professional Fiduciary
ronastoffers@gmail.com
Consultant Service
Home Group: Pasadena 6
Bio: CA Professional Licensed Fiduciary & Certified Guardian. Private and probate roles with full range of Trust & Conservator duties, and assisting other fiduciaries with business or commercial real estate operations. Board and expert witness experience.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Valensi Rose PLC
Principal
(310) 277-8011
mrm@vrmlaw.com
Attorney
Home Group: Entertainment 1
Bio: Michael is a former trial lawyer for the IRS and a Certified Specialist in Taxation Law. His practice areas include tax and estate planning, tax controversy and entertainment law.
Greenberg Glusker
Partner
(310) 553-3610
aapfelberg@greenbergglusker.com
Attorney
Home Group: Encino 1
Bio: Drawing on his investment banking background, Andrew serves as primary outside counsel to companies and entrepreneurs, advising on mergers and acquisitions, entity formation, finance, licensing and critical agreements.
Leavitt Insurance Services of Los Angeles
Senior Vice President Commercial Lines, Co-Owner
(818) 914-7246
ken-blaich@leavitt.com
Insurance
Home Group: Woodland Hills 1
Bio: Certified Insurance Counselor. Originally licensed in 1988 by the California Department of Insurance: Property & Casualty, and Life & Health Insurance. Specializing in providing Business Insurance and Workers Compensation.
Heritage Capital Strategies, Inc.
President
(805) 604-2728
rckulle@hcapst.com
Insurance
Home Group: Ventura
Bio: As President of Heritage Capital Strategies, Robert has spent 20+ years working with business owners and affluent clients to identify the best life insurance products and funding options to accomplish their risk management and planning objectives.
MSNCFO
Outside CFO
(818) 381-3355
mnoohu@msncfo.com
Consultant & Service
Home Group: Woodland Hills 3
Bio: A qualified (FCMA, CGMA, MBA) well rounded professional focused on earning an adequate profit, by instilling financial discipline and implementing a relevant business plan in growing and turnaround situations.
RJR & Associates
President – CEO
(818) 262-4948
ron.rowen22@gmail.com
Consultant & Service
Home Group: Ventura
Bio: Business Consultant & Coach to CEO’s, Presidents, & Owners. Strategic Planning /Project Management & Implementation, Systems Analysis Resulting in Solutions in sales development,marketing programs,personnel, IT, finance and distribution…
Shulman Family Law Group
Owner
(818) 222-0010
mshulman@sflg.us
Attorney
Home Group: Santa Barbara 3
Bio: Litigation and Mediation of all Family Law issues. Pre- and Post-Marital Agreements; Surrogacy; Adoptions; Immigration
COMPASS
Real Estate Agent – Residential
(818) 650-1603
alan@alantaylorrealestate.com
Real Estate
Home Group: Woodland Hills 3
Bio: As Executive Director for the Trust & Probate Division of his firm, Alan specializes in assisting trustees with the sale of residential Real Estate in The San Fernando Valley especially the Mullholland corridor from Calabasas to Toluca Lake.
CorpStrat
Partner
(818) 377-7260
matt@corpstrat.com
Insurance
Home Group: Woodland Hills 3
Bio: Matthew Taylor works with businesses and business owners providing unique technology based Payroll & HR strategies to create efficiencies and compliance within the Human Resources Department, while allowing employers to save time and money.
Tisser Law Group, APC
Esq.
(818) 226-9125
doron.tisser@tisserlaw.com
Attorney
Home Group: Encino 4
Bio: As a Certified Specialist in both Estate Planning, Trust and Probate Law, and Taxation Law (State Bar of Ca Bd of Legal Specialization), I provide clients with cutting-edge estate planning (Including family trusts, irrevocable trusts….
Law Offices of Gerald L. Zack
Attorney at Law
(310) 858-8060
glzack@glzacklaw.com
Attorney
Home Group: Beverly Hills 2
Bio: I provide legal representation to the commercial and residential real estate community in the area of purchase, sale, leasing, finance and tenant relationships. Property types include office, mixed use, R&D, retail and residential.
Jakle & Alexander, LLP
Attorney
(310) 395-6555
alexander@jaklelaw.com
Attorney
Home Group: Beverly Hills 3
Bio: I am a Certified Legal Specialist in Estate Planning, Trust & Probate Law, certified by The State Bar of California Board of Legal Specialization. I practice in the areas of estate planning, probate, trust administration, conservatorships, and guardianship.
Holmes Weinberg
Of Counsel
(310) 667-6056
hbibicoff@holmesweinberg.com
Attorney
Home Group: Entertainment 2
Bio: Hillary is an experienced transactional entertainment attorney. She represents writers, directors, independent producers, actors, hosts, experts, companies and financiers in the film, television, publishing and multi-media industries.
First Rate Financial Group
Director
(818) 665-4528
johnc@frfgp.com
Banking & Finance
Home Group: Westlake 7
Bio: First Rate Financial Group is a Direct Lender located in Westlake Village, California. Loan programs include conventional, FHA, VA, Reverse Mortgages, CalPERS, CalHFA, Super Jumbo and multifamily just to name a few.
Johnson, Foster, Fitzgerald & Darling, LLP
Managing Partner
(310) 454-6545
ron@jffd.net
Accountant
Home Group: Beverly Hills 3
Bio: Partner- Public Accounting Firm, CPA, MBA, MS-Taxation; Ron is very experienced in taxation analysis, planning, reporting and compliance for all forms of business entities as well as complex individuals and fiduciaries.
Rainmaking For Lawyers
President
(310) 734-6073
gideon@rainmakingforlawyers.com
Consultant & Service
Home Group: Downtown Los Angeles 4
Bio: I am a former human resources executive, economics consultant, and big-firm business litigator. I bring those experiences to bear to help lawyers and law firms practice more productively and profitably.
Financial Moxie
Financial Advisor, CFP®, MBA
(805) 217-3126
kristen@financialmoxie.com
Investment Advisor
Home Group: Warner Center 1
Bio: Experience the power of planning with Financial Moxie. Our independent financial services firm helps women in transition, families, and small business achieve financial self-confidence by providing essential retirement, investment, insurance, estate…
Venture West Funding
Senior Loan Officer
(310) 706-4456
jherrouin@ventwest.com
Banking & Finance
Home Group: Santa Monica 5
Bio: We specialize in originating Multifamily, Retail, Office and Industrial real estate loans. We have the ability to do 1-4 residential loans as well. We originate loans throughout CA & nationwide.
Lerman Pointer & Spitz LLP
Partner
(310) 229-9800
glerman@lermanpointerlaw.com
Attorney
Home Group: Entertainment 1
Bio: Lerman Pointer & Spitz represents clients in business litigation and both management and employees in all areas of employment law, including hiring, discipline, termination, wage and hour matters, harassment, discrimination, policies and agreements.
DJM Commercial Real Estate
President
(805) 217-0791
david@djmcre.com
Real Estate
Home Group: Westlake 5
Bio: David Massie successfully negotiates with commercial property tenants, landlords, buyers and sellers to lease, buy, or sell commercial property: Office, medical, dental, retail, industrial, and difficult uses like restaurants, gyms, surgery centers, etc.
Allegent Group LLP
CPA
(818) 703-0807
bp@allegentgroup.com
Accountant
Home Group: Warner Center 1
Bio: Full Service accounting firm. Servicing clients throughout southern California utilizing our Woodland Hills and Valencia locations.
Advise LLP
(323) 934-2462
peter@advisellp.com
Accountant
Home Group: Beverly Hills 2
Bio: Peter Soh is a CPA with over 20 years of experience. – Caters to small business owners, CPA firms and other tax professionals, and high net worth individuals – R&D tax credit documentation – Tax planning, M&A transactions, and international tax review
Stephens Law Group, P.C.
Attorney at Law
(818) 707-8200
james@stephenslawgroup.com
Attorney
Home Group: Warner Center 1
Bio: Our clients come to us when they want to avoid probate, eliminate estate tax liablity, shield assets from creditors, and maximize their legacy to their heirs. Attorney James Stephens is designated by the California State Bar as a certified specialist in.
Lucas Horsfall
Principal
(626) 744-5100
mcochran@lhmp.com
Accountant
Home Group: Pasadena 2
Bio: I am an Audit Principal at Lucas Horsfall where I provide accounting and consulting services for small and mid-size companies.
Price Postel & Parma LLP
Attorney at Law
(805) 962-0011
mjf@ppplaw.com
Attorney
Home Group: Santa Barbara 2
Bio: My practice involves representing employers in all aspects of employment law, and related issues of intellectual property, advising them, and defending their interests in court.
Kohn Communications
President
(310) 717-0998
larry@kohncommunications.com
Consultant & Service
Home Group: Santa Monica 3
Bio: We help lawyers and other professionals acquire new clients. We coach individuals at every skill level – from experts to recalcitrant holdouts. We consult with management to create a business development culture which motivates everyone in the firm.
COLDWELL BANKER COMMERCIAL QP
Executive Vice President
(818) 449-5122
art@pfeffermancre.com
Real Estate
Home Group: Westlake 6
Bio: Commercial Real Estate: A result driven professional, 25+ years experience in acquisition and disposition of investment properties, investment analysis, leasing, development, and valuations. A registered LA county property tax appeals board agent.
Morton Capital Management
Partner, Consulting
(818) 206-2902
krex@mortoncapital.com
Investment Advisor
Home Group: Westlake 7
Bio: At Morton Capital, we are passionate about identifying unique investment opportunities that help provide true diversification and risk management in today’s market environment. Using a holistic approach to wealth management, we focus on developing…
Lynda Schauer, CPA
Owner
(818) 566-7700
lynda@lyndacpa.com
Accountant
Home Group: Westlake 6
Bio: Lynda specializes in Forensic Services.
Soukup & Schiff, LLP
Attorney
(310) 2762026
sas@soukup-schiff.com
Attorney
Home Group: Pasadena 2
Bio: Scott’s practice includes a wide variety of real estate and business transactional matters, including leases, loans, purchases and sales of real property, tax-deferred exchanges, secured real property transactions, loan workouts, purchases and…
Schorr Law, A Professional Corporation
Principal
(310) 954-1877
zschorr@schorr-law.com
Attorney
Home Group: Westwood
Bio: Mr. Schorr runs a very active real estate litigation law firm of 7 attorneys. He represents clients in all types of real estate disputes and is frequently in court.
Skarin Law Group, APC
President
(310) 975-3161
mskarin@skarinlaw.com
Attorney
Home Group: South Bay Classic
Bio: Matthew Skarin is a Certified Family Law Specialist, a CPA and has his California Real Estate Broker License. Matthew uses his wide variety of legal and financial skills to assist in resolving family law litigation matters.
The Collective, Realty
Residential Realtor
(310) 569-1335
anthony@thecollectiverealty.com
Real Estate
Home Group: Downtown Los Angeles 2
Bio: Out of 10,000 Realtors, Anthony was selected as 2016 REALTOR OF THE YEAR by the Greater LA Association of Realtors. He currently serves as Director for CALIFORNIA ASSOCIATION OF REALTORS and active lobbyist for California and National…
Date: Thursday, February 4th
Time: 12:00pm to 1:00pm
Date: Thursday, February 18th
Time: 11:30am to 1:00pm
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