Green Giraffe Legal Services, division of Buncher Law
Legal Manager
(949) 233-7059
kbuncher@gglegaldocs.com
Home Group: Orange County Metro
Bio: An alternative to traditional divorces, Green Giraffe is a flat fee all inclusive choice. We guide our clients every step of the way so they can obtain an affordable simple yet complete divorce with attorney and other professional support when needed.
Best Best & Krieger LLP
(909) 466-4915
richard.egger@bbklaw.com
Attorney
Home Group: Ontario
Mary Dee Foft & Associates
Financial Advisor
(714) 734-8444
marydee@newportadvisory.com
Investment Advisor
Home Group: Irvine Central
Bio: Graduate of Ohio State University; former staff member of CRU (formerly Campus Crusade for Christ); live in Tustin, CA and love to travel.
Gunn Financial Associates
Financial Planner & Investment Advisor
(888) 902-5999
ryan@gunnfa.com
Investment Advisor
Home Group: Irvine South
Bio: CERTIFIED FINANCIAL PLANNER™
Pensionmark Financial Group
Retirement Plan Consultant
(949) 689-2355
fredh@pensionmark.com
Consultant Service
Home Group: Newport Gateway
Bio: Fred helps Companies with their Retirement Plans (401k, 403b, 457) – from reducing fees and liability to helping participants have more money in retirement.
CleanFinancials, Inc
Fractional Chief Accounting Officer/Consultant
(310) 625-9951
cheryl@clean-financials.com
Accountant
Home Group: South Coast Metro
Bio: Specializing in preparing companies for a F/S Audit, preparing their audit workpapers and acting as their liaison with the o/s auditors. Additionally helping companies safeguard their assets by documenting/developing SOP/Workflows and internal controls.
Expense Reduction Analysts
Principal Consultant
(570) 560-4641
rjansma@expensereduction.com
Consultant Service
Home Group: Seal Beach
Bio: Principal Consultant for Expense Reduction Analysts. We work with companies across multiple industries to reduce secondary costs in a variety of categories. We work on a success basis, it there’s no savings for your organization there’s no fee.
Hone Maxwell LLP
(805) 341-7457
aaron@honemaxwell.com
Attorney
Home Group: Irvine Spectrum
UBS Financial Services Inc.
Senior Vice President
(949) 331-5181
andrew.low@ubs.com
Investment Advisor
Home Group: Temporary Group ORANGE COUNTY
Bio: I collaborate with attorneys, investment bankers, CPAs, and other trusted advisors to develop integrated wealth management solutions. I specialize in working with business owners to save income and capital gains taxes on their business sale.
Ameriprise Financial
(949) 258-9775
sandeep.x.madhavan@ampf.com
Investment Advisor
Home Group: Newport Gateway 2
Bio: Merit Wealth Management is a boutique franchise of Ameriprise, offering bespoke financial planning services to our clients. We develop robust financial strategies to help you pursue your goals, starting today in order to plan for your dreams for tomorrow.
WealthWise Financial Services
Financial Advisor
(949) 748-1177
annien@wealthwisefinancial.com
Investment Advisor
Home Group: Newport Gateway
Bio: Wealth Management Redefined: We work towards taking the worry, fear and concern out of wealth management and financial planning. We specialize in working with business owners, key executives and female investors looking to exit within the next 10 years.
Political Economist and Political Scientist
(909) 771-9559
ioxne01@gmail.com
Consultant Service
Home Group: Ontario 2
Bio: I am an international business coach and expert witness for global risk management and political affairs.
Round Table Group
(312) 754-9400
russ@roundtablegroup.com
Consultant Service
Home Group: Irvine Spectrum
Bio: We locate, assess, and recommend expert witnesses to attorneys. We also help professionals become expert witnesses.
Voorhees & Ratzlaff Law Group LLP
(909) 334-1425
kari@voorheeslawgroup.com
Attorney
Home Group: Ontario 2
Zephyr Networks, Inc.
President
(949) 338-1750
marc@zephyrnetworks.com
Consultant Service
Home Group: Newport Center
Bio: IT Partnerships, Virtual Chief Information Officer, Datacenter Services.
Winsten Law Group
Lawyer
(949) 633-5458
mike@winsten.com
Attorney
Home Group: Irvine Metro
Bio: I represent physicians, other healthcare providers and management service organizations in connection with their corporate, partnership, regulatory, licensing and reimbursement issues and relationships, including acquisitions, restructuring and exits.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Bayshore Insurance Services
President
(562) 987-0959
laurie@bayshoreinsuranceservices.com
Insurance
Home Group: Seal Beach
Bio: We are a full service agency specializing in designing health insurance benefit plans for small businesses of 2 to 100 employees. We analyze existing plans if applicable, design, set up and implement an insurance program that fits the needs of the business…
Vogt, Resnick & Sherak LLP
Attorney at Law
(949) 851-9001
jresnick@vrslaw.net
Attorney
Home Group: John Wayne Airport
Bio: The law firm of Vogt, Resnick & Sherak provides high-quality service and solutions to businesses and individuals in a wide range of matters. Yes, we are attorneys, but we are also business partners. We judge our success by the results we achieve…
Santoni – Background Screening & Investigations
President/CEO
(949) 900-3434
tsantoni@santoniworldwide.com
Consultant & Service
Home Group: Irvine South
Bio: Employment Background Screening – Professional Investigations. We work with business owners, HR professionals, attorneys and insurance companies to mitigate risk in the hiring process and investigate matters after claims, counterfeiting and litigation.
Sparkvation
Managing Director
(909) 578-1238
cristinaespiritu@gmail.com
Financial Service
Home Group: Irvine South
Bio: As an experienced business owner with a JD/MBA degree, Cristina’s experience and education lends a unique insight to business valuation.
Mortgage Direct Corporation
President
(949) 709-4507
chris.kostoff@mortgagedirectcorporation.com
Banking & Finance
Home Group: Newport
Bio: I am a Nationally Ranked Mortgage Broker. I have been in the business for 24 years. My staff has over 100 years lending experience. We help manange your mortgage and take a financial planning approach to home ownership.
Larsen & Naddour LLP
Partner
(949) 769-6601
slarsen@larsennaddour.com
Attorney
Home Group: Newport-Irvine
Bio: I represent employers with regard to all aspects of California and federal employment law, including everything from day-to-day personnel decisions to “bet the company” litigation.
FK Capital Fund, Inc.
President
(949) 940-0114
nick@fkcapitalfund.com
Banking & Finance
Home Group: South Coast Metro
Bio: Asset-based hard money lender providing loans secured against residential and commercial real estate. Eligible properties include all residential property-types, construction projects, multi-family, retail, office, warehouse, and more.
B2B CFO
Senior Partner
(714) 322-0447
almaguire@b2bcfo.com
Consultant & Service
Home Group: Orange County Central
Bio: I am a senior partner and Southern California Regional Leader with B2B CFO, the nation’s largest CFO consulting firm. I have 30+ years of CFO expertise, working mostly with closely held company owners and CEO’s.
TriNet
Regional Sales Consultant
(858) 202-5807
courtney.tuggle@trinet.com
Human Resources
Home Group: South Coast Metro (EC)
Bio: For the past 14 years I have helped businesses become more profitable and efficient. I advocate on behalf of small and medium size businesses nationwide with TriNet. TriNet delivers Human Resources (HR) outsourcing services that allow growing…
Date: Tuesday, February 9th
Time: 11:30am to 1:30pm
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