(713) 306-5583
soerenaarup@b2bcfo.com
Consultant Service
Home Group: Ontario 2
Bio: I am a partner with B2B CFO, the nation’s largest CFO consulting firm. With my 25+ years of accounting/finance experience I help privately held companies improve their financial reporting and cash management.
Mill Point Capital
CPA
(949) 466-7793
antony@healthyholdings.com
Financial Service
Home Group: South Coast Metro
(949) 632-0160
bruce.bolton@portfordsg.com
Consultant Service
Home Group: Irvine 2
Coastal Legacies
(949) 346-1498
rosie@coastal-legacies.com
Attorney
Home Group: John Wayne Airport
Windes, Inc.
Partner, Tax and Accounting Services
(949) 271-2632
rcorbin@windes.com
Accountant
Home Group: Mergers $ Acquisitions 3
Bio: We offer a full range of services in the areas of taxation and assurance services with mergers and acquisitions, employee benefit and estate planning.
SpotOn
Business Development
(949) 649-4989
nickd@spoton.com
Financial Service
Home Group: Irvine Central
Bio: At SpotOn, we create innovative software and payment solutions for businesses of all types, from restaurants to retail businesses and the service industry.
Cag Tax and Forensic Advisors PC
President
(714) 530-0297
cgabbour@cpa.com
Accountant
Home Group: Irvine Metro
Bio: We specialize in accounting services for small and medium size businesses, including Tax planning, Tax returns, and Representation before IRS.
Applejax
CEO
(619) 399-6778
jabez.lebret@gmail.com
Home Group: Irvine Central
Bio: CEO of an ed-tech company, contributor at Forbes, dad, from Alaska, coffee & craft beer enthusiast.
Velur Enterprises, Inc.
Renewable Energy Land Specialist
(949) 599-6551
kwmaris@gmail.com
Real Estate
Home Group: Irvine 2
Bio: I educate investors on how to include raw, southern California land into their investment portfolios. Currently there is an incredible demand for CA land to build solar farms, driven by the global shift from oil to renewable energy solutions.
The Network Pro, Inc
(714) 333-9620 Ext. 1120
kbmartin@thenetworkpro.net
Consultant Service
Home Group: Riverside
(714) 432-9555
kmcdonough@mulaw.com
Attorney
Home Group: Newport Center 2
Curate Partners
Vice President, Sales
(646) 319-1978
dave.paglia@curatepartners.com
Human Resources
Home Group: Irvine Central
Bio: Relationship Builder.
Park Jensen LLP
(714) 389-9836
sue@parkjensenlaw.com
Attorney
Home Group: Irvine Central
Bio: Boutique law firm specializing in business litigation, real estate litigation, construction litigation.
Chris Jennings Group
(949) 939-5434
summer@chrisjenningsgroup.com
Consultant Service
Home Group: Ontario 2
Bio: Executive leader coaching on meeting or exceeding profit goals consistently. Creating custom strategies and coaching programs around sales, client and employee experience, and organizational alignment. Champion of diversity and inclusion. (She/her)
(714) 932-7475
cskistimas@financialguide.com
Insurance
Home Group: Newport Gateway
Wood Gutmann & Bogart
Senior Vice President
(714) 450-1667
czehnder@wgbib.com
Insurance
Home Group: Newport Gateway
Supporting Strategies – Irvine
Managing Director, Supporting Strategies
(847) 528-9228
pamela.zygmunt@gmail.com
Financial Service
Home Group: South Coast Metro
Bio: Supporting Strategies partners with small-mid size buinsesses to be your outsourced accounting department and provide bookkeeping and controller services. Let us be an extension of your team so you can focus on your core business.
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Tutton Insurance Services, Inc
Senior Vice President; CIC
(949) 261-5335
george@tutton.com
Insurance
Home Group: John Wayne Airport
Bio: We are passionate about protecting business owners from financial loss using insurance and risk management solutions. We bring our clients cost effective solutions to their insurance and risk management needs.
Palmieri, Hennessey & Leifer LLP
Partner
(949) 851-7220
abanker@palmierilawgroup.com
Attorney
Home Group: Irvine Central
Bio: I am a business and real estate litigation attorney with almost 20 years of experience and concentrate my practice on eminent domain, inverse condemnation, and related real estate litigation and valuation disputes, including landlord-tenant disputes.
Voit Real Estate Services
Vice President
(949) 263-5303
chrisd@voitco.com
Real Estate
Home Group: Newport Gateway 2
Bio: Commercial real estate brokerage – I represent tenants, business owners, & investors lease, purchase, and sell commercial property. I specialize in 3,000 – 100,000 SF (10-500 employees) office, medical office & light industrial buildings throughout SoCal.
Cerda Munoz Advisors, Inc
Certified Financial Planner
(562) 222-4525
aaron@cerdamunoz.com
Investment Advisor
Home Group: Cerritos
Bio: Companies have CFOs. Why not people? I am an Independent Certified Financial Planner (CFP®) and I help individuals and business owners to manage their personal finances. I act as my clients’ Personal CFO.
Auctus Law Partners LLP
Partner
(949) 922-9796
mwaterman@auctuslaw.com
Attorney
Home Group: Mergers $ Acquisitions 3
Bio: Business and technology transactions attorney: Outside general counsel services; mergers and acquisitions; venture capital and other private equity/debt financings; licensing and technology transactions; practicing since 1992.
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