Kosh Solutions
(949) 516-7540
talsup@koshsolutions.com
Consultant Service
Home Group: Newport Center 2
CarePatrol Coastal Orange County
(949) 354-3690
nicolet.araujo00@gmail.com
Consultant Service
Home Group: Irvine South
Compass
(949) 375-3037
annie.clougherty@compass.com
Real Estate
Home Group: South Coast
Bio: Reputation. Dedication. Communication. Tenacity. Results. 24/7.
Resonate Marketing Communication
Managing Partner
(760) 846-4640
pam@resonatepr.com
Marketing
Home Group: South Orange County
CEO Advisor/Leadership Coach
(949) 466-1751
anthony.dibiase@gmail.com
Consultant Service
Home Group: Newport-Irvine
Bio: Anthony leads a CEO Advisory board that helps business owners become BETTER LEADERS, who make BETTER DECISIONS and achieve BETTER RESULTS. On average, members grow 2.2 times faster than their competitors.
(714) 345-9654
bob@occfactor.com
Banking Finance
Home Group: South Coast
(949) 471-5815
ddodgen@financialguide.com
Insurance
Home Group: John Wayne Airport
RSI Security
Head of Sales & Partnerships
(951) 553-3529
larryf@rsisecurity.com
Consultant Service
Home Group: South Orange County
Jesse Gessin
Trial Counsel
(949) 328-6629
jesse@gessin.ltd
Attorney
Home Group: Newport Center
Bio: Jesse Gessin is trial counsel for businesses and individuals facing a jury’s, judge’s, or arbitrator’s verdict. Jesse is the rare counsel who successfully tries cases in both civil and criminal courts. Alternate fee arrangements welcome.
CMIT Solutions of Anaheim West
President
(909) 718-9478
ngupta@cmitsolutions.com
Information Technology
Home Group: Cerritos
Bio: We are a Managed IT Service Provider and a Certified Cyber-security Expert.
Soar Coaching & Consulting
Performance and Communications Coach
(415) 515-6599
jacqueline@soarcc.com
Consultant Service
Home Group: Irvine OC
Hogan Law Group, P.C.
Attorney
(949) 275-6010
brian@hoganlawgroup.net
Attorney
Home Group: South Coast Metro
Bio: We do three things: (1) mergers and acquisitions, helping people buy and sell companies; (2) franchising; and (3), we serve as outside counsel to young, growing companies.
Kesselman Brantly Stockinger LLP
Partner
(310) 307-4556
dkesselman@kbslaw.com
Attorney
Home Group: Irvine 3
Bio: David Kesselman is a business litigator with particular expertise in antitrust and unfair competition law. He represents plaintiffs and defendants — from small and mid-sized companies to Fortune 500 companies — in state and federal courts.
e-Whiz Global
Founder & CEO
(949) 350-9086
nitin.kingaonkar@ewhizglobal.com
Information Technology
Home Group: Irvine Spectrum
Bio: Simple & Effective Solutions.
Kurtz Law, APC
(949) 629-2585
ekurtz@kurtzlawcorp.com
Attorney
Home Group: John Wayne Airport
Bank of Southern California
Managing Director
(562) 397-6984
justinjlee78@gmail.com
Banking Finance
Home Group: Irvine Central
Bio: Commercial Banking/Lending Manager.
(949) 633-8245
david.oh@ohcocpa.com
Accountant
Home Group: Irvine Spectrum
Strategic Equity Group
Director
(714) 380-3304
mperez@segco.com
Financial Service
Home Group: John Wayne Airport
Bio: Strategic Equity Group provides business valuations for closely-held owner-operated businesses to large publicly traded companies undergoing ownership transitions in mergers and acquisitions and various other purposes.
SGP Labs
CEO & Growth Marketer
(909) 418-7055
stephen@sgplabs.com
Marketing
Home Group: Ontario 2
Bio: I help professionals use their expertise and thought leadership as a growth marketing strategy to grow revenue.
Pegasus One
(310) 721-3077
tushar.puri@pegasusone.com
Home Group: Irvine Concourse
Wood Gutmann & Bogart
Sr. Vice President
(714) 338-3948
bradi@wgbib.com
Insurance
Home Group: Newport-Irvine
Bio: Business Insurance broker. We help companies optimize their Property & Casualty Insurance programs and provide Risk Management solutions for middle market firms.
Shank & Associates Insurance Services
Partner
(949) 433-5464
tim@swartsmanning.com
Insurance
Home Group: Long Beach
Kidder Mathews
Senior Vice President
(949) 557-5019
oliver.ternate@kidder.com
Real Estate
Home Group: Irvine North
Bio: With over 18 years of experience in commercial real estate, Oliver Ternate is a leading expert in the industrial, flex, and office product segments of Orange County, providing advisory services to occupiers and owners.
Active Realty
Real Estate Broker Associate
(949) 307-1814
irenesellshomes4u@gmail.com
Real Estate
Home Group: Irvine South
Ameriprise Financial
Franchisee Advisor
(949) 453-0593 x 229
mandy.m.woo@ampf.com
Financial Service
Home Group: Irvine Concourse
Bio: I can help you to keep more money in your pockets.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Adams Corporate Law, Inc.
Corporate Transactional Lawyer
(714) 619-9360
addison@adamscorporatelaw.com
Attorney
Home Group: Mergers $ Acquisitions 3
Bio: A lawyer that closes deals. M&A and corporate finance. Corporate transactions and securities business lawyer.
Aitken*Aitken*Cohn
(714) 434-1424
darren@aitkenlaw.com
Attorney
Home Group: Irvine Metro
Bio: Darren is a partner at Aitken*Aitken*Cohn,one of California’s most respected personal injury and civil litigation law firms. Aitken * Aitken * Cohn is dedicated to serving the injured and aggrieved consumer in a variety of legal conflicts.
Snell & Wilmer
Partner
(714) 427-7068
tbrosnan@swlaw.com
Attorney
Home Group: Irvine Metro
Bio: I help employers deal with their most difficult employees. This includes creating policies and working together on personnel matters to avoid litigation, and defending employers when litigation is unavoidable.
Murtaugh Treglia Stern & Deily, LLP
Partner
(949) 794-4000
rlemen@murtaughlaw.com
Attorney
Home Group: Orange County Metro
Bio: Bob is an experienced civil litigator and trial attorney who specializes in handling complex and often emotionally charged probate/trust disputes and business litigation.
Arbor Financial Group
Chief Mortgage Officer
(714) 361-1409
ryan@arborfg.com
Banking & Finance
Home Group: John Wayne Airport
Bio: Ryan O’Kane is your Orange County community leader for residential real estate finance. As a mortgage banker and broker Ryan O’Kane has a tailored mortgage solution for your clients. Whether your clients are in need of a super jumbo mortgage or are first time homebuyers Ryan can provide them with a mortgage that fits their needs.
Cohn & Swartzon, P.C.
Principal
(714) 547-5100
saar@legalhelp123.com
Attorney
Home Group: Newport Beach
Bio: As a personal injury attorney, I assist my clients in regaining their pre-injury health and obtaining just compensation for their injuries caused by another. I help people with car, truck, bicycle & pedestrian accidents, dog bites and wrongful death.
Advisor Resource Group
Financial Planner
(562) 296-8461
ccaira@advisorresourcegrp.com
Financial Service
Home Group: Newport Gateway 2
Bio:
I specialize in working with Physicians & Dentists in putting together a comprehensive financial plan. This includes: – Asset Protection = Provide Health, Disability, Life, and Long Term Care Insurance – Tax Strategy Plans = Work with CPAs, Estate Attorneys, & Money Managers to develop Estate and Tax strategy plans – Retirement Planning = Provide 401K’s, Rollover IRA’s, Brokerage Accounts, Managed Money, etc.
McLane Middleton, Professional Association
Director and Chair of Employment Practice Group
(603) 628-1363
charla.stevens@mclane.com
Attorney
Home Group: Irvine 2
Bio: Wrongful Death, Product Liability, Personal Injury, Plaintiff and Cumis Counsel (Private Personal and/or Corporate Defense). Member of ABOTA (American Board of Trial Advocates). Principal with CoverLaw PC.
Dennis Fiduciary Services & Desert Fiduciary Services
Private Professional Fiduciary
(310) 467-4220
marlene@fiduciaryla.com
Consultant & Service
Home Group: South Coast Metro
Bio: Since 1982, Bill has been an advocate for his clients from pre-litigation negotiation through trial and appeal from judgment. He has a national AV® Preeminent rating of 5.0 out of 5.
Albrektson & Shumate LLP
Attorney
(909) 335-9658
chris@albshulaw.com
Attorney
Home Group: Riverside
Bio: Christopher A. Shumate is a partner and an Attorney at Albrektson & Shumate LLP. He is a Certified Specialist in Probate, Estate Planning & Trust Law by The State Bar of California Board of Legal Specialization.
Date: December 3, 2020
Time: 5:00pm
Open to all OC Members
Date: December 8, 2020
Time: 11:30am to 1:30pm PT
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