Join us in welcoming our new members! Reach out via their email below to make a connection.
Masthead Capital
(714) 473-6997
bhanger@masthead-capital.com
Financial Service
Home Group:Â South Coast Metro
Bio: Masthead Capital provides transitional and transactional advisory services along with capital raising for small & middle market closely held businesses.
Rashtian Law Group, APC
Partner
(949) 455-5413
saleem@rashtianlaw.com
Attorney
Home Group: South Coast
Bio: Experienced attorney advocating on behalf of plaintiffs in personal injury and employment actions.
Hall Benefits Law
Lead ERISA Counsel
pkoehler@hallbenefitslaw.com
Attorney
Home Group: South Coast Metro
Bio: 30 years of tax and employee benefit plans legal experience.
McFarland Insurance
President
(949) 295-0391
marcene@mcfarlandins.com
Insurance
Home Group: Irvine South
Veracity Real Estate Co
(714) 348-3820
gina@realveracity.com
Real Estate
Home Group: Wayne Airport
FocalPoint
Business Coach
(949) 877-8776
mposin@focalpointcoaching.com
Consultant Service
Home Group:Â Irvine Spectrum
Bio: Business Coach for Attorneys.
Pacific Premier Law Group
Attorney
(949) 629-3690
ashirdel@pacificpremierlaw.com
Attorney
Home Group:Â Newport Beach
Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.
Reach out to congratulate your fellow members on their anniversary with ProVisors!
IQ Risk Insurance Services LLC
President
(949) 679-3700
ntran@iqrisk.com
Insurance
Home Group: South Orange County
Bio: IQ Risk Insurance Services is a full service, insurance brokerage firm licensed throughout California and in 38 US states. Our experienced team specializes in the professional services industry including legal, accounting, technology, hospitality, real…
Real Estate Professional
President
(562) 716-2258
bnainslie@gmail.com
Real Estate
Home Group: Orange County Central
AmeriFlex Financial Services
CFP, CMFC, Wealth Manager, Certified Financial Fiduciary
(949) 476-3712
ross.anderson@ameriflex.com
Investment Advisor
Home Group: Irvine North
Bio: Ross is an independent, unbiased CFP Professional providing the resources of the big firms with the personalized touch of a boutique and working in a fee based or fee only capacity.
Ellevest
Advisor
(949) 365-6318
ableckner@ellevest.com
Investment Advisor
Home Group: Costa Mesa
Bio: Helping people reach their goals & build wealth – with social impact – through financial planning and investment management.
Law Office of Susan A. Katzen
Attorney & Counselor at Law
(714) 374-2244
susan@skatzenlaw.com
Attorney
Home Group: Irvine 2
Bio: Estate planning isn’t just about probate avoidance. Our families want to protect and preserve quality of life for themselves, and those they love. My staff and I are dedicated to providing clients with customized special needs planning, estate planning.
Law Office of Paul Damien Kramer
Principal
(949) 640-9110
pkramer@pdk-law.com
Attorney
Home Group: Irvine 3
Bio: Business and corporate lawyer with 30 years of commercial, transactional and real property experience. Relationship-based practice tailored to needs of small to medium sized businesses in need of ?go to? general counsel for practical, timely advice.
Join an Accelerator Workshop for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.
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