Trilogy Financial
Wealth Advisor
(858) 755-6696 Ext. 4206
eric.johnson@trilogyfs.com
Investment Advisor
Home Group: La Jolla
Bio: By June of 2022, all CA businesses with 5+ employees must make a decision about a retirement plan. For 7 years, I have assisted business owners navigate this conversation.
LPL FINANCIAL
Wealth Manager
(619) 446-5672
arthur.muniz@lpl.com
Investment Advisor
Home Group: San Diego Downtown 3
JWB Family Law
Senior Associate
(619) 243-6123
carmen@jwbfamilylaw.com
Attorney
Home Group: University Towne Center 3
RBTK, LLP
Partner
(858) 430-0300
strendel@rbtk-cpa.com
Accountant
Home Group: Carmel Valley 4
Swanson Lending
Mortgage Professional Enhancing Lives Through Mortgage Planning
(858) 688-5259
angela@swansonlending.com
Banking Finance
Home Group: San Diego Downtown 2
Bio: As a mortgage planner, my team and I assist homeowners with the liability side of the balance sheet. We seek to structure the mortgage to fit within the financial, insurance, estate and tax plans.
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Strategic Momentum Inc.
Managing Partner
(858) 433-9758
kbogaert@strategic-momentum.com
Consultant & Service
Home Group: University Towne Center
Bio: Our clients expect to accelerate improvements in revenue and profitability. We work with our clients to create alignment on the future direction, improve their ability to coordinate action to achieve the desired outcomes through establishing strong…
Chhokar Law Group, P.C.
Managing Partner
(858) 384-5757
sc@socalclg.com
Attorney
Home Group: University Towne Center 4
Bio: Chhokar Law Group provides Estate Planning and Asset Protection Services.
Capital Benefits
CLU ChFC
(619) 681-1910
jdoran@capitalbenefits.com
Insurance
Home Group: University Towne Center
Bio: We are an independent employee benefit advisory firm. By representing over 50 companies we are able to offer our clients expert advise along with the appropriate retirement and group health programs to fit their needs.
Eakes & Company, CPA’s
Shareholder, CPA
(858) 332-4201
thor@eakescpas.com
Accountant
Home Group: University Towne Center
Bio: Thor Eakes is a CPA and trusted advisor who provides tax compliance and tax planning services to small and mid-size companies. In addition to his work with companies, he also provides tax compliance and tax consulting services to high net worth individuals.
Polito Eppich Associates LLP
CPA
(760) 599-9900
dpe@politoeppich.com
Accountant
Home Group: Carmel Valley Torrey View
Bio: I provide tax, audit, accounting, and consulting services to closely held businesses and their owners. My unique differentiator is working with small tax-only CPA firms by providing audit and accounting services to their clients.
Fichter Silva Consulting
President
(760) 967-7254
smfichter@cox.net
Human Resources
Home Group: Carmel Valley Torrey View
Bio: Fichter Silva Consulting, a Human Resources Services Company, providing services in all areas of Human Resources and government compliance; Spanish services provided.
LNG and Associates Inc
President
(818) 735-0100
stephen@lngandassociates.com
Accountant
Home Group: Westlake 3
Bio: I specializes in working with high net worth clients and their businesses in the areas of income tax compliance and planning. I work closely with my clients to plan for, rather than simply react to, their needs.
Hatley Law Group, A P.C.
Tax, Estate Planning & Asset Protection Attorney
(858) 465-8002
rod@hatleylawgroup.com
Attorney
Home Group: University Towne Center
Bio: I advise successful individuals and families on estate planning strategies that eliminate taxes and protect assets so that they can leave legacies.
Knobbe Martens Olson & Bear LLP
Partner
(858) 707-4000
james.herkenhoff@kmob.com
Attorney
Home Group: Carmel Valley
Bio: I am an intellectual property lawyer with experience in all aspects of the practice, representing clients in transactional matters (e.g., licensing, joint development, IP purchases, etc.), in litigation, and before the U.S. Patent and Trademark Office.
Grant, Hinkle & Jacobs, Inc.
Partner
(858) 350-4000 x103
david@ghjinc.com
Insurance
Home Group: Carmel Valley
Bio: Life insurance design, underwriting, placement, and service for business owners, credit unions, families, and non-profit organizations.
Sheppard Mullin Richter & Hampton LLP
Partner
(858) 720-8987
slasala@sheppardmullin.com
Attorney
Home Group: University Towne Center
Bio: I am a corporate and securities attorney, specializing in mergers & acquisitions. I also have significant experience in venture capital, private equity and corporate governance. I counsel companies ranging from start-ups to well-established publicly…
Wells Fargo Advisors, Member FINRA/SIPC
Chartered Retirement Plans Specialist
(858) 523-7999
e.miller@wfadvisors.com
Financial Service
Home Group: Carmel Valley Torrey View
Bio: My expertise is in helping employers who want to provide a meaningful and cost effective retirement plan for their employees. I educate employees about retirement readiness and help maximize fiduciary protection for the employer.
Ferris & Britton, A Professional Corpora
Managing Partner
(619) 233-3131
gmoyer@ferrisbritton.com
Attorney
Home Group: San Diego Downtown
Bio: I provide estate planning legal services – from vanilla to the most technical and sophisticated – to all, with a particular focus on owners of closely held businesses and owners of valuable commercial real estate. I also handle intra-family disputes and…
Public Relations Security
Principal
(858) 300-6168
david@publicrelationssecurity.com
Marketing
Home Group: University Towne Center
Bio: Crisis PR specialist for organizations as well as other marketing agencies.
CBRE
Vice President, CCIM
(858) 546-4696
chris.powers@cbre.com
Real Estate
Home Group: Carmel Valley 3
Bio: Through pure Tenant Representation (representing only the end user of real estate), I have leveled the playing field and consistently achieved results for my clients.
Living Legacy
Partner
(619) 684-6239
aaron.puttroff@westpacwealth.com
Financial Service
Home Group: San Diego Downtown 3
Bio: I guide business owners and professionals to mitigate the effects of financial threats and to satisfy their concerns in retirement.
LevitZacks, Certified Public Accountants
President/CEO/Shareholder
(619) 238-1077
vramsauer@lz-cpa.com
Accountant
Home Group: San Diego Downtown
Bio: Mr. Ramsauer is President and Shareholder of LevitZacks. He has a broad range of skills in auditing, merger & acquisition, and general business consulting services for both large and small public and private companies.
Renkin & Associates, APLC
Esq., CFLS
(619) 299-7100
rrenkin@renkinlaw.com
Attorney
Home Group: University Towne Center
Bio: Richard M. Renkin & Associates provides professional, experienced, aggressive representation in Family Law from mediation to complex litigation including divorce, custody, support, & property division & evaluation.
Primary Funding Corporation
President
(858) 530-1500
jseverson@primaryfunding.com
Banking & Finance
Home Group: Carmel Valley
Bio: I provide working capital solutions to businesses when banks can’t. I have spent the past 20 years helping small and mid-sized businesses with their financing needs. At Primary Funding we provide Alternative Business Financing Solutions for small and mid…
PKF, LLP
Partner
(619) 238-1040
jstewart@pkfsandiego.com
Accountant
Home Group: University Towne Center
Bio: PKF is a full service CPA firm. I provide hands-on partner level accounting, audit, tax advisory, exit planning and consulting services to small to medium sized privately held and public companies (SEC). I perform financial statement reviews and audits…
Weintraub Law Group PC
Attorney at Law
(858) 566-7010
rick@weintraublawgroup.com
Attorney
Home Group: Carmel Valley
Bio: I am a corporate and securities law attorney. I have been Lead counsel on over 450 public and private offerings (including formation and representation of hedge funds) and over 200 M&A transactions.
Small Law PC
Attorney
(619) 430-4796
will@smalllawcorp.com
Attorney
Home Group: San Diego Downtown
Bio: Will Small is a litigation attorney, focusing on employment and business litigation. Will devotes part of his practice to representing employees in disputes with their employers and counseling employees on their rights as workers.
CBIZ Brinig Taylor Zimmer, Inc.
Lead Managing Director
(619) 687-2600
pzimmer@btzforensics.com
Accountant
Home Group: Carmel Valley 3
Bio: Managing Director at CBIZ Brinig Taylor Zimmer. Damages expert witness (forensic acccounting) in civil litigation and business appraiser.
Date: Tuesday, January 12th
Time: 11:30am to 1:30pm
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