BC Commercial Insurance

Adam Herzing, CFP ®

Farmers Insurance | Rashawn Underdue Agency

STH Financial Services Inc.

New York Life, Orange Coast General Office

Lara Sinanian

New York Life Newport Beach

Secure Choice Lending

Melanie Luong

JP Geisbauer, CFP®, CPA

Centerpoint Financial Management, LLC
Independent. Fee-only. Fiduciary.

SingerLewak - Accountants and Consultants

Cal Commercial Insurance

Joshua Shin

Foresight Wealth Management Group

Madeline Wolfson

Sunstone Management

Sunstone Trust Company

Sunstone Trust Company offers a full range of wealth management services, asset management services, investment advisory services, and corporate trustee services.

Morris & Garritano

Maven Group

Jim Clover

Central IQ, Inc. (Mission Accomplished)

Central IQ delivers research, management, and consulting services that help pioneers in the healthcare, education, and social-services sectors improve their performance, outcomes, and impacts.

David Malt & Associates

Tax Relief Advocates

Accounting and Finance Services

Ricardo Leonardo Jr, CLU®, ChFC® - Northwestern Mutual - Irvine

Helping families narrow the generational wealth gap

Farmers Ins. - Rich Insurance Services

Elizabeth Gonzalez

Billy Zhang

Southwest Trade Services

Manning Huang

Blessed Wealth Management

Merrill Lynch Irvine Spectrum

My team and I follow a disciplined process that begins with first taking the time to get to know each client and the client’s family, their financial situation and what matters most to them.

Farmers Insurance - Hanan Abdalla

Michael Schmitt

Wells Fargo Bank - Quail Hill

The Lotts Agency -A Private Client Financial and Insurance Services Firm

Remick Associates

PYA Insurance Brokerage

Wells Fargo Bank

College Pro Consultants - FAFSA® Pro

CHOICE Administrators

IQ Risk Insurance Services, LLC

MWA Financial Services

Kathy Lamm - Farmers Insurance

Wells Fargo Bank - Culver

Wells Fargo Bank - Woodbridge Office

Wells Fargo Bank - Corporate Business Center

Wells Fargo Bank - Trabuco Grove