| Los Angeles
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Prosperity CRE
(818) 806-0268
mark@prosperitycre.com
Real Estate
Home Group: Santa Clarita Valley
Bolton Advisory Group
(310) 663-9360
boyega.ajayi@boltonadvisorygroup.com
Home Group: Silicon Beach
JAL Properties, Inc.
Director of Acquisition
(626) 297-8559
realtoralesandra@gmail.com
Real Estate
Home Group: Sherman Oaks 2
Bio: Acquisition Director specializing in residential property purchases, specifically buying distressed/damaged properties and purchasing from sellers in difficult situations who need a fast sale.
Ridley Defense
(805) 600-3407
ola@ridleydefense.com
Home Group: Ventura 3
Gursey | Schneider, LLP
Senior Tax Manager
(424) 281-1616
aburgin@gursey.com
Accountant
Home Group: Sherman Oaks 3
Bio: CPA with a specialization for providing proactive planning resulting in large tax savings to clients who are experiencing substantial income events or have accumulated wealth.
DAS Accounting and Tax Services
President
(424) 335-4418
pesach@dasaccounting.com
Accountant
Home Group: Silicon Beach 2
Bio: Accounting and tax expert focusing on businesses based in the US and in the UK, requiring tax services for their US and UK tax returns and also international compliance needs.
Farzan Financial Solutions
(310) 779-7188
pfarzan@farzanfinancialsolutions.com
Accountant
Home Group: South Bay 4
Bio: I help with business transformations. I work with business owners to provide effective accounting solutions. We have the process and procedures to streamline the workflow and organize the revenue and expenses in a rational manner.
First American Title
Title Representative
(310) 492-3680
afass@firstam.com
Real Estate
Home Group: West Los Angeles
Bio: Alison is a licensed attorney and transitioned into real estate as a sales executive six years ago. Leveraging her legal expertise, she is committed to providing exceptional service and attention to detail to meet her clients title and escrow needs.
Lewitt Hackman
(818) 907-3023
iferber-paxson@lewitthackman.com
Attorney
Home Group: Santa Clarita Valley
Bio: I am an associate attorney at Lewitt Hackman specializing in employment defense work.
Washington Place Equity
(213) 364-0194
danielle@wpefund.com
Home Group: Culver City
Freeburg & Granieri, APC
(626) 486-9082
christy@fgfirm.law
Attorney
Home Group: Pasadena 5
Bio: Employment attorney representing employees.
Cindy HIll
Executive Vice President
(818) 640-4360
cindyhill@valleyapartmentsales.com
Real Estate
Home Group: Universal City
CPI Solutions
lakeman@cpisolutions.com
Home Group: Westlake 7
Lippian Low Voltage
Owner
(818) 877-6430
john@lippianconsulting.com
Information Technology
Home Group: Calabasas
Bio: California C7 licensed Low Voltage contractor focusing on commercial tenant improvements, some residential and education.
Robins Kaplan LLP
Partner
(310) 229-5813
jmenton@robinskaplan.com
Attorney
Home Group: Entertainment 2
Bio: My practice involves partnering with clients to provide strategic resources and solutions to their cases.
RMO, LLP
(818) 720-7671
mondiam@rmolawyers.com
Attorney
Home Group: Sherman Oaks 2
Bio: My practice focuses on probate and trust litigation and resolution of disputed estate matters. My clients are executors, trustees, conservators, and beneficiaries of estates and trusts.
Nabhan Law
Owner
(626) 227-1424
haroun@nabhanlaw.com
Attorney
Home Group: Pasadena 3
Bio: I’m an attorney specializing in probate and trust litigation, administration, conservatorships and estate planning. My client include individuals, couples and fiduciaries.
NAI Capital
(626) 204-1531
golaiz@naicapital.com
Real Estate
Home Group: Pasadena 3
CP Branding Solutions
President / Owner CP Branding Solutions
(818) 335-0689
cpofsky@mac.com
Marketing
Home Group: Westside
Bio: CP BRANDING SOLUTIONS: 30 years of expertly crafting and delivering innovative branding solutions for a diverse group of clients.
Technolene
President
(818) 919-1583
louis@technolene.com
Information Technology
Home Group: Pasadena 2
Bio: You’re seeking IT peace of mind. We provide managed, user friendly IT services like help desk, backups, cybersecurity, and remote monitoring/maintenance. We’re focused on cloud solutions that free you from being chained to a particular computer or device.
Bank of the West/BMO
Principal Lead
(310) 266-8521
justin.lee2@bankofthewest.com
Banking Finance
Home Group: Pasadena 4
Bio: Justin specializes in providing short and long term financing needs for mid size businesses ($5MM-
$50MM) including owner-user and Investor Commercial Real Estate, C&I financing, Corporate Card, and Treasury services.
Southland Commercial Real Estate
CEO
(213) 338-8000 x1
mark@southlandcre.com
Real Estate
Home Group: Pasadena 3
Bio: Mark Repstad, founder and Principal, established Southland Commercial Real Estate in 2021 to offer an individualized intelligent approach to Commercial Real Estate.
Lifter Leadership
(424) 362-3083
paresh@liftersrising.com
Home Group: Santa Monica 6
Encore Real Estate Advisors / LFB Ventures
Principal
(213) 258-5429
jon.spelke@encorereadvisors.com
Real Estate
Home Group: South Bay Classic
Bio: I’m your resource for all things real estate! As a former senior RE executive for family offices and institutions I have a broad skill set including workouts, asset/portfolio/transaction mgmt, debt/equity financing, acquisition diligence and dispositions.
If you haven’t checked out our new ProVisors Power Networking series yet, take a peek at our Power Networking Trailer HERE. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills. Watch all the videos in the series HERE.
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Wells Fargo Bank
Private Wealth Advisor
(805) 777-8367
judyk@wellsfargo.com
Banking & Finance
Home Group: Westlake 1
Bio: I lead a team of specialists as we work with Wealthy families, individuals, business owners and C-Suite executives to leverage what they have to get where they want to go. I am their Relationship Manager for Private Wealth Management.
Upside Strategies
Leadership Coach & Sr. HR Consulting
(310) 457-4587
sally@sallyrphillips.com
Human Resources
Home Group: Century City 2
Bio: Upside Strategies and Sally Phillips provide corporate executives, management and entrepreneurs enhanced leadership skills crucial in achieving and sustaining a competitive advantage.
Pro.Act Wealth Solutions, LLC
Active Portfolio and Wealth Manager
(805) 484-1011
plato@sagepointadvisor.com
Investment Advisor
Home Group: Westlake 6
Bio: Wealth Advisor + Planner for 21+ years
* Personal, Employer + Employee Benefits
* Tax Planning with clients’ Professional Teams
* Fiduciary
* Over 37 years of Tech expertise for proprietary portfolios
* Active Investment/Portfolio Manager.
B. Riley Advisory Services
Senior Managing Director
(213) 409-6230
mspindler@brileyfin.com
Accountant
Home Group: Downtown Los Angeles 4
Bio: Michael S. Spindler, CPA, CFE, CFF, ABV, CAMS, is a Principal in B. Riley Advisory Services Forensic Accounting & Litigation Support group. He is a CPA, a CFE, is Accredited in Business Valuation and is a Certified Anti-Money Laundering…
Kaedian LLP
Founding Partner
(310) 893-3372
nangioni@kaedianllp.com
Attorney
Home Group: Brentwood
Bio: I specialize in labor and employment law, representing employers and employees in litigation in state and federal courts. Additionally, I partner with my clients to ensure they are complying with applicable state and federal labor laws.
Singer Lewak
CPA, Tax Partner
(310) 477-3924
nbenyamini@singerlewak.com
Accountant
Home Group: Century City 8
Bio: Nanaz is a Partner in SingerLewak’s nonprofit tax practice. She specializes in taxation of nonprofit organizations, including publicly supported organizations and private foundations. She has more than twenty years of tax and accounting experience…
Synergy One Lending
Mortgage Advisor
sbonanno@s1l.com
Banking & Finance
Home Group: Santa Barbara 3
Bio: I specialize in residential loans for purchase and refinance transactions. In addition, I provide pre-approval, education and mortgage planning services. Loan types include Conventional, High Balance, FHA, VA ,Jumbo and Reverse Mortgage.
gish SEIDEN LLP
Partner
(818) 854-6100
dgross@gishseiden.com
Accountant
Home Group: Brentwood
Bio: Our talented team develops strategies that are specifically catered to help you and your business. We do more than taxes. Our accountants and advisors empower our clients to take control of their future.
First Legal Network
Executive Vice President
(213) 250-1111
dh@firstlegal.com
Consultant & Service
Home Group: Downtown Los Angeles 3
Bio: First Legal is the first comprehensive litigation support company handling all aspects of the discovery timeline. From “File through Trial”. We’ll file the initial complaint, research court documents, provide investigative services from skip tracing…
Baker Tilly US, LLP
Partner
(818) 981-2600
stephen.landsman@bakertilly.com
Accountant
Home Group: Beverly Hills 3
Bio: Steve Landsman, CPA is a tax partner with Baker Tilly. Steve’s twenty years of experience feature client-oriented business managment, tax planning and preparation and compliance services. He was selected as one of the SFV most Trusted Advisors by the…
Edward Jones
Financial Advisor
(805) 496-5584
kyle.lundberg@edwardjones.com
Investment Advisor
Home Group: Westlake 7
Bio: Financial advisor serving individual investors, business owners, executives and retirees.
RMM Accounting
Fractional CFO
(818) 618-7217
randymiller@rmmaccounting.com
Accountant
Home Group: Woodland Hills 1
Bio: Moving Business Owners from a Lifestyle Business to Using the Business to create a Lifestyle. Working with companies with revenues from $5-$200 million. Building financial & organizational structures, focusing owners on maximizing their business.
LifeBridgeSolutions, LLC
President
(323) 452-2680
sheri@lifebridgesolutions.com
Consultant & Service
Home Group: Beverly Hills 3
Bio: LifeBridge Solutions provides professional fiduciary services, life transition planning and coaching, caregiver support, daily money management, and trust and estate administration support. We offer a compassionate approach to coping with life-changing…
CHANNEL Wealth
Financial Advisor
(805) 898-0893
chris@channelwealth.com
Investment Advisor
Home Group: Santa Barbara 3
Bio: Chris and his team at Channel Wealth specialize in helping clients to navigate and plan for life’s transitional financial events. Their practice focuses on comprehensive financial planning and assisting clients who are transitioning assets…
SLFW
Attorney
(805) 497-7706
kwattles@slfesq.com
Attorney
Home Group: Westlake 7
Bio: Your Heavyweight Champion of Employment Law. I’m here to represent employers in wage and hour and civil disputes, with selective plaintiff representation as well.
Atkinson, Andelson, Loya, Ruud & Romo
Partner
(562) 653-3200
carellano@aalrr.com
Attorney
Home Group: Cerritos
Bio: Cindy Arellano is a business and tax partner at Atkinson, Andelson, Loya, Ruud, & Romo. Her practice focuses on nonprofit organizations, employee benefits and executive compensation, and deferred compensation plans.
Norton Home Office Management
Principal & Founder
(626) 221-5721
jennifer@nortonhomeoffice.com
Consultant & Service
Home Group: Pasadena 1
Bio: Jennifer provides personal business management for professionals, seniors & others who want assistance maintaining structure & efficiency in their personal financial affairs. She is the SoCal Regional Leader of the American Assoc. of Daily Money Managers.
SullivanCurtisMonroe Insurance Brokers LLC
Senior Vice President
(310) 328-7655 x114
tburns@sullicurt.com
Insurance
Home Group: Silicon Beach
Bio: Commercial Insurance Broker. I provide all types of business insurance including Technology, Cyber, Commercial Real Estate, Workers Comp, and E&O.
Social Spice Media
Chief Operations Officer
(214) 557-9916
scott@socialspicemedia.com
Marketing
Home Group: Ventura 2
Bio: Delivering ADA Compliance for Websites, Creating New Logos and Taglines, Social Media Marketing, Building Strong SEO, Video Marketing, Custom Software Development…
gish SEIDEN LLP
Tax Manager
(818) 854-6100
sisavi@gishseiden.com
Accountant
Home Group: Westlake 6
Bio: Tax manager at gish SEIDEN. Sargis is a CPA and has worked in public accounting for more than 20 years. He is proficient with business, personal, estate, trust, & gift tax returns. His ideal clients are small/midsize business & high net worth individuals.
Merrill Lynch
Certified Financial Planner – Wealth Management Advisor
(805) 381-1478
bkatz88@gmail.com
Investment Advisor
Home Group: Woodland Hills 2
Bio: I focus on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve.
Law Offices of J. Grant Kennedy
Why hasn’t your civil litigation case settled?
(213) 220-2521
grant@jgrantkennedy.com
Attorney
Home Group: Conejo
Bio: I guarantee I can tell you why your case is not settling without knowing anything about your case, with no judgement, and with no legal advice and there is no charge if I cannot.
Gable Tax Group
Founder & CEO
(213) 788-4840 x101
dena.oberst@gable.tax
Consultant & Service
Home Group: Pasadena 5
Bio: Dena Oberst is a Multi-State Sales Tax Guru with over 30 years experience. Dena helps businesses increase profit through proper sales tax compliance.
RE/MAX One Commercial
Commercial Property Leasing & Sales
(805) 444-9432
scott@scottsocal.com
Real Estate
Home Group: Moorpark
Bio: I am a commercial, industrial, and warehouse leasing and sales expert working with tenants and landlords, buyers and sellers of commercial spaces and buildings.
Appleton Luff
Partner
(650) 918-7647
prasad@appletonluff.com
Attorney
Home Group: Menlo Park 1
Bio: Experienced IP attorney and business advisor with diverse experience including as chief patent counsel of a major tech company, business experience in the US and abroad as an IP executive, and in private practice in diverse patent matters.
BGI Worldwide Logistics, Inc.
Managing Partner
(562) 321-6425
bruce@bgiworldwide.com
Consultant & Service
Home Group: Long Beach Airport
Bio: Bruce Robertson is the managing partner of BGI Worldwide Logistics, a technology-enabled domestic and international freight forwarding company. Bruce is a logistics expert that specializes in transportation operations management.
Ross Legal Corporation
Attorney and Founder of Ross Legal Corporation
(818) 906-9667
polina@rosslegalcorp.com
Attorney
Home Group: Sherman Oaks 2
Bio: Polina Ross is an experienced real estate and business litigation attorney with a specialty in cannabis law, who has been practicing since 1999. Prior to starting her own law firm in 2013, Polina was a partner at a preeminent Century City law firm.
Law Offices of Justin Silverman
(818) 585-1267
justin@jsilvermanlaw.com
Attorney
Home Group: Downtown Los Angeles 3
Bio: We represent employees on claims involving harassment and discrimination, wage and hour violations, wrongful terminations and contract negotiations.
Smith Law
Personal Injury, Employment & Class Action Attorney
(818) 839-9700
benjy@thesmithlawcorp.com
Attorney
Home Group: Sherman Oaks 2
Bio: Employment and Personal Injury Attorney.
Leichter Leichter – Maroko LLP
Family Law Attorney
(310) 278-3112
jenna@llmfamilylaw.com
Attorney
Home Group: Santa Monica 3
Bio: Jenna is a Family Law attorney at the Beverly Hills law firm Leichter Leichter-Maroko LLP. Jenna has practiced family law exclusively since her admission to the California Bar in 2012. Jenna is the 2018-2019 Co-Chair of the Family Law Section of the…
Lewitt Hackman
(818) 907-3027
tvernon@lewitthackman.com
Attorney
Home Group: Westlake 6
Bio: Franchise & distribution, corporate and M&A attorney.
SteelPeak Wealth
Associate Vice President / Wealth Advisor
(818) 835-8755
rich.winer@spwm.com
Investment Advisor
Home Group: Encino 4
Bio: I provide comprehensive wealth management and retirement planning services and specialize in investments that generate 9% to 12% stock-like annual returns and high monthly income without any stock or bond market risk.
Accelerate Your Membership (AYM) on August 14th (8:30a P / 10:30a C / 11:30a E) with Doug Duerr and Lauren Hauptman who will discuss Personal Brand & The Power of a Tagline. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.
Join a New Member Orientation 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.
Tuesday, August 1, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, August 2, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, August 2, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, August 3, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
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