New Group Leaders

2 New Group Leaders in the Los Angeles Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection.  If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

Griselda Cervantes

Griselda Cervantes

Commercial Lender – SVP Team Lead
Mission Valley Bank
gcervantes@missionvalleybank.com
(831) 600-5565
Home Group: Pasadena 8

David Painter

David Painter

Founder
Advisors in Placement
david.painter@advisorsinplacement.com
(626) 470-3396
Home Group: Pasadena 2

New Members

24 New Members in the Los Angeles Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

Shushan Barsegyan

Shushan Barsegyan

Full Circle Business Law
CEO, Managing Attorney
(818) 247-2036
shushan@fullcirclebl.com
Attorney
Home Group: Hollywood

Bio: As a business lawyer, I guide businesses at every stage from formation to M&A and exit. Focusing on contracts, general counsel, and trademarks, I offer nuanced legal solutions in plain English to help businesses grow smarter, not just bigger.

Blithe Bock

Blithe Bock

Burke, Williams & Sorensen, LLP
Partner, Burke, Williams and Sorensen
(310) 738-4157
blithebock@gmail.com
Attorney
Home Group: Downtown Los Angeles 3

Bio: I’m a partner at Burke, Williams and Sorensen after 25 years at the Los Angeles City Attorney’s Office.

Alpha Diallo

Alpha Diallo

Schooley Mitchell
(202) 375-1769
alpha.diallo@schooleymitchell.com
Consultant Service
Home Group: Culver City

Bio: Business Consultant with 17 years of experience that specializes in cost optimization helping businesses save on average 28% on their regular business expenses.

Vick Ekizian

Vick Ekizian

5 Pillars Compliance Consulting
Financial Crimes Compliance Professional
(818) 523-9762
vick@5pillarscompliance.com
Consultant Service
Home Group: Universal City

Bio: Providing fractional Chief Compliance Officer (CCO) and advisory services, I help businesses navigate the complex regulatory landscape of anti-money laundering (AML) and sanctions compliance.

Christian Evans

Christian Evans

(310) 717-1053
cevans@coastalpayroll.com
Banking Finance
Home Group: Sherman Oaks 3

Traci Gerth

Traci Gerth

Vistage Worldwide
Founder, Executive Coach and Vistage Chair
(920) 750-4030
traci.gerth@vistagechair.com
Other
Home Group: Westwood

Bio: I offer executive coaching services to help leaders thrive in their work and personal lives. I partner with Vistage, the world’s largest CEO peer advisory organization, to help CEOs and owners of small and midsized companies, grow their businesses.

Michael Ford

Michael Ford

Capstone Partners Financial and Insurance Services
Financial Planner
(310) 429-5249
mford@financialguide.com
Financial Service
Home Group: Century City 2

Bio: At Capstone Partners we offer life, disability, long-term care and annuity solutions and financial planning. I specialize in delivering strategic insurance solutions to transfer wealth for high-net-worth individuals.

Jeff Hall

Jeff Hall

jeff@avalanwealth.com
Home Group: Santa Barbara 1

Joseph Johnson

Joseph Johnson

Law Offices of Joseph Johnson
Attorney at Law
(323) 736-1LAW (1529)
joseph@josephjohnsonlaw.com
Attorney
Home Group: South Bay 4

Bio: Joseph Johnson provides excellent legal representation and personal service in all personal injury matters.

Alexandra Kaplan

Alexandra Kaplan

Kaplan Interpreting Services
CEO/Founder
(310) 498-3089
akaplan@kaplaninterpreting.com
Consultant Service
Home Group: Venice

Ben Kassis

Ben Kassis

Eisner, LLP
Partner
(310) 855-3200
bkassis@eisnerlaw.com
Attorney
Home Group: Entertainment 2

Lily Kha

Lily Kha

Trust Properties USA
(626) 500-5922
lily@trustpropertiesusa.com
Real Estate
Home Group: Pasadena 7

Bio: San Gabriel Valley Probate and Trust Realtor at Trust Properties USA.

Annie Lisa Knafo

Annie Knafo

Ghozland Law Firm
(818) 270-8208
anna@ghozlandlawfirm.com
Attorney
Home Group: Studio City

Eric Larson

Eric Larson

Source Advisors
Director, Channels / CPAs: Tax Credits
(415) 730-5247
eric.larson@sourceadvisors.com
Financial Service
Home Group: Westside

Bio: Cost Segregation, Energy (45L, 179D, 48C), R&D, LIFO, SALT, Nexus.

Malcolm McNeil

Malcolm McNeil

ArentFox Schiff LLP
Partner/International Co-Leader
(310) 985-3002
malcolm.mcneil@afslaw.com
Home Group: Warner Center 1

Michael Nassif

Michael Nassif

USI Insurance Services
Vice President – Property and Casualty
(818) 636-0597
michael.nassif.7@gmail.com
Insurance
Home Group: Studio City

Bio: I am a risk management and insurance advisor specializing in middle market commercial property and casualty insurance primarily for businesses with property portfolios, large employee head counts and fleets of vehicles.

Christopher Orozco

Christopher Orozco

(805) 312-3399
christobaal89@gmail.com
Home Group: Westlake 8

Louise Oshiro

Louise Oshiro

SoCal Title Company
Vice President | Sales Manager
(818) 439-7008
louise@socaltitlecompany.com
Insurance
Home Group: Sherman Oaks 3

Elisa Robichaud

Elisa Robichaud

Reese Lewis LLC
Human Resources Consultant
(805) 341-6143
elisa@reeselewis.com
Human Resources
Home Group: Westlake 7

Bio: I am a Human Resources professional providing consulting services to small businesses. Areas of support include onboarding and off-boarding, recruiting, compliance, employee relations, and policy design and implementation.

Lee Sagal

Lee Sagal

LRS Trustee
Professional Fiduciary
(323) 202-2050
lrs@lrstrustee.com
Home Group: Century City 1

Bio: Lee Sagal is a Licensed Professional Fiduciary specializing in Trust and Estate Administration, Probate, and financial management for individuals with diminishing capacity.

Trey Sherrer

Trey Sherrer

Talley LLP
Audit Manager
(334) 791-4939
tsherrer@talleynco.com
Accountant
Home Group: Universal City

David Strashnoy

David Strashnoy

David Strashnoy Law PC
Founder and Managing Attorney
(818) 646-7350
david@strashnoylaw.com
Attorney
Home Group: Silicon Beach

Bio: Former Visa Officer leveraging that expertise to handle complex U.S. immigration matters, with a focus on work authorization and green cards for employers, individual foreign entrepreneurs, artists, athletes, and investors.

Maria Uribe

Maria Uribe

AMPF
(818) 662-1999 x 222
maria.uribe@ampf.com
Investment Advisor
Home Group: Pasadena 1

Matt Zar

Matt Zar

Bridgewater Law Group
Founder and Attorney
(626) 733-4100
mattzar@bwaterlaw.com
Attorney
Home Group: Santa Monica 2

Bio: We are a Personal Injury Law Firm, that prioritizes service above all else. We handle all types of Personal Injury, ranging from Motor Vehicle, Truck, Pedestrian, Premise, and Ride Share.

Member News

Todd Carey
Jul 25, 2024

Hanson Advises US, Foreign Industry and Government Leaders on Global Expansion

Tom Hanson, Principal of Channel Architect (Santa Barbara, California) has formed a strategic partnership with LCL Advisory (Bucharest, Romania) to offer trusted advisory services in Europe, the United States, and other global high-growth markets. Tom's advisory services strengthen the international competitiveness of businesses and governments by advising investors, C-Level officers, and Boards of Directors on how to expand exports and attract foreign investment. More: https://channelarchitect.world/readmore/
Todd Carey
Jul 22, 2024

Brenda Allison nominated by Valley Women's Leadership Symposium & Awards for 2024

Brenda Allison, CEO, Coast General Insurance Brokers, nominated by Valley Women's Leadership Symposium & Awards for 2024 by LABJ Inside the Valley.
Todd Carey
Jul 07, 2024

Anderson Elected as Children's Foundation Board of Director

Michael Anderson was nominated and elected to the Exceptional Children's Foundation Board of Directors.
Todd Carey
Jul 07, 2024

Kevin Berson Featured on the Bruin Success Podcast

Kevin was recently featured on the Bruin Success Podcast! In this episode, Kevin shares his career journey that began with on-campus recruiting at UCLA to landing his first job in Big Six consulting to transitioning into a Corporate Development / M&A role at Technicolor Group, to ultimately founding Kinected Advisors 10 years ago. 🔗 Listen now on Spotify and Apple Podcasts : https://lnkd.in/gq8Ae_UD https://lnkd.in/gntpqtSe Check out UCLA Alumni Association's Instagram post here: https://lnkd.in/ghZ2RtRE
Todd Carey
Jul 07, 2024

Sergio Gonzalez of Westlake Village Opens New Office

Sergio Gonzalez, founder and CEO, of Westlake Village-based 805title, has opened an office in Santa Barbara.

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 20 Years

Robert Sniderman

Robert Sniderman

HR Focus USA
President
(818) 618-6044
rsniderman@hrfocususa.com
Human Resources
Home Group: Glendale 2

Bio: Robert Sniderman, Ph.D., SPHR. is President of HRfocus, providing Consultative Services at the INTERSECTION of Business and Human Resources. Organizational/Business/Human Resource consulting services; known as an executive and owner’s coach, facilitator…

Celebrating 15 Years

Keith Gregory

Snell & Wilmer
Attorney at Law
(213) 929-2500
kgregory@swlaw.com
Attorney
Home Group: Downtown Los Angeles 3

Bio: Keith Gregory is a commercial litigation partner with Snell & Wilmer. As that DAM lawyer, he has extensive experience handling litigation and transactional issues for distributors and manufacturers.

Michael Preston

iCore Wealth Management / Northwestern Mutual
Wealth Management Advisor – CLU, ChFC, RICP
(818) 610-7308
michael.preston@nm.com
Investment Advisor
Home Group: Sherman Oaks 1

Bio: iCore Wealth Management is a fee based financial planning firm that incorporates “defensive” strategies (insurance) with “offensive” strategies (wealth management). Our mission is to keep you financially fit.

Celebrating 10 Years

Ara Babaian

Encore Law Group LLP
Partner
(213) 559-7395
ara@encorelaw.com
Attorney
Home Group: West Los Angeles

Eric Berg

Berg Law Group
Attorney
(805) 708-0748
eric@berglawgroup.com
Attorney
Home Group: Santa Barbara 2

Bio: Business Trial Lawyer. Past President of the Santa Barbara County Bar Association. Member of American Board of Trial Advocates.

Patrick Garofalo

Law Offices of Patrick L. Garofalo
Attorney
(805) 497-7676
patg@plglaw.net
Attorney
Home Group: Ventura

Bio: I am a very knowledgeable business attorney/litigator and pragmatic problem solver because of my experience as a business owner/operator (to date-five companies), and from representing hundreds of clients in a variety of legal matters.

David Huber

Varshawsky & Huber, LLP
Partner
(805) 484-3100
david@vh-cpa.com
Accountant
Home Group: Moorpark

Bio: Partner at Varshawsky Huber, LLP. We specialize in small and start-up businesses, emphasizing proactive tax planning and business organization. Working closely with each business and its owner(s), we tailor our services to each client’s needs.

Mark Kamerman

MethodM Wealth
Private Wealth Advisor | Franchise Owner
(805) 526-9944
mark.k.kamerman@ampf.com
Investment Advisor
Home Group: Moorpark

Bio: As a financial planner, clients come to me when they want to live comfortably now and in retirement. I work with each client to create a customized plan that helps them be happy now, happy later and live . . . happily ever after.

Maya Konviser

Accounting Tax Payroll Partners
President
(818) 436-2775
maya@accountingtaxespayroll.com
Accountant
Home Group: Beverly Hills 4

Bio: My team and I have been providing bookkeeping, payroll, tax prep and business management to Los Angeles business owners for over 19 years to clients across a broad spectrum of industries from entertainment to retail to contracting.

Al Knobloch

Al Knobloch

Trans Global Consulting, Inc.
CEO
(310) 625-7747
aknobloch@transglobalconsultinginc.com
Consultant & Service
Home Group: Downtown Los Angeles 2

Bio: Trans Global Consulting, Inc. is a Los Angeles based consulting firm that provides advice and counsel on all aspects of capital transaction efficiency.

Edward Powell

Guzman Law Group, P.C.
Attorney
(310) 321-6640
epowell@guzmanlg.com
Attorney
Home Group: South Bay Classic

Bio: Business-focused general counsel with two decades of legal experience who can help you through buying, selling, financing, funding or investing in a company.

JB Rizzo

JB Rizzo

Rizzo Forensics
President
(424) 529-7300
jb@rizzoforensics.com
Accountant
Home Group: West Los Angeles

Bio: Responsive, reasonable, efficient and effective forensic CPA expert witness, specializing in family law analyses, business valuation, financial and accounting issues in California family law.

David Shemano

Shemano Law
Owner
(310) 492-5033
dshemano@shemanolaw.com
Attorney
Home Group: Brentwood

Bio: I specialize in business bankruptcy and bankruptcy litigation, with in-depth experience handling bankruptcy and restructuring matters related to real estate, entertainment, franchising, and manufacturing.

Celebrating 5 Years

Dina Braverman

Organizing Concepts and Designs Inc.
Owner/Founder, OCD
(310) 560-5060
dina@organizingconceptsanddesigns.com
Consultant & Service
Home Group: Warner Center 1

Bio: Organizing Concepts and Designs, aka OCD, is a Professional Organizing Service specializing in Home Organizing, Office Organizing, Relocations, Estate Sales and Clearing.

Simon Esfandi

Compass Law Group, LLP
(310) 289-7126
simon@cmplawgroup.com
Attorney
Home Group: Santa Monica 1

Bio: I Co-founded Compass Law Group, LLP to help injured people get healthy and then get compensated justly. Consider me your Injury Guide.

Darren Freedman

TroyGould PC
Attorney
(310) 789-1207
dfreedman@troygould.com
Attorney
Home Group: Beverly Hills 2

Bio: Darren is a corporate, M&A, start-up and public company attorney. He represents businesses and investors in a wide range of industries.

Janine Hamner Holman

J&J Consulting Group
Founding Partner & CEO
(323) 493-6431
janine@jandjcg.com
Consultant & Service
Home Group: Pasadena 6

Bio: I am on a mission to have the world of work be one in which everyone can thrive.I create thriving employee organizations to increase profitability by getting clear on mission/values, training leaders, creating psychological safety, and engaging employees.

Mark Mizrahi

Mark Mizrahi

Saul Ewing LLP
Partner
(310) 255-6129
mark.mizrahi@saul.com
Attorney
Home Group: Brentwood

Bio: Mark Mizrahi’s law practice includes all aspects of intellectual property law with an emphasis in patent, trademark, and copyright litigation. He also has extensive experience preparing and prosecuting trademark applications for a wide variety of client…

Dan Nathanson

Home Helpers
Owner
(310) 962-2121
dnathanson@homehelpershomecare.com
Consultant & Service
Home Group: Westlake 8

Bio: For over a decade, Home Helpers has provided caregivers for seniors that need and deserve help to continue living safely at home.

Casey Summar

The Law Firm For Non-Profits, P.C.
Attorney
(818) 623-9898
casey@lfnp.com
Attorney
Home Group: Santa Barbara 2

Bio: Casey provides a full range of legal services for nonprofits of all types and sizes including formation, board and governance matters, exempt organization tax law, IRS and state compliance, mergers, joint ventures, private foundations, int’l activities.

Events

Join us for our Fall PV@Night(s)!  LAC:  Tuesday, September 10th at Ozzy’s Pizza @ Glen Arden Club from 5:30-7:30pm.  LAW:  Wednesday, September 11th at the Luxe Hotel from 5:00-7:00pm.  LAV:  Tuesday, September 24th at Zin Bistro Americana from 5:00-7:00pm.  Details and Registration are on the Hub!

Accelerate Your Membership (AYM) on Monday, October 14, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics. Register Now!

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.

New Member Orientations

Tuesday, September 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, September 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, September 4, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, September 5, 2024  – 11:30a PT | 1:30p CT | 2:30p ET