| Los Angeles
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.
President
Solution Harbor Inc
(619) 708-2295
amanda@solutionharbor.com
Home Group: Westside
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Adell Law Offices
(818) 883-9272
laura@adell-law.com
Attorney
Home Group: Los Angeles Valley 1
Bio: I am an attorney practicing exclusively in the areas of estate planning, probate, trust administration, and trust and estate litigation.
Schnaus Law
Tax & Family Office Director
(310) 433-0972
aahdoot@schnauslaw.com
Accountant
Home Group: Rancho Park
Bio: The Schnaus Law Group is a boutique law firm dedicated exclusively to tax planning & compliance; estate & business succession planning; and trust administration.
Ambarchayan Law
(818) 649-1350
val@ambarchyanlaw.com
Attorney
Home Group: Glendale 2
Bio: I am an attorney and I practice in the areas of elder abuse/neglect (nursing home cases), medical malpractice, personal injury, as well as property damage cases (flood, theft/burglary, fire, vandalism, etc).
Venbrook Insurance Services
Vice President – Commercial Lines
(818) 652-6082
kbalian@venbrook.com
Insurance
Home Group: Universal City
Blancarte Law
(213) 342-6622
james@blancartelaw.com
Attorney
Home Group: Hollywood
Ghozland Law Firm
(213) 334-4570
rachel@ghozlandlawfirm.com
Attorney
Home Group: Beverly Hills 3
Productive Pressure LLC
(626) 862-6150
info@productivepressure.com
Consultant Service
Home Group: Santa Monica 4
Trueview Advisors
Founder & CEO
(310) 922-3458
mcorwin@trueviewadvisors.com
Consultant Service
Home Group: Silicon Beach
Bio: Fractional COO Advisory.
Starkmont Financial
(818) 471-7262
shawnt.dingizian@starkmontfinancial.com
Accountant
Home Group: Beverly Hills 2
360 Business Management
Tax Manager
(818) 841-5451 ext 222
bronson@360mgmt.com
Accountant
Home Group: Glendale 2
Bio: Experienced tax professional specializing in individual, corporate, and partnership income tax.
FJR and Associates with Berkshire Hathaway CA Properties
(818) 601-0056
ksfinnegan@gmail.com
Home Group: Los Angeles Valley 1
Compass
Principal | The Frid Group
(310) 270-6225
geoffrey@geoffreyfrid.com
Real Estate
Home Group: Sherman Oaks 3
Moss Adams
Managing Director
(310) 489-1296
brendan.gallagher@mossadams.com
Banking Finance
Home Group: Sherman Oaks 3
First American Title
(818) 388-8338
lgreer@firstam.com
Real Estate
Home Group: Conejo
Bio: Escrow & Title services for Residential, Commercial, Refinances and Business Transactions.
All Family Legal
Founder & Attorney
(323) 813-1199
amira@allfamilylegal.com
Attorney
Home Group: Beverly Hills 3
Bio: Family formation attorney, focusing on adoption, surrogacy, sperm donation and egg donation. Drafts agreements and handles parentage judgments and stepparent, second parent, adult and independent adoptions. National LGBTQ+ Bar’s 40 under 40.
Ramo Law PC
(646) 478-6478
elliot@ramolaw.com
Home Group: Entertainment 2
Venable LLP
Counsel
(310) 229-0371
njkerman@venable.com
Attorney
Home Group: Santa Monica 5
Edward Jones
Wealth Manager, CFP
(818) 878-9173
gina.lapiner@edwardjones.com
Financial Service
Home Group: Westlake 5
Bio: Personal CFO for high networth families and business looking to mitigate taxes, charitable giving and wealth management.
Chicago Title
Account Executive
(818) 359-5720
sara.lehmann@ctt.com
Other
Home Group: Hollywood
Bio: Account Executive at Chicago Title Insurance Company, for all of your Title Insurance needs.
City National Bank, an RBC Company
Vice President/ Senior Business Banking Relationship Manager
(626) 365-5505
nancy.lenik@cnb.com
Banking Finance
Home Group: Pasadena 6
Bio: Nancy has been working in the banking industry ‘helping business owners and professionals offering exceptional service for over 25 years. In this ever-changing environment she is the one you can count on.
Buchalter
Associate Attorney
(213) 891-5047
alevine@buchalter.com
Home Group: Warner Center 1
B2B CFO®
Partner
(747) 577-0713
laurent.f.loisel@gmail.com
Financial Service
Home Group: Sherman Oaks 3
Bio: I am a B2B CFO Partner, with an interest in helping the owners of privately held businesses reach their goals, both personal and business. For over 20 years, I had the opportunity to assist many executives to develop successful business solutions.
Hill, Farrer & Burrill LLP
Partner
(213) 621-0460
pmichela@hillfarrer.com
Attorney
Home Group: Beverly Hills 3
Bio: Patrick Michela specializes in employment defense and business litigation, including complex litigation and class action defense.
Translate To Tech
Fractional CTO
(818) 469-1269
david@translatetotech.com
Information Technology
Home Group: Silicon Beach
Bio: Over two decades of experience in SaaS Development, experienced in leadership, my passion is helping people clearly understand themselves and each other, bridge the communication gap between leadership and dev teams.
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.
EPIC Insurance Brokers & Consultants
(213) 629-8934
rose.nordbrock@epicbrokers.com
Insurance
Home Group: Los Angeles Valley 1
Glen Oaks Escrow
Escrow Officer
(661) 607-5295
aopalk@glenoaksescrow.com
Real Estate
Home Group: Hollywood
Bio: As an Escrow Officer for nearly two decades, I have an innate ability to find solutions for virtually every escrow challenge and use my transparent communication skills to make clients feel at ease.
Impact Capital Group, Inc.
Managing Director
(424) 222-5331
kprakash@impactcapitalgroup.com
Financial Service
Home Group: West Los Angeles 2
Bio: Kris is an M&A transaction advisor who represents owners of companies who are contemplating a sale of their business.
Guaranteed Rate
(702) 358-4120
fdrmortgage@gmail.com
Home Group: Santa Monica 5
Alternative Resolution Services; Andy Reimer Mediation
(323) 630-4798
andy@reimermediation.com
Other
Home Group: Santa Monica 6
Bio: Mediator with extensive experience; I am a former corporate executive whose ADR practice is focused on encouraging compromise, conceiving middle ground solutions acceptable to both sides, and the successful resolution of disputes.
CLA
Principal
(310) 288-4256
laura.schembri@claconnect.com
Accountant
Home Group: Westlake 5
Bio: Laura brings over 20 years of experience to CLA, specializing in connecting to her clients with a personable approach and human touch. She provides accounting, tax consulting, tax planning and compliance services for a wide range of clients.
Yadegar, Minoofar & Soleymani LLP
(310) 295-1881
soleymani@ymsllp.com
Attorney
Home Group: Universal City
Bio: I represent individual and small businesses in all aspects of employment-related matters, including discrimination, harassment and retaliation claims. I strive to bring the highest level of legal service in an efficient and effective manner.
Russ August & Kabat
Partner
(310) 826-7474
dtaran@raklaw.com
Attorney
Home Group: Hollywood
Bio: David Taran is a Partner in Russ August & Kabat’s Real Estate practice group. David has experience advising clients in various real estate, business, general litigation, and transactional related matters, including sale and acquisition, development.
Pasadena Trust
(626) 795-7400
lt@pasadenatrust.com
Attorney
Home Group: Hollywood
Focal Point Coaching
Business and Executive Coach
(818) 318-3563
mviane@focalpointcoaching.com
Consultant Service
Home Group: Universal City
Bio: As a business coach I work with business owners to eliminate uncertainty, identify opportunity, and create a work / life balance that aligns with your true values. Our coaching relationship is built on mutual trust and understanding.
People Excellerator
Fractional/Interim CHRO & Principal Consultant
(424) 442-0187
swalters@peopleexcellerator.com
Human Resources
Home Group: Downtown Los Angeles 4
Bio: Human Resources (HR) Executive assisting clients with recruiting/talent acquisition, onboarding, off boarding, employee relations, payroll, benefits, training, performance management, employee engagement, policies, analytics/reporting, downsizing.
Wojcik Law Firm, P.C.
Principal
(310) 567-5966
twojcik@wojciklawfirm.com
Attorney
Home Group: Los Angeles Valley 1
Bio: New York & California. I represent startups, entrepreneurs, small businesses, & investors. I advise clients starting, buying, selling, operating, financing, and investing in businesses. Flat fee, hourly, hybrid, & other billing models available.
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!
Sherwood Partners Inc. | agencyIP, LLC
Co-President
(650) 454-8001
mdp@sherwoodpartners.com
Consultant & Service
Home Group: Silicon Beach 2
Bio: Since 1992 Sherwood has been recognized as one of the premier corporate advisory and restructuring firm in the country. Sherwood is one the industry leaders in Corporate Restructuring, IP monetization, ABCs. agencyIP represents Intellectual Properties…
Miller Ward Aziz an Accountancy Corporation
CPA / PFS
(818) 385-4999
zaziz@millerward.com
Accountant
Home Group: Encino 2
Bio: Extensive experience in business management, taxation and consulting with the entertainment industry, creative artist, entrepreneurs and other professionals. Key insight into complex financial and tax matters and wealth management.
Gibraltar CFO Services, LLC
Owner
(805) 252-6834
paul@gibraltarcfo.com
Consultant & Service
Home Group: Santa Barbara 2
Bio: Provide Outsource CFO Services to small businesses.
CCA Family Office
CEO
(310) 913-5535
roger@centricca.com
Consultant & Service
Home Group: Venice
Bio: Wealthy clients want to make smart decisions about their money so they can enjoy life and help others. They want and need an advisory firm with a clear process for identifying and solving the issues that come along with having wealth.
Hurewitz And Company
Royalty & Participation Auditor
(310) 556-7745
general@royaltyauditors.com
Accountant
Home Group: Entertainment 1
Bio: Hurewitz And Company finds monies owed for clients receiving royalties and profit participations in music, Film/TV, licensing, live entertainment, patents, franchise, sports and other industries.
Rose Snyder & Jacobs
CPA
(818) 461-0600
jjacobs@rsjcpa.com
Accountant
Home Group: Mergers $ Acquisitions 2
Bio: Jake Jacobs specializes in providing a variety of compliance and consulting services for entrepreneurial ventures, publicly owned companies and high net worth families. He also leads the Firms Merger and Acquisition Practice.
Lapidus & Lapidus, PLC
Partner
(310) 550-8700
dan@lapiduslaw.com
Attorney
Home Group: Santa Monica 1
Bio: Business litigation attorney, representing businesses and individuals in commercial and intellectual property disputes.
Chang and Lee
Attorney
(626) 557-3500
jlee@changleelaw.com
Attorney
Home Group: Pasadena 3
Bio: Estate Planning, Trust, Probate and Conservatorship with emphasis on Special Needs.
Wilshire Palisades Law Group PC
Attorney
(310) 393-4929
dl@wplawgroup.com
Attorney
Home Group: Santa Monica 1
Bio: We are a business litigation firm specializing in securities, commercial,real estate,and employment disputes. We have expertise prosecuting and defending class and “mass actions,” as well as substantial individual cases in court and FINRA arbitration.
The Law Offices of Garry S. Malin
(805) 496-2244
gmalin@malinlaw.com
Attorney
Home Group: Westlake 2
Bio: As a personal injury lawyer for over 35 years, I am devoted to helping people injured due to automobile, motorcycle, bicycle and pedestrian accidents; dog bites; defective products; construction accidents; and slip/trip & falls.
BMO (Bank of Montreal)
Mortgage Banker
(310) 453-4016
billyray104@gmail.com
Banking & Finance
Home Group: Westwood
Bio: Residential loans from $100k to $35M, all in-house. I specialize at winning purchases. Where There’s a BILL There’s a Way.
Fisher & Phillips
Regional Managing Partner
(213) 330-4450
tscherwin@laborlawyers.com
Attorney
Home Group: Downtown Los Angeles 3
Bio: I am the managing partner of the Los Angeles office of national Labor & Employment Law Firm Fisher Phillips. I represent employers in labor and employment law, including employment discrimination, harassment, wage-hour matters and trade secret protection.
Nolan Heimann LLP
Partner
(818) 574-5710
dschnider@nolanheimann.com
Attorney
Home Group: Sherman Oaks 1
Bio: Sophisticated advice; Simple solutions. David is a trademark lawyer who helps his clients get the most out of their brands. David helps with registration, enforcement, licensing, and corporate work all to help clients maximize the value of their IP.
DriveWise Auto
Founder
(818) 345-5555
aslobin@drivewiseauto.com
Consultant & Service
Home Group: Sherman Oaks 2
Bio: Adam Slobin, Auto Broker, has been assisting his clients with new and used vehicle purchases and leases for 12 years. DriveWise Auto (his company) is the first and only Charity Driven Auto-Buying and Leasing Service that makes a charitable contribution.
Satellite Girl @ Alonzo & Associates
Patent Attorney & Expert Witness Search
(310) 853-3827
iplaw@alonzoasso.com
Attorney
Home Group: Rancho Par
Bio: Arlyn prepares patent applications in electrical/mechanical engineering, software & medical devices. She litigates Intellectual Property cases: patent, trademark, copyright & licensing and provides Expert Witness search. a.k.a. “Satellite Girl”.
Wintrust Mortgage
Senior Loan Officer
(818) 650-5574
jblatt@wintrustmortgage.com
Banking & Finance
Home Group: Sherman Oaks 2
Bio: Jason has been in residential real estate finance since 2000. He has a master’s degree in education from the University of Southern California and taught high school economics for five years prior to working in the mortgage industry.
360 Business Management
CPA
(818) 841-5451
paul@epbcpa.com
Accountant
Home Group: Glendale 2
Bio: E. Paul Brodsky, CPA has been a principal of his own firm, E. Paul Brodsky, CPA An Accountancy Corporation since inception, May, 1984. The firm focuses on small to mid-size business accounting, business management, personal management, business and…
CBIZ Forensic Consulting Group, LLC
Forensic Accountant & Expert Witness
(310) 597-0792
jeffrey.bussell@cbiz.com
Accountant
Home Group: Conejo
Bio: Consulting and testifying expert in fraud, accounting and financial disputes.
Morton Wealth
Wealth Advisor
(818) 458-5366
jcaruso@mortonwealth.com
Investment Advisor
Home Group: Los Angeles Valley 1
Bio: I offer sophisticated portfolios utilizing diverse alternative investments. As a CDFA, I also assist attorneys/clients with division of assets and/or post-divorce tax & cash flow analysis (flat fee).
Evolve Bank & Trust
Residential Mortgage Advisor
(310) 678-8325
stacyfletcher260@gmail.com
Financial Service
Home Group: West Los Angeles
Bio: A lifelong resident of Southern California, Stacy is highly knowledgeable about the residential real estate lending market. A true professional with more than 20 years of residential lending experience, Stacy has the expertise to assist Realtors in pre…
Keller Williams Realty
CEO
(626) 590-4995
daveknight@kw.com
Real Estate
Home Group: Pasadena 1
Bio: Dave is a residential Realtor that has sold over 340 homes since Covid. He runs a team of real estate specialists that can help with trust sales, probates, seniors, relocation and divorces.
BBSI
Business Development Manager
(805) 444-1196
david.mcbride@bbsi.com
Human Resources
Home Group: Camarillo 1
Bio: BBSI provides Workers Compensation Ins coverage, Payroll, HR & Business Consulting, Risk & Safety Consulting, Claims Management and Employee Benefits.
Nasif Hicks Harris & Co., LLP
Partner
(805) 979-9769
tolson@nhhco.com
Accountant
Home Group: Santa Barbara 3
Sales Xceleration
Outsourced Vice President of Sales
(310) 503-9775
eparodi@salesxceleration.com
Consultant & Service
Home Group: Westside
Bio: Enrico Parodi is an Oursourced Vice President of Sales. He restores growth in $3-70M small and mid-sized businesses by leading their sales processes and team.
Santiago Law Group
(818) 657-5600
santiago@santiagolg.com
Attorney
Home Group: Woodland Hills 1
Bio: I am an attorney that specializes in contentious Trust and Probate litigation. Although I handle my cases as if they are going to trial, my goal for all of my clients is to get the best result for them without having to endure the strain of protracted…
Hub International Insurance
AVP
(626) 314-4005
nick.simcox@hubinternational.com
Insurance
Home Group: Pasadena 3
Bio: AVP for the Private Client/Ultra High Net Worth Personal Insurance Division at Hub International…
The Avita Group LLC
President
(747) 225-2777
bweber@avitagroup.com
Marketing
Home Group: Conejo
Bio: We transform and elevate our clients’ digital footprint to increase leads and boost ecommerce sales. Our proprietary 7-step process is designed to ensure success in executing strategies that deliver measurable results.
Lewis Roca Rothgerber Christie LLP
Intellectual Property Attorney
(626) 795-9900
dwilson@lewisroca.com
Attorney
Home Group: San Gabriel Valley
Save-the-date for our Los Angeles Holiday Parties – LAC: Figueroa Hotel – La Casita on Tuesday, December 5th from 5-7pm. LAW: Luxe Hotel on Wednesday, December 6th from 6-8pm. LAV: Zin Bistro Americana on Thursday, December 14th from 6-7pm. Registration and details on the Hub.
Accelerate Your Membership (AYM) on October 9, 2023 (8:30a P / 10:30a C / 11:30a E) with Sami Azhari/Richard Wang who will discuss GUESTING STRATEGY -The skill in virtual networking and the importance of guesting outside of your region. 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, October 3, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, October 4, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, October 4, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, October 5, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
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