|Â Los Angeles
Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection. Â If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.
Estate Planning, Trusts, and Probate Attorney
Acorn Law P.C.
nikki@acornlawpc.com
(805) 409-3878
Home Group: Santa Clarita Valley
Join us in welcoming our newest members! Reach out via their email below to make a connection.
SMBC Manubank
(213) 796-9425
jarellano@manubank.com
Banking Finance
Home Group: Sherman Oaks 3
Bio: I am an experienced financial services manager specializing in Private, Business, and Trust & Estate Banking. My team and I are well-versed in California’s court system. We focus on tailored solutions to meet our clients’ unique needs.
thegroupcre.com
Founder
(916) 996-4421
taylor@thegroupcre.com
Real Estate
Home Group: Westwood Village
Bio: I sell apartment buildings in Los Angeles. As the Founder of The Group CRE, I look to help multifamily owners improve their investments.
California IP Law APC
Founder
(310) 991-0456
tamany@caiplawyer.com
Attorney
Home Group: Silicon Beach 2
Bio: I help companies with creative intellectual property strategies.
Power Brokers
(310) 621-8336
stacyblaugrund@gmail.com
Real Estate
Home Group: Sherman Oaks 3
Bio: Real Estate~ Development~ Construction~ Management.
Personal Injury
(310) 592-2174
stephanie@injuryinstitute.com
Consultant Service
Home Group: Hollywood
Bio: I develop marketing strategies, manage high-profile events, and foster valuable connections between medical professionals and Personal Injury Law Firms in California.
Karavas Kiely Schloss & Whitman LLP
(949) 285-4813
brigid.brookman@gmail.com
Attorney
Home Group: Westwood Village
So Cal Loans
Vice President
(818) 454-5483
w.cabrera@socal.loans
Banking Finance
Home Group: Pasadena 8
Bio: Specialize in commercial real estate lending, business loans, lines of credit, equipment loans, and working capital solutions. From startups to established businesses, we offer tailored funding strategies to fuel growth and success.
Integrative Wealth Partners
Financial Planner
(626) 755-2162
pcastanon@integrativewp.com
Investment Advisor
Home Group: Burbank
Shannon Christenot aka LA Home Lender
(818) 601-2231
shannon@shannonchristenot.com
Real Estate
Home Group: Sherman Oaks 4
Bio: Your best friend in the mortgage business!!
Marcus & Millichap
First Vice President Investments
(805) 351-7143
gcohen@marcusmillichap.com
Real Estate
Home Group: Westlake 3
Bio: Commercial Real Estate Broker – Ventura County Specialist.
Davalos Defense Law
jd@davalosdefenselaw.com
Attorney
Home Group: Pasadena 5
Stewart Title National Commercial Services
National Account Manager
(818) 403-9491
mitchell.fisher@stewart.com
Real Estate
Home Group: Glendale 2
Bio: Title insurance and escrow closing services for commercial real estate purchases, sales and financing in all 50.
Private Fiduciary Services, LLC
California Licensed Fiduciary
(310) 699-7247
sara@pfservices.net
Consultant Service
Home Group: Westside 2
Bio: I am a private Fiduciary. I act as a third-party neutral in circumstances where there is a death or incapacitation of a Settlor or a family dispute over the distribution of assets. I also act as an Administrator over assets that are subject to probate.
Actuaries Unlimited, Inc.
Enrolled Actuary
(818) 804-3572
afree@actuariesunlimited.com
Other
Home Group: Woodland Hills 1
Bio: Enrolled Actuary who helps to set up and administer retirement plans including Cash Balance, Defined Benefit and 401(k) Profit Sharing Plans for businesses who need tax deferrals. I also work with a TPA who needs an actuary.
Wells Fargo
Private Mortgage Banker
(310) 200-7161
david.gentry@wellsfargo.com
Banking Finance
Home Group: South Bay 3
The Aligned Companies
(310) 714-8669
jholst@alignedcompanies.com
Human Resources
Home Group: Santa Monica 2
Bio: A full service HR consultancy, we ensure our clients get the best return on employee investment and are clear of compliance landmines.
Waymaker Law
(424) 652-7813
thuggins@waymakerlaw.com
Attorney
Home Group: Downtown Los Angeles 3
Desert Diva LLC
Chief Brain Hacker / CEO
(760) 507-4785
jj@jenniferjank.com
Consultant Service
Home Group: Rancho Park
Bio: JJ uses neuroscience to help business owners accomplish more while at work to create more time for other enjoyable activities.
Advo Law
Founder + Trial Lawyer
(213) 808-2889
hov@advolawyers.com
Attorney
Home Group: Glendale 2
Bio: Trial Lawyer specializing in injury.
Cornelius & Kasendorf, APC
(818) 835-9159
kasendorf@thecalaw.com
Attorney
Home Group: Sherman Oaks 4
Compass
Real Estate Advisor
(818) 355-2199
andrewklinehomes@gmail.com
Real Estate
Home Group: Sherman Oaks 4
Bio: Musician turned Realtor – Specializing in Sherman Oaks, Studio City, and the greater Los Angeles Area. Call me with any real estate related questions or if you or someone you know is looking to buy or sell a home.
Grant | Shenon
Attorney
(310) 985-1446
rkoczara@grantshenon.com
Attorney
Home Group: Sherman Oaks 4
Bio: He includes matters involving homeowners associations, landlords and tenants, neighbors, and small to medium-sized businesses. Ryan provides value-oriented service.
ADR Services
(213) 700-4448
gkracov@adrservices.com
Attorney
Home Group: Pasadena 8
Bio: Gideon Kracov, Esq. is a distinguished civil law, environmental and real estate mediator and lawyer based in Los Angeles, with experience at the highest levels of state government.
Greenberg Gluske
Counsel
(310) 201-7547
dkramer@ggfirm.com
Attorney
Home Group: Westwood Village
FACT Professional, Inc.
Managing Partner
(818) 703-8410
nupur@factprofessional.com
Accountant
Home Group: Sherman Oaks 4
Bio: With over 14 years in accounting, I’m dedicated to helping small businesses thrive. At FACT Professional, Inc., a family-owned firm, I’ve contributed to our growth with a team of 20, providing comprehensive services from bookkeeping to corporation format.
Kushner Legal Corporation
Attorney
(310) 562-7325
lars@kushnerlegal.com
Attorney
Home Group: Hollywood
Bio: I am licensed to practice in law in California and British Columbia and offer comprehensive Estate Planning,Probate & Trust Administration services to a diverse clientele.
Pacific Coast Legacy Partners, LLP
Trusts & Estates Attorney
(310) 986-3118
grace@pacificcoastlegacy.com
Attorney
Home Group: Westwood Village
AIJ Communications
President/Owner
(310) 462-2252
jmarchelewski@gmail.com
Marketing
Home Group: Pasadena 8
Bio: I’m a seasoned PR professional specializing in the professional services arena.
Resolution Economics LLC
(562) 708-6646
lmassmanian@resecon.com
Consultant Service
Home Group: Downtown Los Angeles 2
Kidder Matthews
(310) 985-8278
brittney.mccarthy@kidder.com
Real Estate
Home Group: Westwood Village
Workshop Meng
Architect
(510) 894-5700
joanne@workshopmeng.com
Other
Home Group: Westside 2
Stubbs Alderton & Markiles, LLP
Partner
(818) 444-4543
jdelamerced@stubbsalderton.com
Attorney
Home Group: Sherman Oaks 4
Bio: John is a business lawyer servicing clients across various industries on issues affecting their businesses, including pre-litigation and litigation matters, risk avoidance, and business strategies.
Buchalter
Shareholder at Buchalter – Labor and Employment Practice Group
(213) 891-5049
jmisetich@buchalter.com
Attorney
Home Group: Pacific Business Corridor 1
Bio: A seasoned civil litigator, Jennifer is an employment law expert. She is a Shareholder at Buchalter, a full-service law firm. She serves as the firm’s Admin Chair of the Labor & Employment practice group and Vice-Chair of the Franchise Industry group.
Citrin Cooperman
smoghimi@citrincooperman.com
Home Group: Westwood Village
Greenberg Glusker Fields Claman & Machtinger LLP
Attorney
(310) 785-6849 Direct
jmolen@greenbergglusker.com
Attorney
Home Group: Westwood Village
Bio: Trial lawyer specializing in general business, commercial real estate, and entertainment litigation, with a particular focus on contract disputes, truth in advertising, intellectual property, and data privacy.
Wells Fargo Commercial Banking
Vice President
(310) 341-5083
jesse.munoz@wellsfargo.com
Banking Finance
Home Group: South Bay Classic
California Bank of Commerce
Vice President
(703) 965-7422
rneway@bankcbc.com
Banking Finance
Home Group: Sherman Oaks 4
Callahan Risk & Insurance Services
(626) 630-1987
rneyland@callahanrisk.com
Insurance
Home Group: Pasadena 8
KJM|LAW Partners, PLC
(626) 565-5680 ext. 109
anutbrown@kjmlaw.com
Attorney
Home Group: Pasadena 8
Bio: Andrew primarily handles trust administration and estate planning, with a focus on developing comprehensive estate plans for high-net worth individuals with both domestic and international property interests.
NewFront Insurance
Account Executive
(650) 649-6818
rocco.pacana@newfront.com
Insurance
Home Group: Glendale 1
Bio: I help middle market to large real estate investment and manufacturing companies reduce their insurance costs and manager their risks through a number of different strategies.
805Escrow and 805Title
Title and Escrow Account Executive
(805) 568-7989
jackie@805escrow.com
Real Estate
Home Group: Encino 4
Bio: As an Escrow and Title Account Executive, I specialize in building and nurturing strong client relationships and thrive by making the right connections to make deals happen within my network.
LA Tax Center
(818) 476-6079
kris@lataxcenter.com
Accountant
Home Group: Studio City
HCR Wealth Advisors
Financial Advisor
(310) 473-5445
spanenhanouvong@hcrwealth.com
Investment Advisor
Home Group: Westwood Village
Jennifer Quiroz Marketing
(818) 415-6662
jennifer@jenniferquiroz.com
Marketing
Home Group: Sherman Oaks 4
Harvest Small Business Finance
Senior Vice President
(310) 363-9346
chrisrabenold@gmail.com
Banking Finance
Home Group: Westlake 8
Bio: Expert in owner occupied (SBA & non-SBA) and investor real estate financing.
Trust Properties USA
SFV & LA Territory Leader
(626) 872-7845
sebastian@trustpropertiesusa.com
Real Estate
Home Group: Encino 4
Bio: San Fernando Valley and Los Angeles County Probate and Trust Realtor at Trust Properties USA.
Ronen Private Wealth PC
Owner/ Managing Partner
(323) 379-5079
dela@ronenprivatewealth.com
Attorney
Home Group: Beverly Hills 4
Bio: Dela Ronen is a Beverly Hills-based estate planning attorney with over nine years of experience, specializing in creating comprehensive estate plans and tax strategies.
CBS Law Inc.
(213) 800-8005
chris@thecbslaw.com
Attorney
Home Group: Downtown Los Angeles 3
Spark Staffing Solutions
jshin@sparkstaffingsolutions.com
Other
Home Group: Westlake 6
The Paradyne Group
drogers@paradyne.group
Consultant Service
Home Group: Westlake 1
Schreiber & Schreiber, Inc.
attorney/partner
(818) 789-2577
eric@schreiberlawfirm.com
Attorney
Home Group: Sherman Oaks 4
Struthers Legal APC| Landlord-Tenant
Owner, Struthers Legal APC
(818) 306-0686
sasha@struthers.legal
Attorney
Home Group: Hollywood
Bio: Cash for Keys/ Tenant Buyout Attorney.
Lucas Horsfall
CPA
(626) 744-5100
ater-ghukasyan@lhmp.com
Accountant
Home Group: Pasadena 8
Bio: I help businesses and their owners with domestic and international tax consulting, strategic tax planning, and tax compliance. My business clients’ revenues range from $3 million to $100 million.
Taurus Tek Inc.
CPA
(323) 369-5778
andrey@taurustekcpa.com
Accountant
Home Group: Downtown Los Angeles 2
Bio: Public accounting tax since 2005, CPA since 2008.
Morton Wealth
Wealth Advisor, Advisor Development Manager
(818) 206-2915
bwirick@mortonwealth.com
Financial Service
Home Group: Sherman Oaks 4
ProVisors is now 10,000 members strong!
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Law Offices of Michael N. Balikian
Esq.
(818) 347-3700
mike@balikianlaw.com
Attorney
Home Group: Woodland Hills 1
Bio: Mr. Balikian’s practice combines a blend of transactional experience including estate planning, post-death estate administration and business formation and representation.
Ervin Cohen & Jessup LLP
Partner
(310) 273-6333
jglassman@ecjlaw.com
Attorney
Home Group: Century City 7
Bio: Corporate attorney with extensive experience representing entrepreneurs, start-up and emerging growth companies. Previously served as in-house counsel to a technology company.
Lurie Zepeda Schmalz Hogan & Martin APC
Shareholder
(310) 274-8700
kschmalz@lurie-zepeda.com
Attorney
Home Group: Century City 2
Bio: Trial attorney with over 40 years of experience in federal and state trial and appellate courts and in arbitrations. I resolve and, if necessary, try business disputes for corporations, shareholders, professionals and individuals.
SageView Advisory Group
Managing Director / Senior Wealth Advisor
(805) 418-4565
nelmouchi@sageviewadvisory.com
Investment Advisor
Home Group: Westlake 2
Bio: SageView Advisory Group is a boutique Wealth Management firm focused on helping our clients take control of their financial future. We want our clients to achieve and maintain a Work-optional Lifestyle.
New Wave Home Care
CEO
(888) 385-9898
sam@newwavehomecare.com
Consultant & Service
Home Group: Pasadena 2
Bio: Completed 12th year in business. 1000+ families served. Author of international best seller “Connecting is Caring”. https://www.amazon.com/dp/B09RTKBF66
LEGACY FILMS HOLLYWOOD
Film Director
(323) 528-8771
klaudiakovacs@hotmail.com
Marketing
Home Group: Downtown Los Angeles 5
Bio: I’m an Oscar contender, multi-award-winning Film Director & I make Oscar-quality LEGACY FILMS (film-biographies) that celebrate & commemorate the lives & achievements of individuals, families, companies, & everyone who wants to leave a film-legacy.
Dan May Real Estate Team at KW Santa Monica
Broker Associate
(310) 482-2110
dan@danmayrealestateteam.com
Real Estate
Home Group: Brentwood
Bio: Dan specializes in Westside Residential Real Estate. He typically represents Buyers, Sellers, and Investors and collaborates regularly with Estate Attorneys, Business Managers, CPA’s, and Family Lawyers. He is certified in Trusts and Probate real estate.
Montecito Bank & Trust
Senior VP and Regional Banking Officer
(805) 857-1530
dplatts@montecito.bank
Banking & Finance
Home Group: Westlake 2
Bio: Commercial Banker assisting small and middle-market companies and their owners reach and exceed their financial goals.
Pollock Law Firm
Owner/Attorney
(818) 991-7760
adam@pollocklawfirm.com
Attorney
Home Group: Moorpark
Bio: I have dedicated my practice to providing quality legal services at a fair and reasonable rate. I focus my practice on estate planning services, which offer clients a way to not only legally protect their interests, but offer peace of mind for the future.
Pinnacle Product Innovation, Inc.
President
(818) 383-8330
eric@pinnaclepi.com
Consultant & Service
Home Group: Silicon Beach 2
Bio: Product innovation and management consultant moving new products from opportunity to market reality and improving business processes to do so. Product design and manufacturing expert witness for Product Liability, IP, and Commercial Dispute litigators.
Kidder Mathews
Senior Vice President
(626) 873-1803
scott.unger@kidder.com
Real Estate
Home Group: Pasadena 2
Bio: Scott provides commercial real estate advisory services and solutions, representing both owners and occupiers of office properties in Pasadena, Glendale, Burbank, and the San Gabriel Valley.
Kevin Wong CPA
(626) 247-4339
kevin@kevinwongcpa.com
Accountant
Home Group: Pasadena 4
Bio: Kevin has twenty years of experience providing tax and consulting services to nonprofit organizations.
Clauson Arts
Founder / CEO
(626) 484-7480
scott.clauson@gmail.com
Marketing
Home Group: Pasadena 1
Bio: I help business build their own success through branding and marketing. My company gives emphasis to design and messaging to help market your business, build loyalty, and increase revenue.
Ghozland Law Firm
(213) 334-4570 ext. 108
jennifer@ghozlandlawfirm.com
Attorney
Home Group: Downtown Los Angeles 1
Bio: Employment litigator advocating for the rights of employees.
Hermance Law
Estate Planning Attorney
(805) 518-9633
crista@hermancelaw.com
Attorney
Home Group: Ventura 2
Bio: Estate Planning Attorney with a focus on educating and planning for parents with minor children. We also assist clients with Probate and Trust Admin. Offices in Ventura, Westlake Village, and Santa Clarita.
Fenton Jurkowitz Law Group
Partner
(310) 444-5244
njurkowitz@fjlawgroup.com
Attorney
Home Group: Century City 7
Bio: Nick Jurkowitz represents large medical groups, management services organizations, healthcare facilities, substance abuse treatment centers, clinics, individual physicians, and other healthcare practitioners in routine and challenging legal matters.
Magnus Business Group
President
(310) 359-2360
lutz@magnusbusinessgroup.com
Financial Service
Home Group: Santa Clarita Valley
Bio: M&A Advisor & Exit Strategy Planning Specialist with decades of experience in different industries such as manufacturing, telecommunications, automotive, technology and warehouse and distribution.
Equity Union Real Estate
Broker
(818) 606-9560
christina@refinedla.com
Real Estate
Home Group: Encino 3
Bio: Real estate broker with 16 years of experience in representing sellers, buyers, investors, landlords, and tenants with their real estate needs in The Valley, Westside, Greater LA, Ventura, & Orange Counties.
Rabaso Insurance Advisors
Life Insurance advisor. Group Health insurance
‪(213) 290-0263‬
rabaso@rabasoinsurance.com
Insurance
Home Group: Universal City
Bio: I have been in the life insurance industry for more than 25 years.We help people and companies with life, disability, health, etc. We work with clients to find the best solution that meets their needs to give what the insurance does: “that peace of mind”.
CMIT Solutions of Encino
IT Consultant
(747) 200-7290
atakieddine@cmitsolutions.com
Information Technology
Home Group: Encino 3
Bio: IT Executive with solid organizational and operational experience in IT management.
CPG Growth Partners
Consumer Products Growth Consultant & Fractional CMO
(818) 421-0589
v@cpggrowth.com
Consultant & Service
Home Group: Silicon Beach 2
Bio: Vanessa is a consumer products growth consultant & fractional CMO for food and beauty brands. She has worked for or with Target, J&J Consumer, Honest Company, Milani Cosmetics and high-growth startups.
Veld Mergers & Acquisitions
Director – Mergers & Acquisitions, Business Brokerage, Valuation, Advisory
(310) 652-8353
michaelw@veldma.com
Financial Service
Home Group: Westside 2
Bio: Certified Mergers & Acquisitions Professional | Certified Business Broker | Certified Exit Planner | Business Valuation | Expert Witness
Save-the-date for our Holiday Parties – LAC: Â Tuesday, December 3rd from 5-7pm at Castaways Burbank. Â LAW:Â Wednesday, December 4th from 5-7pm at the Luxe Hotel. Â LAV: Â Tuesday, December 17th from 5-7pm at the Bamboo Room. Â 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.
Tuesday, October 1, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, October 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, October 9, 2024Â – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, October 10, 2024Â – 11:30a PT | 1:30p CT | 2:30p ET
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