|  Orange County

New Members

13 New Members in the Orange County Area

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

Jacob Bernardy

Jacob Bernardy

KW COMMERCIAL
Director
(909) 980-6868
jacob.bernardy@kwcommercial.com
Insurance
Home Group: Ontario 2

Rob Babcock

Rob Bobcock

Corcapa
(949) 693-1031
rob@corcapa.com
Real Estate
Home Group: Orange County Metro

Robin Cordova

Robin Cordova

SMBC MANUBANK
Relationship Manager
(213) 795-6413
rcordova@manubank.com
Banking Finance
Home Group: Riverside

Bio: Offering FDIC coverage of up to 250 million, as well as trust & estate, probate, conservatorship, special needs, fiduciary, or blocked banking accounts including multiple signers and out of area signers. High touch client experience.

Tahir Farukhi

Tahir Farukhi

Farukhi Law LLP
Attorney
(949) 898-0107
tahir@farukhilaw.com
Attorney
Home Group: Orange County Virtual 1

Daniel Finn

Daniel Finn

Finn Legal Group
Principal
(949) 237-2030
dfinn@finnlegalgroup.com
Attorney
Home Group: South Coast Metro

Pooya Ghassemian

Pooya Ghassemian

Ghassemian Law Group, APC
(949) 436-2785
pooyag@glgattorneys.com
Marketing
Home Group: Newport Gateway

Bio: I focus on not only developing new clients for Ghassemian Law Group, but also finding resources for our clients who are established businesses and need trusted professionals to help them.

Deepa Iyengar

Deepa Iyengar

InnerSights
Co-Founder & CEO
(714) 552-0525
deepa@theinnersights.com
Consultant Service
Home Group: Irvine Spectrum

Bio: As the founder and CEO of InnerSights, Deepa is a visionary leader who seamlessly blends her extensive marketing and market research expertise with cutting-edge AI-driven insights to transform businesses.

Bryan Johnson

Bryan Johnson

Law Stein Anderson LLP
Attorney
(949) 501-4800
bjohnson@lsalawyers.com
Attorney
Home Group: Irvine Central

Reema Rajani

Reema Rajani

Adcon Business Solutions, Inc
Controller, Accountant & Bookkeeper
(714) 369-5859
reema@adconaccounting.com
Accountant
Home Group: Cerritos

Bio: With over 20 years of experience in bookkeeping and accounting, Reema specializes in QuickBooks, Xero, and payroll solutions. She holds a bachelor’s degree in accounting and an MBA from the University of Phoenix, delivering precise financial insight

Rene Ramos

Rene Ramos

KW COMMERCIAL
(909) 980-6868
rene.ramos@kwcommercial.com
Real Estate
Home Group: Ontario

Richard Rudolph

Richard Rudolph

Law Office of Richard B. Rudolph
Attorney
(949) 825-5210
rrudolph@rudolph-law.com
Attorney
Home Group: Irvine Spectrum

Bio: Estate Planning Attorney – Living Trusts, Avoid Probate, Special Needs Trusts, Power of Attorney, Advanced Healthcare Directive.

Matt Stephen

Matt Stephen

Zupo
matt@zupo.co
Marketing
Home Group: Corona

Samuel Yu

Samuel Yu

Kahana Feld
Office Managing Partner
(949) 812-4781
syu@kahanafeld.com
Attorney
Home Group: Irvine 2

Bio: Samuel Yu is the Managing Partner of Kahana Feld’s Irvine office and Chair of the firm’s General Business Litigation practice group.

Member News

Member Milestones

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

Celebrating 10 Years

Courtney Shepard

Burch Shepard Family Law Group, APC
Attorney
(949) 502-4400
cshepard@ocdivorce.net
Attorney
Home Group: Newport Gateway

Bio: I practice exclusively in the area of family law and I have been declared a Certified Family Law Specialist by the State Bar of California Board of Legal Specialization.

Sheree Tallerman

PlanPerfect, Inc.
CEO
(917) 828-5888
sheree@planperf.com
Consultant & Service
Home Group: Orange County Virtual 1

Bio: Actuaries & Plan Administration (TPA) for Corporate Retirement Plans

Celebrating 5 Years

Angel Camino

Angel Camino

Desai Camino, APC
(714) 637-1712
angel@desaicamino.com
Attorney
Home Group: Irvine South

Bio: Results oriented aggressive complex family law lawyer.

Adrian Francoz

Zeta Sky
CEO
(909) 212-0365
adrian@zetasky.com
Information Technology
Home Group: Corona

Bio: Business IT & Security Professional. Adrian & his company help businesses leverage technology for growth, while maintaining strong security measures. He also assists high net-worth individuals with their own personal cyber-security needs.

Shantae’ Hansen

Shantae’ Hansen

VC3
Senior Account Executive
(909) 900-5694
shantae.hansen@vc3.com
Information Technology
Home Group: Ontario

Bio: Fast, Friendly, Frustration-Free Business IT Support & Consulting.

Teresa McNamara

Law Office of Teresa McNamara
Owner
(949) 379-3780
teresa@tmfamlaw.com
Attorney
Home Group: South Coast

Bio: Teresa McNamara is a Certified Specialist in Family Law. She is the owner of The Law Offices of Teresa McNamara, APC, a full-service family law firm located in Irvine, CA with over fifteen years of experience representing clients in Southern California..

Angelo Ponzi

Angelo Ponzi

Craft
Founder/Fractional CMO
(949) 357-9547
aponzi@craftsmail.com
Marketing
Home Group: South Coast Metro

Bio: At Craft, we use research to gather the necessary insights from your customers/prospects, competition, and the market, to develop fact-based approaches to building effective and efficient growth plans.

Events

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, January 7, 2025 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 8, 2025 – 8:30a PT | 10:30a CT | 11:30a ET

Thursday, January 16, 2025  – 11:30a PT | 1:30p CT | 2:30p ET