Orange County Financial Society Members
Members By Last Name
Harriet Beth Alexson, Esq.
17853 Santiago Blvd.
Villa Park, Ca. 92861
(949) 945-0210 (phone)
Ms. Alexson is a transactional attorney specializing in financing, commercial real estate, mergers and acquisitions and bank regulation. The firm also specializes in business, commercial and trust litigation. Ms. Alexson currently serves as the Section Chair or the Orange County Bar Association Banking and Lending Section. She has recently spoken on Bank Regulatory Compliance for the Independent Bankers Association.
Citizens Business Bank
77 Plaza Square
Orange, CA 92866
Citizens Business Bank is a Strong, Safe & Sound Commercial Bank focusing on Small and Medium size businesses and High Net Worth Individuals. We have been in business since 1974 and we target businesses located in the Inland Empire, Orange County, Los Angeles County and the Central Valley regions of California.
Eric Bell is a collaborative wealth preservationist and income sustainability specialist with expertise in investment management and wealth-building strategies for individuals, businesses, foundations, and endowments. Eric also has a proven track record of joining forces with CEOs, Senior Executive Management and their boards of directors to expand market penetration, increase corporate valuation, and enhance harmonious corporate cultures.
207 S. Lakeview Ave.
Placentia, CA 92870
I have been in the insurance business since August of 1984. In 1996, I established InsuranceKO as a way to increase the efficiency and quality of service to the clients and friends I have enjoyed helping throughout my career. We have been working with Professionals and Business Owners for 28 years in providing insurance and financial products and services. I assist my clients with their needs involving Life, Health & Dental Insurance, Long Term Care, Retirement Accounts and Financial Services.
Care Management Consultant
3419 Via Lido #371
Newport Beach, CA 92663
Geriatric Care Manager
Maryann Goodman, MSW, is a Care Management Consultant for elderly adults and those with other developmental disabilities. Maryann will assess needs, implement a plan of care and provide oversight to ensure safety, a productive quality of life and peace of mind for the family, particularly those living out of the area. She is a member of the Case Management Society of America, Elder Law section of the Orange County Bar Association, and the Hoag Hospital 552 Club, a fundraising arm of the hospital. Maryann received her Master’s in Social Work from USC.
1172 Nicole Court
Glendora, CA 91740
Accounts Receivable Financing/Factoring
UC Factors is a Non-Recourse Factor providing funding for small to mid sized companies throughout the United States.
Alldas Partners, LLC
12 Thorn Oak
Dove Canyon, CA 92679-4200
I help companies that need capital, want help with developing business plans and presentations, assist in their business development and sales efforts and give them support and counsel -- all at no cost to them whatsoever. (It is paid for by the SBA.)
Reverse Mortgage Educators, Inc.
874 N. Tustin St.
Orange, CA 92867
Reverse Mortage Educators, Inc. is a leading reverse mortgage lender. We offer reverse mortgage education and loans to the residential market.
Retired Bank Vice President
For over 45 years, Paul has been involved in Orange County’s banking industry. He has experience in both SBA and traditional commercial lending. He worked for Union Bank and most recently at Pacific Western Bank, where he retired in 2017. He is a founding member of the Orange County Financial Society and continues to serve on the board of directors.
Direct (724) 361-3411
With Clover Capital’s vast network of bankers, CPAs, and other financial professionals, its purpose is to provide middle-market companies the best options to meet their financial needs.
Justin has spent almost 15 years in the financial, banking, and real estate industries. Beginning his career as a Financial Analyst and Underwriter at a small regional bank, he began to learn the fundamentals of finance and how to get difficult deals done within a conservative financial institution. Over time, he continued developing his expertise in the industry by helping clients grow revenues, streamlining operations, and providing financial solutions with term loans, lines of credit, leases, and SBA loans in positions such as Senior Financial Analyst, Relationship Manager, and Vice President of Corporate Banking. After spending over a decade in the corporate finance industry, Justin became Chief Financial Officer of a multi-million dollar apparel company with operations on a global scale.
18300 Von Karman Ave. Ste 310
Irvine, CA 92612
Union Bank is a full-service commercial bank providing a broad mix of financial services, including consumer and small business banking, middle market banking, real estate finance, corporate banking, trade finance, investment and financial management and private banking. Craig's focus is on marketing and managing small to mid-size commercial clients in Southern California.
Financial Institution Consulting Corp
15901 Red Hill Ave, Suite 100
Tustin, CA 92780
After over 25 years in commercial banking, I have joined Financial Institution Consulting Corporation (FICC) based in Memphis, TN as their representative in CA. For over a quarter century, FICC has been in the business of custom designing non-qualified deferred compensation and executive bonus programs for both for-profit and non-profit organizations throughout the United States. We have gained national recognition in the fields of employment benefits and executive compensation plans for our sound and highly successful designs. Our executive compensation plans exceed the near and long-term goals of directors, enhance the benefits and security of plan participants, and strengthen the financial performance of both businesses and individuals. At FICC, we have the experience and ingenuity to design programs to accomplish your financial goals and overcome challenging obstacles. Our techniques have set the industry standard for excellence and successfulinnovation.
Wirth Financial & Insurance Services
17941 Mitchell South, Suite C
Irvine, CA 92614
Troy Wirth provides comprehensive financial planning, asset management, and life insurance solutions. He works with business owners in planning for key person plans and retirement planning for both start-ups and established companies. Offerings include both fee-based engagements as well as purchase of insurance products from over 25 carriers.
Purzycki White Real Estate Team
Century 21 Award
229 Avenida Del Mar, San Clemente, CA 92672
The Purzycki White Real Estate Team is affectionately known as "Death & Divorce" by those within the industry. As Certified Real Estate Divorce Specialists we work with Family Law Attorneys, Mediators, Collaborative Professionals and Divorce Coaches to sell real estate during a divorce. Unique to the industry, Jennifer Purzycki and Dawn White provide separate representation to high conflict divorcing clients. Resulting in less fighting, quicker settlements and a more profitable bottom line for your clients. As Certified Probate Real Estate Specialists we work with Estate Attorneys, Trust Administrators, Corporate Trustees, and Private Fiduciaries to sell real estate after someone has died. Supporting our referral partners with estate settlement issues, and real estate holding or exit strategies to minimize tax liabilities. We partner with CPAs and Financial Planners to insure our clients make wise financial decisions with their real estate holdings. Because of our unique insight in the end result of all real estate, we set ourselves apart by providing more than a transactional experience to all Buyers and Sellers.
Southland EDC is a non-profit Certified Development Company. Southland EDC facilitates use of the U.S. SBA 504 loan program to business owners. The SBA 504 loan program is used by small business owners to finance commercial real estate purchases, real estate renovations/expansions, and business equipment purchases. Any small business owner should consult Southland EDC to determine if an SBA 504 loan is right for them and to get a loan placed in this unique federal/state backed program. Contact Mike for more details:
Southland EDC 400 N. Tustin Ave., Suite 125 Santa Ana, CA 92705 (714) 868-0038 firstname.lastname@example.org www.southlandedc.com