Members By Last Name
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.
2284 N. Glassell, Suite B
Orange, CA 92865
(714) 637-1984
Business Consulting
Rent A Controller, Collections, Organization Turn Around Situation, Liquidation. Property Management. Real Estate Investor.
Care Management Consultant
3419 Via Lido #371
Newport Beach, CA 92663
(949) 307-0637
maryann@maryanngoodman.com
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.
www.maryanngoodman.com
UC Factors
1172 Nicole Court
Glendora, CA 91740
(818) 404-7558
cbjenkins@aol.com
Accounts Receivable Financing/Factoring
UC Factors is a Non-Recourse Factor providing funding for small to mid sized companies throughout the United States.
www.ucfactors.com
Alldas Partners, LLC
12 Thorn Oak
Dove Canyon, CA 92679-4200
(949) 709-2121
dhkasle@icloud.com
Business Consulting
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.)
www.tritechsbdc.com
OC Wills & Trust Attorneys
2 Park Plaza, Suite 350
Irvine, CA 92614
(949) 751-8179
jenlefton@gmail.com
Attorneys
Focus on estate planning.
Reverse Mortgage Educators, Inc.
874 N. Tustin St.
Orange, CA 92867
(714) 227-6601
kmmcfee@gmail.com
Mortgage-Residential
Reverse Mortage Educators, Inc. is a leading reverse mortgage lender. We offer reverse mortgage education and loans to the residential market.
Mortgage Consultant
NMLSR 448765
BRE 01940145
www.ReverseMortgageEducators.com
Retired Bank Vice President
(714) 883-9199
paulnmarciap@sbcglobal.net
Banks- Commercial
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.
Clover Capital
Managing Partner
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.
Union Bank
18300 Von Karman Ave. Ste 310
Irvine, CA 92612
(949) 553-6873
craig.sandberg@unionbank.com
Banks-Commerical
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.
www.unionbank.com
Wirth Financial & Insurance Services
17941 Mitchell South, Suite C
Irvine, CA 92614
(949) 854-4695
troy@wirthfinancial.com
Troy Wirth provides life insurance, annuity and long term care insurance solutions. Troy works with business owners on buy-sell agreement funding and business succession as well as key person (golden handcuff) programs.
Purzycki White Real Estate Team
Century 21 Award
229 Avenida Del Mar, San Clemente, CA 92672
949.282.9919
Dawn@PurzyckiWhite.com
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 mnasr@southlandedc.com www.southlandedc.com
Pacific Enterprise Bank
17748 MacArthur Blvd., Suite 100
Irvine, CA 92614
(949) 623-7586
cbrady@PacificEnterpriseBank.com
Real Estate
www.PacificEnterpriseBank.com
Jeff Nero is a financial advisor with Edward Jones. "Helping families organize, build, protect, and transfer wealth." Contact Jeff for a consultation.
3230 E Imperial Hwy. Suite 175 Brea, CA 92821 Office
(714) 993-9774
Fax: (877)-222-0645
Email: jeff.nero@edwardjones.com
Wiegel, Szekel & Frisby
500 N. State College Blvd, Suite 1110
Orange, CA 92868
Telephone: (714) 634-8757
Fax: (714) 634-9689
Email: pat@wsfcpa.com
Pat focuses on helping businesses and entrepreneurial business owners on taxes, estate planning and trusts. He is a graduate of both UCLA (Economics) and USC (Masters, Business Taxation).
Warnick, Maestas & Maroney
An Accountancy Corporation
2875 Michelle Drive
Suite 220
Irvine, CA 92606
Phone 714-444-1177 ext. 21
Email rmaestas@wmmcpas.com
Ron offers a wide range of services to individual and business clients. Because the firm is relatively small, clients benefit by getting personalized, quality service that is beyond comparison. The firm offers asset protection, M&A services, accounting, audits, reviews, compilations, forensic accounting, financial statements and forecasting, cash flow and budgeting, estate & trust tax preparation, succession planning, IRS representation as well as consulting services.
Corporate Finance Associates Worldwide
Investment Bankers to the middle market since 1956
Corporate Finance Associates
23461 South Pointe, Suite 180
Laguna Hills, CA 92653
Telephone: 949-386-7380
Daniel is an investment banker providing expert M&A knowledge and services to entrepreneurs on both sell side advisory and buy side advisory for clients. He and CFA also specialize in providing exit planning services, business valuation services and development and implementation of ESOP transactions. Daniel is a graduate of Cornell University and has an MBA in Finance from Chapman University.
Attorney / Business Advisor
1274 N. Fairbury Lane, Anaheim, CA 92807
(714) 883-8844
nangiasam@gmail.com
With over 15 years of business and legal experience, and deal / project / enterprise value exceeding US$ 6 Billion, Sumeet “Sam” Nangia, Esq., advises clients in various industries, including US and cross-border real estate, franchising, retail, manufacturing, consumer products and technology. Being well versed in acquisitions, finance, joint ventures and leasing, Mr. Nangia has experience managing and working on teams and projects as a business and legal advisor, including strategic planning, project oversight and integration.
Senior Vice President, Senior Relationship Manager, SBA
Commonwealth Business Bank
9120 Irvine Center Drive
Suite 100
Irvine, CA 92618
714-615-5001
dikrans@cbb-bank.com
As a Senior Vice President/Senior Relationship Manager at Commonwealth Business Bank (CBB Bank), Dikran works with a variety of business owners, investors, and developers to meet their lending needs. He provides financing for all types of commercial properties, both owner-occupied and investment, and businesses, including SBA lending. With over 25 years of experience, Dikran uses his vast knowledge of the banking industry to provide financing solutions for a broad range of businesses including restaurants, car washes, gas stations, and many more.
www.cbb-bank.com
LSL, CPAs and Advisors
1611 E 4th Street, Suite 200
Santa Ana, CA 92701
714.672.0022
jill.zozula@lslcpas.com
Jill Zozula is the Director of Marketing & Business Development for LSL CPAs & Advisors, with offices in Brea, Santa Ana and Sacramento. LSL works with closely-held businesses and governmental agencies looking for more than a tax return or audit from their accountant.
www.lslcpas.com
CALTROP
4371 Latham Street, Suite 100
Riverside, CA 92501
(909) 247-5620
enriquegaribay@caltrop.com
Enrique is the Chief Financial Officer for CALTROP. CALTROP is dedicated to providing technical advisory and support services for engineering and IT projects worldwide. Enrique is a graduate of the USC Marshall Business School of Accounting and Finance and holds an MBA from Hult International Business School.
www.caltrop.com
LEE, HONG, DEGERMAN, KANG & WAIMEY
A Professional Corporation
3501 Jamboree Road
Suite 6000
Newport Beach, CA 92660
(949) 945-0210 (tel)
harriet.alexson@lhlaw.com
Attorneys
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.
www.lhlaw.com