ProVisors Orange County Networking Group - Trusted Business Advisors

Cat Dageforde
Orange County Regional Director
(714) 412-9654
cat@provisors.com

Welcome to ProVisors – Orange County

ProVisors is the largest national networking organization exclusively for professional service providers – Trusted Advisors. Our proven system, developed over 30 years, accelerates business results for our members. ProVisors members receive business opportunities and access to our national network of advisors to provide more value to their existing clients. They also enjoy elevated standing of their personal and professional brand, while forming lasting relationships with like-minded professionals.

Our Orange County region covers Long Beach, Orange County and Irvine and includes 30+ Home Groups and over 10 Affinity Groups. Each group is curated to maximize cross-referral opportunities, which allow you to provide your clients with trusted recommendations. ProVisors Home Group meetings, Troikas (three-person meetups), and social events help you form key relationships with members in your region.

As an invitation-only community, our members are vetted to ensure that the Orange County region consists of high-quality Trusted Advisors. Click or call us to learn more about joining ProVisors Orange County today!

Learn more

Click or call us (888) 684-4437

Orange County Group Leaders

Josh Abel - ProVisors - Orange County
Josh Abel
Attorney
Abel Law Offices, PC
Irvine North
Brian Ainslie - ProVisors - Orange County
Brian Ainslie
President
CalTerra Partners
Orange County Central
Lisa Anderson - ProVisors - Orange County
Lisa Anderson
President
LMA Consulting Group
Ontario
Lindsay Ayers - ProVisors - Orange County
Lindsay Ayers
Attorney
Carothers DiSante & Freudenberger LLP
Irvine Orange County
Natalie Barron - ProVisors - Orange County
Natalie Barron
Financial Advisor
UBS Financial Services Inc
Seal Beach
Harley Bjelland - ProVisors - Orange County
Harley Bjelland
Owner
The ERISA Law Firm
Newport Gateway
Anabella Bonfa - ProVisors - Orange County
Anabella Bonfa
Business Litigation Attorney - Trade Secrets
Wellman & Warren LLP
Newport-Irvine
Jeffrey Brown - ProVisors - Orange County
Jeffrey Brown
President
Brown & Associates Inc.
Newport Center
Karen Calhoun - ProVisors - Orange County
Karen Calhoun
Karen I. Calhoun, Attorney at Law
Mergers $ Acquisitions 3
Brad Cashion - ProVisors - Orange County
Brad Cashion
CFA, ASA, Managing Director
The Mentor Group Inc.
Irvine 2
Patti Cotton - ProVisors - Orange County
Patti Cotton
CEO
Cotton Group, LLC
Riverside
Kathy Dawson - ProVisors - Orange County
Kathy Dawson
President/CEO
Dawson & Dawson Inc
Irvine South
Sanaz Farkhad - ProVisors - Orange County
Sanaz Farkhad
Attorney
Farkhad & Wang, APLC
Irvine Concourse
Todd Friedland - ProVisors - Orange County
Todd Friedland
Attorney at Law
Stephens Friedland LLP
Irvine Metro
Mike Galvez - ProVisors - Orange County
Mike Galvez
Vice President, Principal Relationship Manager, Team Lead
Bank of the West
Orange County Virtual 1
Marc Hankin - ProVisors - Orange County
Marc Hankin
Registered Patent Attorney
Hankin Patent Law, A Professional Corporation
Irvine 3
Gary Johnson - ProVisors - Orange County
Gary Johnson
President
J2 Marketing Consultants
Costa Mesa
Curtis Kaiser - ProVisors - Orange County
Curtis Kaiser
Attorney
Kaiser Law Group
Long Beach Airport
David Kantar - ProVisors - Orange County
David Kantar
Director Government Affairs
Financial Partners Credit Union
Newport Gateway 2
Steve Kwong - ProVisors - Orange County
Steve Kwong
Vice President- Senior Financial Advisor
Merrill Lynch
South Coast Metro
Cyndi LeBerthon - ProVisors - Orange County
Cyndi LeBerthon
Partner
Wright Ford Young & Co.
John Wayne Airport
Barry Menzel - ProVisors - Orange County
Barry Menzel
managing director
Training Funding Source
Irvine Spectrum
Sara Naheedy - ProVisors - Orange County
Sara Naheedy
Real Estate Attorney and Partner at On Demand Escrow
Law Offices of Sara Naheedy
Long Beach
Anne Norris - ProVisors - Orange County
Anne Norris
Financial Advisor
Pelorus Capital Management
Corona
Nicole Nuzzo - ProVisors - Orange County
Nicole Nuzzo
Attorney
Farzad & Ochoa Family Law Attorneys, LLP
Irvine Central
Dita Shemke - ProVisors - Orange County
Dita Shemke
Financial Advisor
STIFEL
South Orange County
Matthew Stein - ProVisors - Orange County
Matthew Stein
Partner and Co-Founder
LAW & STEIN LLP
South Coast
John Stephens - ProVisors - Orange County
John Stephens
Partner
Stephens Friedland LLP
Orange County Metro
Saar Swartzon - ProVisors - Orange County
Saar Swartzon
Principal
Cohn & Swartzon, P.C.
Newport Beach
Dinia Takacs - ProVisors - Orange County
Dinia Takacs
Vice President
The CEO University
Newport Center 2
Bill Torres - ProVisors - Orange County
Bill Torres
Partner
Bill Torres & Company, Inc.
Cerritos
John Tulac - ProVisors - Orange County
John Tulac
Attorney
John W Tulac, Attorney at Law
Ontario 2
Demosthenis Zeppos - ProVisors - Orange County
Demosthenis Zeppos
Esq.
ZEPPOS RAUTIOLA LLP
Newport

Orange County Affinity Group Leaders

Ron Brand - ProVisors - Orange County
Ron Brand
Partner
Kahana & Feld LLP
Orange County Lawyers and Legal Professionals Affinity Group
Marie DiSante - ProVisors - Orange County
Marie DiSante
Managing Partner
Carothers DiSante & Freudenberger LLP
Collaboration of Professional Women Affinity Group
Linda Duffy - ProVisors - Orange County
Linda Duffy
President and Founder
Ethos Human Capital Solutions
Orange County Non-Profit Affinity Group
Michael Finn - ProVisors - Orange County
Michael Finn
Partner
GMGS Risk Management & Insurance Service
Human Capital Affinity Group
Glenn Hamburger - ProVisors - Orange County
Glenn Hamburger
Vice President, Private Banker
J.P. Morgan Private Bank
Estate and Succession Planning Affinity Group
Dan Hamon - ProVisors - Orange County
Dan Hamon
COO for Technology Companies
Tech Exec LLC
Orange County Tech Affinity Group
Kathleen McEntee - ProVisors - Orange County
Kathleen McEntee
President
Kathleen McEntee and Associates Ltd
Collaboration of Professional Women Inland Empire Affinity Group
Raylene Myerson - ProVisors - Orange County
Raylene Myerson
Vice President
Vengroff Williams Inc.
International Business Affinity Group
Ronald Penland - ProVisors - Orange County
Ronald Penland
CEO / Owner
Executive Forums - Inland Empire
Ontario Distributors/Manufacturers Affinity Group
Andy Peters - ProVisors - Orange County
Andy Peters
Managing Partner
Aaken Business Consulting, Inc.
Distributors & Manufacturers OC Affinity Group
George Shewchuk - ProVisors - Orange County
George Shewchuk
Certified Public Accountant, MST
Raimondo Pettit Group
Orange County Real Estate Affinity Group

Interested in joining ProVisors?

To learn more about joining ProVisors in Orange County please contact Regional Manager, Cat Dageforde using the form below.

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