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!
Click or call us (888) 684-4437
Orange County Group Leaders
Josh Abel
Attorney
Abel Law Offices, PC
Irvine North
Brian Ainslie
President
CalTerra Partners
Orange County Central
Lisa Anderson
President
LMA Consulting Group
Ontario
Lindsay Ayers
Attorney
Carothers DiSante & Freudenberger LLP
Irvine Orange County
Natalie Barron
Financial Advisor
UBS Financial Services Inc
Seal Beach
Harley Bjelland
Owner
The ERISA Law Firm
Newport Gateway
Anabella Bonfa
Business Litigation Attorney - Trade Secrets
Wellman & Warren LLP
Newport-Irvine
Jeffrey Brown
President
Brown & Associates Inc.
Newport Center
Karen Calhoun
Karen I. Calhoun, Attorney at Law
Mergers $ Acquisitions 3
Brad Cashion
CFA, ASA, Managing Director
The Mentor Group Inc.
Irvine 2
Patti Cotton
CEO
Cotton Group, LLC
Riverside
Kathy Dawson
President/CEO
Dawson & Dawson Inc
Irvine South
Sanaz Farkhad
Attorney
Farkhad & Wang, APLC
Irvine Concourse
Todd Friedland
Attorney at Law
Stephens Friedland LLP
Irvine Metro
Mike Galvez
Vice President, Principal Relationship Manager, Team Lead
Bank of the West
Orange County Virtual 1
Gary Johnson
President
J2 Marketing Consultants
Costa Mesa
David Kantar
Director Government Affairs
Financial Partners Credit Union
Newport Gateway 2
Steve Kwong
Vice President- Senior Financial Advisor
Merrill Lynch
South Coast Metro
Cyndi LeBerthon
Partner
Wright Ford Young & Co.
John Wayne Airport
Barry Menzel
managing director
Training Funding Source
Irvine Spectrum
Sara Naheedy
Real Estate Attorney and Partner at On Demand Escrow
Law Offices of Sara Naheedy
Long Beach
Anne Norris
Financial Advisor
Pelorus Capital Management
Corona
Nicole Nuzzo
Attorney
Farzad & Ochoa Family Law Attorneys, LLP
Irvine Central
Dita Shemke
Financial Advisor
STIFEL
South Orange County
Matthew Stein
Partner and Co-Founder
LAW & STEIN LLP
South Coast
John Stephens
Partner
Stephens Friedland LLP
Orange County Metro
Saar Swartzon
Principal
Cohn & Swartzon, P.C.
Newport Beach
Dinia Takacs
Vice President
The CEO University
Newport Center 2
Bill Torres
Partner
Bill Torres & Company, Inc.
Cerritos
John Tulac
Attorney
John W Tulac, Attorney at Law
Ontario 2
Demosthenis Zeppos
Esq.
ZEPPOS RAUTIOLA LLP
Newport
Evelyn Zohlen
President and Certified Financial Planner
Inspired Financial
Long Beach Airport
Orange County Affinity Group Leaders
Ron Brand
Partner
Kahana & Feld LLP
Orange County Lawyers and Legal Professionals Affinity Group
Marie DiSante
Managing Partner
Carothers DiSante & Freudenberger LLP
Collaboration of Professional Women Affinity Group
Linda Duffy
President and Founder
Ethos Human Capital Solutions
Orange County Non-Profit Affinity Group
Michael Finn
Partner
GMGS Risk Management & Insurance Service
Human Capital Affinity Group
Glenn Hamburger
Vice President, Private Banker
J.P. Morgan Private Bank
Estate and Succession Planning Affinity Group
Dan Hamon
COO for Technology Companies
Tech Exec LLC
Orange County Tech Affinity Group
Kathleen McEntee
President
Kathleen McEntee and Associates Ltd
Collaboration of Professional Women Inland Empire Affinity Group
Raylene Myerson
Vice President
Vengroff Williams Inc.
International Business Affinity Group
Ronald Penland
CEO / Owner
Executive Forums - Inland Empire
Ontario Distributors/Manufacturers Affinity Group
Andy Peters
Managing Partner
Aaken Business Consulting, Inc.
Distributors & Manufacturers OC Affinity Group
George Shewchuk
Certified Public Accountant, MST
Raimondo Pettit Group
Orange County Real Estate Affinity Group
Interested in joining ProVisors?
Click below to schedule a call with Orange County Regional Director Cat Dageforde or complete the form below.
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