Richard Barrett
Orange County Regional Director
(949) 303-6805
richard@provisors.com
Welcome to ProVisors – Orange County
Our Orange County region includes 32 Home Groups and 11 Affinity Groups that span across Long Beach, Orange County, and Irvine. We are a well established region with groups that are all curated to maximize cross-referral opportunities and allow you to provide clients with trusted recommendations. Home Group meetings, Troikas (three-person meetups), and social events help you form important relationships with members.
As an invitation-only community, our members are vetted to ensure that the Orange County region consists of high-quality trusted advisors. Join ProVisors to expand your network, increase your brand awareness, and accelerate the growth of your business.
Orange County Group Leaders
Lindsay Ayers
Attorney
Carothers DiSante & Freudenberger LLP
Irvine Orange County
Anabella Bonfa
Business Litigation Attorney - Trade Secrets
Wellman & Warren LLP
Newport-Irvine
Shawn Michael Burnstein
Senior Vice President
Solomon & Solomon Insurance Brokers Inc.
Newport Gateway 2
Jeremy Goldman
Criminal Defense Attorney
Jeremy N. Goldman, A Professional Law Corporation
Newport Center 2
Marc Hankin
Registered Patent Attorney
Hankin Patent Law, A Professional Corporation
Irvine 3
Steve Kwong
Vice President- Senior Financial Advisor
Merrill Lynch
South Coast Metro
Dan Young
CFP, CPM, Financial Advisor, Associate Vice President, Senior Portfolio Manager
The Irvine Group at Morgan Stanley
Irvine Central
Orange County Affinity Group Leaders
Ron Brand
Partner
Kahana & Feld LLP
Orange County Lawyers and Legal Professionals Affinity Group
Donald Corliss
Attorney
Corliss, A Law Corporation
Estate and Succession Planning 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
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
George Shewchuk
Certified Public Accountant, MST
Raimondo Pettit Group
Orange County Real Estate Affinity Group
Bill White
President / Founder
White Space Advisors
Distributors & Manufacturers OC Affinity Group
Interested in joining ProVisors?
To learn more about joining ProVisors in Orange County please contact Regional Director Richard Barrett using the form below.
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