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
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
Shawn Michael Burnstein
Senior Vice President
Solomon & Solomon Insurance Brokers Inc.
Newport Gateway 2
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
Kelley Finan
Attorney
Law Office of Kelley C. Finan
Long Beach
Todd Friedland
Attorney at Law
Stephens Friedland LLP
Irvine Metro
Marc Hankin
Registered Patent Attorney
Hankin Patent Law, A Professional Corporation
Irvine 3
Gary Johnson
President
J2 Marketing Consultants
Costa Mesa
Curtis Kaiser
Attorney
Kaiser Law Group
Long Beach Airport
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
Anne Norris
Financial Advisor
Pelorus Capital Management
Corona
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
Dan Young
CFP, CPM, Financial Advisor, Associate Vice President, Senior Portfolio Manager
The Irvine Group at Morgan Stanley
Irvine Central
Demosthenis Zeppos
Esq.
ZEPPOS RAUTIOLA LLP
Newport
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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