Richard Barrett - ProVisors

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.

BECOME A MEMBER

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
Shawn Michael Burnstein - ProVisors - Orange County
Shawn Michael Burnstein
Senior Vice President
Solomon & Solomon Insurance Brokers Inc.
Newport Gateway 2
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
Kelley Finan - ProVisors - Orange County
Kelley Finan
Attorney
Law Office of Kelley C. Finan
Long Beach
Todd Friedland - ProVisors - Orange County
Todd Friedland
Attorney at Law
Stephens Friedland LLP
Irvine Metro
Jeremy Goldman - ProVisors - Orange County
Jeremy Goldman
Criminal Defense Attorney
Jeremy N. Goldman, A Professional Law Corporation
Newport Center 2
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
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
Anne Norris - ProVisors - Orange County
Anne Norris
Financial Advisor
Pelorus Capital Management
Corona
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
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
Dan Young - ProVisors - Orange County
Dan Young
CFP, CPM, Financial Advisor, Associate Vice President, Senior Portfolio Manager
The Irvine Group at Morgan Stanley
Irvine Central
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
Donald Corliss - ProVisors - Orange County
Donald Corliss
Attorney
Corliss, A Law Corporation
Estate and Succession Planning 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
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
George Shewchuk - ProVisors - Orange County
George Shewchuk
Certified Public Accountant, MST
Raimondo Pettit Group
Orange County Real Estate Affinity Group
Bill White - ProVisors - Orange County
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.

Required *

Fill out my online form.