Join us in welcoming our new members! Reach out via their email below to make a connection.
Pinnacle Estate Properties/Commercial Division
Commercial Real Estate Agent
(818) 974-7091
marcelojcanel@gmail.com
Real Estate
Home Group: Santa Clarita Valley
Bio: Having over 30+ years in the Commercial Real Estate Industries & Mortgage Banking, with an emphasis on management, financing, and sales.
Centeno Corporate Counsel
(562) 455-4404
melissa@centenolawfirm.com
Attorney
Home Group: Encino 4
Bio: Melissa provides legal services in the areas of contract drafting, mergers & acquisitions, corporate governance, and regulatory compliance to corporations in various industries.
CalPrivate Bank
Senior Vice President, Senior Relationship Manager
(310) 920-7112
tclyne@calprivate.bank
Banking Finance
Home Group: South Bay 3
Bio: We are a Full Service Business Bank, serving Business’s with annual sales between $10 and $100 million. All credit decisions are made locally; no waiting around for loan committee approval. Relationships, Solutions, Trust.
Painted Rock Advisors
CEO
(510) 402-8877
mzt8877@gmail.com
Consultant Service
Home Group: Universal City
Bio: My consulting practice includes Philanthropic Advisory Services. I help people become philanthropists. Advising them on giving opportunities and sectors, how to analyze non-profits to maximize effectiveness and impact.
KLJD Consulting
(818) 585-6422
lauren@kljdconsulting.com
Human Resources
Home Group: Ventura
Bio: HR professional with a juris doctorate and 15+ years of experience working with clients in multiple industries. Full-suite of HR services available, supporting clients with small to mid-size businesses to help mitigate risk and secure their bottom lines.
Crossroads Staffing, Inc.
President & CEO
(805) 497-8696
jdavis@crossroadsstaffing.com
Human Resources
Home Group: Westlake 7
Bio: Staffing and Recruitment Services; Sexual Harassment Prevention Training; Human Resources and Interview Services.
First Bank
V.P. Sr. Branch Manager
(310) 751-0995
gloria.dominguez@fbol.com
Banking Finance
Home Group: Century City 6
CAVU Business Management
Business Manager
(424) 300-0103
adam@cavubusinessmanagement.com
Accountant
Bio: Business Manager who work mostly with, but not exclusively with entertainment clients. 20+ years as a CPA and an MBA from USC. Adam provides unparalleled finance, accounting, tax and other related services to his clients.
Fitzgerald Legal Consult, P.C.
(213) 700-9535
jimfitz@fitzlegalconsult.com
Attorney
Home Group: Encino 2
Bio: Mediator, Arbitrator and Consultant in Trial and Litigation Strategy.
Lotus Escrow
Certified Senior Escrow Officer
(626) 415-4426
elia@lotusescrow.com
Consultant Service
Home Group: Pasadena 5
Winters Mortgage Group
President
(818) 366-4908
jim@jimgarity.com
Banking Finance
Home Group: Encino 4
Bio: Residential mortgage broker serving all of California.
Fox Rothschild LLP
(415) 364-5558
cglanville@foxrothschild.com
Attorney
Home Group: Santa Barbara 2
Bio: Cassandra focuses her practice on resolving complex, high-conflict family law disputes throughout California.
Banc of California
Senior Managing Director
(310) 728-1136
steven.hamilton@bancofcal.com
Banking Finance
Home Group: Entertainment 2
Bio: Steven Hamilton is a Banker with 15 years experience and over $1.6billion in deals closed for his clients in the Media & Entertainment; Private Equity; and Business Management + Family Office sectors.
Eisner Gorin LLP
(818) 781-1570
rh@egattorneys.com
Attorney
Home Group: Encino 4
Bio: Robert Hill is an associate attorney at a boutique criminal defense law firm in Los Angeles practicing exclusively criminal defense in state and federal courts.
Law Offices of Angel J. Horacek, PC
Employment Attorney
(310) 774-0323
angel@horaceklaw.com
Attorney
Home Group: Century City 4
Bio: I help workers navigate unlawful employment practices, generally focusing on anti-discrimination, anti-retaliation and whistleblowing, and equal/fair pay issues.
Farar & Lewis LLP
Attorney at Law
(310) 444-1910
alewis@fararlaw.com
Attorney
Home Group: Universal City
Bio: Personal Injury Attorney representing people involved in auto accidents, premise liability cases, dog bites, and government claims.
City National Bank
Senior Vice President
(310) 888-6566
claudette.lussier@cnb.com
Investment Advisor
Home Group: Century City 1
Bio: I act as an advisor and advocate for high net worth individuals and families in their financial and investment needs.
Morton Capital
bmann@mortoncapital.com
Investment Advisor
Home Group: Westlake 7
Bio: Wealth advisor at Morton Capital with a practice focused on sustainable investing. Wife and two young kids, huge SF Giants fan, golf addict, and travel junkie.
Law Offices of Craig Missakian
(818) 802-9811
craig@cmlawpartners.com
Attorney
Home Group: Pasadena 2
Wild Oak Enterprises
President
(310) 395-2476
pdmoore@woellc.com
Consultant Service
Home Group: West Los Angeles
Bio: Peter D. Moore is a business and digital technology strategy advisor specializing in helping companies compete in the age of digital disruption. He also conducts go-to-market workshops for startups.
Bank of the West
Vice President, Sr. Lead Relationship Mgr.
(805) 770-0184
tom.mortensen@bankofthewest.com
Banking Finance
Home Group: Santa Barbara 2
LourdMurray
Sr. Wealth Advisor
(310) 651-2526
rnott@lourdmurray.com
Investment Advisor
Home Group: Beverly Hills 1
Bio: Rick Nott provides comprehensive financial planning & investment advice to clients in entertainment, music, professional sports, technology and to intergenerational family wealth.
Damitz Brooks Nightingale Turner & Morri
(805) 963-1837
jperez@dbntm.com
Accountant
Home Group: Santa Barbara 1
Bio: Jesse Perez, CPA, MST is a tax partner with Damitz, Brooks, Nightingale, Turner & Morrisset. He specializes in estate and income tax planning for high net worth individuals and their closely held businesses.
Urban Wealth Management
Financial Advisor
(424) 277-5525
millu.ramirez@urbanwm.com
Investment Advisor
Home Group: Encino 3
Bio: Millu is a Certified Financial Planner that specializes in helping women undergoing life transitions events continue building wealth. Divorcees, widows and mid-career professionals that recently relocated/moved companies are my ideal clientele.
1st Century Bank
AVP, Relationship Manager
(310) 867-6801
brivera@1cbank.com
Banking Finance
Home Group: Santa Monica 6
Bio: I have 4 years of consumer mortgage lending experience, both in retail and private banking sectors. I specialize in residential purchase and refinance loans, as well as construction lending and HELOCs for owner-occupied 1-4 unit properties.
Creative 7 Designs
(818) 231-8596
gaven@creative7designs.com
Other
Home Group: Beverly Hills 2
Law Offices of David R. Schneider, APC
Attorney
(805) 374-8777
dschneider@drs-law.com
Attorney
Home Group: Calabasas
Bio: Focus is on insuring the client understands both the nature and purpose of the work being done. No client signs a document that they do not understand. I also provide seminars for local groups and businesses on Estate Planning topics.
First Foundation Bank
Vice President Branch Manager
(310) 943-8859
eserna@ff-inc.com
Banking Finance
Home Group: Rancho Park
Bio: People don’t buy what you do, they buy why you do it! After 17 years in Personal and Business Banking, I take pride in helping people achieve long term financial success with a plan specialized to their specific needs.
Berry Silberberg Stokes PC
(213) 986-2688
csilberberg@berrysilberberg.com
Attorney
Home Group: Pasadena 1
Bio: We bring creativity and efficiency to solving business related legal disputes, including everything from contract and partnership disputes to complex litigation.
Gould & Jefferson
Partner
(310) 409-9035
nathan@gojefflaw.com
Attorney
Home Group: Rancho Park
CEO Kelly Sweeney Consulting
CEO
(805) 300-4743
kelly@kellysweeneyconsulting.com
Consultant Service
Home Group: Westlake 6
Bio: I have been in the behavioral health field for 15 years and specialize in offering intervention and case management services to those suffering from substance abuse and mental health disorders. I offer services to families, trust officers and attorneys.
Locke Lord LLP
Partner
(310) 544-0479
william.ticknor@lockelord.com
Attorney
Home Group: Downtown Los Angeles 3
Bio: Bill has been a real estate transactional attorney for over 21 years and specializes in commercial acquisitions, dispositions and financings across most every asset class.
American Alliance Insurance Brokers, LLC
Employee Benefits Consultant
(805) 791-2180
gw@aaib.us
Insurance
Home Group: Encino 4
Bio: Innovative Group Health Insurance Broker builds custom benefit plans that maximize employee coverage and employer savings. HRA, MERP, HSA, Stop Loss, Self Funding, Level Funding, Ease enrollment. 41+ years experience, great support staff.The Ping Pong Guy.
Altus Trial Law
Owner of Altus Trial Law
(310) 666-0426
cwilliams@altustrial.com
Attorney
Home Group: West Los Angeles
Bio: I am the founder of Altus Trial Law, a firm specializing in civil business litigation, copyright and trademark infringement actions and consumer protection cases. I have represented companies and individuals in high-stakes litigation for over 25 years.
Yadegar, Minoofar & Soleymani LLP
(310) 437-8007
navid@ymsllp.com
Attorney
Home Group: Beverly Hills 5
Bio: I represent individual and small businesses in all aspects of employment-related matters, including discrimination, harassment and retaliation claims. I strive to bring the highest level of legal service in an efficient and effective manner.
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Jeffrey M. Zabner, a Law Corp. (ZabnerLaw)
Esq.
(805) 374-2777
jzabner@zabnerlaw.com
Attorney
Home Group: Encino 2
Bio: Jeffrey M. Zabner – expert trust counsel.
Law Offices of Raymond H. Aver, APC
Esquire
(310) 571-3511
ray@averlaw.com
Attorney
Home Group: Beverly Hills 1
Bio: The Aver Law Firm is a boutique law firm specializing in debtor/creditor representation. The members of the Aver Law Firm have more than 25 years of experience in all aspects of bankruptcy practice representing debtors and creditors in business and cons.
Saenger Associates
President
(661) 284-3818
gsaenger@saengerassociates.com
Human Resources
Home Group: Westlake 1
Bio: We provide executive recruiting services anywhere in the world for our retained company clients – results guaranteed. Industries range from Manufacturing, Industrial / Consumer Products, Technology, Healthcare, Retail, and Non-Profit.
Anthony V. Salerno & Associates
Esq.
(310) 286-7262
anthony@salernocriminaldefense.com
Attorney
Home Group: Santa Monica 5
Bio: Anthony is a veteran criminal trial lawyer of over 25 years, but also emphasizes proactive early intervention BEFORE cases are filed. Practice areas are white collar (including internal investigations), general criminal law (felonies and misdemeanors)…
Block Ransomware LLC Accurate Data Networks, Inc.
President & CEO
(310) 479-5300
asher@accuratecomputers.com
Information Technology
Home Group: Santa Monica 5
Bio: Asher Dahan is a Microsoft-certified Senior Systems Engineer who specializes in Network Security, design/support, cloud migrations, and data recovery. He and his team offer a full suite of IT services and expertise backed by 38 years of experience.
Gilbert & Stern LLP
Partner
(310) 553-0350
dgilbert@gilbertstern.com
Attorney
Home Group: Century City 4
Bio: Personal Injury Lawyer – Specializing in car accidents, wrongful death, dog bites, and slip and falls.
Capital Group Private Client Services
Executive Vice President & Regional Director
(213) 452-2294
rwk@capgroup.com
Investment Advisor
Home Group: Downtown Los Angeles 1
Bio: As Regional Director of Capital Group Private Client Services, I work directly with wealthy individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. I also help nonprofit foundations…
Citrin Cooperman
CPA – Partner
fmartin@citrincooperman.com
Accountant
Home Group: Woodland Hills 3
Bio: We offer quality tax and accounting services at a fair price to our clients in all industries. We provide a wide range of tax, estates & trusts, business management services and specialize in the entertainment and real estate industries.
Lewitt Hackman
Attorney at Law
(818) 990-2120
krex@lewitthackman.com
Attorney
Home Group: Encino 2
Bio: I am a principal in the law firm of Lewitt Hackman, a full service law firm. I primarily represent entrepreneurs and privately held businesses, assisting them in solving their personal, legal and business problems.
Second 50 Financial
Founder / Financial Advisor
(424) 260-1551
kadams@second50financial.com
Investment Advisor
Home Group: South Bay 2
Bio: Kathleen Adams and her team have developed a unique process – Lifestyle Preservation Planning to help clients maintain a current and future income stream to support lifestyle needs and wants by optimizing wealth distributions.
Ameriprise Financial Inc
Marketing Manager
(626) 744-9760
christine.x.fuentes@ampf.com
Investment Advisor
Home Group: Pasadena 1
Bio: Our financial advisors assist clients bridge the gap between their goals and reality. Through a comprehensive analysis, they assess clients’ financial situation and implement recommendations to address their concerns.
Glen Oaks Escrow
Branch Manager
(818) 500-0400
mkline@glenoaksescrow.com
Real Estate
Home Group: Woodland Hills 1
Bio: Glen Oaks Escrow is a full-service independent escrow company offering a complete suite of escrow services along with web-based e-Sign technology to close transactions more efficiently and securely. Marcine specializes in Probate, Trust Sales, Conservato…
Law Offices of David M. Murphy
Attorney at Law
(310) 955-7500
david@davidmurphylaw.com
Attorney
Home Group: Beverly Hills 2
Bio: David works with both individuals and businesses who are under investigation, have been arrested or have been charged with a crime in courts throughout California and federal courts in all states.
Compass
Residential Realtor
(310) 962-6942
whit@whitprouty.com
Real Estate
Home Group: West Los Angeles
Bio: Whit Prouty specializes in home sales and purchases by working with Attorney Clients, Business Manager & CPA clients, Fiduciaries, Trusts, and Conservators. See www.whitprouty.com for more information.
Law Offices of Yona Conzevoy
Principal
(323) 813-8223
yona@conzevoylaw.com
Attorney
Home Group: Santa Monica 4
Bio: Yona Conzevoy has his own law practice focusing on Trust and Estate Litigation. Yona deals with end-of-life disputes, including Will and Trust challenges, contested Conservatorships, contested Trust accountings, and Probate litigation.
Dunn Architecture Studio
Principal
(310) 247-0171
brooks@dunnarchitecture.com
Consultant & Service
Home Group: Santa Monica 5
Bio: I am the founding principal of Dunn Architecture Studio: a design and service oriented firm focused on high end, modern single family homes and commercial projects.
Crowe LLP
(818) 325-8402
jay.mangel@crowe.com
Accountant
Home Group: Mergers $ Acquisitions 2
Bio: Jay Mangel is the Crowe LLP local office managing partner in LA and Orange County, California and is also an audit services partner specializing in working with manufacturing and distribution companies.
Law Office of Susan I. Montgomery
Attorney
(310) 556-8900
susan@simontgomerylaw.com
Attorney
Home Group: Century City 6
Bio: I am a sole practitioner located in Century City. My practice includes representation of secured and unsecured creditors in all actions before the Bankruptcy Court, including cases filed under Chapters 7, 11 and 13. I also represent parties sued in Bk.
Marriage Financial Solutions
Director
(310) 442-8473
aweinberger@marriagefinancial.com
Investment Advisor
Home Group: Santa Monica 6
Bio: Alex is the Director of Marriage Financial Solutions and a Wealth Manager at Weinberger Asset Management, an affiliated company providing investment management and financial planning services. Alex is a Certified Financial Planner professional and…
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