A VALUABLE RESOURCE & SUPPORTING LOCAL BUSINESSES This Directory of Professionals is a resource for my clients who
This Directory of Professionals is a resource for my clients who are looking for Trusted Advisors/Professionals to help them are looking for Trusted Advisors/Professionals to help them for a specific purpose. for a specific purpose. Hope you find my directory helpful. Hope you find my directory helpful. You can download the directory in a pdf format by clicking the You can download the directory in a pdf format by clicking the download button. download button. On the professional’s page, you can click on On the professional’s page, you can click on their website link to go to their website for more information. their website link to go to their website for more information. Thank you and Best Wishes...Sonia Thank you and Best Wishes...Sonia
Disclaimer: This list is given as a courtesy. Disclaimer: This list is given as a courtesy. We do not guarantee the performance of We do not guarantee the performance of any of the professionals listed. any of the professionals listed. We We recommend that you do your own due recommend that you do your own due diligence to satisfy yourself. diligence to satisfy yourself.
Attorneys TheresaPranata-Attorney-EstatePlanning&ElderCare
Sullivan,Workman&Dee,LLP
Address: 600N.RosemeadBlvd.,Suite209,Pasadena,CA91107
Phone: (626)656-8700ext273
Email: tpranata@swdlaw.net
Website: https://www.eminentdomain-law.com/theresa-m-pranata/
TheresaM.PranatajoinedSullivan,Workman&Dee,LLPasapartnerin2011.Ms.Pranatachairsthe firm’sElderLaw,Trust&Estatespracticearea,whichincludesestateplanning,specialneedstrusts, Medi-Calplanning,conservatorships,trustadministration,andprobates.
TheresagraduatedOrderoftheCoiffromLoyolaLawSchoolin2001andwasadmittedtothe CaliforniaStateBarthatyear.Priortothat,sheattendedLoyolaMarymountUniversity,whereshe graduatedmagnacumlaudeandwasamemberofAlphaSigmaNuNationalJesuitHonorSociety.
TheresaisanactivememberoftheLosAngelesCountyBarAssociationTrust&EstatesSection, PasadenaBarAssociationProbate,Trust&EstatesSection,andSanGabrielValleyBarAssociation. ShehasalsoservedontheLosAngelesCountySuperiorCourt’sProbateVolunteerPanel,accepting courtappointmentstorepresenteldersanddevelopmentallydisabledadultsinprobatecourt proceedings.TheresaisamemberoftheBoardofDirectorsofthePasadenaSeniorCenterand servesonitsExecutiveCommittee.
NotefromSonia: IhaveworkedwithTheresaonafewtransactions.Sheisverycaring, knowledgeableandagoodresourceformeandmyclientsregardinganyestateplanning,eldercare orprobatematters.
ArbellaAzizianLaw
Address: 330NorthBrandBlvd.,Suite820,Glendale,CA,91203
Phone: (818)533-1571 Cellphone:(818)281-3581
Email: Arbella@ArbellaAzizianLaw.com
Website: https://www.arbellaazizianlaw.com/
ArbellaAzizianisofCounselatBaker,Olson,LeCroyandDanielian.Sheconcentratesher practiceintheareasofTrustandProbateLitigation.
Arbellahasadiversebackground.HavinggraduatedfromCSULBwithaBachelorofArts degreeinPoliticalScience,Ms.Azizianworkedforseveralyearsasateacherbeforedeciding toreturntoschooltofollowherfirstpassion,law.
ArbellaearnedherJurisDoctordegreefromSt.ThomasUniversitySchoolofLawinMiami whereshegraduatedMagnaCumLaude,wasanArticlesEditorfortheStThomasLaw Review,andamemberoftheMockTrialTeam.
Arbellaactivelygivesbacktohercommunity. CurrentlysheisontheboardforAscenciaand theNancyPainterFoundation.SheisalsoaproudnewKiwanianandamemberofthe GlendaleBarAssociation.
BenjaminAlley-Attorney-EstatePlanning,Probate&Trust
AlleyLaw
Address:155NorthLakeAvenue,Suite800,Pasadena,CA91101
Phone: (626)692-5693
Email: BAlley@alleylawca.com
Website: https://www.alleylawgroup.com/
BenjaminAlleyistheprincipalattorneyforAlleyLaw.Hehasrepresentedclientsinawidevarietyof estateplanning,trustadministration,probate,andbusinessmatters.Benjaminalsoleadsand managestheAlleyLawteamofattorneysandparalegalsinprovidinghighqualityservicestoclients.
BenjaminearnedajurisdoctordegreeandtaxcertificatefromtheUniversityofKansasSchoolof Law.WhilestudyingatKULaw,BenjaminwasselectedtoserveontheUniversityofKansasLaw ReviewandwasamemberofboththeInternationalLawSocietyandChristianLegalSociety.Priorto becomingalawyer,Benjaminwasaproprietorintherestaurantindustryandaminister.
Benjaminalsohasextensiveexperienceworkingwithpeopleofothercultures.Benjaminhaslived andtaughtEnglishinChinaandcanspeakMandarinChinese.Hehasalsoservedonstaffandasalay leaderinChinesechurchesintheUnitedStatesforovertwodecades.Inadditiontoexperiencewith Chineseculture,BenjaminhasalsoworkedwithAfricanstorebuildanorphanageinNairobi,worked withMalaysianstomovecrocodilesonanaturereserveinBorneo,dugwithIsraelisonan archaeologicalexcavationnearJerusalem,andledhumanitariantripstoboththeHimalayasand Jamaica.TheseexperienceshavetaughtBenjamintheflexibilityandinterculturalfinesseto approachsituationsfromdifferentperspectives.
NotefromSonia: IhaveworkedwithBenjaminonafewtransactions.Hehasaverycalmdemeanor andisexcellentwithclients.
Address: 333WestBroadway,Suite100|LongBeach,CA90802
Phone: (562)432-5541
Email: misty@velascolawgroup.com
Website: https://www.velascolawgroup.com/attorney/misty-l-colwell/
MistyL.Colwellhaspracticedexclusivelyintheareasofestateplanningandtrustadministration sinceheradmissiontotheCaliforniaBarin1990.SheisOfCounseltoVelascoLawGroup,APC,and shemaintainsherownsolopracticeconcentratingonprobate,trustadministration,conservatorship, andguardianshiplaw.Ms.ColwellearnedaBachelorofArtsinEnglishfromCaliforniaState PolytechnicUniversity,Pomona,andshereceivedherlawdegreefromUniversityofSanDiego SchoolofLaw.
Ms.ColwellhasastrongrecordofservicetotheLongBeachcommunity.Shehasvolunteeredforthe LongBeachBarAssociation’sProPerGuardianshipPanelsinceitsinception,andshereceivedthe ProBonoAwardin1999fromtheLongBeachBarAssociation.Inaddition,shehasbeenanactive memberofLongBeachBarAssociation,WomenLawyersofLongBeach,andtheTrustsandEstates SectionoftheStateBarofCaliforniathroughouthercareer.
NotesfromSonia: IhaveinteractedwithMistyovertheyearsandlikeherhelpfulandcaring attitudetowardsherclients.
VeronicaMaldonadoUsher-Attorney-EstatePlanning(Spanishspeaking)
Buchalter
Address: 1000WilshireBoulevard,Suite1500,LosAngeles,CA90017
Phone: (213)683-6557
Email:vusher@buchalter.com
Website: https://www.buchalter.com/lawyer/veronica-maldonado-usher/ VeronicaisanestateplanningattorneywithBuchalter,afirmlocatedindowntownLosAngeles. Veronicahaspracticedexclusivelyintheareasofestateplanningandtrustadministration.
Veronicaassistsultra-high-networthclients,youngfamiliesjuststartingout,andfamilybusiness ownersnavigatethesometimesdauntingworldofestateplanning.Veronicaadoptsan“inplain English”(orSpanish)approachtoexplainallofthevariousdocumentsaswellasprobate,estates,and gifttaxmatterssothatherclientscanhavepeaceofmindknowingtheiraffairsareinorder.
Veronica’srepresentativeTrusts&Estatesmattersinclude: Draftingwills,trusts,andrelatedestateplanningdocuments. Representinginstitutionalandindividualclientsinallaspectsoftrustadministration,including court-supervisedtrustandprobateproceedings. Assistingindividualsingiftandestatetaxplanning Establishingprivatefamilyandcharitablefoundations
VeronicaisontheboardoftheLosAngelesEstatePlanningCouncilandservesontheadvisory committeefortheSt.ThomasMoreSociety.SheobtainedherundergraduatedegreefromU.C.Santa CruzbeforeattendingSouthwesternLawSchool.SheisaSouthBaynativeandenjoysspendingtime withher10niecesandnephewsandisalwaysplanninghernextinternationaltrip.
TheLawOfficesofJacquelineD.Yu
Addresses:9595WilshireBlvd.,Suite900,BeverlyHills,CA90212 4500ParkGranadaBlvd.,Suite202,Calabasas,CA91302
Phone: (310)961-9908
Email: jyu@jacquelineyulaw.com
Website: https://www.jacquelineyulaw.com/
JacquelineD.YuisaCalifornia-licensedattorneyandrepresentsclientsthroughoutthestateofCalifornia,aswellasthose livinginotherstatesandabroadwhoownpropertyorhaveotherinterestsinCalifornia.Sheoffersabreadthofsignificant experienceasanadvancedestate,tax,andbusinesssuccessionplanningandadministrationattorneyrepresentinghighnet worthindividuals,familiesandbusinessownersinbothdomesticandinternationalmatters.Herexpertiseinestateandtax planning,businesstransactionsandprobateandtrustadministration,includesstructuringtrustsusingassetvalue discountingandestatefreezingtechniques,providingassetprotectionthroughmulti-layerentitystructures,creatingsocial impactlegaciesthroughcharitablevehicles,businesssuccessionplanningthroughtransfersofminorityinterestsinfamily limitedpartnershipsandlimitedliabilitycompaniesandbuy-sellagreements,administeringcomplicatedestates,andserving asatrustedadvisortofamiliesandfiduciaries.
SheholdsaJurisDoctoratedegreefromNotreDameLawSchool(Dean’sList),aMasterofLawsdegreefromUCLASchoolof Law(TaxandBusinessLawSpecialization)(Dean’sList),andaBachelorofArtsdegreefromUCLA(DoubleMajorinPolitical Science-InternationalRelationsConcentrationandAsianAmericanStudies-EthnicStudies)(SummaCumLaude).Shehas workedforsomeofthemostprominenttrustsandestateslawfirms.Ms.YuisfeaturedasaSuperLawyer2022-2023by SouthernCalifornia’sSuperLawyersmagazine,whichhonorsthosewhorankamongthetop5%ofallprivatepractice attorneysintheirpracticearea.
ShecurrentlyservesasPresidentoftheAsianBusinessLeagueofSouthernCaliforniaandontheadvisoryboardofAPAIT-A DivisionofSpecialServiceforGroups,whichprovideshealthandhousingservicestounderserved,minoritycommunities. ShehasalsobeenamemberoftheUnitedNationsAssociation-NationalCapitalAreainWashington,D.C.andtheLos AngelesWorldAffairsCouncilandTownHall. Ms.YuservesontheExecutiveCommitteeoftheTrustsandEstatesSectionof theBeverlyHillsBarAssociationandasaCo-ChairoftheLosAngelesChapteroftheTaxLawyersCommitteeofthe CaliforniaLawyersAssociation.SheisamemberoftheStateBarofCaliforniaandtheSocietyofTrustsandEstates Practitioners(STEP),aninternationalorganizationofwealthplanningadvisors.
Sullivan,Workman&Dee,LLP
Address: 600N.RosemeadBlvd.,Suite209,Pasadena,CA91107
Phone: (626)656-8700
Email: dpranata@swdlaw.net
Website: https://www.eminentdomain-law.com/d-daniel-pranata
Mr.Pranataisalitigatorandtransactionalattorneywhofocuseshispracticeonrealestate,eminent domain,business,andcivillitigation,andestateplanning.HeobtainedhisjurisdoctorfromLoyola LawSchoolin2001andhasbeenamemberofthefirmsince2001.InadditiontotheStateBarof California,Mr.PranataisadmittedtopracticebeforetheU.S.DistrictCourtfortheCentralDistrictof California. HeisalsoamemberoftheAmericanBarAssociationandLosAngelesCountyBar Association.
Inhisrealestatepractice,Mr.Pranatahasadvisedclientsregardingboundarydisputes, encroachments,andeasementrightsandliabilities.Hehasalsoconductedextensiveduediligence withregardtoleasetermsforclientsincludingagroupacquiringachainofsupermarkets.Inhis eminentdomainpractice,Mr.Pranataadvisespropertyowners,businessowners,andagenciesinall phasesoftheacquisition,valuation,litigation,andrelocationprocess.
Mr.PranatahasservedontheBoardofDirectorsfortheMontroseShoppingParkAssociation.The MontroseShoppingParkAssociationrepresentstheinterestsofover200membermerchants.
DemetriaL.Graves-Attorney-FamilyLaw GravesLawFirm
Address:1055E.ColoradoBlvd.,Suite500,Pasadena,CA91106
Phone: (626)513-8227
Email: demetria@graveslawfirmca.com
Website: https://www.losangeles-divorcelaw.com/
AsadedicatedPasadenadivorceattorney,DemetriaL.Graveshandlesallaspectsoffamilylaw, includingdivorce,childcustody,childsupport,modifications,paternity,visitationrights,andother relatedlegalissuesinCalifornia.
DemetriarepresentsclientsthroughoutLosAngelesCounty,including:
Glendale
Burbank
Pasadena
L.A.
WestHollywood
BeverlyHills
Arcadia
Alhambra
NotefromSonia: IhaveworkedwithDemetriaandsheisverydiligentaboutgettingthingsdone promptly.
HacklerFlynn&Associates
Address: 388CordovaStreet,Suite100C,Pasadena,CA91101
Phone: 323.247.7030 Cell:949.300.5757
Email: cindy@hacklerflynnlaw.com
Website: https://hacklerflynnlaw.com/
CynthiaFlynn,Esq.isFounderandManagingPartnerofHacklerFlynn&Associates,anexperienced businessandemploymentdefenselawfirmthatisacertifiedWomanBusinessEnterprise(WBE)and Women-OwnedSmallBusiness(WOSB).Sheisdedicatedtoprotectingbusinessesofallsizes(including Entrepreneurs!)byputtingtherightcontractsandpoliciesinplace.
Priortostartingherownpractice,CynthiaworkedforKrutcik&Georggin,aboutiqueemploymentlaw firmfrom2002-2010.From2010-2014,shelitigatedfortwolawfirms,gainingextensivelegal experience.Additionally,CynthiaobtainedherCaliforniaRealEstateSalesperson’slicensein2007and subsequentlyobtainedherCaliforniaBroker’sLicense.
CynthiahasrecentlybeennamedtotheNationalSmallBusinessAssociation(NSBA)LeadershipCouncil, joiningothersmallbusinessadvocates,totacklethemanycriticalissuesfacingsmallbusinessesand promotetheirintereststopolicymakersinWashington,D.C.
WhenCynthiaisnotmentoringentrepreneursanddefendingbusinessownersincourt,she’sworkingout atCrossFit,watchingrerunsofFriends,orspendingtimewithherhusbandAnthonyanddaughterEmma. Cynthiaonlydrinksherespressoblack.
Ajalat,Polley,Ayoob,Matarese&Broege
Address: 500N.BrandBlvd.,Suite1870,Glendale,CA91203
Phone: (818)553-1300
Email:greg@apataxlaw.com
Website: https://apataxlaw.com/personnel/gregory-r-broege/
GregisaCaliforniastateandlocaltaxattorneyspecializingsolelyinCaliforniapropertytaxes (changeinownershipandvaluationissues),salesandusetax,documentarytransfertax,andcity taxes.
SorellLawGroup Address: 140SouthLakeAve.Suite349,Pasadena,CA91101
Phone: (626)792-8600
Email: Steven@Sorellgroup.com
Website: https://www.sorellgroup.com/who-we-are
StevenG.SorellreceivedhisMBAfromtheUniversityofChicagoin1975.Hethenbeganworkinghis wayupthecorporateladder,throughprogressivepositionsincontrollership,financeandadministration atseveralnationalandglobal,multi-milliondollarcorporations,suchasFlyingTigers,Montgomery WatsonAmericas,Graham&JamesandJonathanManufacturing.
Whilegaininginvaluablebusinessperspective,Stevecontinuedhiseducationaswell.Heearneda MastersinBusinessTaxationfromtheUniversityofSouthernCaliforniain1988,alawdegreefromthe UniversityofCaliforniaatLosAngelesin2001,andfinallybecameaColoradoCPAin2005.
StevecuthislegalteethwithassociatepositionsfirstattheinternationalfirmofLatham&Watkins LLP,andthenwiththeinternationalsilk-stockingfirmofSidleyAustinLLP.Afterseveralyearsof learningtheropes–andobservinganincreasingdisconnectbetweenbusinessproblemsandlegal solutions–heopenedhisownpracticewiththeintentoftryingtobridgethatgap.
SteveisamemberofthePasadenaChamberofCommerce,IrwindaleChamberofCommerce,Pasadena BarAssociation,LosAngelesCountyBarAssociationBusinessandCorporationsLawSectionandTrusts andEstatesSection,aswellasTheStateBarofCalifornia.HehasbeennamedoneoftheTopAttorneys inPasadenafortwoyearsrunning,sincethepeer-reviewawardbeganrunningin2009.
Address: 2076LincolnAvenue,Pasadena,CA91103
Phone: (626)440-0028
Email: mark@woodsmalllawgroup.com
Website: http://www.woodsmalllawgroup.com/
MarkWoodsmallisthefounderandmanagingattorneyofWoodsmallLawGroup,PC,alawfirm locatedinPasadena,Californiaentirelydedicatedtoprotectingtherightsofchildrenandadultswith disabilities.Mr.Woodsmallhasbeenpracticinglawfor27years,over21ofwhichhavebeen exclusivelydedicatedtoadvocacyofindividualswithdevelopmentaldisabilitiesandspecialneeds.In additiontohislegalexperience,Mr.WoodsmallhasservedaspartofthefacultyatUSCGouldSchool ofLawasaProfessorAdjunct,alectureratUCLAExtension,ateachingattorneyandcontributing curriculumauthorintheSpecialEducationAdvocacyTrainingProject–LosAngeles,andsitsonthe UCLACenterforAutismResearch&Treatment(CART)CommunityAdvisoryCommittee.
CPAs TracyFillas-CPA Gregory,Fillas,Buschauer&Kroischke,LLP
Address: 150S.LosRobles,Suite860,Pasadena,CA91101
Phone: 626-568-0915
Email: tfillas@gfbcpa.com
Website: https://www.gfbk-cpa.com/
NotefromSonia: IhaveworkedwithTracy'sclientsandsheisaveryknowledgeableandan extremelycaringprofessionalwhogoestheextramileforherclients.Sheisagoodresourcesfor Trustaccounting.TonyisagoodresourceformeandhasconnectedmetoseverallocalTrusted Advisors.
JenniferLorenzen-CPA JuniperLegacyTaxAdvisors Address: 251SLakeAve,Suite800 |Pasadena,CA91101
Phone: 626-683-0515
Email: jen@juniperlegacy.com
Website:https://juniperlegacy.com/
Jenisaseasonedtaxprofessionalwithover30yearsofexperienceintaxadvisory,returnpreparation,accounting,and businessmanagement.Shenowspecializesintaxadvisoryforrentalrealestateinvestors,trusts,andtaxableestates.
Drivenbyhercommitmenttoprofessionaldevelopment,JenearnedaGraduateCertificateinEstatePlanningfrom GoldenGateUniversity,aninstitutionknownforitsrigorous,skills-basededucationinaccounting,law,finance,and taxation.Sheisalsoanactivememberofseveralprofessionalorganizations,includingtheAmericanInstituteofCertified PublicAccountants(AICPA),theCaliforniaSocietyofCPAs,ProVisors,andtheSanGabrielEstatePlanningCouncil,where sheisapastpresident.
Beyondherprofessionalcommitments,Jenisactivelyengagedinhercommunity.Sheservedasatrusteeofthe PasadenaMuseumofHistoryandisacurrentmemberofTheUniversityClubofPasadena,wheresheisontheEducation Foundationcommittee,supportingascholarshipfundinpartnershipwithPasadenaCommunityCollegetosupport studentsontheirjourneyinhighereducation.
Outsidework,Jenlovestoexploreasanavidreader,keepingupwiththereadinglistsoftwobookclubs,hikinglocally andinNationalParks,andtravelingtodiscovernewdestinationsorrevisitfavoriteslikeCalifornia’scoastalwine country.OneofhermostmemorableadventureswasherhoneymooninNewZealand,wheresheandherhusbandwent blackwaterraftingintheWaitomoCavestoseebioluminescentwormsandbungeejumpingoffthefamousKawarau BridgeinAuckland.Apassionatetheatergoer,sheespeciallylovesmusicals,withOnceUponaMattressstarringSutton Fosterbeingarecentfavorite.
NotefromSonia: JenniferisanexperiencedCPA. Ihaveworkedwithherandsheisverydiligent abouttakingcareofthelittledetails.
TonyBuschauer-CPA Gregory,Fillas,Buschauer&Kroischke,LLP
Address: 150S.LosRobles,Suite860,Pasadena,CA91101
Phone: 626-568-0915
Email: TBuschauer@gfbcpa.com
Website: https://www.gfbk-cpa.com/
TonyBuschauer,CPA,aCalifornianative,graduatedfromtheUniversityofCalifornia,SantaBarbara in1993withadegreeinBusinessEconomics.AftergraduationhejoinedArthurAndersenLLPinthe auditdepartmentoftheOrangeCountyoffice.WhileatArthurAndersenheprovidedconsulting servicestoavarietyofpublicandprivateclientsandwasinvolvedinseveralInitialPublicOffering andPrivatePlacementMemorandum engagements.
In1998heleftArthurAndersenasanAuditManagerandjoinedalocaltaxfirminOrangeCounty whereheworkeduntil2006.SubsequentlyhemovedtothePasadenaareaandjoinedGregory,Fillas &BuschauerLLP,wherehespecializesinmeetingthetaxandaccountingneedsofsmallbusinesses andtheirowners.
Tonyservedasavolunteerwithayouthgroupentitled"Compadres”thattutoredlocalteensinthe SantaAnaarea.TonyhasalsobeeninvolvedwitheventsfortheJuvenileDiabetesFoundationand hasservedontheboardoftheCentralCityLutheranMission,whosemissionistoempoweryoung adultsandchildrenlivinginaneconomicallyandculturallydisadvantagedneighborhood. Tonyis currentlyamemberofBusinessNetworkingAllianceandthePasadenaChamberofCommerce.
NotefromSonia: TonyisagoodresourceformeandhasconnectedmetoseverallocalTrusted Advisors.
TemoArjani,LLP
Address:301EastColoradoBlvd.,Suite426,Pasadena,CA91101
Phone: (626)578-1978
Email: BHranchak@Arjani.com
Website: http://arjani.com/custom2.php
Billprovidesadviceonavarietyoftaxandbusinessissuestoawiderangeofclientsincluding corporations,partnerships,andindividuals.Hisclientbasehasincludedbothpublicandprivate corporationsinabroadrangeofindustriesrangingfromairlinestohospitals.Billalsohasextensive experienceworkingwithavarietyofnonprofitorganizationsinareasimpactingtheirtaxexempt status,publiccharityversusprivatefoundationstatus,unrelatedbusinessincometaxliabilityandfund raisingactivities.HealsoworkedinavarietyofareasrepresentinghisclientsbeforetheIRSandstate taxauthoritiesonmattersincludingcorporateandindividualauditsanddeterminationsregardingtaxexemptstatus.
BillbeganhiscareerintheChicagoofficeofArthurAndersenandleftthefirmasapartnerandleader oftheLosAngelesHealthcareTaxPractice.PriortojoiningtheTemoArjani,LLP,Billwastheleaderof theWestCoastExemptOrganizationTaxPracticeofPricewaterhouseCoopers.Heisontheboardof thePartnershipforPhilanthropicPlanningofGreaterLosAngelesandonthefacultyoftheAmerican InstituteofPhilanthropicStudies.
BillearnedhisB.SdegreeinAccountingfromIndianaUniversity,Bloomington.HeisaCertifiedPublic Accountant,andamemberoftheCaliforniaandAmericanSocietyofCertifiedPublicAccountants.
NotefromSonia: BillispartofmyEstatePlanningCouncilgroupandisveryknowledgeableinhis field.
Address:5210LewisRoad,Suite#10,AgouraHills,CA91301
Phone: 805-526-8355
Email: tmacaraya@mgpartnersllp.com
Website: https://www.mgpartnersllp.com/about-us.htm
TesMacaraya,MST,CPA–Founder&ManagingPartner
TesMacarayaisoneoftheFoundersandtheManagingPartneratM&GPartners.Withover30years ofprofessionalexperienceprovidingtaxconsultingandcomplianceservicestocorporations, partnershipsandhighnetworthindividuals,Tespartnerswithherclientsandenablesthemtoachieve theirgoals.Sheiswellversedincomplextaxmatters,givinghertheinspirationtoengageandsolve difficultchallenges.Herexpertisespansawidevarietyofcomplextaxissuessuchasassetacquisition anddisposition,partnershipallocationsandbuy-outs,andset-upanalysis.Tesservesclientsacrossa widerangeofindustriesincludingrealestate,technology,manufacturingandprofessionalservices.
OriginallyfromthePhilippines,Tesbeganpracticingpublicaccountingin1989.SheholdsaMastersin TaxationfromGoldenGateUniversityandbecamealicensedCertifiedPublicAccountantin1993. BeforefoundingM&GPartners,TesworkedatHolthouseCarlin&VanTrigtLLP,followedbyMartini PartnersLLPwhereshewastheTaxPracticeLeader.
Teshasbeencreditedonthe‘MinoritiesofInfluence’listbytheLosAngelesBusinessJournaland recognizedasoneofthe‘MostInfluentialWomeninAccounting’bytheSanFernandoValleyBusiness Journal.Astheco-founderoftheWomenEmpoweringWomennetworkinggroupsheencouragesother womeninthelocalareatopursuetheiridealcareersandlifestyles.
Financial Advisors/ Client Advisors BridgeAdvisory
Address: 123SouthMarengoAve.,Ste.200,Pasadena,91101
Phone: (626)795-3062 Cellphone: (626)688-2702
Email: Hal@Bridgeadvisory.com
Website: https://www.bridgeadvisory.com/
Halisafee-onlycomprehensivefinancialplannerwhohelpsyoucreatefinancialconfidenceand peaceofmind.Ifyouwanttoknow:whenyoucanretire,howtoreduceyourtaxes,understandyour executivecompensation,aregettingdivorcedorarecentwidow/erandneedhelpunderstanding yoursituationandchoices,Halcanhelpyou.Youwillfindheisagreatlistener,asksgreatquestions, isdeeplyknowledgeableandresponsive.Hehasbeenhelpinginvestorsforalmost30years.
HeisalsoaCertifiedDivorceFinancialAnalystCDFA®whereheactsasaneutralandworkswithyou andyour(mediatororattorneyorspouse)toanalyzethefinancialsofbothpartiestohelpcreatea fairandequitableoutcome.
BRIDGEADVISORYisawealthmanagementfirmwithanover35-yearlegacyinPasadena, California,nowservingclientsspanningfourgenerationsacrossthecountry.Atourcore,webelieve inimprovingthelivesofthoseweserve,byprovidingcomprehensivewealthmanagementservices, spanningfinancial&retirementplanning,investmentmanagement,andstrategiesthatbuild, preserveandprotectyourtotalwealth.Welivebythehallmarksoftrustandtransparency.Wedo thisbyofferingasimplefeestructureandbyleveragingtechnologytogiveclientsreal-timeaccess totheirfinancialplansandprogresstowardtheirgoals.
LeahSnell, CFP®-FinancialPlanner/Advisor
SnowdenLanePartners
Address: 225SouthLakeAve,Suite650,Pasadena,CA91101
Phone: (626)521-9804
Email: lsnell@snowdenlane.com
Website: https://snowdenlane.com/advisors/diciaccio-team/
Leahhasbeeninvolvedinthefinancialservicesindustrysince1996,originallystartinghercareerasan AdministrativeAssociateatMerrillLynch.Overtheyears,herconsistentdedicationtotheneedsof clients,herattentiontodetail,andherpursuitoftheCFP®designationhaveledtohercurrentposition asSeniorPartnerandManagingDirectoratSnowdenLanePartnerswheresheandherteammanage assetsforapproximately130families.
LeahisalsoavaluedmemberofcivicgroupsliketheAltadenaGuildandPasadenaRotary,aswellas orchestrasinwhichsheshareshermusicianshipontheviola.SheandherhusbandJamesliketo travel,andusuallyhaveatleastonedogintheirhomeatanytime.
NotefromSonia: IhaveknownLeahfor10+yearsandlikeherworkethicandhowshetakescareof herclients.SheismyfellowRotarianandwasmyco-chairforInternationalProjectsatPasadena Rotary.
Address: 1199E.Walnut,Pasadena,CA91106
Phone: (626)356-7637 CellPhone: 626422-8492
Email:etaylor@taylorinsfin.com
Website: https://www.taylorinsfin.com/eszylfie-taylor/
EszylfieTayloristhepresidentandfounderofTaylorInsuranceandFinancialServiceslocatedinthe financialdistrictofPasadena,California,andservesasfinancialadvisortoindividuals,business owners,andhighnetworthfamilies.
NotefromSonia: Eszylfieispartofmymastermindgroup.Heisverygenerouswithconnectingmeto hissphereofinfluenceandisagreatresourcetomanyinthecommunity.Healsogivesbacktothe community.
KatherineWimmer-InvestmentAdviser WimmerAssociates
Address: 155No.LakeAvenue,Suite440,Pasadena,CA91101
Phone:(626)683.3150
Email:kwimmer@wimmerassociates.com
Website:https://www.wimmerassociates.com/home.html
KatherineJ.Wimmer,CFA,CIC
PriortofoundingWimmerAssociates,Kathywasaprincipalatalocaladvisoryfirmproviding investmentcounselingtoindividuals,familygroups,foundations,andendowments. Shepreviously servedasaportfoliomanagerandvicepresidentatPayden&RygelInvestmentCounselinLos Angelesadvisingbothinstitutionsandindividualsonfixedincomeaccounts. Kathybeganher investmentcareerattheWallStreetfirmofWarburgParibasBeckerin1980andheldanequity analystpositionatWilliamO'NeilandCompany. SheholdsanMBAdegreefromTheDardenSchool, UniversityofVirginiaandisaCharteredFinancialAnalyst(CFA).SheisactiveinthePasadena communityservingaspastchairsonthePlannedGivingAdvisoryCounciloftheHuntington MemorialHospital,theEstatePlanningCouncilofSanGabrielValleyandthePasadenaPublicLibrary Commission. ShewasalsoafoundingboardmemberofBloomAgainFoundation. Kathyisacurrent boardmemberandtreasurerofTheFriendsofthePasadenaPublicLibrary.
NotefromSonia: IhaveworkedwithKathyandadmireherprofessionalismandcaringnature.
Professional Fiduciaries JoelNapalan-TrustOfficer/Trustee
CitizensTrust
Address: 1401DoveStreet,Suite100,NewportBeach,CA92660
Phone: (949)440-5231 CellPhone:626.710.7816
Email: jsnapalan@cbbank.com
Website: https://www.cbbank.com/
JoelNapalanisaCertifiedTrustandFinancialAdvisorwithover27yearsofexperienceintrust administration. Heworkswithotherwealthmanagementassociatestoprovidepersonaltrust,estate, andinvestmentmanagementservices. Mr.NapalanisaBoardMemberoftheLongBeachCommunity Hospital,associatememberoftheOrangeCountyBar–TrustandEstatesection,andamemberofthe EstatePlanning&TrustCouncilofLongBeach.
NotefromSonia: JoelisaSeniorVicePresidentandSeniorTrustOfficeratCitizensTrust. Ihave workedwithhiminthepastandlikethewayhehastakencareofhisclientsandhisefficiencywith paperwork. HeworksfromthePasadenaandNewportBeachofficesofCitizensTrust.
TylerSchultz–SpecialNeedsTrusts IbarSpecialNeedsTrustAdvisors
Address: 910HuntingtonDrive,SanMarinoCA91108
Phone: 626-570-4888
Email: tschultz@ibarinc.com
Website:https://www.ibarinc.com/
TylerSchultzisthePresidentofIbarSpecialNeedsTrustAdvisors.TylerholdsaBBAfromthe UniversityofSanDiegoandisaCharteredSpecialNeedsConsultant®throughtheAmericanCollegeof FinancialServices.
Since1989,IbarSpecialNeedsTrustAdvisorshasworkedontheadministrationofover800special needstrusts(SNTs)throughoutCaliforniaandbeyond.Ibarpartnersexclusivelywithcorporate trustees(banks)toco-administerSNTs.Ibarandthebanksplitthetrusteeduties,wherethebankis responsiblefortheinvestmentandmanagementofthetrustfunds,whileIbarmanagestheday-to-day careneedsofthebeneficiary.ThepartnershipbetweenIbarandthecorporatetrusteesgivesclients thebestofbothworlds:expertisefromthebankonmanagingthemoneyintrust,whileIbarguides theTrusteeandfamilyregardingappropriateexpenditures,maintenanceofpublicbenefits,and servingastheliaisonbetweenvendorsandserviceproviders.
Ifyouarelookingtocreateaspecialneedstrustaspartofyourestateplan,pleasereachoutto discussfurther.
RobertSchnieders-Fiduciary ProfessionalFiduciary
Address: 2708FoothillBlvd.,Suite242,LaCrescenta,CA91214
Phone: (818)249-5949
Email: robert.schnieders@gmail.com
NotefromSonia:IhaveworkedwithRobonafewtransactions.Robisveryefficientandtakescare ofeverythinginatimelyfashion.Heisverydependableandcoordinateswithallpartiesinvolvedto getthedesirableresultforhisclient.
LisaChoi,VicePresident/TrustManager
TrustOfficer/WestamericaBank
Address: 300CapitolMall,Suite150,Sacramento,CA95814
Phone: (916)449-8336
Email: lisa.choi@westamerica.com
NotefromSonia:IhaveworkedwithLisaonaSpecialNeedsTrustpurchase. Sheisverydiligent withherclient’sneedsandverypromptwithhercommunicationandfollowup.
Appraisers Business & Trust Appraisers KirkMarangi-Appraiser-BusinessValuation
KirkMarangiEconomicValuations
Address: 225SouthLakeAve.,Suite300, Pasadena,CA91101
Phone:(626)627-7992
Email: kirk@kmecon.com
Website: https://kmecon.com/
KirkMarangi,M.B.A,M.A.,C.V.A.(ForensicEconomicsandBusinessValuation)
KirkMarangiisarecognizedexpertintheareasofclassactionwageandhours,classactionconsumer issues,businesslitigation,wrongfultermination,andbusinessvaluation.
HehastestifiedbeforetheCaliforniaSuperiorCourtandUnitedStatesDistrictCourt.Testimonyhas includedBusinessLitigation,WrongfulTermination,FamilyLaw,andClass-ActionWageandHourscases.
Mr.MarangiholdsanM.B.A.inFinancefromtheWhartonSchool,anM.A.inInternationalStudiesfromthe UniversityofPennsylvania,andaB.A.inIndustrialEngineeringfromStanfordUniversity.Whilepursuing hisgraduatedegrees,hestudiedasaFellowoftheLauderInstituteofManagementandInternational Studies.HeholdstheC.V.A.businessvaluationcredentialfromNACVA.
PriortoformingKirkMarangiEconomicValuations,Mr.Marangispecializedinassessingeconomic damagesinbusinessandemploymentlitigationatRizzardiPearsonAssociates,whereheservedas consultingeconomistonover350cases.Previously,heheldexecutiveandmanagementpositionsin financeatPackardBell-NEC,andDolePackagedFoods.
NotefromSonia: KirkispartofmyEstatePlanningCouncilgroups.
Address:425ArdenAvenue,Glendale,CA91203
CellPhone:818.259.7522
Email:lb@cartwrightrea.com
Website: https://cartwrightrea.com/
Non Profits JodyDavis-DonationResource-BusinessAdministrator
TheSalvationArmy
Address: 960E.WalnutSt.,Pasadena,CA91106
Phone: (626)773-4432
Email: Jody.Davis@USW.SalvationArmy.org
JodyDaviswasa32-yearveteranpoliceofficerforaSouthernCaliforniapolicedepartmentuntilhe retiredin2011.In2012hejoinedTheSalvationArmyPasadenaCorpsastheBusiness Administrator.Themajorityofhislawenforcementcareerwascenteredaroundtraining,specifically theuseofforce.Healsotaughttheuseofforceatthepoliceacademyfor22years.
JodyreceivedaMPAfromtheUniversityofSouthernCaliforniaandisaMasterInstructorfor CaliforniaPeaceOfficersStandardsandTraining.
HeisthecurrentPresidentoftheKiwanisClubofPasadena.
Jodycanhelpfacilitatetheremovalofdonated/willedpropertygoingtoTheSalvationArmy.Heis especiallyhelpfulifyouaredealingwithfirearmsandnotsurehowtoproperlysell/transfer/dispose ofthemlegally.
NotefromSonia: JodywasveryhelpfultomeandmyTrusteeinhandlingthefirearmsatmyTrust Saleproperty.
AdrienneGibson-SeniorDirector,PlannedGiving
CityofHope
Address: 1500E.DuarteRoad,Duarte,CA91010
Phone: 626-787-3307
Email:adgibson@coh.org
Website:https://myplanwithcoh.org/
AdrienneGibsonservesasaSeniorExecutiveDirectorofPlannedGivingatCityofHope.Adrienneis overjoyedtobepartofthelegendaryCityofHopeteamthatfocusesontheimpactofphilanthropic legacy.Asafrontlinefundraisershecultivates,solicitsandstewardsdeferredgifts.Adriennestrivesto partnerwithdonorstocreatepersonalizedconsultativeplansthatdemonstratethedonor’spassion andprovidecreativesolutionsforreal-estate,income,andtaxrelatedissues.Inadditiontoherdonorfacingworksheenjoysbuildingrelationshipswithprofessionaladvisorsinthefieldsofrealestate, trustandestatelaw,accountingandfinancialplanningtobettersupportclientsbyunderstandingthe benefitsofphilanthropicplanning.
Adrienne’s20+-yearcareerinphilanthropybeganatScrippsCollegewhereshespent13yearsbuilding herfundraisingtoolkitinannualgiving,alumnaerelationsandplannedgiving.Shethenledthe philanthropyarmattheYMCAofGreaterWhittierfor2.5yearsastheExecutiveDirectorofFinancial Development.
Adriennebelievesdeeplythatphilanthropytoanyorganizationmakestheworldabetterplace.Sheis happytowalkthroughtoolsandstrategieswithprofessionalsfromallindustriesandorganizationson topicsconcerningcharitablegiving.
AfterbeingbornandraisedinWyomingsheisaveryhappytransplanttoSouthernCalifornia!She lovesallthatthegreaterL.A.areahastoofferand,yes,eventhetrafficisonthatlist!Whensheisn’t working,sheenjoysajoyfulandchaosfilledlifewithherhusband,twogirlsandtheircatAthena.
EnvisionConsulting
Address: 594E.ColoradoBlvd.#230,Pasadena,
Phone: (626)714-7577 CellPhone: 310.880.9411
Email:matt@envisionnonprofit.com
Website: https://www.envisionnonprofit.com/
MattKaminhasbeenworkingandvolunteeringinthenonprofitworldforoversixteenyearsandholds aMBAinnonprofitmanagement.MatthasservedasExecutiveDirectorofPalisadesEmergency ResidenceCorporationinNewYork,Children’sNatureInstituteinLosAngeles,andLosAngelesYouth NetworkinHollywood.Matthasalsoservedasaconsultanttoorganizationsservingpopulations rangingfromdisabledadults,domesticviolence,childreninnonpublicschools,andthegeriatric community.Mattisco-founderofYouthforCharity,anorganizationbringingtogetherteensof differentfaithstoraiseawarenessforfamilieslivinginpoverty,aswellasfounderofEleventh Commandment,whichhasgrownintoJQInternational.Matthassatonnumerousboardslocatedin theUSandabroadandhaslivedandworkedinSouthernCalifornia,NewYorkMetro,andtheMiddle East.
MattiscurrentlyservingontheAdvisoryBoardfortheCommunityFoundationoftheValleysaswellas ontheBoardforTierraDelSolFoundation.
NotefromSonia: IhaveknownMattforafewyears.Heisveryconnectedinthenon-profitcommunity andhasbeenverygeneroustomewithhisintroductionstohissphereofinfluence.
StevenAdamian,JD,CSPG,AssociateSVP,GiftPlanning
Children’sHospitalLosAngeles
Address: 4650SunsetBlvd,MS#29,LosAngeles,CA90027
Phone: (323)361-1749 CellPhone:(323)219-9865
Email: sadamian@chla.usc.edu
Website: giftplanning.chla.org
StevenAdamianisAssociateSeniorVicePresidentofGiftPlanningatChildren’sHospitalLosAngeles (CHLA).CHLAisrankedtop10inthenationamongchildren’shospitalsandexiststocreatehopeand buildhealthierfuturesforchildren.StevenleadsCHLA’sgiftplanningofficewithinthefoundationand workswithdonorsandtheiradvisorstoachieveadonor’sestate,tax,realestate,andphilanthropic goalswhilemakingalastingimpactatthehospital.Heconsidersthesesolutionsa“win-win-win”for thedonor,advisor,andthehospital.Priortoswitchinghiscareertophilanthropy,Stevepracticedlaw for10years.InthattimeheranhisownestateplanningandprobatepracticeinPasadenabefore focusingonadvisingtax-exemptorganizations.Inthatrolehecounseledpubliccharitiesandprivate foundationsintheareasofformation,governance,tax,mergersandacquisitions,fundraising, grantmaking,andregulatoryaudits.HereceivedhisB.S.inBusinessAdministrationfromCalPoly Pomona,hisJ.D.fromLoyolaLawSchool,andisdesignatedasaCertifiedSpecialistinPlannedGiving bytheAmericanInstituteforPhilanthropicStudies.HewasbornandraisedintheLAareaandlivesin theSanGabrielValley.
NotefromSonia: OneofthemanybenefitsofbeingaRE/MAXagentistheopportunitytogiveback throughtheChildren’sMiracleNetworkinsupportofourlocalChildren’sHospital.Stevedoesan outstandingjobofeducatingourcommunityabouttheimportanceofthiscauseandinspiringothersto helpmakeadifferenceinthelivesofchildrenandtheirfamilies.
Senior Services Dr.SarahMourra-AdultPsychiatryandGeriatricPsychiatry
Evaluationsofcapacityandundueinfluence
Address: 8631W3rdSt,Ste1100E,LosAngeles,CA90048
Phone: (323)609-3441
Email: sarahmourramd@gmail.com
Website:https://www.drmourra.com/
Dr.Mourraisdouble-boardcertifiedbytheAmericanBoardofPsychiatryandNeurologyinboth AdultPsychiatryandGeriatricPsychiatry.SheobtainedresidencytrainingatYalewheresheserved asChiefResident.ShecompletedfellowshiptraininginGeriatricPsychiatryatUCLA,whereshe alsoreceivedtraininginECTandwasselectedasaBureauofHealthProfessionsFellowingeriatric psychiatry.SheiscurrentlyaHealthSciencesAssistantProfessorinPsychiatryattheUCLADavid GeffenSchoolofMedicinewheresheteachesandsupervisesUCLAresidentsandfellows.Dr. Mourrahasaninterestinintegratingpsychotherapyandmedicationtoassistpatientsintheir recovery,andistrainedinpsychotherapyaswellaspharmacologicmanagement.Dr.Mourraalso maintainsapracticeingeriatricforensicpsychiatrywhereinsheprovidesevaluations,record reviewandexperttestimonyrelatedtocontractualandtestamentarycapacity,susceptibilityto undueinfluence,probateconservatorships,elderabuseandotherareasrelatedtoolderadults.
ReverseMortgagesPlus
Address: 215N.MarengoAve.Pasadena,CA91101
Phone: (626)482-9771
Email: don@reversemortgagesplus.info
Website:https://donmccue.myhomehq.biz/
NotefromSonia: DonspecializesinReverseMortgages.HealsorunstheCitrusEstatePlanning Councilmeetingsandisveryactiveinthecommunity.
JaneyCutting-Organizer
Buddhainthecloset-ProfessionalOrganizer
Address: 920IndianaAvenue,SouthPasadena,CA91030
Phone: (626)590-7767
Email: janearms55@gmail.com
NotefromSonia:JaneyisverydiligentandhasdoneawonderfuljobononeofmyTrustlistings.The Trustee(ProfessionalFiduciary)wasveryimpressedwithherwork.
SamGopinathan,BE,MBA
CEO-NewWaveHomeCare,Inc.
Address: 1350AltadenaDrive,SuiteB,Pasadena,CA91107
Phone: (626)898-2913
Email: sam@newwavehomecare.com
Website:https://www.newwavehomecare.com/
Samspentthefirst22yearsofhiscareerasanexecutiveforthreeFortune500companies—including FordMotorCompany—buthedecidedhisloveforworkingwithpeopleoutweighedtheriskofleaving thoseFortune500sbehindandhemadethejumptonon-medicalhomecare.
ToSam,choosinghomecareserviceswasanaturalfitbecauseitissoveryclosetohispersonal beliefs.Samknowsandrespectshisclients,notjustasbusinessclients,butasprofessionalsand people.“Thesepeoplewereverysuccessfulintheirday,”hesays,andtheyoftenremindhimofhis ownparents.“Myparentsarebothretired,anditmeansalottothemthatIcareabouttheirgenera tion.”
WithabackgroundinMechanicalEngineering,Samnowturnshisengineeringmindsettowardshome care,perfectingtheprocessesandprotocolsthathisteamusestoensureexceptionalserviceand satisfaction,aswellaspersonallyhandlingcomplicatedinsurancepaperworkforhisclients.Formany families,freedomfromthepaperworkisahugerelief.Samsaysclients“arealwaystellingmehow muchtheyappreciatethis.Theyaregoingthroughadifficultsituationandappreciatenothavingto handlealltheprocessing.”
PersonallyhandlinginsurancepaperworkisjustoneofthemanywaysSamgoesoutofhiswaytoadd apersonaltouchforhisclients.AnditistheselittletouchesthatarehelpingNewWaveHomeCareof Pasadenagrow.
Address: 3255EastFoothillBlvd.,Pasadena,CA91107
Phone :(626)793-1696
Website: https://convalescentaidsociety.com/
CASloansmedicalequipmenttoresidentsoftheSanGabrielValleyforaslongastheyneedit. Thereisnochargeforthisservice.
CASrecyclesdonatedmedicalequipmentbyrepairingandsanitizinggentlyuseditems.Donated itemsaretaxdeductible.
CASreceivesnogovernmentfundingandisfullysupportedbyclients,communitymembersand areafoundationswhoprovidedtaxdeductiblemonetarydonations
PasadenaSeniorCenter(PSC)
Address: 85EastHollyStreet,Pasadena,CA91103
Phone: (626)795-4331
Website: https://www.pasadenaseniorcenter.org/
ThePasadenaSeniorCenter(PSC)isavitalcommunityasset. Everyyear,morethan10,000older adultsage50+fromavarietyofbackgrounds,withdifferingneeds,abilitiesandinterestscometo PSCforasenseofcommunityandsomuchmore.PSCprovidestheopportunityto:continuelifelong learning;discovernewopportunitiesforsocialinteraction;andengageinamultitudeofactivities tokeeptheirmindssharp,bodieshealthyandspiritssoaring.
ThePSC'sdynamicprogrammingalsoincludesafullrangeoffreesocialserviceprogramsforolder adultswhofacechronichealthissues,poornutrition,socialisolation,incomeinsecurity,lackof accesstotransportation,andmore.AttheCenter,theyunderstandthatolderadultswantto remainindependentforaslongaspossible,andtheyworkhardtohelpthemdosowithasenseof dignity,happiness,andsafetyinanenvironmentwheretheyarevalued.
NotefromSonia: IwasaboardmemberatthePasadenaSeniorCenter. Theyhavesomany programstohelptheseniorsinthecommunity. Pleasecheckouttheirwebsiteformore information.
Estate Sales Bonhams
Address: 7601SunsetBoulevard|LosAngeles,CA90046
Phone: (323)4365402 CellPhone: (626)222-4590
Email: joe.baratta@bonhams.com
Website: https://www.bonhams.com/specialists/5653/joe-baratta/
JoeBarattaistheSeniorVicePresident,HeadofTrust&Estates,WestCoast.Aftergrowingupin PasadenaandattendingLoyolaHighSchool,JoeearnedaB.A.inArtHistoryfromBostonCollegeand acertificationinAppraisalStudiesfromNewYorkUniversity.HeisaUSPAP-qualifiedappraiserand amemberoftheAppraisersAssociationofAmerica,theLosAngelesEstatePlanningCouncil,andthe SouthBayEstatePlanningCouncil.HeexhibitsannuallyattheProfessionalFiduciaryAssociationof California(PFAC),theUSCTrustandEstateandTaxConferences,theSouthernCaliforniaEstate PlanningForum,andtheHawaiiTaxInstitute.
NotefromSonia: JoeatBonhamsisagoodresourcetomanylocalBanks,TrusteesandProfessional Fiduciariesforestateauctionandsales.
JohnMoranAuctioneers
Address: 145EastWalnutAvenue|Monrovia,CA91016
Phone:626.793.1833ext.10 CellPhone: (626) 6289332
Email: jeff@johnmoran.com
Website: https://www.johnmoran.com/
JeffMoran,President
Weunderstandthatthoughtfulconsiderationmustbegiventothegovernanceanddispositionof yourclient’sassets.Ourgoalistoassistyouandyourclientswiththeidentification,valuationand successfuldispositionofassetsinordertoachievethegreatestrevenuepossibleforyourclient.
NotefromSonia: IhaveknownJeffforafewyearsandenjoyedhispresentationatmyEstate PlanningCouncilgroup.
Phone :844-802-8424
Website: https://www.grasons.com/
NotefromSonia: IhaveusedGrasonsinthepastforanestatesaleforaprobatelistingintheLos AngelesCounty. SinceGrasonsworksbyterritory,pleasecheckoutthewebsitetofindouttherep inthearea. Ihaverecommendedthemtomyclients.
EstateSaleService.
Address: P.O.Box641,SierraMadre,CA91025
Phone: (626)355-4415 CelllPhone: (909)933-3650
Email: cynthia@abernethyestates.com
NotefromSonia:CynthiahasdonealotofestatesalesinthePasadenaandthesurroundingareas. ShedidagoodjobformyclientintheLindaVistaarea.
Real Estate related Services CarlosHernandez-EscrowOfficer GoldenWestEscrow,Inc.
Address: 807N.CentralAvenue,Glendale,CA91203
Phone: 818-409-9291
Email: carlos@gwescrow.com
NotefromSonia: Carlosisourin-houseGoldenWestescrowofficer.Heisveryknowledgeablewith ProbateandTrustsalesprocedure.Heisverygoodwithmyseniorclienteleandwillgotheirhometo helpthemwiththeescrowinstructionsandnotarizethegrantdeedatnoextracharge.
RaulVasquez-GeneralContractor
EHRConstructionInc.
Address: 4760BaltimoreStreet|LosAngeles,CA90042
Phone: (323)707-6780
Email: ehrconstruction74@yahoo.com
NotefromSonia: RaulwasreferredtomebyaProfessionalFiduciary.Hetookcareofatoughjobfor myclientwheretheconcretedrivewaywasveryslippery.Hewasabletofixtheprobleminatimely fashion.
BeginAgainDecon
Address:6709LaTijeraBlvd.,Suite#131,LosAngeles,CA90045
Phone: (310)695-6936
Email: Erynn@BeginAgainDecon.com
Website: https://www.beginagaindecon.com/
ErynnDickerson&HenryHendrickson,Owners
SpauldingDeconhasbeenintheindustrysince2005.Ourforensiccleanersarelicensed,certified,and extensivelytrained.
Ourcleanupservicesinclude:
Manyofourservicesarecoveredunderahomeowner'sinsurancepolicy.Wecanhelpyouwiththe paperwork.
ZabrinaCarroll-NHDreports DisclosureSource-NaturalHazardDisclosureReports
Address: Glendale,CA
CellPhone: (619)318-0894
Email: Zabrina.Carroll@fnf.com
Website:https://www.disclosuresource.com/
NaturalHazardDisclosureReports-CaliforniaRealEstateDisclosureRequirement
ZabrinaisanAustinTexasnative.ShehasabackgroundinSocialWorkandPoliticalScienceandlovesconnecting withpeopleacrossthespectrum.Shestrivestohelpothersandbeofservicetoherlocalcommunity.Zabrina startedhercareerinthenaturalhazardindustryin2015.Priortothat,shewasintroducedtotherealestate industrywhileworkingasanassistanttoherMother-in-Law,abrokerinTexas.Shequicklydevelopedaninterest inrealestateandpursuedacareerwithintheindustryuponmovingtoCalifornia.AsaNHDrepresentative, ZabrinacanhelprealestateprofessionalsandtheirclientsunderstandhowtheNHDreportprotectssellersand buyers.Itisanimportantpartofthetransaction,inadditiontobeingastaterequireddocumentforresidential andcommercialrealestateinCalifornia.Ashercustomerfeedbackattests,Zabrinapridesherselfonhercustomer servicebyprovidingquick,courteous,andmeaningfulNHDassistancetoallherclients.
ZabrinacurrentlyservesattheAffiliateLeadChairfortheGlendaleAssociationofRealtors(GAOR),theAffiliate Co-ChairforthePasadena-FoothillsAssociationofRealtors(PFAR),anaffiliatememberofCitrusValley AssociationofRealtors(CVAR),andamemberoftheLGBQTAllianceRealEstatefoundationfortheLosAngeles chapter.Shevolunteersatherchildren’spublicschoolsinLaCanadaFlintridgeandPasadena.
Outsideofherprofessionalandciviccommitments,Zabrinaandherfamilyenjoyridingbikesandwalkingintheir Pasadenaneighborhood.ZabrinaalsohasapassionfortherichhistoryoftheLosAngelesareaandcanoftenbe foundexploringthelocalarchitecture,rediscoveringthebygoneneighborhoods,visitingestatesales,andall thingsretro/vintage.
LATrashJunkers
Address: 1730WCameronAve#200,WestCovina,CA91790
CellPhone: (562)262-9978
Email: xavier@latrashjunkers.com
Website: https://www.latrashjunkers.com/
DerekPhillips-Accommodator DownstreamExchangeCompany
Address:909EastGreenStreet.Pasadena,CA91106
Phone:(626)796-1031
Email:dphillips@downstreamexchange.com
Website:http://www.downstreamexchange.com/
WhendoyouneedanAccommodator
AnAccommodator(QualifiedIntermediary)issomeonewhofacilitatesyour1031exchange.Ifyouareableto accomplishasimultaneous1031exchange,itmaynotbenecessarytoengagetheservicesofanaccommodator.A simultaneous1031exchangeoccurswheneithertheExchangorexchangeshispropertydirectlyforthepropertyowned bythebuyer,ortheExchangorisabletocloseescrowonhisrelinquishedpropertyandhisreplacementpropertyonthe sameday.Inreality,thistypeof1031exchangeisveryrareandinsomecasesmaynotevenqualifyasataxdeferred exchange.
Themostcommontypeof1031exchangeisadelayed1031exchangeusinganaccommodator.Whentherelinquished propertyistransferredtothebuyer,theExchangormaynotknowwhatpropertytheywanttoacquire.Ifthe Exchangorcannotacquirethereplacementpropertyonthesamedaytheyselltherelinquishedpropertythenthe Exchangorneedsanaccommodator.
TheAccommodatorshouldbeacorporationthatisinthefull-timebusinessofofferingqualifiedintermediaryservices. Theroleofanaccommodatorissimilar,butnotidenticaltotheroleofanescrowcompany.
Youcannotuseanyonewhoisrelatedtoyouorwhohashadafinancialrelationshipwithyouwithinthetwoyears priortothecloseofescrowofyour1031exchange.Thismeansthatyoucannotuseyourcurrentattorney,certified publicaccountantoryourrealestateagent.
TheAccommodatorholdstheproceedsfromthesaleoftherelinquishedpropertybeyondtheactualorconstructive receiptoftheExchangor.TheAccommodatoralsopreparesthenecessarydocumentstoaccomplisha1031exchange.
Other Categories ChrisPoulos-Computerguy LAComputerGuys
Address: LosAngeles,CA
Phone: (310)309-0395
Email: chris@lacomputerguys.net
NotesfromSonia: ImetChrisyearsagowhenhewaspartofmynetworkinggroup.Overtheyears, ChrishashelpedmeoutwithanycomputerissueIhavehad.Heisverydiligentinfindingthe problemandfixingit.Hedoesthisremotelyorwilldropbyatmyworkorhomeoffice.Ihighly recommendhimtopeople.Healsodoeswebdesigning.
RehburgLifeSettlements
Address: 60545SantaRosaRoad,MountainCenter,CA92561
Phone:(714)349-7981
Email: lrehburg@aol.com
Website: https://rehburglifesettlements.com/
LisaRehburgisPresidentofRehburgLifeInsuranceSettlements,alifeinsurancesettlements broker.Ms.Rehburgispassionateaboutassistingfinancial,insurance,legalandnon-profit professionalstohelptheirclientsbenefitfromtheirunwantedorunneededlifeinsurancepolicies. Lisahasbeeninthehealthandlifeinsuranceindustriesforover30years.Shehaspresentedto hundredsoforganizations,includingvariousFinancialPlanningAssociations,EstatePlanning Councils,PlannedGivingRoundtables,NAPFA,NAIFAandHealthUnderwritersAssociations,to raisethevisibilityoflifeinsurancesettlementsasanoptionforclients,whenappropriate. Shehas writtenarticlesforCaliforniaBrokermagazine,PlannedGivingToday,ThinkAdvisorandthe CertifiedSeniorAdvisorJournal.Shehasheldexecutiverolesatcarriers,generalagenciesand TPAs. SheholdsaBachelorofArtsdegreeinFinanceandaMasterofArtsdegreeinOrganizational Development.
Hereisthelinktothevideo:DesertLivingShow-IntroVideo:https://vimeo.com/322876411
GeneAldava-HumanResourcesConsultant Selfemployed
Address: Pasadena,CA
Phone: 310.569.7412
Email: genealdava@outlook.com
Website: https://www.linkedin.com/in/genealdava
GeneAldava,SPHR
GeneisanativeofLosAngelesandaresidentofPasadena.HeearnedhisBAandMAdegreesfrom UCLAinEnglishandtaughtFreshmanCompositionclasstonewUCLAstudents.HisprofessionalHR experiencespansmorethan30yearswithFortune1000companiesandrecentlywithwellestablishednonprofitorganizations.HecompletedHRCICertification(SPHR)andmaintains continuingeducationcreditsthroughSHRM(PIHRAPasadena)seminarsandvolunteerleadership roles.GeneisengagedinHRconsultingtohelporganizationsachievetheirhumancapitalpotential. Servingnonprofitsthatdeliverimpactfulservicestotheunderservedisaprofessionalpriority. Geneismarriedwithtwogrownsonswhoareemployedwithnonprofitinstitutions.
NotefromSonia: IworkedwithGeneandhiswifeHarrietforthesaleandpurchaseoftheircondo. Theybothareverydiligentwiththeirpaperworkandfollowup.TheyarealsoveryactiveinPIHRA (ProfessionalsInHumanResourcesAssociation).
KinectedAdvisors
Address: 16255VenturaBlvd.Ste625,Encino,CA91436
Phone: (310)985-0250
Email: kevin@kinected.com
Website: https://kinected.com/
ABOUTKINECTED-HelpingentrepreneursSellTheirBusinessesforMaximumValue
KinectedAdvisorswasfoundedin2014withtheobjectiveofhelpingbusinessownersincreasethevalue oftheircompaniesandultimatelysellformaximumvalueontheirterms.Weareahigh-performing,hightouch,multi-disciplinedteamthatleveragesourdecadesofMergersandAcquisitions,consultingand corporateleadershipexperiencetoachievesuccessfuloutcomesforclients.
KinectedAdvisorshelpsbusinessownerssecuretheirlegaciesandtransitionintoearlyretirementontheir termsby:
Deliveringhigh-qualityresults,emphasizingtransparency,accountability,responsiveness,and meaningfulteam-basedcollaboration
Integratingournetworkofvetted,on-demand,andcollaborativespecialiststomeetspecificclient needs KevinBerson,Founder&President-BusinessBroker
Providingprojectleadership&resourcestodrivebusinessinitiativesfromexitplanningthroughdeal closing,andpost-mergerintegration
Address: 680EColoradoBlvdSte180,Pasadena,CA91101
Phone: (626)765-4495
Email: jonathan@edewards.com
Website: https://www.citrust-insurance.com/
JonathanisaCoveredCaliforniaInsuranceAgent,withafocusonHealthinsurance,Medicare AdvantageandSupplements("Medigap"),andGroupHealthforsmallbusinesses.Independent Broker.Nofees.
Typesofcallsthatwesolve:
"WeneedtoofferHealthInsuranceBenefitstoouremployees”
"MycompanyneedsWorkCompandE&O"
"ShouldIgetaMedicareSupplement(Medigap),MedicareAdvantage,orPartD?"
EMPLOYEEBENEFITS.SmallBusinessgrouphealthforcompanieswith1to50employees.Welove tohelpsmallbusinessownersprofessionalizetheirHR.
WORKERSCOMPENSATION,PROPERTY&LIABILITYandmore:Wearea“one-stop-shop”forSmall Business.Letusbeyourdependable“insuranceperson.”
Supporting local Businesses Christina(Tina)Karagias-RestaurantOwner LuckyBoys
TwolocationsinPasadena
Phone: (626)437-3167
Email: christina@therestaurantrepublic.com
InfoonTina: https://hellenic.ucla.edu/donor/christina-karagias/
ChristinaKaragias'interestinentrepreneurshipbeganthroughwatchingherfatheranduncle establishanddevelopLuckyBoyDrive-InRestaurantinSouthGate.SheattendedtheMarshall SchoolofBusinessattheUniversityofSouthernCalifornia.WhileattendingUSC,shelandedherfirst profitablebusinessventure,aresidentialestateinvestmentinMonarchBeach,California.Shejoined theCapitalGroupin1979,whereshelearnedhowtoestablishandinvestpensionfunds.In1981, shedepartedfromtheCapitalGroupinordertopartnerwithherthenhusband.Together,they establishedoneoftheearliestholisticmedicalpracticesintheSanGabrielValleyknownas"Grow withUs."In1996,shepurchasedherfirstrestaurant,Paco'sMexicanRestaurant,whichshe developedintooneofthehealthiestMexicanrestaurantsintheSanGabrielValley.Nextitwasonly naturaltocreateacateringandeventplanningbusiness.In2000,shepurchasedhersecond restaurantandbar,CityCafe,Azusa.Christinaferventlybelievesingivingbacktothecommunity.
NotefromSonia:TinaisveryactiveinthePasadena/Arcadiacommunityandsupportsmanycauses. Sheisverysupportiveviahercontributionstomanycharitableevents.
ElPortal
Address: 695E.GreenStreet,Pasadena,CA91101
Phone: (626)795-8553
Email: abel@elportalrestaurant.com
Website: https://www.elportalrestaurant.com/
NotefromSonia: IgottoknowAbelmoreasaboardmemberofthePasadenaSeniorCenter.Hehas supportedmanycausesinthecommunity.Iliketosupportlocalbusinesseswhohavegivenbackto thecommunityandtheirfoodisfabulous.
TravelGallery
Address: 3814EColoradoBlvd.,Ste201|Pasadena,CA91107
Phone: (626)577-9717 CellPhone: (818)332-6141
Email: Frank@TravelGallery.com
Website: https://www.travelgallery.com/
NotefromSonia: FrankwasmyfellowRotarianandisthego-topersonfortraveltomanyofour members. HewasveryhelpfulwhenIneededtorenewmypassportatashortnotice. Hereferred metohiscontactanditwastakencareofpromptly.
HankJ.Maarse-Florist
JacobMaarseFlorists
Address:655EGreenStreet,Pasadena,CA91101
Phone: (626)449-0246
Email: hankmaarse@gmail.com
Website: https://jacobmaarse.com/
Fornearlyhalfacentury,JacobMaarseFloristhasbeenthegoldstandardinfloralinnovation, craftsmanshipandaestheticrefinement.Uniqueininceptionanddesign,wearelocatedina renovatedCadillacdealershipinPasadena'shistoricPlayhouseDistrict.Ourreputationandproven commitmenttoserviceisunparalleledinSouthernCalifornia.
YouTubelink: https://www.youtube.com/watch?v=vZDhAUW0r4g
NotefromSonia: HankwasmyfellowRotarianandhassupportedmyrequestsfordonationforthe fundraisingsIwaspartof.Ilovetosupportlocalbusinesseswhogivebacktothecommunity.
Broker-Associate | Consultant | Local expert with Global Connections
Residential, Luxury Homes and Income Property Specialist in the Southern California region.
I have been a realtor since 1989 and work extensively with clients and local Trusted Advisors, helping them with their real estate needs. My attention to detail, marketing expertise and experience in handling complicated transactions has earned me the confidence and repeat referrals from my clients. I have worked with some high profile clients. More information will be provided upon request.
My international travel experience, along with a degree in Business Finance and International Business has enabled me to work with varied clientele, handling their sales, purchases and investments in Real Estate from Luxury Homes, Single Family Residences, Multi-Family Units, Condos & Townhomes, Probate, Trust & Conservatorships, 1031 Tax Deferred Exchanges, etc. My global network along with Re/Max Global network enables me to market my listings to a larger audience, giving them additional exposure for international buyers/investors.
Please view my website for Testimonials, some of my sales and other information. Let me know if you have any questions or need additional information.
Designations earned: CPS (Certified Probate & Trust Specialist), CLHMS (Certified Luxury Homes Marketing Specialist), SRES (Seniors Real Estate Specialist), ePRO® (Advanced digital marketing for realtors) and CDPE (Certified Distressed Property Expert).
Thank you for giving me the opportunity to be of service to you.
Every closing is an opportunity to give back. Thank you to my clients for allowing me to support the Children's Miracle Network Hospitals, benefiting Children's Hospital Los Angeles. Through our RE/MAX network, we are proud to make a positive impact together. Best Wishes...Sonia
Giving back to the community through years of volunteering:
LUXURY LIVING LUXURY LIVING LUXURY LIVING Re/Max is synonymous with professionalism and service. Knowledge, experience and a refined approach are the hallmarks of a Re/Max Collection Specialist.
Discover the Re/Max Collection and discover a new level of excellence in Real Estate. The Re/Max Collection professionals know what luxury lives like around the world. The Re/Max brand's nearly 5 decades of experience and presence in 115 countries and territories gives you exclusive access to a global network of referrals and resources.
