Brixton is built on a single purpose – the relentless pursuit of value. We are unwavering in our commitment to finding opportunities with untapped or hidden potential. This is why we exist, the reason we get up in the morning and what drives us to continually improve what we do and how we do it.
Brixton owns and manages a diverse array of real estate assets totaling more than $1 billion which each offer an important combination of mitigated downside protection with the opportunity to create additional value through the disciplined execution of each property’s business plan. Our hands on approach to adding value means that we are involved at every step of the ownership process, from acquisition to leasing to property management. Typically our approach to adding value does not entail a ‘one-size fits all’ approach but rather is customized for every given asset.
If your bank isn’t leading the way, it’s in the way.
For more than 60 years, California Bank & Trust has been helping generations of Californians —and California businesses — grow and prosper. We help lead them to brighter and financially sound futures. Today, we’re one of California’s most dynamic and admired banks, offering guidance, collaboration, and customized options simply not found at other banks. We hope to be given the opportunity to provide such service to you.
California's premier business and private bank.
City National Bank offers a full complement of banking, trust and investment services through 75 offices, including 16 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville and Atlanta. Its 3,700 colleagues deliver highly personal service and complete financial solutions to entrepreneurs, professionals, their businesses and their families.
Hall Private Wealth Advisors is uniquely positioned to help our clients achieve their goals. Our employees collectively have over 100 years of experience working with a wide range of clients. As fiduciaries, our mission is to deliver exceptional service, fairness and transparency in the way that we operate. Our clientele consists of entrepreneurs and business owners, corporate executives and engineers, doctors and other professionals.
Founded in 1980, Hamilton Tharp, LLP (formerly known as Hamilton Accountancy Corporation) has assembled a team of top tax and accounting professionals to assist clients in reaching their financial and life goals.
At HomeBridge Financial Services, Inc., our mission has always been to simplify the mortgage lending process. As one of the nation’s largest privately held, non-bank lenders, we specialize in facilitating and securing home mortgage financial solutions.
LEE ANN STEIN
VICE PRESIDENT OF MORTGAGE LENDING
Lee Ann Stein shares with borrowers her 20 years of exceptional mortgage industry experience. Working in California, with a focus on San Diego, Lee Ann helps all home buyers become homeowners through wide loan product knowledge and attentive, customer-service commitment. She sees prompt responses and regular, ongoing communication as the keys to doing her best – and what’s right for her clients.
Laguna Numbers can tailor the work to your needs
We can go to your office, we can pick up the work and do it at our office, and we can connect to your computer and do the work remotely through a service that Laguna Numbers subscribes to, (encrypted, safeguarded and completely secure connections) at no extra cost to you.
On an ongoing basis, Laguna Numbers will handle the full range of duties necessary (i.e.: credit cards & checking accounts reconciliations, management of cash flow, AP/AR, preparation of Balance Sheets & P&Ls) to maintain the monthly books, making sure that close relationships with client’s CPAs or Tax Preparers are established.
Maintenance & Upkeep
Assist in the methodizing and upkeep of your bookkeeping (monthly, quarterly or yearly), either business or personal.
Audits & Compilations
Organization & compilation of financials (credit cards & checking accounts reconciliations, AP/AR, preparation of Balance Sheets & P&Ls & other reports as necessary) for tax preparation, tax audits, the sale of a business, or for Divorce or Child Support Court Cases.
LET US KEEP YOUR FINANCIAL BOOKS IN ORDER.
YOU CAN UTILIZE THE FREE TIME
TO MAKE $$$$$$$
Laguna Numbers excels because we work very closely with our client’s accountant or tax preparer and are always available to him/her for any questions or needs relating to our clients books. We receive referrals from accountants that require our services for their clients.
For our Attorney's referrals, we complete our assignments on time even under short time notice.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis.
Many of our members learn about Mission Fed from their family, friends or co-workers. This referral is truly a gift that keeps on giving because a Mission Fed membership has so many benefits
Momentum CFO is a boutique firm specializing in Chief Financial Officer and data analytics services for small to mid-sized businesses. We bring the benefits of Fortune 500 financial expertise to your company without the expense of hiring a full-time CFO.
You have a vision for the future of your business, we help you get there. Whether you need high-level strategy and a proven plan to achieve your next revenue goals, help managing your business finances and ever-growing to-do list, or you’ve got a financial problem that’s affecting your cash flow and peace of mind — Momentum CFO is your financial solution.
We understand that our clients are experts in their specific industry. Yet when your skill set doesn’t include a financial background, it’s difficult to feel secure about your company’s financial direction. Burdened by financial management, you’re forced to oversee tasks and make financial decisions outside of your expertise: Will this purchase be a good investment? What are the best ways to increase your company’s profitability? Is your product/service pricing optimal? Can you afford to hire more employees? Your time is spread thin, and you worry about how you’ll actually move your company forward.
Through our highly customized services, you can check financial management off your to-do list and feel confident that your financial operations are running smoothly and profitably.
Visit www.MomentumCFO.com today to schedule your free financial consultation.
At Pacific Premier, it’s not business as usual. We work hard every day to set ourselves apart, and our dedication to our clients is standard operating procedure. We also take pride in the communities where we work, do business, and live including Los Angeles, Orange, Riverside, San Bernardino, San Diego, Santa Barbara, San Luis Obispo, Arizona, Nevada, Oregon, and Washington. We partner with community based organizations and other stakeholders to strengthen our communities and foster growth.
Founded in 1983, Pacific Premier Bank® is headquartered in Irvine, California, serving businesses and individuals throughout the United States. With approximately $20 billion in total assets1, we’re one of the strongest-performing, and fastest-growing banks in the nation. Our commitment to providing unparalleled client service, supporting the businesses and individuals in the communities we serve, and enhancing shareholder value drives everything we do.
Financial Planning & Wealth Management Services
Income Needs Analysis
Retirement Needs Analysis
Education Needs Analysis
Long Term Care, Life & Disability Insurance Services
Estate Planning Strategies
Risk tolerance analysis
Investment objective analysis
Asset Allocation Design
Ongoing Portfolio Analysis & Service
Quarterly & Annual Account Reviews
Diversification & Performance Analysis
Rebalancing of Asset Allocation
Open communications with your Attorney & tax professional
Economic & Market Updates
Ongoing communications with Money Managers & Research Teams
Online Account Access
P. Martin Peters, CLU, RHU | Financial Consultant
Marty began his Financial Services Career in the early 70’s. He received his Chartered Life Underwriter Designation CLU in 1975 and his Registered Health Underwriter Designation in 1984. Marty has been a qualifying member of the Million Dollar Round Table each year since 1973, a premier association of the insurance and financial service industry which is limited to the top 2% of producers. Marty joined Financial Plan Design in 1986 and specializes in implementing strategies to create and diversify wealth using trusts*, family limited partnerships, asset allocation in managed accounts as well as insurance and annuities. His license plate reads “PRE TAX” which says it all. His approach is to give Clarity and Confidence in a Complex World.
Marty is a graduate of Loyola Marymount University with a double major in Political Science and Philosophy. He also attended graduate courses in banking and finance from University of Southern California.
Interests outside of providing financial security for his clients include spending time with his wife Mary Alice, 2 daughters and granddaughters. He has served actively in Rotary since 1978, as a past District Governor and current Chair of Public Relations for the Western United States.
Ranch & Coast Mortgage Group, Inc. understands the importance of finding the right mortgage loan that fits your exclusive needs and situations. Our team’s extensive knowledge of the mortgage and financial market, coupled with our years of experience, allow us to find you the lowest rate with the best possible terms. Whether you are looking to refinance your current home, purchase a new home, or simply consolidate your credit card and consumer debt, we are your advocates.
Welcome to San Diego County Credit Union, San Diego's largest locally based financial institution. With more than $4.8 billion in assets, San Diego County Credit Union is a not-for-profit credit union wholly owned and operated by its members.
PROVIDING SERVICES IN ALL AREAS OF EMPLOYEE BENEFITS, GROUP AND INDIVIDUAL MEDICAL, DENTAL, VISION, LIFE, LONG-TERM AND SHORT-TERM DISABILITY INSURANCE, 401K PLANS AND MEDICARE PLANS. OUR COMMITMENT IS TO EXCEED OUR CLIENTS’ EXPECTATIONS AS WE DELIVER AN EASY BUTTON IN THE FORM OF DEDICATED, PROFESSIONAL QUALITY SERVICE!
Local Solana Beach branch providing personal, small business banking services in addition to Commercial and institutional banking needs.
Local Solana Beach branch inside Von's shopping center.
Headquartered near Del Mar, California, Wealth Alliance provides fee and commission based wealth management and planning services tailored to your needs. We operate dually as our own Registered Investment Advisor (RIA) and through Independent Financial Group’s Broker Dealer.
We value the flexibility of dual registration, as the independence it affords us and our clients increases flexibility, supports transparency and prudence in ensuring that we base our investment decisions on meeting our clients financial goals.
Once you are accepted as a member of our client family we take pride in the opportunity to provide you with an unparalleled service experience and a lifetime relationship with a financial team that is truly your ally in wealth.
Zego is a property technology company that frees management companies and community associations to go above and beyond for residents. We’re evolving with the residential landscape, making a difference in how our customers work by building connections and easing friction. We offer technology that creates a sense of community and inclusion while also supporting and empowering on-site staff.