Bernadette Peterson, CPA, CFE, CFA
The Steadfast Group
Corona del Mar, CA
(949) 715-9150
Email: bpeterson@thesteadfastgroupinc.com
Lynn Gutierrez, EA
Bottomline Accounting and Tax Solutions
Chino, CA
626-617-4697
Email: Lynn@bottomline-acct-tax.com
Vinnie Testo
Machinery & Equipment Appraiser, Auctioneer & Liquidator
Asset Reliance, Inc
Upland, CA
(909) 944-5959
Email: vince@assetreliance.com
Robert Brady
Senior Vice President
Pacific Enterprise Bank
Orange County, CA
(949) 623-7573
Email: rbrady@pacificenterprisebank.com
https://www.pacificenterprisebank.com/home/home
Robert Selway
Vice President/Sr. Relationship Manager
Pacific Mercantile Bank
Orange County, CA
(714) 396-8749
Email: robert.selway@pmbank.com
Jay Heiden
Managing Member
TriQuest Capital
(504) 361-5955
Email: jay@triquestcapital.com
Ross Guiford
Managing Member
NELIS Resources, LLC
(503) 784-9213
Email: ross@nelis.biz
Peter Meyers
First Vice President/Relationship Manager
Farmer's & Merchants Bank
(949) 460-7903
Email: peter.meyers@fmb.com
Ross Reida
Managing Director, Equipment Finance and Working Capital
LED Finance, LLC
(503) 807-2141
Email: ross@led.financewww.led.finance
Omar Franco
Vice President/Area Manager
JP Morgan Chase & Co.
Upland, CA
(909) 319-4058
Email: omar.franco@chase.com
Basilio Castillo
Vice President, Sales
Secure One Capital Corporation
Costa Mesa, CA
(949)423-6998
Email: basilioc@secureonecapital.com
Greg Dill
"The SBA Lender"
Commercial Mortgage Strategist
Union Bank
Orange County, CA
(949) 274-9442
Email: Greg@TheSBALender.com
LeLani E. Quiray
Human Resources Consulting
Be The Change HR
Orange County, CA
(949) 275-4071
Email: leilani@bethechangehr.org
www.bethechangehr.org
Are you my best referral in this category?
Mark Anelli
Insurance Services
Morris & Garritano Insurance
San Luis Obispo, CA
(805) 597-6350
Email: manelli@morrisgarritano.com
Richard J. Ward
Certified Financial Planner
Irvine, CA
(714) 801-6121
Vinnie Testo
Machinery & Equipment Appraiser, Auctioneer & Liquidator
Asset Reliance, Inc.
Upland, CA
(909) 944-5959
Email: vince@assetreliance.com
Ross Reida
Managing Director, Equipment Finance and Working Capital
LED Finance, LLC
(503) 807-2141
Email: ross@led.finance
Antoinette Balta, Esq.
Executive Director & Co-Founder
Veterans Legal Institute
Orange County, CA
(714) 852-3492
Michael Brewer
Radiant Health Centers
Michael Brewer
(949) 809-5779
Email: mbrewer@radianthealthcenters.org
Ruth Benjamin
Tax Strategist
Financial Tax Strategies
Milpitas, CA
(408) 515-1422
Email: ruth@deferthegainstax.com
Jerry Diza
Business Broker
Pacific Alliance Medical Center Business Brokers
Newport Beach, CA
(949) 427-0304
Email: jerry@pacificrb.com
Matt Manavi, MBA, CBB, CBI
Transworld Business Advisors of Orange
Costa Mesa, CA
(714) 923-1222
Email: mmanavi@tworld.com
www.yourorangebusinessbrokers.com
Amanda Manahan
Employment & Business Law Attorney
Spach, Manahan & O'Dell LLC
Newport Beach, CA
(949) 306-2178
Email: amanahan@mfb-law.com
Antoinette Balta, Esq.
Executive Director & Co-Founder
Veterans Legal Institute
Orange County, CA
(714) 852-3492
Susan Caumiant
Chief Development Officer
Radiant Health Centers
Irvine, CA
(949) 809-5700
Lorise Braviroff
Realtor
Carter & Co.
Phone: (760) 673-6906
Email: LBraviroff@aol.com
Angel Arreguin
Agent & Broker
Pacific & Co Real Estate Solutions
Email: Angel@realestatebyangel.com
Glen Zimmermann
Business Development for Groceries, Dairy, Produce, Protein
Sunrise Produce
(714) 454-1342
Email: glenz@sunriseproduce.com
www.sunriseproduce.com
Tony Wong, COO
Badu Networks
Irvine, CA
(949) 294-8330
Email: tony.wong@badunetworks.com
Liane Donati
Managing Partner
Carrier Solutions Group
Ladera Ranch, CA
(714) 840-4644
Email: liane@carriersolutionsgroup.com