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Your
Fractional CFO

Your Fractional CFO Your Fractional CFO Your Fractional CFO
  • Home
  • About Your CFO
    • About Bruce Braviroff
    • About Bill Robertson
    • Upcoming Events
    • Fractional CFO Services
    • Testimonials
    • Projects and Case Studies
    • Resources and Referrals
    • Awards and Accreditations
    • Privacy Policy
  • What Makes Us Special
    • Nonprofits We Support
    • Musings on Life - Blog
    • Braviroff Recipe Vault
    • Robertson Family Recipes
    • Helpful Websites
  • Current Interest Rates
  • Contact Your CFO

Your CFO Business Resources and Referrals

People and Businesses That We Recommend

Accounting & CPA

Bernadette Peterson, CPA, CFE, CFA

The Steadfast Group

Corona del Mar, CA

(949) 715-9150

Email: bpeterson@thesteadfastgroupinc.com

www.thesteadfastgroupinc.com


Lynn Gutierrez, EA

Bottomline Accounting and Tax Solutions

Chino, CA

626-617-4697

Email: Lynn@bottomline-acct-tax.com

www.bottomline-acct-tax.com


Appraisals (Equipment, Business)

Vinnie Testo

Machinery & Equipment Appraiser,  Auctioneer & Liquidator

Asset Reliance, Inc

Upland, CA

(909) 944-5959

Email: vince@assetreliance.com


Banking/Lending

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

https://www.pmbank.com


Jay Heiden

Managing Member

TriQuest Capital
(504) 361-5955

Email: jay@triquestcapital.com

http://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

www.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

www.secureonecapital.com




Chefs - Cooking & Catering

Roya Javaherchi

Chocolatier

Sweet Saffron

Lake Forest, CA

(408) 10-1930

Email: roya@sweetaffrons.com

www.sweetsaffrons.com

Commercial Real Estate

Greg Dill

 "The SBA Lender"

Commercial Mortgage Strategist

Union Bank

Orange County, CA

(949) 274-9442

Email: Greg@TheSBALender.com


HR & Payroll Services

LeLani E. Quiray

Human Resources Consulting

Be The Change HR

Orange County, CA

(949) 275-4071

Email: leilani@bethechangehr.org
www.bethechangehr.org


Injection Molding

Are you my best referral in this category?

Insurance Services

Mark Anelli

Insurance Services

Morris & Garritano Insurance

San Luis Obispo, CA

(805) 597-6350

Email: manelli@morrisgarritano.com

Investment Services & Financial Planning

Richard J. Ward

Certified Financial Planner

Irvine, CA

(714) 801-6121

Email: richard@successwithpurpose.org

www.successwithpurpose.org

Manufacturing

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

www.led.finance

Nonprofit Organizations

Antoinette Balta, Esq. 

Executive Director & Co-Founder

Veterans Legal Institute

Orange County, CA

(714) 852-3492

abalta@vetslegal.com

Michael Brewer

Radiant Health Centers

Michael Brewer

(949) 809-5779

Email: mbrewer@radianthealthcenters.org

www.radianthealthcenters.org


Tax Services and Strategies

Ruth Benjamin

Tax Strategist

Financial Tax Strategies

Milpitas, CA

(408) 515-1422

Email: ruth@deferthegainstax.com

https://deferthegainstax.com

Business Brokers

Jerry Diza

Business Broker

Pacific Alliance Medical Center Business Brokers

Newport Beach, CA

(949) 427-0304

Email: jerry@pacificrb.com

www.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



Legal Matters

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

abalta@vetslegal.com





LGBTQ+ Healthcare

Susan Caumiant

Chief Development Officer

Radiant Health Centers

Irvine, CA

(949) 809-5700

Email: scaumiant@radianthealthcenters.org

www.radianthealthcenters.org

Residential Real Estate

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


Food Services

Glen Zimmermann

Business Development for Groceries, Dairy, Produce, Protein

 Sunrise Produce

(714) 454-1342

Email: glenz@sunriseproduce.com
www.sunriseproduce.com


Technology Services

Tony Wong, COO

Badu Networks

Irvine, CA

(949) 294-8330

Email: tony.wong@badunetworks.com

www.badunetworks.com


Liane Donati

Managing Partner

Carrier Solutions Group

Ladera Ranch, CA

(714) 840-4644

Email: liane@carriersolutionsgroup.com

www.carriersolutionsgroup.com


CFO Resources

Jack McCullough, CEO

The CFO Leadership Council

North Andover, MA

(617) 678-0957

Email: jack@cfolc.com

www.cfolc.com



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