Because our team focuses exclusively on the financing for your real estate, we depend and rely on our trusted referral partners to help guide our clients in many of the aspects of The Art of Homeownership. Our team provides you with the means to achieve your real estate goals; but other licensed professionals are more suited to serve your additional planning needs.

For over 10 years, we have meticulously maintained a network of service providers who can help you with every aspect of real estate, protection and personal finance. These providers have proven their commitment to customer satisfaction time and again, and have been personally vetted by our team.

We can find the provider that best suits your needs and then help you get connected.

As we help you and your family with advice and guidance, if we see that there may be potential for improvement in any area related to your real estate or finances, we will refer you to the appropriate licensed professional to give specific advice in that given area.

Our Referral Partners:

Estate Planning Attorneys

Ariana Burris - Burris Law

Ariana Burris - Burris Law

Phone: (714) 941-8122

Email: ariana@burris-law.net

Website: burris-law.net

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Kevin Snyder - Snyder Law, PC

Kevin Snyder - Snyder Law, PC

Phone: (949) 333-3702

Email: kevin@snyderlawpc.com

Website: snyderlawpc.com

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Davis Zellmer - Law Offices of Davis R. Zellmer

Davis Zellmer - Law Offices of Davis R. Zellmer

Phone: (562) 760-1630

Email: info@daviszlaw.com

Website: daviszlaw.com

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CPA/Tax Professional

Joshua Teeple - Grobstein Teeple, LLP

Joshua Teeple - Grobstein Teeple, LLP

Phone: (949) 381-5656

Email: jteeple@gtfas.com

Website: gtfas.com

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Antonio Alvarez - Alvarez Tax Service, LLC

Antonio Alvarez - Alvarez Tax Service, LLC

Phone: (714) 400-9201

Email: tony@alvareztaxinc.com

Website: alvareztaxinc.com

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Kermith Boffill - Grobstein Teeple, LLP

Kermith Boffill - Grobstein Teeple, LLP

Phone: (818) 501-8456

Email: kboffill@gtfas.com

Website: gtllp.com/kermith-boffill/

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Financial Planners/Advisors

Jeffrey D. Stanga, CFP- Financial Management Network

Jeffrey D. Stanga, CFP- Financial Management Network

Phone: (949) 455-0300 x231

Email: jstanga@fmncc.com

Website: fmncc.com/jeffrey-stanga/

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Larry Bassell - Kohr Financial

Larry Bassell - Kohr Financial

Phone: (949) 545-0229

Email: larry.bassell@KOHRfinancial.com

Website: kohrfinancial.com/team_member/larry-bassell

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John O’Campo - Wespac Wealth Partners

John O’Campo - Wespac Wealth Partners

Phone: (949) 272-2100

Email: john_ocampo@thewp2.com

Website: westpacwealth.com

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Family Law Practices

JoAnna Konogeris Wilson & Cristina Barnes - South Orange County Mediation

JoAnna Konogeris Wilson & Cristina Barnes - South Orange County Mediation

Phone: (949) 521-1631

Email: joannakwilson@cox.net

Website: southorangecountymediation.com

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