When it comes to banking, these two take a holistic approach to their relationships.  Whereas big banks look at your business in an isolated silo, Sean and Albert look at your business, you personally and get to know you and your goals. They often connect their clients with people and services that will help you grow. If you simply have a checking account with a big bank, then consider getting a meeting with these gentlemen and find yourself on a path with far greater resources.

Email

spuckett@calprivate.bank

Phone

(858) 210-8254

Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career. We Take A Personalized Approach To Investing Focused On Your Future. Progress Updates. Goal Prioritization. Periodic Reviews. Fee & Risk Transparency.

Email

paul_pintek@ml.com

Zag’s practice primarily focuses on corporate and commercial litigation and representing plaintiffs in serious injury and wrongful death matters. He represents clients in complex and high stakes business disputes in both state and federal court. Zag has represented clients, plaintiffs and defendants, in a broad range of civil matters between landlords and tenants, real estate buyers and sellers, majority and minority shareholders/members of LLCs, corporate governance, contract disputes, intellectual property, misappropriation of trade secrets, unfair business practices, defamation, defense of ADA and TCPA claims, and more. In addition to his litigation practice, Zag works with clients to develop a true understanding of their businesses and goals, and coordinates with the firm’s numerous practice areas to place clients in the best position possible to achieve those goals.

While other sales training shows you how to play the game better, Sandler teaches you how to break the rules, change the game, and avoid common sales problems altogether.

As an audit shareholder, Steve also specializes in Forensic Accounting. He enjoys consulting with clients to solve some of their more complicated issues, including the extensive changes and complexities of Generally Accepted Accounting Principles.

Social Media Links

https://www.linkedin.com/in/steverootcpa/

Email

jwerner@lz-cpa.com

Phone Number

(619) 578-7046

Social Media Links (Optional)

https://www.linkedin.com/in/jared-p-werner-8630703/

Power Traction helps entrepreneurs and business owners get more from their businesses through the implementation of the Entrepreneurial Operating System® (EOS). This company-wide system teaches tools how to get exactly what you want from your business.

We look at all aspects of your business using simple concepts and time-tested rules that allow you to systemically grow the business through leadership and laser-focused operations.

Email

ron@powertraction.com

Phone

864.616.6399

Andy Ewald & Sean Fitzmaurice specialize as a real estate tenant advocates solely for corporate users in the Southern California region and Western United States. With a combined 40 years of experience, Andy & Sean are primarily focused on the sale and leasing of office and industrial buildings to local, regional, and national technology, life science, and professional service companies. They are highly skilled in transaction services, lease administration, construction management, and financial consulting in all facets of commercial real estate to ensure that their clients maintain flexibility and financial savings in all their real estate decisions. Prior to joining Cushman & Wakefield in 2021, Andy & Sean led the Occupier Services Group at CBRE.

Business Insurance, Employee Benefits, and Risk Management Specialists

619 Spirits North Park is San Diego’s first urban craft distillery and tasting room with a full restaurant and bar, located in the heart of the city’s North Park neighborhood. Brought to you by the makers of Six One Nine Vodka, known for our premium handcrafted vodka and signature all-natural vodka infusions.

Email

nick@619spirits.com

Phone

619-269-2757

Eric is specifically passionate about coaching people whose lives have become too busy or complex to focus on the integral details of financial planning. This includes business owners, pre-retirees, mid-career singles, and families. Or, like many of Eric’s clients, those that just didn’t have a solid relationship with their financial advisor and are looking for a fresh perspective. Most importantly, Eric strives to make all of his clients feel comfortable, in an all-to-often uncomfortable process, by building relationships and working with them over time to make increasingly better financial decisions.

We are a middle-market investment banking and valuation firm, relentlessly committed to providing world-class, industry-specific advisory services aligned with our clients’ objectives.

Email

chanie.smith@objectivecp.com

Phone

(661) 330-3412

Thor specializes in taxation consulting, financial reporting, and financial coaching for all types of private companies and their owners, putting his 30 years of accounting experience to work on a daily basis. He also provides high net worth individuals with personal taxation services, including strategic tax planning. Thor’s leadership responsibilities include providing overall direction and supervision of the Eakes team’s financial reporting, tax compliance, and business planning services. After earning a Bachelor of Science degree with an emphasis in accounting from San Diego State University, Thor worked for local CPA firms in San Diego including Nation, Smith, Hermes & Diamond (CBIZ), where he served as manager of a small business consulting group. He was responsible for providing privately held companies with taxation advice and direction. He helped to form Murrill, Eakes & Company as a shareholder in 1994, maintaining that position until he left to form Eakes & Company in 2013. Thor is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He is also a member of Vistage International and the FBI Citizens Academy. When not working, Thor enjoys running, cycling and is an avid reader. He also enjoys driving his 1965 Ford Mustang Coupe and collects vintage watches.

Buchalter is a full-service business law firm.. The Firm’s 300+ attorneys are experts in banking and finance, corporate, health care, insolvency and financial solutions, litigation, labor and employment, intellectual property, real estate, tax and estate planning.

Email

vwhittaker@buchalter.com

Phone

(619) 219-8063

As a District Sales Manager, and 14 year veteran with Insperity I have the pleasure of helping some of the best small businesses find greater success, become more efficient and focused with their core business goals. I am exceptionally passionate about helping connect people and building fantastic long term relationships with other professionals. Additionally, I fully enjoy being a Husband, Father and Coach (Football and Baseball) before anything else. I love getting out to golf with friends and clients alike. I’m also a huge Padres and Chargers fan – don’t hold it against me. Specialties: Marketing, Branding, Human Resources, Insurance, Payroll, W/C, Small Business Issues, Payroll administration, HR Administration, Employee Training and Development, Government compliance, Strategic Organizational Planning, Full Service HR, Performance Management, Expense Management, Time and Attendance, Organizational Planning, Recruiting Services, Employment Screening, Retirement Services, Insurance Services, Co-employment, Business Performance Advisors, Workforce Optimization

We’re a strategic advisory firm that uses analytics over instincts to ensure that you have the right people in the right seats at the right time in order to predict financial outcomes.

Email

pbaltazar@cultureindex.com

Phone

858-442-4927

Chief Executive Officer at HyperTrends Global Inc – a software development company headquartered in San Diego, CA. Current duties include R&D and Portfolio Management in Crypto/BlockChain Technologies, DevOps, ICO roadmaps for SaaS Platforms, IoT and SaaS Platforms Development.

Successfully Architected, Developed, Managed and Delivered 50+ projects with customers in Travel, Medical Informatics, Education, Lead Management, Marketing, Events/Festivals, Mortgage, FinTech in both B2B and B2C sectors.

Email

anup@hypertrends.com

Phone

858.999.1117

Rich Tear has been involved in helping small businesses with IT related best practices for many years in San Diego community.