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

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.

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

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’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.