Allied Professionals FPAOC Directoryy
Acrisure
Fred Giron, CPCU AIC
fgiron@acrisure.com, 714-658-0087
How do you help CFP's? Helping review home/auto/umbrella policies for FPA clients.
Ambassador Wealth Management, LLC
Michael Nelson
michael@ambassadorwealth.com, 714-676-2061
Beacon Pointe Advisors
Brandt Kuhn
bkuhn@beaconpointe.com, 760-932-0962
How do you help CFP's? Collaboration
Brett Layton, CPA
Brett Layton
bltaxes@hotmail.com, 310-740-5378
How do you help CFP's? I am a Tax Technical CPA - Primary interest is retirement income tax planning
C2 Financial
Troy Martin
troycmartin@cox.net, 949-305-5151
How do you help CFP's? I help financial advisors, and their clients manage their mortgage in the context of their financial plan. We have products to serve first time, buyers, self-employed, clients, and retirees. I am also an CE provider and enjoy teaching continuing education classes on the strategic use of reverse mortgages as well.
Capstone Financial
Joseph Christian
jchristian@financialguide.com, 818-914-2651
How do you help CFP's? I am a financial planner.
Charles Schwab
Fatama Khan
Fatama.khan@schwab.com, 949-432-3584
How do you help CFP's? Complex planning for clients.
CMG Home Loans
Brett Smith
bretts@cmgfi.com, 714-801-1401
How do you help CFP's? By partnering with wholistic planners to help manage wealth through available mortgage products.
Diversified Investment Services
Larry M. McCarty
lmccarty@disinc.com, 714-974-4500 x215
How do you help CFP's? I am a CFP.
Essential Plans of Insurance
Jim Better
jimbetter@epinh.com, 562-424-1155
How do you help CFP's? Resource
Financial Advisors
Jim Eckel
Jim@FinancialAdvisors.com, 888-689-9650
How do you help CFP's? I assist CFP's in marketing their services through our B2C directory.
Financial Professionals Group, A Simplicity Company
Lauren Wright
lwright@fpgonline.com, 949.455.0119 x229
How do you help CFP's? We provide life insurance, annuities, long term care and disability insurance marketing support.
Mercedes Shaffer, Investment Real Estate Agent
InvestingInTheOC@gmail.com, 714.330.9999
How do you help CFP's? As a commercial real estate investment expert, I collaborate with CFPs to enhance their clients' financial portfolios. I provide professional broker opinions of value and conduct comprehensive financial analyses, comparing the ROI of real estate investments to other opportunities like reallocating funds into AUM. This partnership empowers CFPs to offer holistic strategies, achieving greater AUM growth and delivering elevated service to their clients.
Reverse Mortgage Educators Inc
Kimberly McFee
kmmcfee@gmail.com, 714.227.6601
How do you help CFP's? Offer the 3D Reverse Mortgage. Most clients use the mortgage for Death of a spouse, Grey Divorce and to pay for Dementia care.
The CS Mortgage Group
Tracy Cavanaugh
TCav@affg.org, 949.205.4567
How do you help CFP's? We take a financial planning approach to structuring our clients' mortgage, and with a laser focus on creating and preserving their wealth, we partner with CFP's to ensure the strategies we employ maximize the asset side of the balance sheet.