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Michael J. Marion, CLU,
ChFC, CSPG
MARION CONSULTING, LLC
1600 East Fourth Street, Suite 210
Santa Ana, CA 92701
(714) 241-7114 ext. 15
http://www.MarionConsulting.com
Michael@MarionConsulting.com
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M. Douglas Godown, RHU
MARION-DOUGLAS FINANCIAL & INSURANCE SERVICES
151 N. Kraemer Blvd., Suite 206
Placentia, CA 92870
(714) 696-7300
http://www.MarionConsulting.com
Doug@MarionConsulting.com
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Lee Lukes, CLU
Premium Finance Specialist
CREATIVE FINANCIAL INSURANCE SERVICES, INC
34177 Pacific Coast Highway, Suite 103
Dana Point, CA 92629
(949) 488-0100
cfis2000@yahoo.com
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Geoffery Ewertz, CPA
SOUTH COAST PENSION SERVICES
3002 Dow Avenue, Suite 526
Tustin, CA 92780-7250
(714) 263-3100
GEwertz@SouthCoastPension.com
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Gregory Brunette, CPA,
MBT
NCOMPASS, LLC
Auto Dealer Advisory Services
601 East Chapman Avenue
Orange, California 92866
(714) 628-0050
http://www.NCompassLLC.com
Greg@gsbacorp.com
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Richard C. Watts, Esq.
FAMILY BUSINESS OFFICE
1602 East Fourth Street
Santa Ana, California 92701-5118
(714) 973-4900
http://www.FamilyBusinessOffice.com
WattsBldg@aol.com
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Nels Klyver, PhD
VALUE TRANSFER GROUP
4533 MacArthur Boulevard, Suite 543
Newport Beach, CA 92660
(949) 253-0486
www.ValueTransferGroup.com
NKlyver@ValueTransferGroup.com
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Jay Steenhuysen
PHILANTHROPY COACH
10 Fair Lane
Rehoboth, MA 02769
(508) 809-9130
http://www.MyPhilanthropyCoach.com
Jay@Steenhuysen.com
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Mr. Stephen Harrison, CIMA
EXETER FINANCIAL, LLC
7001 North Scottsdale Road, Suite 2020
Scottsdale, AZ 85253
(480) 588-0830
http://www.exeterfinancial.com
SHarrison@exeterfinancial.com
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Mr. Peter Helms, CIMA
EXETER FINANCIAL, LLC
7001 North Scottsdale Road, Suite 2020
Scottsdale, AZ 85253
(480) 588-0830
http://www.exeterfinancial.com
PHelms@exeterfinancial.com
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Charles "Skip" Fish
CHARLES FISH INVESTMENTS, INC.
2010 Main Street, Suite 130
Irvine, CA 92614
(949) 296-3970
http://www.CharlesFishInvestments.com
SFish@Bloomberg.net
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Mark Hebner
INDEX FUNDS ADVISORS INC.
19200 Von Karman Avenue, Suite 500
Irvine, CA 92612-8512
(888) 643-3133
http://www.IFA.com
Mark@IFA.com
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