Entries by Marlowe Kepner

Bob Abelson, CPA

May 26, 2014 in , /by

Bob Abelson, CPA Phone: 310-614-6177 Email: bobcpa@earthlink.net Servatius, O’Brien & Fong, LLP 2377 Crenshaw Blvd #320 Torrance, CA 90503 PROFESSIONAL SERVICES & EXPERIENCE Bob is a CPA, in practice over 30 years. While his background includes many years of business consulting, he currently emphasizes income tax planning and income tax preparation for small to medium size businesses […]

Bob Abelson, PhD

May 26, 2014 in , /by

Bob Abelson, PhD CA Certified General Real Estate Appraiser BSBM Abelson Enterprises Phone: 310/543-4639 Email: babelson@hotmail.com Website: https://www.saddleback.edu/rabelson 318 Avenue I, #97 Redondo Beach, CA 90277 PROFESSIONAL SERVICES & EXPERIENCE Commercial and residential real estate (appraisals) and real estate consulting throughout Southern California since 1993.  My appraisal practice focus on assignments for estate and gift (tax and planning) […]

Kathleen Adams, CFP®

May 26, 2014 in , /by

Kathleen Adams, CFP® Signature Estate & Investment Advisors, LLC Phone: 310-712-2322 Email: kadams@seia.com 1815 Via el Prado, Suite 100 Redondo Beach, CA 90277 PROFESSIONAL SERVICES & EXPERIENCE Kathleen Adams, CFP® is a Senior Associate with Signature Estate & Investment Advisors, LLC (SEIA) in the Redondo Beach office. Kathleen has been a Financial Advisor for over 12 years […]

Gerry Andrade, CPA

May 26, 2014 in , /by

Gerry Andrade, CPA Gerry Andrade & Associates Email:  gerry@gandradecpa.com Website:  gerryandradecpa.com Phone: 310-316-9115   3868 Carson Street #100 Torrance CA 90503 PROFESSIONAL SERVICES AND EXPERIENCE: Gerry Andrade is the Founding Principal of Gerry Andrade & Associates, Inc. Gerry earned his bachelor’s degree in Accounting from Cal State Northridge. He received his CPA Certificate in 1989, […]

Bruce Attig

May 26, 2014 in , /by

Bruce Attig Morgan Stanley Phone: 310/543-0202 Email: bruce.attig@morganstanley.com Website:  http://www.morganstanleyfa.com/bruce.attig/ 21515 Hawthorne Blvd. Ste. 700 Torrance, CA 90503 PROFESSIONAL SERVICES & EXPERIENCE Doing basic planning for my investment clients. 

Peter Ballas

May 26, 2014 in , /by

Peter Ballas Peter W. Ballas & Associates, LLC Phone: 310-543-2104 Email: pballas@pballastax.com 3828 Carson Street ##102 Torrance, CA 90503 PROFESSIONAL SERVICES & EXPERIENCE Representation of businesses undergoing a sale and use, employment (independent contractor v. employee characterization), or Los AngelesCity business tax audit. Consulting on both California and multi-state sales and use tax matters.    

Joe Baratta

May 26, 2014 in , /by

Joe Baratta Abell Auction Co Phone:  323-724-8102 Email:  joe@abell.com 2613 Yates Avenue Los Angeles, CA 90040 PROFESSIONAL SERVICES AND EXPERIENCE USPAP Appraisals for Southern CA trust officers, attorneys and family fiduciaries, as well as valuations for private consignors.

Jean Beasley

May 26, 2014 in , /by

Jean Beasley Phone: 310- 544-3152 Email: Jean@JeanBeasley.com 1621 W. 25th Street ##285 San Pedro, CA 90732 PROFESSIONAL SERVICES & EXPERIENCE Estate Planning, Probate, Trust Settlement and Administration  

Dennis Branconier

May 26, 2014 in , /by

Dennis Branconier M Advisory Group Phone: 310/530-5525 x129 Email: dennis@madvisory.com Website: http://www.madvisory.com/ 2377 Crenshaw Blvd., Suite 150 Torrance, CA 90501 PROFESSIONAL SERVICES & EXPERIENCE Dennis’ expertise in the proper design and use of life insurance, along with his extensive collaboration with tax, legal and business advisors, makes him uniquely suited for his specialty in helping clients achieve optimal […]

Donna Bogdanovich

May 26, 2014 in , /by

Donna Bogdanovich Bogdanovich Murray Professional Fiduciaries 310-378-6100 Email:  dbogdanovich_profid@yahoo.com   23133 Hawthorne Blvd #211 Torrancce, CA  90505 PROFESSIONAL SERVICES AND EXPERIENCE: Donna is a California Licensed Professional Fiduciary (License# 572).  She acts as trustee or successor trustee for revocable, non-revocable or special needs trusts.  She also acts as a conservator and representative payee for clients […]