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Meanwhile lets just say that we are proud Marlowe Kepner contributed a whooping 80 entries.
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 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) […]
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 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.
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 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
Patricia Bell Harik, C.P.A., M.S.T. HARIK MINASSI COALE 25500 Hawthorne Blvd., Suite 2120 Torrance, CA 90505-6833 Tel: (310) 378-9911 Fax: (310) 378-3591 e-mail: pharik@hmc-cpas.com website: www.hmc-cpas.com
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 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 […]
Alfonso Bundoc Jr. EA Premier Tax Service 713 S. Pacific Coast Hwy, Suite G Redondo Beach CA 90277 Phone: 310-540-3434 Email: al@premiertax.us.com PROFESSIONAL SERVICES AND EXPERIENCE Enrolled Agent
Michael Barth Michael A. Barth A Professional Corporation 310-375-3855 ext 20 Email – michael.barth@barthlaw.com 31 Malaga Cove Plaza Palos Verdes Estates, CA 90274 Professional services and experience: Estate Planning Over 45 years experience in planning and administering Trusts and Estates. Member of ABA, State, Los Angeles County Bar associations and the respective committees on Trusts […]