ELDER ADVOCATES TRUSTED RESOURCE
FINANCIAL TEAMS
FIDUCIARY & FINANCIAL PLANNERS
Amanda Potier
Amanda J. Potier, Esquire
Potier Law Group
Los Angeles and Orange Counties.
Amanda Potier has been an attorney, specializing in all aspects of real property, probate, elder abuse since 1996.
Anthony Lanzone
Partner
LANZONE MORGAN LLP
California
I have 24 years of experience in representing victims who are vulnerable targets for fraud and abuse such as children, handicapped, elderly, dependent adults, and unsuspecting consumers.
Camden DeLong
Managing Attorney
Generations Trust & Estate Planning
South Bay, Long Beach, and Orange County
IN-HOME meetings and document signings, making it very easy for people to get their affairs in order and protect their families.
Catalina Reynoso
Elder Law Attorney
Catalina Reynoso Law
Los Angeles and Orange County
Catalina Reynoso is an elder law attorney who practices in the areas of estate planning, conservatorships, probate, and Medi-Cal planning. Catalina is passionate about community educating and presents throughout Los Ange...
Chris Lee
Executive Director, Private Banking
J.P. Morgan
Orange County, LA County, and SD County
I orchestrate a team of specialists who utilize advanced planning strategies to deliver banking, lending, and wealth management services. I aim to be the single point of contact for individuals and private trustees.
Craig Cross
Managing Director, Co-Founder
Halbert Hargrove Global Advisors, LLC
West LA including Beverly Hills, Greater Long Beach, Northern Orange County.
Halbert Hargrove & Co was founded in 1933. Joined the firm in 1979. In 1989 Co-founded the successor Halbert Hargrove Global Advisors, LLC, a Registered Investment Advisor (RIA). HHGA is a fiduciary investment management...
Curtis Kaiser
Board Certified Specialist in Estate Planning
Kaiser Law Group
Long Beach, Los Angeles County, Orange County
Purposeful Estate Planning for the Multi-Millionaire Next Door® -- TIGER 21 Chair (Los Angeles & Newport Beach). Our Legacy Program currently serves 120 client families on an ongoing basis.
Dana Cannon
Elder Law Attorney
Cannon Legal Firm
Los Angeles and Orange Counties with some court cases in San Bernardino, Riverside, and Northern California.
Dana specializes in Conservatorship; Estate Planning; Elder Law litigation – Financial Elder Abuse; Trust Litigation (contesting validity of trust/amendments on grounds of undue influence/elder abuse/lack of capacity);...
Davis Zellmer
Attorney
The Law Offices of Davis R. Zellmer
Long Beach
The Law Offices of Davis R. Zellmer is dedicated to creating the proper plan for your unique needs. We look forward to meeting with you personally to discuss the best strategy to preserve and maximize your wealth, now an...
EstateLawCA
Principal
Estate Law California, APC
Los Angeles County and Orange County
Hannah Elisha, Esq. is the founding principal of Estate Law California APC. She is an experienced trust and probate litigator who helps clients navigate trust and estate litigation, financial elder abuse cases, and conte...
James Morgan
Partner
Lanzone Morgan, LLP
We handle cases all over California.
James Morgan is one of the founding partners of Lanzone Morgan, LLP, a Long Beach based law firm that specializes in suing nursing homes and assisted living facilities for elder abuse, neglect, and wrongful death.
Jeff Wimbish
Financial Advisor
Kensington Investment Counsel
Southern California
Jeff has been the managing partner of Kensington Investment Counsel (K.I.C.) since January 2010 and has been a partner since 2000. Before joining K.I.C. in 1999, Jeff worked as a financial analyst at Credit Suisse First ...
Jennifer Sawday
Attorney
TLD Law
Long Beach
Jennifer helps those who need estate planning documents, who need help activating them or anyone who has questions about how to avoid probate. She also helps families with trust administration.
Jim Better
Long Term Care Financing Specialist
Essential Plans of Insurance
Southern California
Jim helps families and individuals with personal and group disability income insurance and long term care financing.
John C. Fleishman, CRPS® CRPC® QPFC
Financial Advisor
The Shadden Group at Morgan Stanley
Greater Southern California and across the USA
Broad experience in financial and retirement strategies for individuals, families, corporations and foundations. Team is recognized by both Forbes and Barron's as a Top Private Wealth Management Team and John a Five Sta...
Jonathan Royal
CFP® CKA® Financial Advisor
Liberty Capital Management
Orange County to Long Beach
Rob specializes in financial planning, portfolio management, and wealth management. He believes in developing long term relationships based on placing client’s interests first and understanding their personal objectiv...
LOAN OFFICERS & MORTGAGE PLANNERS
Chris Lee
Executive Director, Private Banking
J.P. Morgan
Orange County, LA County, and SD County
I orchestrate a team of specialists who utilize advanced planning strategies to deliver banking, lending, and wealth management services. I aim to be the single point of contact for individuals and private trustees.
Craig Cross
Managing Director, Co-Founder
Halbert Hargrove Global Advisors, LLC
West LA including Beverly Hills, Greater Long Beach, Northern Orange County.
Halbert Hargrove & Co was founded in 1933. Joined the firm in 1979. In 1989 Co-founded the successor Halbert Hargrove Global Advisors, LLC, a Registered Investment Advisor (RIA). HHGA is a fiduciary investment management...
Jeff Wimbish
Financial Advisor
Kensington Investment Counsel
Southern California
Jeff has been the managing partner of Kensington Investment Counsel (K.I.C.) since January 2010 and has been a partner since 2000. Before joining K.I.C. in 1999, Jeff worked as a financial analyst at Credit Suisse First ...
Jim Better
Long Term Care Financing Specialist
Essential Plans of Insurance
Southern California
Jim helps families and individuals with personal and group disability income insurance and long term care financing.
John C. Fleishman, CRPS® CRPC® QPFC
Financial Advisor
The Shadden Group at Morgan Stanley
Greater Southern California and across the USA
Broad experience in financial and retirement strategies for individuals, families, corporations and foundations. Team is recognized by both Forbes and Barron's as a Top Private Wealth Management Team and John a Five Sta...
Jonathan Royal
CFP® CKA® Financial Advisor
Liberty Capital Management
Orange County to Long Beach
Rob specializes in financial planning, portfolio management, and wealth management. He believes in developing long term relationships based on placing client’s interests first and understanding their personal objectiv...
Karen Codman
Investment Advisor Representative / Accredited Investment Fiduciary
Lunaria Wealth Management and Financial Planning
Long Beach, Cerritos, Los Alamitos, Seal Beach, Lakewood, North Orange County – Huntington Beach, and South Bay.
Karen joined the financial services industry in 1996 and has been responsible for the investments of hundreds of clients ever since. Because many people find managing their finances to be stressful and intimidating, she ...
Larry Holmes
Certified Public Accountant
Holmes & Associates, CPAs
Los Angeles County, Orange County and Riverside County
Larry Holmes founded Holmes & Associates, CPAs in 1986. After having tenure at E&Y, LLP (International CPA Firm), he recognized he wanted to come home to Long Beach and help the small businessman succeed in a world of la...
Lee Vieira
Loan Officer
Cherry Creek Mortgage
Seal Beach, Lakewood, Bellflower, Compton, Cerritos, Huntington Beach, Torrance, Carson, San Pedro, Cypress, Manhattan B... See More
Lee helps people who are looking to stay in their home without worrying about having to pay a mortgage payment and possibly pay off other obligations to make their lives earlier. His specialties include Reverse Mortgages...
Leslie Wiberg
Wealth Manager
WealthSpring
Long Beach, Orange County, South Bay
Leslie helps those getting ready to retire in the next 5-10 years and senior citizens who need financial guidance and/or assistance. As a Certified Financial Planner she helps with retirement planning, budgeting and esta...
Michael McCullough
President
McCullough Financial
While Michael is based in Irvine, CA, he serves clients both locally and nationwide.
Michael has over 15 years of experience in financial advisory services, specializing in investment, retirement, and tax planning. McCullough Financial was established in 2020 and he is dedicated to helping clients plan f...
Natalie Keam
Advisory Manager - Fiduciary Accounting Services
BPM LLP
Greater Southern California
Natalie manages the preparation of accountings for probate, estates, trusts, conservatorships and guardianships in accordance with the local probate code.
Samantha Garcia
Senior Wealth Advisor
Halbert Hargrove
Long Beach, Los Angeles, Orange County
As a Senior Wealth Advisor, a critical focus of Samantha’s role is creating trust relationships with her clients. She strives to understand their entire financial picture to help them reach optimal decisions—especial...
Tammy Wong
First Vice President - Team Leader (Specialty Banking/Trust and Estates/Fiduciary Banking)
Axos Bank
Long Beach, Los Angeles, Torrance
Tammy helps clients of Trust and Estate Attorneys in need of customized accounts. She accommodates the following types of accounts: Probate, Guardianships, Conservatorships, Special Needs Trust, and many more.
Tom Di Leo
Reverse Mortgage Specialist
New American Funding
Serving all of California
Tom Specializes in helping people 55 years of age or older, looking to improve their financial cash flow.
WEALTH MANAGERS AND CERTIFIED PUBLIC ACCOUNTS
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