Sample Clients

Baker Commodities, Inc.

www.bakercommodities.com

Baker Commodities, Inc. founded in 1937, is one of the premiere rendering companies in the world, with 25 locations in the western and eastern United States. Baker Commodities engages in both the manufacturing and global trading of animal fats and protein meals. Ancillary operations include the collection and recycling of used restaurant cooking oils, bulk liquid commodity storage facilities in the United States and Korea, and plumbing related services for restaurants.

Fashion Institute of Design and Merchandising

www.fidm.com

FIDM is a specialized professional college with over 4,500 full-time students and 25,000 graduates who have been placed in the industries it serves. The college serves the Fashion, Interior Design, Multi-Media Graphics and Entertainment industries.

Green Hills Memorial Park

www.greenhillsmemorial.com

Green Hills Memorial Park is a full-service memorial cemetery located on 120 beautifully landscaped acres in Rancho Palos Verdes. Since it was founded in 1948, almost 75,000 families have chosen Green Hills Memorial Park in establishing their family memorial estates, representing a diversity of nationalities and religious faiths. For over fifty years, the vision of the founders remains true: quality of service to families through the offering of a beautiful and dignified setting.

Gumbiner Savett Inc.

www.gscpa.com

Gumbiner Savett Inc. (GS) is a full-service accounting firm providing audit and assurance, tax, business services, litigation support and business advisory services. Our clients range from individuals and their families to both private and public middle-market companies. Based in Santa Monica, the firm has been in business for over 60 years and is one of the largest local CPA firms in Southern California.

Haskell & White

www.hwcpa.com

Haskell & White is one of the largest local accounting firms in Orange County with over 50 employees. They are a full service CPA firm providing tax, financial accounting and management advisory services to clients in a wide variety of industries with recognized expertise in real estate and related businesses. Haskell & White clients include many of Southern California`s leading real estate, high technology and manufacturing companies.

Rolling Hills Covenant Church

www.rollinghillscovenant.com/

We are an evangelical church, who, believing we live in a special moment in time and in a strategic international location for sharing the Gospel, we surrender ourselves and our resources to maximize this moment in the South Bay, Kazakhstan, and the world, and to demonstrate the beauty of how people who are culturally and economically diverse are made one in Christ, as we encourage and help one another grow together to maturity in Him.

Torrance Area Chamber of Commerce

www.torrancechamber.com

As the leading business organization in the South Bay, the Torrance Area Chamber of Commerce will be an assertive, independent advocate of business interests for its diverse membership – exercising its influence locally, regionally, and beyond in the pursuit of economic health and vitality.

Water, Inc.

www.waterinc.com

Water, Inc. is a distributor of premium quality products that filter, heat, brew, chill, soften and dispense drinking water. Water, Inc offers customers an extensive selection of products, knowledgeable sales professionals, specialized programs that include water testing and annual reminder letters for cartridge change-outs, extended warranties, and factory trained installation in most major metropolitan areas.

Ware Malcomb

www.waremalcomb.com

Established in 1972, Ware Malcomb is a full service architectural firm offering planning, architecture and interior design services for clients through-out the United States. The Ware Malcomb corporate office is located in Irvine, California with additional regional offices in San Ramon, San Diego, Woodland Hills and Denver, CO. Ware Malcomb specializes in the design of commercial office, industrial, R&D/midtech, technology and healthcare facilities.

Addmaster Inc.

www.addmaster.com

Addmaster business machine heritage dates to 1962 with its iconic name-sake product, the Addmaster adding machine, of which millions were manufactured in their  San Gabriel, California facility. Today, they are best known for upending impact technology in branch banking by introducing the very first inkjet teller printer to this market in 1989. Today, Addmaster is leveraging state-of-the-art HP inkjet technology with our new ClariSafe brand for the health care market.

Cottonwood Church

www.cottonwood.org

Cottonwood is a non-denominational church located in Orange County, California, pastored by Bayless and Janet Conley. We’re a church for all generations, committed to our mission of Bringing a Living Jesus to a Dying World!

Pinnacle Contracting Corporation

www.pincon.com

Complete interior and exterior construction services. Our professional team uses the latest communications technology to ensure clear, on-time communication between our clients, architects, construction crews and management

RJL Insurance Services

www.rjlservices.com

RJL specializes in providing part-time insurance and risk management to companies large enough to need internal expertise, but not large enough to justify the expense of a full-time department. Unlike a broker, we do not sell insurance nor do we represent any insurance carrier. We focus more on the important day-to-day details of managing your insurance program so critical in minimizing costs.

Romberger, Wilson & Beeson, Inc.

http://www.rwbcpa.com/

Romberger, Wilson & Beeson, Inc. has provided quality accounting, consulting and tax services for over fifty years to the Southern California business community. Many of the businesses, organizations and individuals that became clients in those early years are still associated with the firm today. This is an enduring testimonial to the consistent quality of the accounting and tax services we provide. More than that however, this loyalty reflects the strength of the relationships we have cultivated.

Roxborough Pomerance Ney & Anreani

http://rpnalaw.com

Founded in 1996, RPNA is a boutique law firm dedicated to providing businesses with a broad range of legal services. RPNA advises clients through out California with offices in Woodland Hills, Los Angeles, and Sacramento.

RPNA maintains an impressive record of trial and appellate wins. Our trial and appellate success rivals any major law firm in the state, making RPNA the “go to” firm for results driven representation. Our attorneys have been on the opposite side of some of the largest, most prestigious law firms in the world… and won. Simply, RPNA is the force to be reckoned with when success matters.

Strata Forest Products

www.strataforest.com

Strata Forest Products is a diversified company specializing in hardwood lumber, panel products and moldings. With years of experience, we have been serving design firms, architects, cabinet shops and the furniture industry in all of their hardwood needs. From our wide range of hardwood species to our custom knife grinding facilities, we have both the skills and tools to turn unique designs into reality. Strata Forest Products has the experience, attention to detail and dedication to quality that makes it a clear choice for designers of premier residences and commercial establishments.

Topson Downs

http://www.topsondowns.com

Founded January 25, 1971, Topson Downs has over 40 years in the fashion apparel industry. We started in the downtown Los Angeles fashion scene, with all operations in one small building. Gradually, Topson expanded into manufacturing worldwide. In the late seventies, Topson Downs expanded into Mexico. As a pioneer in outsourced shipping, Topson started a trend that has become mainstream in the garment industry. The past decade has been a major expansion era for Topson Downs. In 1998, we expanded into China and eventually opened a China design room. Starting with junior apparel, we’ve gradually expanded our product line to include all categories of women’s apparel. Since we started, the apparel industry has evolved drastically. Topson Downs was ahead of the curve and began focusing on accommodating the mass-market retailers and speciality stores. Through building these relationships, Topson Downs has become a reliable supplier for quick response manufacturing.

Walters Wholesale Electric Co.

For six decades, Walters Wholesale Electric Company has served the construction industry throughout Southern California. Today, the freeway-close, network of Walters branches provide quick and convenient access to a full complement of supplies for contractors and construction companies. The Walters multi-branch network is unique because it presents the purchasing power of the large chains … thus ensuring competitive prices and up-to-date inventories … and the personalized service found only at the “Mom and Pop” independents. Each of the Walters branches is also linked electronically to the company’s central billing and warehouse, where customers can arrange for pick-up or delivery from the branch closest to their job

*All of our qualified retirement and corporate benefit clients were asked if they would allow their logo to appear on our website. The clients appearing on this page provided consent to include their logo on our site. It is not known whether or not the listed clients approve or disapprove of the advisor or advisory service provided.