Professional Advisors Network
The following list of advisors are known to the Forest Home
Foundation and Forest Home. Some are better known than others.
Potential clients are encouraged to contact the advisor directly to
determine if the advisor fits the needs of the client. Neither the
Forest Home Foundation or Forest Home, Inc. or any of its officers or
Directors make any representation of the competency or expertise of
these advisors, or the quality of their services and/or their products.
Anyone wishing to retain any one of these advisors should undertake
their own inquiry as to the specific background, education,
qualification and fees of the specific advisor and their services and
products.
Attorneys
Accountant/Tax Advisors
Financial Professionals
Investment Professionals
Insurance Professional
Other Advisors
To join the Forest Home Foundation Professional Advisor Network Click Here
Attorneys
The following list of advisors are known to the Forest Home
Foundation and Forest Home. Some are better known than others.
Potential clients are encouraged to contact the advisor directly to
determine if the advisor fits the needs of the client. Neither the
Forest Home Foundation or Forest Home, Inc. or any of its officers or
Directors make any representation of the competency or expertise of
these advisors, or the quality of their services and/or their products.
Anyone wishing to retain any one of these advisors should undertake
their own inquiry as to the specific background, education,
qualification and fees of the specific advisor and their services and
products.
Stephen Ahlquist
17541 E 17th St 2nd Fl
Tustin, CA 92780-1934
Phone: (714) 838-5932
Fax: (714) 838-5900
Mark Aijian
205 E. Carrillo, Suite 217
Santa Barbara, CA 93101
(805) 963-0434
Kathleen B. Albrektson
414 Tennessee St. Suite V
Redlands, CA 92373
Office: (909) 335-9658
Fax: (909) 335-9489
kathleen@albrektson-law.com
John Anderson
1741 E.Wardlow Road
Long Beach, CA 90807
(562) 424-8619
Mark A. Anderson
145 S Fig Street
Escondido, CA 92025
(760) 489-2938
manderson@goodstewardship.net
Donald Averson
6117 E. Grant Road
Tucson, AZ 85712
(520) 298-3511
Michael N. Balikian
21271 Burbank Blvd, Suite 100
Woodland Hills, CA 91367
(818) 347-3700
Elizabeth A. Bawden
9100 Wilshire Blvd., Ste 300
East Tower, Beverly Hills, CA 90212
(310) 205-2472
Rex Beatty
Mulvaney, Kahan & Barry LLP
401 West A Street, 17th Floor
San Diego, CA 92101
Office:(619) 238-1010
Fax: (619) 238-1981
Thomas J. Blied
Schmiesing, Blied, Stoddart,
and Mackey
19712 MacArthur Blvd., Suite 210
Irvine, CA 92612
Office: (949) 863-0200
Fax:(949) 863-0164
tblied@sbsmlaw.com
David A. Brown
Brown & Streza
8105 Irvine Center Drive
Suite 700, Irvine, CA 92618
Office: (949) 453-2900,
Fax: (949) 453-2916
David Bunn and Wiley Bunn
Bunn & Bunn,
2 N Lake Avenue, Suite 1000
Pasadena, CA 91101
(626) 792-9421
Herb Chavers
4324 Latham St, Suite 100
Riverside, CA 92507
(951) 369-1335
Richard Chinen
301 E. Colorado Blvd. Suite 700
Pasadena, CA 91101
(626) 304-0484
Jerry O. Crow
290 Maple Court, Suite 118
Ventura, CA 93003
(805) 653-5353
5001 California Avenue
Bakersfield, CA 93309
(661) 834-8601
Ernest F. Der
90 New Montgomery St., 8th Floor
San Francisco, CA 94105
(415) 541-0428
Don DeVries
6475 Camden, Suite 200
San Jose, CA 95120
(408) 268-9500
K. Terrell Dismukes, Jr.
5596 Sherry Lane, Ste.1413
Dallas, TX 75225
(214) 373-7195
(214) 373-7198 FAX
Daniel T. Donnelly
1800 E. Florida, Ste.350
Hemet, CA 92344
(909) 929-1172
Robin D. Faisant
750 Menlo Ave., Suite 250
Menlo Park, CA 94025
(650) 328-6333
Kevin M. Fehrmann
4425 Jamboree, Suite 190
Newport Beach, CA 92660
(949) 851-9210
Lee Gibson
Myers, Widders & Gibson
5425 Everglade St., Ste.100
P.O.Box 7209
Ventura, CA 93006
(805) 644-7188
George Hardisty, Esq. and Julie Hardisty, Esq.
101 Gregory Lane, #52
Pleasant Hill, CA 94523
(925) 689-9940
Aurora Harris
Specializing in Consumer Protection Advocacy
605 W. Chapman
Orange CA 92868
Office: (714) 288-0202
Fax: 714-288-0608
roraharris@aol.com
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Dave Hiskey
414 N. Placentia
Placentia, CA 92870
(714) 961-1198
Jim Humphreys
4675 MacArthur Ct., Suite 700
Newport Beach, CA 92660
(949) 852-9211
Jerry D. Mackey
2260 N. State College Blvd.
Fullerton, CA 92831
(714) 671-1552
James K. Marvel
6700 N. Oracle Road, Suite 503
Tucson, AZ 85704
(520) 297-5887
John P. Moody
4840 Santa Monica Avenue
San Diego, CA 92107
Also at: 549 D Street
Ramona, CA 92065
(619) 223-3586
Gary Morris
Hart, Mieras, Morris Inc.,
255 E. Santa Clara, Suite 300
Arcadia, CA 91006
(626) 577-6363
F.T. (Ted) Muegenburg, Jr.
Muegenburg, Norman & Dowler
840 Country Square Drive
Ventura, CA 93003-5406
(805) 654-0911
James D. Palmer, Jr.
1771 Woodside Road
Redwood City, CA 94061
(650) 367-1771
Ronald B. Pierce
Pecker and Abramson
20 Pacifica, Suite 260
Irvine, CA 92618
Office: (949) 608-3100
Fax: (949) 608-3103
rpierce@pecklaw.com
Jonathan D. Primuth
790 E. Colorado Blvd., Suite 790
Pasadena, CA 91101
Office: (626) 683-7234
Fax: (626) 795-2890
jdplaw@sbcglobal.net
Jack Rameson
Rehwald, Rameson & Lewis,
5855 Topanga Canyon Blvd.
Woodland Hills, CA 91367
(818) 703-7500
Charles Reed
5151 North Palm Avenue, Suite 850
Fresno, CA 93704
(209) 226-9301
Mark S. Roberts
1440 N. Harbor Blvd., Suite 900
Fullerton, CA 92835
(714) 449-3353 or
(800) 689-PLAN
Myron Salisian
790 E. Colorado Boulevard
Pasadena, CA, 91101
626-795-8688
myronlaw@msn.com
Mark Schmitt
1221 E Osborn Rd, Suite 105
Phoenix, AZ 85104
602-277-7000
Edward P. Schroeder, J.D., CPA
Pickett & Schroeder
20311 Birch Street, Suite 150
Newport Beach, CA 92660
(714) 263-0410
Charles Shackelford
2727 Camino del Rio South, Suite 150
San Diego, CA 92108
(619) 291-2000
Matthew Simone
9019 Park Plaza Drive, Suite H
La Mesa, CA 92042
(619) 589-2121
John C. Vryhof
Snell & Wilmer, LLP.
One Arizona Center
400 East Van Buren
Phoenix, AZ 85004-2202
(602) 382-6333
Jeff Wall
6067 N Fresno Street, Suite 101
Fresno, CA 93710-5264
(559) 222-9495
Dennis Wells
2356 Moore Street, Suite 201
San Diego, CA 92110
(619) 296-8901
Timothy D. Wong
1031 So. Glendora Avenue
West Covina, CA 91790
(626) 856-3498
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Accounting/Tax Professionals
The following list of advisors are known to the Forest Home
Foundation and Forest Home. Some are better known than others.
Potential clients are encouraged to contact the advisor directly to
determine if the advisor fits the needs of the client. Neither the
Forest Home Foundation or Forest Home, Inc. or any of its officers or
Directors make any representation of the competency or expertise of
these advisors, or the quality of their services and/or their products.
Anyone wishing to retain any one of these advisors should undertake
their own inquiry as to the specific background, education,
qualification and fees of the specific advisor and their services and
products.
Rick McCarthy, CPA
McCarthy and Associates, CPA,
18952 MacArthur Blvd., Suite 410
Irvine, CA 92612
Office: 949-975-0944 x240
Fax: 949-975-0949
rick@mccarthycpa.com
Dana Joanou, CPA
Kushner, Smith, Joanou & Gregson, LLP
8105 Irvine Center Drive, Suite 1000
Irvine, CA 92618
Phone: 949-261-2808
Fax: 949-261-0188
DButz@ksjgcpa.com
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David W. Zimmerman, CPA
Holder & Zimmerman, Inc.
Address: 1100 N. Tustin Ave., Suite 102
City/State/Zip: Anaheim, CA 92807
Telephone: 714 632-9972
David@HolderandZimmerman.com
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Financial Professionals
The following list of advisors are known to the Forest Home
Foundation and Forest Home. Some are better known than others.
Potential clients are encouraged to contact the advisor directly to
determine if the advisor fits the needs of the client. Neither the
Forest Home Foundation or Forest Home, Inc. or any of its officers or
Directors make any representation of the competency or expertise of
these advisors, or the quality of their services and/or their products.
Anyone wishing to retain any one of these advisors should undertake
their own inquiry as to the specific background, education,
qualification and fees of the specific advisor and their services and
products.
NASD Broker Check
Robert J. Berger
Tax & Financial Group
4001 MacArthur Blvd., Suite 300
Newport Beach, CA 92660
(949) 223-8215
robert.berger@tfgroup.com
Bradley Burr, CFP(R)
Firm Name: Lovitt & Touche', Inc.
1050 W. Washington St., Ste. 2
Tempe, AZ 85281
Telephone: 602-385-7086
Fax: 602-586-0000
bburrlovitt-touche.com
John T. Cooke, CFP®
Cooke Wealth Management
1811 E. Garry Ave.
Santa Ana CA 92705
Office: 949-724-3880
Fax: 949-724-8805
john@cookewealthmgmt.com
Loreen Gilbert, CIMA®, CRC, CLTC
President
WealthWise Financial Services
9070 Irvine Center Dr.,
Suite 230, Irvine CA 92618
Office: 949-748-1177
Fax: 949-748-1178
loreeng@wealthwisefinancial.com
Robert A. Grimm, CFP®
Northwestern Mutual
18191 Von Karman, Suite 100
Irvine CA 92612
(949) 622-7209
robert.grimm@nmfn.com
Steve Henningson, CIMA
Sageview Advisory Group
2010 Main, Suite 1220
Irvine CA 92614
Office: (800) 814-8742
Fax: (949) 955-1991
shenningson@sageviewadvisory.com
Doug Hyepock, CFP®, ChFC
JDL Securities
1001 Dove Street, Suite 160
Newport Beach, CA 92660
Office: 949-752-5206
Fax: 949-752-0631
Doug@jdlsecurities.com
Charles A. Kanoy, ChFC, CLU
Kanoy and Associates
27302 Calle Arroyo
San Juan Capistrano, CA 92675
Office: 949-661-8889
Fax: 949-240-0702
chuck@kanplan.com
David E. Lin
Citi Smith Barney
2381 Rosecrans Ave., Suite 115
El Segundo, CA 90245
Office: 866-398-5548
Fax: 310-297-3701
david.e.lin@smithbarney.com
Alan Nakamura, CFP®
Merrill Lynch
145 S. State College Blvd. Suite 300
Brea CA 92821
Office: 714-257-4473
Fax: 714-252-4174,
a_nakamura@ml.com
Neil Paur, CFP®
Ronald Blue & Co.
1551 N. Tustin Ave., Suite 1000
Santa Ana CA 92705
Office: 714-972-5904
Fax: 714-543-1722
neil.paur@ronblue.com
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Arlin L. Penner, ChFC, CIMA,
CLU, CAP
Smith Barney-Citigroup
500 Pointe Dr., Bldg. 10, Suite 400
Brea CA 92821
Office: (800) 794-7682
Fax: 714-529-4272
arlin.l.penner@smithbarney.com
Andy Purmort, CEA
EHG Financial Planning Services
18300 Von Karman, Suite 400 Irvine CA 92612
Office: 949-474-4441
Fax: 949-474-4442,
apurmort@ehgfinancial.com
Tom Rosenbaum, CFP®
AIG Valic, 500 N. Central,
Suite 910, Glendale CA 91203
Office: 909-798-7445
Fax: 909-798-7445
tom_rosenbaum@aigvalic.com
Anthony Saffer, CFP®
Coleman & Johnson
3131 Camino Del Rio North
Suite 1010,San Diego, CA 92108
Office: 619-282-3288
Fax: 619-280-9553
Anthony@coleman-johnson.com
Thomas W. Savino, MBA
Northwest Mutual
1500 Quail Street, Suite 600
Newport Beach CA 92660
Office: 949-863-5899
Fax: 949-863-5940
thomas.savino@nmfn.com
Jim Summer, CFP®, CPA
Ron Blue & Co.
1551 N. Tustin Ave, Suite 1000
Santa Ana CA 92705
Office: 714-543-0500
Fax: 714-543-1567
jim.summers@ronblue.com
Tory K. Thomas, CFP®
Morgan Stanley
302 Glenneyre Street
Laguna Beach, CA 92651
Office: 949-464-2113
Fax: 949-376-7894
tory.thomas@morganstanley.com
Scott K. Warner
145 S. State College Blvd.
Suite 470, Brea CA 92835
Office: 714-671-0100
Fax: 714-671-7906
scott@lifedesignfinancial.com
William T. Wright, CFP®
Financial Professionals Group
1 Orchard, Suite 215
Lake Forest CA 92630
Office: 949-455-0119 x224
Fax: 949-455-0113
wwright@ingfp.com
Jonathan Whitlock
Pacific West Securities
14369 Park Ave., Suite 201
Victorville, CA 92392
Office: 760-243-2551
Fax: 760-955-2796
jonathan@ccgemail.us
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Investment Professionals
The following list of advisors are known to the Forest Home
Foundation and Forest Home. Some are better known than others.
Potential clients are encouraged to contact the advisor directly to
determine if the advisor fits the needs of the client. Neither the
Forest Home Foundation or Forest Home, Inc. or any of its officers or
Directors make any representation of the competency or expertise of
these advisors, or the quality of their services and/or their products.
Anyone wishing to retain any one of these advisors should undertake
their own inquiry as to the specific background, education,
qualification and fees of the specific advisor and their services and
products.
NASD Broker Check
Stephen A. Ballas
Ministry Partners Investment Corp.
955 W. Imperial Hwy.
Brea, CA 92821
Office: 800-753-6742
Fax: 714-671-5767
stephen.ballas@ministrypartners.org
Jack Keeter
Pacific Estate & Retirement Planning
1251 N. Manasseno, Suite 405A
Anaheim, CA 93807
Office: 714-779-9200
Fax: 714-779-9210
jack@jackkeeter.com
David E. Lin
Citi Smith Barney
2381 Rosecrans Ave., Suite 115
El Segundo, CA 90245
Office: 866-398-5548
Fax: 310-297-3701
david.e.lin@smithbarney.com
Andrew Y. Low, CTFA
BNY Mellon Wealth Management
1600 Newport Center Drive, Suite 200
Newport Beach, CA 92660
Office: 949-253-5009
Fax: 949-253-5045
andrew.low@bnymellon.com
Alan Nakamura, CFP®
Merrill Lynch
145 S. State College Blvd. Suite 300
Brea, CA 92821
Office: 714-257-4473
Fax: 714-252-4174
a_nakamura@ml.com
Jonathan Whitlock
Pacific West Securities
14369 Park Ave., Suite 201
Victorville, CA 92392
Office: 760-243-2551
Fax: 760-955-2796
jonathan@ccgemail.us
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Kris Rinett-Hoffman
Churchill Management Group
5900 Wilshire Blvd., Suite 600
Los Angeles, CA 90036
Office: 949-701-0190
Fax: 949-215-1783
khoffman@churchhillmanagement.com
David Ryan
Ryan Capital Management
2400 Broadway, Suite 220
Santa Monica, CA 90404
Office: 310-573-8494
david.ryan@shtg.com
Tory K. Thomas, CFP®
Morgan Stanley
302 Glenneyre Street
Laguna Beach, CA 92651
Office: 949-464-2113
Fax: 949-376-7894
tory.thomas@morganstanley.com
Allen H. Van Deventer, CFA
BNY Mellon Wealth Management
400 S. Hope Street, Suite 400
Los Angeles, CA 90071
Office: 213-553-9888
Fax: 213-629-0495
vandeventer.a@mellon.com
Arlin L. Penner
Arlin L. Penner, CIMA, ChFC, CLU, CAP
Senior Investment Management Consultant
Morgan Stanley Smith Barney LLC
10 Pointe Drive Suite 400
Brea, CA 92821
Direct: 714 674-4122
Toll Free: 800 794-7682
Fax: 714 529-4272
email: arlin.l.penner@smithbarney.com
Website: www.fc.smithbarney.com/arlin_penner
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Insurance Professional
The following list of advisors are known to the Forest Home
Foundation and Forest Home. Some are better known than others.
Potential clients are encouraged to contact the advisor directly to
determine if the advisor fits the needs of the client. Neither the
Forest Home Foundation or Forest Home, Inc. or any of its officers or
Directors make any representation of the competency or expertise of
these advisors, or the quality of their services and/or their products.
Anyone wishing to retain any one of these advisors should undertake
their own inquiry as to the specific background, education,
qualification and fees of the specific advisor and their services and
products.
Kelly A. Dunagan, Jr.
JDL Securities Corp.
1001 Dove Street, Suite 160
Newport Beach/CA/92660
Office: 949/752-5206
Fax: 949/752-0631
kelly@jdlsecurities.com
Ira Forkish
EPIC
5042 Corkwood Lane
Irvine,CA 92612
Office: 310-569-4424
Fax: 801-469-8835
iforkish@aol.com
Website: www.edgewoodins.com
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Jack Keeter
Pacific Estate & Retirement Planning
1251 N. Manassero, Suite 405A
Anaheim, CA 92807
Office: 714-779-9200
Fax: 714-779-9210
jack@jackkeeter.com
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Other Advisors
The following list of advisors are known to the Forest Home
Foundation and Forest Home. Some are better known than others.
Potential clients are encouraged to contact the advisor directly to
determine if the advisor fits the needs of the client. Neither the
Forest Home Foundation or Forest Home, Inc. or any of its officers or
Directors make any representation of the competency or expertise of
these advisors, or the quality of their services and/or their products.
Anyone wishing to retain any one of these advisors should undertake
their own inquiry as to the specific background, education,
qualification and fees of the specific advisor and their services and
products.
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John Varughese
Business Development Officer
Fullerton Community Bank
132 W. Commonwealth Avenue
Fullerton, CA 92832
Office: 714-686-6598
Fax: 714-578-7555
juarughese@fullertouch.com
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Dale Walker
Nations Home Funding
1601 Dove Street, Suite 195
Newport Beach CA 92660
(949) 224-4215
dalew@nationshomefunding.com
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