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Strategic Partners

CPAs

Ken Lorin, CPA
Lorin & Zweig, C.P.A.’s

Lorin & Zweig’s services include all facets of tax consulting and preparation. In addition, they prepare financial statements for small to medium sized businesses. With a philosophy of personalized service, Lorin & Zweig can assist clients with everything from simple payroll preparation to complicated income tax areas.

Oz Abregov, CPA
Abregov Parrino, LLP

Abregov Parrino is a full-service Certified Public Accounting and management consulting firm that specializes in helping individual business owners and businesses by providing the accounting, tax and wealth-building services. Serving individual and business clients across a wide range of industries and professions, Abregov Parrino provides specialized guidance and financial strategies.

Estate Planning Attorney

Nicole Anderson, J.D., LL.M.
Anderson Law Group, Inc.

Nicole Anderson, J.D., LL.M., attorney and principal at Anderson Law Group practices exclusively estate and business planning law. Anderson Law Group serves individuals, families, business owners, entrepreneurs and philanthropists throughout Orange County. Services are based around clients’ goals, long-term relationships and responsible estate and business planning.

Mortgage Lending

Dino Katsiametis
Money Matters with Dino

Leading the industry through his innovative approach, Dino Katsiametis has over 17 years of extensive experience within mortgage, banking and real estate industries. In his role as Branch Manager of Citywide Home Loans in Newport Beach, Dino assists clients in diverse property investment situations utilizing his financial planning point of view. Dino is also the host of Money Matters with Dino which currently airs on Clear Channel’s “The Patriot” KEIB AM1150.

Richard T. Cirelli
RTC Mortgage Corporation

RTC Mortgage Corporation is owned and operated by Laguna Beach resident Richard T. Cirelli, a mortgage industry veteran with over 38 years of experience. Throughout his career, Rick has held executive positions with some of the country’s largest and most respected mortgage banking companies.

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Family Law Attorney

Lonnie K. Seide
Minyard and Morris Family Law

Lonnie Seide, partner at Minyard Morris Family Law, is listed in Best Lawyers in America (2012-2014). He has been listed as a Super Lawyer since 2004 and has authored multiple books. His firm, Minyard Morris Family Law, handles complex and conventional family law matters in Orange County utilizing the Traditional Dissolution Model, Mediation, and Collaborative Law.

Real Estate Team

Kelli Haakenson
La Mott Group

Helping clients from Huntington beach to San Clemente, and all cities in between, Kelli is especially talented in marketing a home to its fullest potential. Not only does she possess an unwavering commitment to outstanding service at every turn, she excels in really listening to her clients wants/needs, and creates a plan to achieve their real estate goals.

Kelli also has the distinct privilege of working with Jerry LaMott of Surterre Properties, and is an integral part of his core team. Backed by Surterre, Kelli and the LaMott Group enjoy a variety of resources and amenities not offered at any other locally based brokerage.

Real Estate

Nick Roshdieh
Nick Roshdieh Group

Nick Roshdieh Group Group is a Luxury Real Estate team that has more than just diverse knowledge of the business… One that’s on the forefront of the industry trends and has an uncanny connection to the local and international buyers as well as the market they serve. Their result driven reputation and robust experience is unsurpassed, yet it is not what defines them. They’ve made customer relations their priority and value relationship over dollars. Their success is a direct result of the investment they’ve made into each and everyone of their clients.

HR Consulting

Lauraine Bifulco – President
Vantaggio HR

Two themes are woven throughout Lauraine Bifulco’s diverse career: a passion for a job well done and a zest for continual learning and improvement. Lauraine infuses Vantaggio HR with these qualities every day. When she founded the firm in 1994, Lauraine combined her rare talent in understanding what a client needs and her gift of business foresight to create a company that can service the HR and management consulting needs of small and large companies equally well. Today Vantaggio serves clients across the country from their offices in Southern California, Hawaii, and Florida.

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Bart A Zandbergen, CFP® is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc. Investment advisory services are offered by Optivest, Inc. under SEC Registration and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC, 3949 Old Post Road, Charlestown, RI, 02813, 800-333-7450.

BrokerCheck

Investment advisory services are offered by Optivest, Inc. and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed and may lose value. This website is provided solely for Optivest, Inc. clients and does not intend to provide investment, tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. All references to Optivest on this website refer to Optivest, Inc. (a California Incorporated company) and all references to Optivest Properties refer to Optivest Properties, LLC. Optivest, Inc. does not represent that the securities, products, or services discussed in this website are suitable or appropriate for all investors. Information herein is taken from sources deemed reliable and neither Optivest, Inc. nor Gramercy Securities, Inc. is responsible for any errors that might occur. Optivest, Inc. may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The information on this website is not intended for distribution to, or use by, any entity or person in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Optivest, Inc. or Gramercy Securities to any registration requirement within such jurisdiction or country. The opinions expressed by vendors or third parties are those of the author(s) and are not necessarily those of Optivest, Gramercy or their affiliates. All links to other Internet websites (“hyperlinks”) are included as a convenience for our visitors and Optivest, Inc. assumes no liability for the content or the presentation of such linked sites. No part of this website may be reproduced in any form, or referred to in any other print or electronic publication without the express consent of Optivest, Inc. The material has been prepared and is distributed solely for information purposes and is not a solicitation or an offer to buy or sell any security or instrument or to participate in any trading strategy. No representation or warranty is provided for any software that may be downloaded from this website. Copyright © 2016 Optivest, Inc.

Securities offered through Gramercy Securities, Inc., 3949 Old Post Road, Charlestown, RI 02813, 1-800-333-7450

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