Strategic Partnerships

Greater Irvine Chamber of Commerce

Irvine was master-planned to be an economic powerhouse and offer an extraordinary quality of life. A leading business center with more than 100 global corporations; a family oriented multicultural community where residents speak more than 70 languages; a leader in education.

Holistic Chamber of Commerce

An international trade organization for holistically-minded professionals, practitioners, business owners, and resource providers, as well as a community coming together in support of a cause. Holistic planning for the holistic community℠.

Society for Financial Awareness

A 501(c)(3) non profit public benefit corporation that provides financial education across America, one community at a time.

The Financial Literacy Crisis.

Executive Next Practices Institute

An established network of FORTUNE 5000 C Level and key executive leaders (CEO, COO, CFO, CMO, CIO, HR) who meet to review “first look” innovations in business and leadership strategies.

123 College Orange County

Orange County’s college financial aid expert - FAFSA / CSS Profile annual filings, financial aid negotiations and maximizing financial aid eligibility to get the most grants and scholarships.

The College Planning Dilemma and Student Loan Crisis

Independence Financial & insurance Services Center

Transition Program for Dislocated Workers - allows dislocated workers and their families who are being laid off or forced into early retirement access to a broad range of financial services.


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By referral only