STRATEGIC PARTNERSHIPS

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The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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Society of Financial Awareness.
A 501(c)(3) non profit public benefit corporation that provides financial education across America, one community at a time. 

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.
 
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. 
 
 
Independent 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.

 
Holistic Financial Planning, AK Financial and LPL
Financial are not affiliated with any of the above-named entities
 
 
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