Event management in Newport Beach, California

Pence Wealth Management - Financial Advisors is a privately-held firm located in Torrance, California, with an additional office in Newport Beach. With over 30 years of experience, our team focuses on creating practical, goal-based financial plans for our clients. As an independent firm, we prioritize achieving great outcomes for our clients by working closely with them to secure a better future for themselves and their families. Our approach involves mapping out your future, defining your goals and dreams, and designing investment portfolios that align with our principles and are targeted to your "Personal Index." We offer investment management services that include strategic economic analysis, investment selection, and tactical execution based on our CHOKE-POINT INVESTINGTM strategy.

Pence Wealth Management - Financial Advisors is a privately-held wealth management firm located at 5000 Birch Street, Newport Beach, California. With over 30 years of experience, our team focuses on creating practical goal-based financial plans for our clients. As an independent firm, we prioritize achieving great outcomes for our clients and their families by mapping out their future and defining their goals and dreams. Our goal-driven approach, guided by the Pence Principles and Pence Process, ensures that our clients' investments align with their objectives. We offer investment management services, estate planning guidance, and philanthropic support to help clients build a secure financial future. Recognized by Barron's Hall of Fame and Forbes, our team of skilled professionals is dedicated to providing quality comprehensive financial management to individual investors. Join us at our upcoming events to learn more about our specialized strategies and how we can help you plan for the future you want.

Pence Wealth Management - Financial Advisors is a privately-held wealth management firm located in Thousand Oaks, California. With additional offices in Newport Beach and Torrance, our team of experienced professionals is dedicated to creating practical goal-based financial plans for our clients. As an independent firm, we focus on achieving the best outcomes for our clients and their families. Our goal-driven approach starts with mapping out your future and defining your goals and dreams, guiding you towards making informed decisions. With over 30 years of experience, we have developed the Pence Principles and Pence Process to drive how we treat our clients and design portfolios that align with your personal goals. Our CHOKE-POINT INVESTINGTM strategy is based on strategic economic analysis and tactical execution, ensuring we select investments that stand the test of time. We believe in tax-efficient investment management and provide resources for financial planning and investment clarity. Our team speaks nine different languages and is committed to providing the best possible experience for our clients. We have been recognized by Barron's Hall of Fame and Forbes America's Top RIA Firms, showcasing our dedication to excellence in financial management. Join us at our upcoming events to learn more about our specialized process and how we can help you achieve your financial goals.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.

Bluewater Grill, located at 630 Lido Park Drive in Newport Beach, California, is a waterfront institution offering a unique dining experience. With a full bar, heated patio, and pet-friendly environment, guests can enjoy delicious food and drinks while taking in the beautiful views of the bay. Boat access is available, allowing diners to dock beside the patio or dine aboard their own boat. Bluewater Grill is known for its fresh seafood, sourced directly from commercial fishermen, as well as its commitment to helping sporting anglers enjoy their own catch. The restaurant has been a leader in Duffy boat dining for over 20 years, offering appetizers, platters, and beverages for guests to enjoy while cruising the bay.

Brashears & Newendorp Insurance Agency, located at 3020 De La Vina Street in Santa Barbara, California, offers personalized insurance solutions for your peace of mind. They believe in tailoring insurance to fit your unique needs, whether it's for your home, business, boat, or even private plane. With a focus on synchronized risk management, Brashears & Newendorp takes the time to understand your lifestyle and craft customized policies that evolve with your changing needs. Specializing in marine, aviation, and construction insurance, Brashears & Newendorp ensures that you are protected in every aspect of your life. With a dedication to exceeding client expectations for honesty, service, consistency, and value, they only represent top-rated carriers to provide the best coverage possible.

Partner Agency Insurance Services is a locally owned and operated institution located at 601 East Chapman Avenue in Fullerton, California. Specializing in health and insurance services, we are licensed in multiple states including California, Nevada, Washington, Idaho, and Arizona. Serving clients throughout Los Angeles County and Orange County, including areas such as Brea, Fullerton, Whittier, and Newport Beach, we work with a variety of reputable insurance companies to provide coverage options for both personal and business needs. At Partner Agency Insurance Services, we value referrals and show our appreciation by donating $25 to a charity of your choice when you refer a friend to us. We pride ourselves on partnering with local businesses that share our commitment to exceptional service and customer satisfaction.

UNIGLOBE Travel Center, located in Newport Beach, California, is a leading travel agency that has been in business for over 28 years. With a focus on providing support and mentorship to travel professionals, UNIGLOBE offers a range of programs tailored to every step of your journey in the travel industry. Whether you are a new advisor looking to enter the travel industry, a seasoned leisure advisor looking to grow your business, or an experienced GDS advisor seeking a veteran team for support, UNIGLOBE has a program for you. With access to top-tier commissions, coaching, and mentoring, UNIGLOBE is dedicated to helping you succeed as a travel advisor.

Dr. Richard Zhen Lu, M.D. is a premier healthcare institution located at 2075 San Joaquin Hills Road in Newport Beach, California, United States. As a trusted doctor specializing in health, Dr. Richard Zhen Lu, M.D. offers exceptional medical care for patients of all ages. The institution is open 7 days a week, ensuring timely access to healthcare services for you and your family. In partnership with the Children’s Hospital of Orange County (CHOC), Dr. Richard Zhen Lu, M.D. provides in-person and virtual pediatric visits, ensuring world-class care for children. The institution also offers comprehensive services for employee health, managing everything from start to finish so you can focus on your business.

Coast Hills Pharmacy is a local market focused drugstore located at 2610 San Miguel Drive in Newport Beach, California. As a pharmacy and health store, we offer comprehensive pharmacy care to our customers. Our store is a clear alternative to chain drug stores, providing a shopping experience that consistently exceeds expectations. We are committed to retailing excellence in every department and with every service we offer. Visit our store gallery to see pictures of our beautiful store, special events, and seasonal merchandise. Trust Coast Hills Pharmacy to be a key member of your Healthcare Team, providing you with the care and service you deserve.

Country Club Garden Apartments is a luxurious residential complex located at 20312 Santa Ana Avenue in the picturesque city of Newport Beach, California. Situated in the heart of a vibrant community, these apartments offer a serene and peaceful living environment with beautifully landscaped gardens and top-notch amenities. Residents can enjoy access to a sparkling swimming pool, a fitness center, and a clubhouse for social gatherings. The apartments themselves are spacious and well-appointed, with modern finishes and stunning views of the surrounding area. With a prime location near shopping, dining, and entertainment options, Country Club Garden Apartments is the perfect place to call home in Newport Beach.

Jennifer Smith is a renowned health institution located at 2043 Westcliff Drive in Newport Beach, California. With a focus on crisis management, Jennifer has developed programs and provided emergency services for at-risk youth in Los Angeles and Orange Counties. She has also offered case management and mental health services, including group therapy, to Kaiser Permanente members. Jennifer's expertise extends to treating overwhelmed executives in a private high-end residential treatment program called Privé-Swiss. She frequently speaks to business and community groups about mindfulness and its impact on mental health, emphasizing the importance of interpersonal skills and self-care for improved work performance.

The Law Offices of Craig Redler, located at 333 Bayside Drive in Newport Beach, California, offers comprehensive estate planning and asset protection services to help individuals and businesses safeguard their assets and secure their financial future. With over twenty years of experience in estate planning, Attorney Craig Redler specializes in developing personalized strategies to manage and mitigate potential litigation risks. By creating a customized estate plan, you can ensure that your loved ones are protected and that your financial wishes are carried out in the event of disability or death. In addition to traditional estate planning services, Craig Redler also offers asset protection planning to help safeguard your assets from potential lawsuits, claims, and other unforeseen events. By taking proactive steps to protect your assets, you can minimize the risk of losing your hard-earned property in a ruinous lawsuit. With a focus on personalized service and tailored solutions, Craig Redler works closely with clients to develop comprehensive estate, tax, and financial plans that meet their individual needs and goals.

Merrill Lynch Private Wealth Advisor Ryan C Moore, located at 520 Newport Center Drive in Newport Beach, California, offers personalized and boutique-like financial services to individuals and families with significant wealth. The team of private wealth advisors at Merrill Private Wealth Management is dedicated to meeting specialized needs with trust and personalized service. Diane Coon, a Managing Director and Private Wealth Advisor at Merrill, focuses on serving executive and corporate clients by aligning client goals with tailored financial solutions. With experience at J.P. Morgan’s Private Bank and Hambrecht & Quist’s Investment Bank, Diane provides services such as pre & post liquidity planning, corporate financial services, and trust and estate planning. She is actively involved in the community and has been recognized on the Forbes "Best-in-State Wealth Management Teams" list.

The Merrill Lynch Private Wealth Advisor Diane M Coon is located at 520 Newport Center Drive in Newport Beach, California. This finance institution offers personalized services for individuals and families with significant wealth, tailored to their unique goals and priorities. The private wealth advisors at Merrill Private Wealth Management are trained to provide expert analysis and industry-leading research to help clients stay ahead and simplify their financial lives. Diane Coon, a Managing Director and Private Wealth Advisor at Merrill, specializes in serving executive and corporate clients, offering a high touch client experience and a team approach. She provides a range of financial solutions based on client goals, risk tolerance, and investment needs, including pre & post liquidity planning, corporate financial services, tax minimization solutions, and trust and estate planning services. Diane has been recognized on the Forbes "Best-in-State Wealth Management Teams" list and the Forbes "Top Women Wealth Advisors Best-in-State" list.

Merrill Lynch Financial Advisor Keith E Robinson is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. With a focus on managing your wealth based on a deep understanding of your financial picture, Keith can help create a flexible strategy tailored to your specific goals. As a part of the Merrill Lynch Wealth Management team, Keith and his experienced colleagues provide personalized service and access to investment insights to help you pursue your financial objectives. By participating in the community and volunteering with local organizations, Keith embodies the Merrill tradition of building strong client relationships based on trust. Through the Merrill Personal Wealth Analysis™, Keith can help you develop a personalized plan centered on your goals and aspirations. With a focus on understanding your investment preferences and financial goals, Keith works with you to create a financial approach that reflects your personality and priorities. Whether you are planning for retirement, saving for a major life event, or considering wealth transfer, Keith is dedicated to helping you achieve your financial goals. By regularly reviewing and adjusting your financial approach, Keith aims to keep you on track to reach what matters most to you. With a commitment to putting you first, Keith and his team at Merrill Lynch Wealth Management are dedicated to providing personalized investment strategies and comprehensive financial solutions to help you live your best financial life.

Merrill Lynch Financial Advisor Greg J. Nugent is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Greg J. Nugent has extensive experience helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They can also work with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. The mission of Merrill Personal Wealth Analysis™ is to build and document a personalized plan centered on your goals and aspirations. By understanding you and your priorities, the institution can provide a customized financial strategy to help you pursue personal financial goals while managing investment risk.

Merrill Lynch Financial Advisor Justin B. Lacey, located at 520 Newport Center Drive in Newport Beach, California, offers insights, observations, and ideas to help clients achieve their financial goals. With a background in accounting and extensive experience in finance, Justin provides personalized wealth management services to executives, business owners, professionals, and their families. Using a planning-based approach, Justin works with clients to identify their financial goals, assess their current financial situation, and develop strategies to manage risk and prepare for the future. He is committed to serving his clients' best interests and provides unbiased recommendations tailored to their individual needs.

Welcome to Dana Wharf, located at 34675 Golden Lantern, Dana Point, California. As the premier destination for whale watching and sportfishing in Orange County, we invite you to embark on unforgettable marine adventures with us. Our family-friendly excursions offer something for everyone, from thrilling whale and dolphin watching tours starting at just $32.68 to serene sunset cruises and exciting fishing trips. Experience the beauty of the sea with the true pioneers of the industry. Since 1971, Dana Wharf has been the leading name in whale watching, boasting over 4,000 five-star reviews. Join us for a chance to see majestic creatures like Gray whales, Humpback whales, and even the elusive Killer Whales up close. For a more intimate encounter, consider our private tours, where you can have the entire boat to yourself, guided by our expert marine life narrators.

Welcome to Brett Halpin - State Farm Insurance Agent, your trusted local insurance agency located at 5011 Argosy Avenue, Huntington Beach, California. With a deep-rooted connection to Southern California and a genuine commitment to the community, Brett Halpin is dedicated to providing personalized insurance solutions that protect what matters most to you. As a devoted husband and father, Brett understands the significance of safeguarding your family and valuable assets. With years of experience in the insurance industry, coupled with a background as a tennis professional, Brett brings a unique blend of dedication, insight, and service excellence to his clients. His intimate understanding of the local area allows him to tailor insurance recommendations to meet the specific needs of residents in Huntington Beach, Costa Mesa, Westminster, and Newport Beach.

Welcome to Café Rito, nestled within the iconic Westin St. Francis San Francisco on Union Square. Located at 335 Powell St, San Francisco, CA, our Italian café offers a delightful escape into a world of rich flavors and culinary traditions. Whether you're a local resident or a visitor exploring the vibrant city, Café Rito provides a perfect setting for a casual yet memorable dining experience. Our menu is a celebration of Italian cuisine, featuring handmade pizzas, pastas, and sauces crafted with passion and precision. Indulge in our signature dishes such as the Wagyu Beef Hamburger, Mary’s Half Roasted Chicken, and the St. Francis Seafood Cioppino. For a taste of history, try our beloved Hirtzler Salads, including the Crab Louie and Italian Tuna Salad, both cherished recipes from the Hotel St. Francis Cookbook, circa 1919.