Private wealth services in California
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City National Bank
● ClosedCity National Bank, located at 15273 Sunset Boulevard in Los Angeles, California, is a leading financial institution that offers a wide range of personal banking products and services in Pacific Palisades. Our experienced Relationship Managers are dedicated to providing personalized service to help you achieve your financial goals. Since our establishment in 1954, City National Bank has been committed to helping our clients, colleagues, and communities succeed. We offer personal, private, and business banking services, as well as wealth management, brokerage, and leasing services. Our dedication to integrity and building strong client relationships has led to our continued growth and success.
15273 Sunset Blvd, Pacific Palisades, CA 90272, United States -
Chase Bank
● ClosedChase Bank, located at 21731 Lake Forest Drive in Lake Forest, California, is a full-service financial institution offering a range of banking and investment services. With a team of business professionals specializing in cash flow management, credit solutions, and payroll services, Chase is dedicated to helping businesses thrive. In addition to traditional banking services, Chase also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored to meet the needs of businesses. J.P. Morgan Wealth Management, a division of JPMorgan Chase & Co., offers investment products and services through J.P. Morgan Securities LLC, with certain services provided by JPMorgan Chase Bank, N.A. Chase Private Client is a premium banking and investment offering available to qualified clients. With a focus on customer service and financial expertise, Chase Bank is committed to helping individuals and businesses achieve their financial goals.
21731 Lake Forest Dr #103, Lake Forest, CA 92630, United States -
Anthony Trias - CERTIFIED FINANCIAL PLANNER
● ClosedAnthony Trias - CERTIFIED FINANCIAL PLANNER is a finance and insurance agency located at 165 North Redwood Drive, San Rafael, California, United States. Stonebridge Financial Group, the parent company, was founded by three independent financial professionals who specialize in private and corporate investment fiduciaries, financial planning, and insurance services. The firm offers a wide range of wealth management services tailored to meet the specific financial needs of its clients, including retirement plan consulting, executive benefit plans, risk management, and business succession planning. With a commitment to providing strategic financial services and personalized financial plans, Stonebridge aims to help clients achieve their unique financial goals. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are provided through Equitable Advisors, LLC, an SEC registered investment advisor. Stonebridge Financial Group is dedicated to supporting clients throughout the financial planning process, from design to implementation, to ensure exceptional client service.
165 N Redwood Dr #100, San Rafael, CA 94903, United States -
Aurora Noche - State Farm Insurance Agent
● OpenAurora Noche - State Farm Insurance Agent is a reputable insurance agency located at 2236 Mariner Square Drive in Alameda, California. With over four decades of experience, Aurora is dedicated to serving the diverse communities of Alameda, Oakland, and the wider San Francisco Bay area. She is joined by her son-in-law Michael, who brings a wealth of experience from the education and private aviation industries. Together, they offer a comprehensive suite of insurance options, including auto, homeowners, renters, umbrella, fire, and life insurance. The agency prides itself on providing exceptional service to all customers, ensuring that their insurance needs are met with friendly and knowledgeable assistance. Whether you have questions about existing policies or need help understanding different types of coverage, Aurora and Michael are committed to offering top-notch service. They strive to respond quickly to requests for information, changes, or quotes, making sure that each customer feels valued and prioritized.
2236 Mariner Square Dr STE 100, Alameda, CA 94501, United States -
Capital Alliance
● ClosedCapital Alliance is a leading finance institution located at 500 Technology Drive in Irvine, California, United States. With a focus on providing exceptional financial services, Capital Alliance offers a wide range of products and solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment opportunities, wealth management services, or assistance with financial planning, Capital Alliance has the expertise and resources to help you achieve your goals. Our team of experienced professionals is dedicated to providing personalized and tailored advice to ensure that you make sound financial decisions. Visit us today to learn more about how Capital Alliance can help you secure your financial future.
500 Technology Dr #350, Irvine, CA 92618, United States -
Kirk And Simas Law Corp
● ClosedKirk And Simas Law Corp is a reputable institution located at 2550 Professional Parkway in Santa Maria, California, United States. They offer exceptional legal representation for Central Coast businesses and the families behind them. Specializing in a variety of legal practices and industries, Kirk and Simas work with both private and public sector clients on a wide range of legal issues including business, real estate, estate planning, and agricultural enterprises. Their collaborative model of practice management ensures that every client matter is handled by attorneys and staff best suited to the specific case, providing clients with a wealth of combined experience and specialized knowledge. The firm's attorneys are highly qualified and hold the prestigious "AV Preeminent (5.0 out of 5) Rating" in Martindale Hubbell's Peer Review Program, making them leaders in their areas of practice.
2550 Professional Pkwy, Santa Maria, CA 93455, United States -
Chase Bank
● ClosedChase Bank, located at 3830 Valley Centre Drive, San Diego, California, is a full-service financial institution offering a range of banking and finance services. Whether you need help with cash flow management, credit solutions, or payroll, our team of business professionals is here to assist you. We also provide online and mobile banking services, business credit cards, and payment acceptance solutions tailored to meet the needs of businesses. As a subsidiary of JPMorgan Chase & Co., we are committed to helping our clients achieve their investment objectives while managing market risks. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., offers investment products and services through J.P. Morgan Securities LLC and provides annuities through Chase Insurance Agency, Inc. Our affiliated companies, including JPMorgan Chase Bank, N.A., work together to provide comprehensive financial solutions to clients nationwide.
3830 Valley Centre Dr Ste 707, San Diego, CA 92130, United States -
Chase Bank
● ClosedChase Bank, located at 105 North El Camino Real in Encinitas, California, is a full-service financial institution offering a range of banking and financial services. Whether you are looking to manage your personal finances or grow your business, Chase Bank has a team of professionals ready to assist you. From improving cash flow to providing credit solutions and managing payroll, Chase Bank is dedicated to helping you achieve your financial goals. In addition to traditional banking services, Chase Bank also offers online and mobile banking options, business credit cards, and payment acceptance solutions tailored for businesses. With a focus on customer service and innovation, Chase Bank strives to provide convenient and efficient financial solutions for all its customers.
105 N El Camino Real, Encinitas, CA 92024, United States -
Pomona Catholic School
● ClosedPomona Catholic School, located in Pomona, California, is a prestigious secondary school with a rich legacy in Catholic education. As a community of a co-ed middle school and an all girls’ high school, Pomona Catholic offers a unique and empowering experience for every student. From single-sex classes and a Spanish Language Lab in the middle school, to a college preparatory curriculum and AP Capstone Program in the high school, the PC experience provides a wealth of opportunities for academic and personal growth. With a strong emphasis on faith, scholarship, tradition, and empowerment, Pomona Catholic nurtures students to become future leaders in various fields such as law, medicine, academia, and athletics. The institution boasts a tri-school community, with active partnerships with brother school, Damien High School, and St. Lucy’s Priory High School. The school also has an extensive alumni network and a religiously diverse student body.
533 W Holt Ave, Pomona, CA 91768, United States -
Freedom Aerial
● ClosedFreedom Aerial is a dynamic institution located at 1030 Calle Sombra in San Clemente, California, offering a unique blend of gym, health, and school services. Founded by Lucy, a talented aerialist trained by Aerial Arts America, Freedom Aerial provides top-notch instruction in aerial arts. Lucy has performed at prestigious events such as Coachella and with renowned artists like John Legend. Sophia, a key member of the Freedom Aerial Performance team, brings over 5 years of experience in aerial arts to the institution. Her passion for teaching and performance shines through in her classes and performances across Orange County and Los Angeles.
1030 Calle Sombra b, San Clemente, CA 92673, United States -
San Diego Powerboating Academy
● OpenSan Diego Powerboating Academy, located at 2907 Shelter Island Drive in San Diego, California, is a renowned institution offering expert powerboating and sailing instruction. Founded and operated by Captain Mike Monastra, a seasoned maritime professional with extensive experience in seamanship and maritime law, the academy provides top-notch training for individuals seeking to enhance their skills on the water. Captain Mike Monastra, a private yacht captain and SEAK trained expert witness, brings his wealth of knowledge and expertise to the academy, offering maritime expert witness services for legal cases. With years of experience teaching sailing and powerboat courses, Captain Monastra excels at simplifying complex maritime laws and rules for students and clients alike.
2907 Shelter Island Dr #256, San Diego, CA 92106, United States -
Henderson, Caverly & Pum LLP
● ClosedHenderson, Caverly & Pum LLP is a highly regarded institution located at 12760 High Bluff Drive in San Diego, California, United States. Specializing in accounting, finance, and legal services, the firm has been a leader in estate planning, trust administration, family law, litigation, tax planning, and international private client services since 2001. The partners at Henderson, Caverly & Pum LLP bring a wealth of experience to their practice, with an average tenure of over 25 years. Many of the partners have backgrounds in national law firms, accounting firms, or government agencies, but have chosen to focus on providing personalized service and teamwork to their clients.
12760 High Bluff Dr #150, San Diego, CA 92130, United States -
Agiletic Law Group
● OpenAgiletic Law Group is a premier law institution located at 15030 Avenue of Science in San Diego, California, United States. Our team of experienced lawyers specializes in providing high-value, low-cost legal services to businesses of all sizes. Whether you are a startup looking to raise financing or a well-established company preparing for a corporate sale, we can assist you every step of the way. Our founder, James, has a wealth of corporate legal experience, having served as a partner at a global law firm and general counsel for a public biotech company. With over 150 public and private financing transactions and 50 merger and acquisition transactions under his belt, James is well-equipped to handle a variety of legal matters for companies in industries such as life sciences, technology, and services.
15030 Avenue of Science #201, San Diego, CA 92128, United States -
Atkinson, Andelson, Loya, Ruud & Romo
● ClosedAtkinson, Andelson, Loya, Ruud & Romo is a renowned institution located at 12800 Center Court Drive South, Cerritos, California. Established in 1979, this institution specializes in accounting, finance, and legal services. With a team of over 200 attorneys spread across nine offices in the state, they are dedicated to serving both public and private sector clients with personalized solutions tailored to their unique needs. The attorneys at AALRR are not only legal experts but also bring a wealth of practical experience from various industries. Known for their commitment to diversity, AALRR has been recognized as a leader in promoting minority equity partners and attorneys. Clients can expect thorough and dedicated support from the team at AALRR, who leave no stone unturned in resolving their cases.
12800 Center Ct Dr S #300, Cerritos, CA 90703, United States -
Quest Law Firm
● ClosedQuest Law Firm is a prestigious institution located at 315 Centennial Way in Tustin, California. Lead lawyer Robby Robinson has a wealth of experience in handling employment law cases, from consultation to litigation in state and federal courts. The firm specializes in executive employment agreements, consulting agreements, severance agreements, and disputes related to employment and non-employment relationships. They also handle private sector employment claims, business disputes, fraud, unfair competition, and other business torts. Clients of Quest Law Firm can expect top-notch legal representation and a realistic evaluation of their cases. The firm is selective in taking on clients and is committed to providing high-quality service with professionalism and integrity. While settlement is always considered, the firm is not afraid to go to trial if necessary. Quest Law Firm values honesty, professionalism, and straightforward compliance with legal procedures.
315 Centennial Way, Tustin, CA 92780, United States -
Sean Prosser
● ClosedSean Prosser is a prestigious institution located at 3580 Carmel Mountain Road in San Diego, California, United States. Specializing in legal services, Sean Prosser is led by highly experienced litigator Sean, who has a proven track record of successfully defending clients in various legal matters. With a focus on shareholder litigation, SEC investigations, FINRA actions, and other civil and criminal government investigations, Sean has represented a wide range of clients including public and private companies, officers, directors, broker-dealers, banks, and more. As a former SEC enforcement attorney, Sean brings a unique perspective to his practice and has successfully defended clients in securities investigations and white-collar actions initiated by regulatory authorities across the country. Sean's expertise extends to securities litigation, where he regularly defends public companies and their executives in shareholder lawsuits and derivative actions in state and federal courts, including the Delaware Court of Chancery.
stprosser@mintz.com l, 3580 Carmel Mountain Rd Suite 300, San Diego, CA 92130, United States -
Atkinson Andelson Loya Ruud
● ClosedAtkinson Andelson Loya Ruud is a prestigious law firm located at 2151 River Plaza Drive in Sacramento, California, United States. Since 1979, the institution has been dedicated to providing exceptional legal services to both public and private sector clients. With a team of over 200 attorneys spread across nine offices in the state, they are able to cater to clients wherever they may be located. The firm boasts a talented group of attorneys who are recognized as leaders in their respective fields, bringing a wealth of legal and practical experience to each case. At AALRR, clients receive personalized solutions tailored to their unique needs, rather than a one-size-fits-all approach. The firm is known for leaving no stone unturned in their pursuit of justice and is always available to address any questions or concerns. AALRR has been recognized by Law360 as the top law firm in the country for minority equity partners and attorneys, showcasing their commitment to diversity both within the firm and in the wider community.
2151 River Plaza Dr #300, Sacramento, CA 95833, United States -
Institute of Applied Psychology
● OpenThe Institute of Applied Psychology, located at 1021 Anacapa Street in Santa Barbara, California, is a health institution focused on integrating psychological, physical, and spiritual principles in private practice. Led by Dr. Marcia L. Pressman, a licensed clinical psychologist with a background in philosophy, art history, and psychology, the institute offers a unique approach to healing and personal growth. Dr. Pressman has worked with various organizations, including the National Football League, on studies related to stress and performance under pressure. Additionally, the institute offers workshops on spiritual maturity and personal development. In addition to Dr. Pressman, the institute also features Bill Poett, a master trainer with expertise in peak performance and combat training techniques. Bill's workshops, part of The Warrior-Heart Project, focus on transformation and personal growth through experiential learning.
1021 Anacapa St, Santa Barbara, CA 93101, United States -
Miller Haga Law Group, LLP
● OpenMiller Haga Law Group, LLP is a premier law firm located at 23901 Calabasas Road in Calabasas, California. Specializing in providing Innovative General Counsel Services®, Miller Haga serves both privately-held and Fortune 100 companies in the Los Angeles area. With over 25 years of combined experience as in-house counsel for Fortune 100 companies, the attorneys at Miller Haga have a unique perspective that allows them to understand and anticipate their clients' needs. The firm offers a wide range of legal services including corporate, business, and real estate transactions, employment law, location-based entertainment, and regulatory compliance. From startups to wind-downs, Miller Haga provides pragmatic and cost-effective legal solutions that minimize risk and maximize profits for their clients. The managing partner, Janice L. Miller, Esq., is a highly-recognized legal advisor with extensive experience in business transactions, real estate leasing, entertainment, intellectual property, licensing, and hospitality. Prior to private practice, Janice held key roles at NBCUniversal and other entertainment companies, giving her a wealth of industry knowledge.
23901 Calabasas Rd Suite 2001, Calabasas, CA 91302, United States -
Center Point Assessment Solutions Inc
● ClosedCenter Point Assessment Solutions Inc, located at 3941 Park Drive in El Dorado Hills, California, specializes in providing custom tools for business, research, and content development. Led by President and Founder Frank Brockmann, the institution offers solutions for problems where traditional options are unavailable or too costly. With a background in various fields including educational measurement, web design, IT, and business administration, Frank brings a wealth of knowledge and experience to each project. Center Point works with researchers, universities, publishers, nonprofits, and small business owners, offering a friendly and determined approach to finding solutions. Confidentiality agreements ensure that the unique tools and services provided remain private, but Early-Stage Members can access reduced rates for website development plans and receive updates on special offers and news. Center Point Assessment Solutions Inc is dedicated to solving complex software problems and providing tailored solutions for each client.
3941 Park Dr #20-280, El Dorado Hills, CA 95762, United States -
Feel Dance Team
● ClosedFeel Dance Team is a renowned ballroom dance institution located at 825 Independence Avenue, Mountain View, California, United States. Whether you are a beginner or an experienced dancer, our team of professional instructors will help you discover the joy of dance in a fun and engaging way. As Finalists of the European Championship, Runners-up of the National Championship, and Winners of numerous International and Domestic Competitions, our instructors bring a wealth of experience and expertise to every class. We are also Prize Medalists of the Israel National Championship, showcasing our commitment to excellence in dance.
825 Independence Ave, Mountain View, CA 94043, United States -
Victor Silva-Palacios, Ph.D.
● ClosedVictor Silva-Palacios, Ph.D., located at 3220 South Higuera Street in San Luis Obispo, California, is a renowned institution specializing in clinical psychology. With over 35 years of experience, Dr. Silva-Palacios offers psychotherapy services to individuals, couples, and families facing relationship challenges in both personal and professional settings. His compassionate approach helps clients navigate issues such as conflict resolution, emotional intimacy, depression, major illness, and grief. Having lived and worked in San Luis Obispo County for more than 25 years, Dr. Silva-Palacios brings a wealth of experience to his private practice. Prior to establishing his practice, he spent 12 years as a clinical-forensic psychologist at Atascadero State Hospital, working with a diverse range of patients. Dr. Silva-Palacios earned his Ph.D. in clinical psychology from the Wright Institute in Los Angeles and has worked extensively with children, adolescents, couples, and families in various mental health settings.
3220 S Higuera St #210, San Luis Obispo, CA 93401, United States -
Personal Trainers in Folsom - Self Made Training Facility Folsom
● OpenLocated in Folsom, California, Personal Trainers in Folsom - Self Made Training Facility is a top-notch gym facility that caters to personal trainers and their clients. With a focus on providing mentorship and resources for trainers to excel in their profession, this elite private gym offers one-on-one training sessions and small group classes to help clients achieve their fitness goals. The experienced trainers at this facility utilize various techniques including strength training, cardio workouts, and functional movement to ensure optimal results for their clients. In addition to the comprehensive training services, Folsom Self Made Training Facility also offers a range of amenities such as a fully equipped gym with free weights, cardio machines, and resistance training equipment. Clients can also make use of the stretching and recovery area, sauna, and massage therapy services provided. Personal trainers have access to private office space to meet with clients and create customized training plans.
9580 Oak Ave Pkwy suite 12 B/C, Folsom, CA 95630, United States -
Chase Bank
● ClosedChase Bank, located at 5200 2nd Street in Long Beach, California, is a full-service financial institution offering a wide range of banking and finance services. Whether you need assistance with managing your cash flow, obtaining credit solutions, or handling payroll, the team of business professionals at Chase Bank is here to help. In addition to traditional banking services, Chase also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored to meet the needs of businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank is committed to helping clients achieve their investment goals while managing market risks. With J.P. Morgan Wealth Management, clients have access to a variety of investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Bank is dedicated to providing top-notch banking and investment solutions to its clients, including those who qualify for the exclusive "Chase Private Client" offering. Deposit accounts offered by JPMorgan Chase Bank, N.A. are subject to approval and are FDIC insured. Visit Chase Bank today to discover how they can help you reach your financial goals.
5200 2nd St, Long Beach, CA 90803, United States -
Hopkins & Carley
● ClosedHopkins & Carley is a prestigious institution located in San Jose, California, United States. Our team of intellectual property and business lawyers provides a comprehensive range of transactional services to develop, protect, and commercialize valuable technology and intellectual property. We offer counsel to private and public technology companies at all stages of their development. In addition, our Construction Law Practice consists of skilled lawyers who are comfortable in various settings, including job trailers, boardrooms, and courtrooms. Our Trust & Estate Litigation practice group is comprised of experienced trial attorneys who specialize in complex disputes relating to trusts, estates, and conservatorships.
70 S 1st St, San Jose, CA 95113, United States -
Dean Gazzo Roistacher LLP
● ClosedDean Gazzo Roistacher LLP is a prestigious legal institution located at 440 Stevens Avenue in Solana Beach, California. Specializing in providing legal counseling and representation for both public and private sector clients across the state, our team of experienced attorneys have been working together for nearly three decades. With a wealth of litigation experience and expertise in a variety of disciplines, we are able to offer sophisticated counsel and exceptional client service in unique and innovative ways. Our dedicated attorneys and staff are committed to delivering the highest quality legal services to our clients, ensuring their needs are met with professionalism and efficiency.
440 Stevens Ave Suite 100, Solana Beach, CA 92075, United States -
Jackie Robert Geller, LLM Attorney At Law
● ClosedJackie Robert Geller, LLM Attorney At Law is a reputable law firm located at 5755 Oberlin Drive in San Diego, California. Specializing in various legal matters, Jackie Robert Geller, LLM offers expert legal advice and representation to clients in need. With a focus on providing personalized and professional services, this institution is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a legal issue or seeking guidance on a specific matter, Jackie Robert Geller, LLM Attorney At Law is committed to advocating for your rights and achieving the best possible outcome for your case.
5755 Oberlin Dr #301, San Diego, CA 92121, United States -
Lester Debbold
● OpenLester Debbold is a private, full-service psychiatric facility located at 510 Plaza Drive in Folsom, California, United States. Led by renowned psychiatrist Dr. Hisham Soliman, the institution offers outpatient mental health services, including medication management, therapy, and counseling in a relaxed outpatient setting. Dr. Soliman and his team provide treatment options for various mental health conditions such as ADD/ADHD, depression, bipolar disorder, and anxiety, utilizing services like genetic testing and Transcranial Magnetic Stimulation. The facility also offers individualized counseling and psychotherapy sessions to all patients. In addition to Dr. Soliman, the team at Advanced Psychiatry Associates includes experienced professionals like Dr. Padla, Dr. Motl, Dr. Debbold, Dr. Hayes, Cortney, and Lisa, who bring a wealth of knowledge and experience in the field. The institution is dedicated to providing high-quality mental health care to individuals in the Sacramento, Folsom, and Roseville areas, with a focus on personalized treatment plans and patient well-being.
510 Plaza Dr #170, Folsom, CA 95630, United States -
Southern California GI & Liver Centers
● ClosedSouthern California GI & Liver Centers, located at 256 Landis Avenue in Chula Vista, California, is a leading institution specializing in the treatment of gastrointestinal and liver diseases. Led by Dr. Hassanein, a renowned expert in gastroenterology and transplant hepatology, our team is committed to providing the most advanced and holistic care to patients with complex liver conditions. Our exclusive HALO process focuses on transitioning patients from the inner circle of disease to the outer circle of health, ensuring lifelong wellness and management of liver diseases. With a team of world-class healthcare professionals, including Dr. Norman Gitlin and Dr. Deanna L. Oliver, we offer a range of specialized services tailored to each patient's unique needs.
256 Landis Ave #202, Chula Vista, CA 91910, United States -
The 99 Group - Morgan Stanley
● OpenThe 99 Group - Morgan Stanley is a finance institution located at 3562 Round Barn Circle in Santa Rosa, California, United States. Specializing in financial services, they provide expert advice and assistance to clients in managing their investments and achieving their financial goals. With a team of experienced professionals and a commitment to excellence, The 99 Group - Morgan Stanley is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and success.
3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403, United States
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