Strategic planning and execution in Newport Beach, California

Eileen Callahan, Psychotherapist/Executive Coach is a health institution located in Newport Beach, California, United States. Eileen specializes in providing psychotherapy and executive coaching services to individuals seeking personal growth and professional development. With a compassionate and holistic approach, Eileen helps clients navigate through life's challenges and achieve their goals. Whether you are looking to improve your mental health or enhance your leadership skills, Eileen Callahan is dedicated to helping you reach your full potential.

The UCI Health Executive Health Program, located at 2161 San Joaquin Hills Road in Newport Beach, California, is a premier health institution dedicated to providing top-notch healthcare services for executives and professionals. Our program offers comprehensive health assessments, personalized treatment plans, and ongoing support to help individuals achieve optimal health and well-being. With a team of expert healthcare professionals and state-of-the-art facilities, we are committed to ensuring the highest level of care for our patients. Visit us today to experience the difference in executive healthcare.

Newport Business Consulting, Inc. is a leading finance institution located at 1500 Quail Street in Newport Beach, California. Our expert team of consultants provides comprehensive financial services to businesses of all sizes, helping them achieve their financial goals and maximize their profitability. With a strong focus on personalized solutions and a commitment to excellence, Newport Business Consulting, Inc. is dedicated to helping our clients succeed in today's competitive market. Contact us today to learn more about how we can help your business thrive.

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.

IAML - Institute for Applied Management & Law is a prestigious institution located at 450 Newport Center Drive in Newport Beach, California, United States. At IAML, we offer comprehensive programs and courses that focus on the practical application of management and law principles in various industries. Our experienced faculty members provide valuable insights and knowledge to help students develop the skills needed to succeed in today's competitive business environment.

Norman H Bain Inc is a reputable medical institution located at 400 Newport Center Drive in Newport Beach, California. Specializing in healthcare services, Dr. Norman H Bain and his team provide top-quality medical care to patients in the area. With a focus on patient well-being and personalized treatment plans, Norman H Bain Inc is dedicated to helping individuals achieve and maintain optimal health. Visit their office today for expert medical care in a welcoming and professional environment.

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.

Bank of America Private Client Advisor Samuel (Sam) Miller, located at 500 Newport Center Drive in Newport Beach, California, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Sam works closely with high-net-worth individuals, business executives, entrepreneurs, and family offices to offer strategic solutions utilizing Bank of America's extensive resources. With experience in wealth structuring, credit and banking, investment management, business and succession planning, and trust and estate planning, Sam is known for his ability to explain complex strategies in an easy-to-understand way. Sam earned his Bachelor's degree in Spanish and his M.B.A. from California State University-Bakersfield, and is a perpetual learner who volunteers with youth sports programs in his community. Bank of America Private Bank has been helping clients manage significant wealth for over 200 years, offering personalized approaches and the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority.

Susan Alpert Consulting is a renowned institution located at 3334 East Coast Highway in Newport Beach, California. Specializing in helping individuals navigate through grief and financial challenges, Susan Alpert offers insightful guidance and practical solutions through her own personal journey from Chaos To Control. Additionally, her institution provides valuable resources and support for those facing difficult conversations and loss through the inspiring stories of 12 women who have overcome adversity. With a hands-on workbook available for readers, Susan Alpert Consulting is dedicated to empowering individuals to better prepare for the future. Located at Suite 268 in Corona Del Mar, CA, Susan Alpert Consulting is a trusted source for those seeking guidance, support, and inspiration.

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.

Mavin Consulting Group Inc is a leading consulting firm located at 1965 Sherington Place in Newport Beach, California. Our team of experienced professionals offers a wide range of strategic consulting services to help businesses achieve their goals and maximize their potential. With a commitment to excellence and a focus on delivering results, Mavin Consulting Group Inc is dedicated to providing innovative solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help your business thrive.

Merrill Lynch Private Wealth Advisor Jonathan R Leach, located at 520 Newport Center Drive in Newport Beach, California, offers personalized and boutique-like financial services to individuals and families with significant wealth. With a focus on customized strategies tailored to unique goals and priorities, the private wealth advisors at Merrill Private Wealth Management provide expert analysis and industry-leading research to help clients stay ahead. Diane Coon, a Managing Director and Private Wealth Advisor within the institution, specializes in serving executive and corporate clients by aligning client goals and priorities with financial solutions based on risk tolerance, time horizon, and overall investment goals. With a high touch client experience and a team approach, Diane and her team offer services such as pre & post liquidity planning, corporate financial services, trust and estate planning, philanthropic solutions, and more.

Merrill Lynch Private Wealth Advisor Toby Armitage, located at 520 Newport Center Drive in Newport Beach, California, offers personalized financial services to individuals and families with significant wealth. With a focus on customized strategies tailored to unique goals and priorities, the institution provides boutique-like services to simplify life and pursue what's important. The rigorously trained private wealth advisors at Merrill Private Wealth Management build relationships based on trust and personalized service to meet specialized needs. Diane Coon, a Managing Director and Private Wealth Advisor within the institution, specializes in serving executive and corporate clients by aligning client goals with best-in-class financial solutions. With a high-touch client experience, Diane and her team offer pre & post liquidity planning, corporate financial services, executive private banking services, and more.

Merrill Lynch Private Wealth Advisor Matt Brunwin, located at 520 Newport Center Drive, Newport Beach, California, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial planning. With a focus on delivering straightforward advice and meaningful outcomes, the institution prioritizes planning that encompasses all elements of a client's balance sheet and financial affairs. The team of private wealth advisors at Merrill Private Wealth Management is rigorously trained to meet specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a goals-based wealth management approach that puts clients at the center of every personalized strategy. The institution is committed to providing highly personalized one-on-one service, working with individuals, families, business owners, and executives to help achieve their financial goals. The philosophy at Merrill Private Wealth Management centers on delivering meaningful outcomes to clients by understanding their desired lifestyle goals and developing strategic plans to achieve them.

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.

Allington Management Group is a prestigious finance institution located at 220 Newport Center Drive in Newport Beach, California, United States. With a strong reputation for excellence in financial management, our team of experts provides a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, Allington Management Group is committed to providing personalized solutions tailored to your individual needs. Trust us to help you navigate the complex world of finance with confidence and success.