Dana Point, CA
Banking
Jason Sherman, Vice President and Small Business Relationship Manager for Washington Mutual works closely with The Income Professionals in assiting clients with both Personal and Business banking/lending needs.
CPA
The Tax People provide the highest quality of professional accounting, consulting & tax services to small and emerging businesses. We accomplish this by taking a proactive approach to understanding and exceeding the needs of our clients.
Law Firm
Borchard&Callahan
Borchard & Callahan, APC based in Mission Viejo, California strives to provide legal services of the highest quality. Partnering with The Income Professionals to offer clients the highest quality Estate Planning and Corporate Entity structuring.
Loan Specialist
A licensed mortgage broker since 1989, Jeff provides quality service to thousands of clients for their real estate financing and investing needs. Jeff has funded over $1Billion in mortgages across the country since then. Jeff uses state-of-the-art technology to secure the best loan for The Income Professionals clients.
Real Estate Professional
The Patti Trevino Team has partnered with The Income Professionals to provide our clients with exceptional service and strategic marketing. Patti's seasoned negotiating skills and dedication, coupled with sensitivitiy, confidentiality, and honesty has earned her position in Orange Counties top 5% of Realtors.
1031 Exchange Strategist
Vesta is in the business of providing owners of investment property and their advisors with viable solutions to paying capital gains upon the sale of those properties. Vesta Strategies, LLC specializes in providing these services by utilizing all the provisions available through IRC §1031. We will achieve this with a pledge to honesty and integrity coupled with the highest level of experience and commitment in the industry.
Strategic Advisory Firm
BlackInc Ventures is a strategic advisory firm focused on providing market- leading, proven solutions to promising small-to-medium sized Internet-based companies. BlackInc provides its clients with a cost-effective "outsource" model for strategic business development. BlackInc offers a rare mix of experience, top notch deal-making, and talent, and provides its clients business development services with a keen focus on delivering a positive return on investment.
