Professional Advisory Council
The Professional Advisory Council (PAC) is a volunteer group of estate planning attorneys, accountants, financial planners, fiduciaries and life care managers dedicated to supporting Torrance Memorial and educating the community on the benefits of charitable tax and estate planning. As part of PAC's community outreach, this group of professionals volunteers their time to conduct informative and educational seminars.
For additional information and/or to join the group call Nicholas Maddox at 310-784-4843 or Nicholas.Maddox@tmmc.com
COUNCIL MEMBERS
- Gregory I. Becker
- Attorney/Real Estate Broker, Law Offices of Gregory I. Becker
- Beti Tsai Bergman
Attorney at Law, Peninsula Law - Stephanie F. Bezner
Attorney at Law, Doan-Bezner - Yvonne Chavez
Licensed Professional Fiduciary, Chavez-Meinzer Fiduciary Services - Stephen Conners
Certified Financial Planner, Connors Group - Phillip Cook
Certified Financial Planner, Mogul Wealth Management, Inc. - Christian Cordoba
President/Financial Advisor, California Retirement Advisors - Maureen Dearden | Co-Chair
Business Valuation, Hollingshead Dearden & Associates - Scott J. Donnelly
CPA, Partner, PDM CPAs - Vince Fierro
Financial Advisor, Edward Jones - Nancy Gragg
Wealth Management Advisor, Advanced Planning Solutions - Suzanne Grudnitski
Licensed Professional Fiduciary, ConservaTrust Fiduciary Services, Inc. - Theodore Y. Hanasano
Attorney at Law, CPA - Eric Harris
Attorney at Law, Hofer & Harris, APC - Bryan Hori
Financial Advisor, Edward Jones Investments - Alexis M. Jensen
CPA, Personal Financial Specialist, Jensen & Company
- Derrick T. Kawamoto
Financial Consultant, Cetera Advisor Networks - Mathew Moore
Real Estate Broker/ Probate Expertise, WIN Real Estate Services, Inc. - Karen Pryor
CRMP, Branch Manager, Mutual of Omaha Reverse - Cristin Harris Rigg
Certified Financial Planner, Harris Financial Advisors, Inc. - Gregory Schill | Co-Chair
Certified Financial Planner, The Advisory Group - F. Thomas Schlappatha
Certified Financial Planner, Morgan Stanley - Marianne C. Sfreddo
CPA - Grace Greer St. Clair
Attorney at Law, St. Clair Law - Larry Takahashi
Certified Financial Planner, Larry Takahashi Financial Services - Sylvia Thompson
BA, CMC Certified Life Care Manager, LivHOME - Mark Tsujimoto
Financial Planner, Cetera Advisor Networks - Stuart Tsujimoto
Certified Financial Planner Regional Director, Cetera Advisor Networks - Kazuaki Uemura
Attorney at Law, Law Office of Kazuaki Uemura
Nadia Antii
Financial Planner
Riviera Wealth Management
Gregory I. Becker
Attorney/Real Estate Broker
Law Offices of Gregory I. Becker
Stephanie F. Bezner
Attorney at Law
Doan-Bezner
Kevin Bidenkap
Managing Partner/Wealth Advisor
Tortuga Wealth Management
Gene Brown
Licensed Professional Fiduciary
Bedrock Fiduciaries
Yvonne Chavez
Licensed Professional Fiduciary
Chavez Management & Fiduciary Services
Stephen Connors
CERTIFIED FINANCIAL PLANNER™
Connors Group
Phillip Cook
CERTIFIED FINANCIAL PLANNER™
Mogul Wealth Management, Inc.
Christian Cordoba
CERTIFIED FINANCIAL PLANNER™
California Retirement Advisors
Maureen Dearden
Business Valuation
Hollingshead Dearden & Associates
Claire Durand
CFP®, Executive Director
JP Morgan Private Bank
Vince Fierro
Financial Advisor
Edward Jones
Suzanne Grudnitski
Licensed Professional Fiduciary
ConservaTrust Fiduciary Services, Inc.
Ali Haidar
Private Client Financial Advisor
Wells Fargo Advisors
Eric Harris
Attorney at Law
Pacific Coast Legacy Partners, LLP
Connor Hartwell
CERTIFIED FINANCIAL PLANNER™
Hartwell Financial Services
Brandon Hohm
CPA, Medical Accounting Services
Carol Kulencavich
CPA
PDM CPAs
Mathew Moore
Real Estate Broker/Probate Expertise
WIN Real Estate Services, Inc.
Karen Pryor
CRMP, Branch Manager
Mutual of Omaha Reverse
Cristin Harris Rigg
CERTIFIED FINANCIAL PLANNER™
EP Wealth Advisors
Angela Park Sheldon
Managing Partner/Wealth Advisor
Tortuga Wealth Management
Gregory Schill
CERTIFIED FINANCIAL PLANNER™
The Advisory Group
F. Thomas Schlappatha
CERTIFIED FINANCIAL PLANNER™
Eagle Shore Group at Morgan Stanley
Marianne C. Sfreddo
CPA
Grace Greer St. Clair
Attorney at Law
St. Clair Law
Larry Takahashi
CERTIFIED FINANCIAL PLANNER™
Larry Takahashi Financial Services
Sylvia Thompson
BM, CM Certified Aging Life Care Manager
Holistic Family Solutions
Mark Tsujimoto
Financial Planner
Cetera Advisor Networks
Stuart Tsujimoto
CERTIFIED FINANCIAL PLANNER™
Cetera Advisor Networks
Abby Waddell
Senior Real Estate & Probate Specialist
Compass
