Partners

All of our work would not be possible without a wealth of resources provided by CPAs, insurance specialists, loan officers, marketing specialists, and attorneys. These well-informed, educated individuals are passionate about what they do. We collaborate with them, in order to provide you tailored, expert advice where we all benefit and work smarter towards a beautiful, rewarding future.  

 

Accountant / Tax Preparer   

Bernard Boyle – CPA
17822 17th Street, Ste #203
Tustin, CA  92780
Office  (714) 637-0570
Email bboyle1030@aol.com 
 
Rob Romeri – CPA
5504 Sepulveda
Culver City, CA  90230
Mobile  (310) 955-8025
Email robromeri@hotmail.com
 
Marina Guccione – Tax Preparer
15145 Woodlawn Ave., Ste 100
Tustin, CA  92780
Office   (714) 210-0549 x228
Mobile  (949) 322-5140
Email   marinaguccione1@gmail.com
 

Estate Planning

Richard Rudolph – Estate Planning Attorney
Rudolph & Chonoles, LLP®
Attorney at Law
2082 Michelson Drive, Ste. 212
Irvine, CA 92612
Office (949) 825-5210
Email rrudolph@rcattorneys.com
 
Law Offices of Mortensen & Reinheimer, PC
Tamsen Reinheimer – Estate Planning Attorney
Mortensen & Reinheimer, PC
Attorney at Law
2855 Michelle Drive, Suite #120
Irvine, CA  92606 
Office (714) 573-7149
Email tamsen@ocestateplanning.net
 

Insurance Services

Maria Charney – Licensed Insurance Agent
Bridlewood Insurance Services, Inc.
Mobile  (949) 378-5635
Email  MCharneyInsuranceServices@gmail.com
CA Insurance License #0M82594
 
Aaron Charney – Licensed Insurance Agent
Bridlewood Insurance Services, Inc.
Mobile  (949) 378-9535
Email  ACharneyInsuranceServices@gmail.com
CA Insurance License #0M82593
 

Home Financing

Dustin Sanders – Loan Officer
24422 Avenida de la Carlota, Suite #350
Laguna Hills, CA 92653
Office  (949) 831-3368
Mobile  (949) 306-8363
Email  dustin@hfiloans.com 
 

Medicare Planning

Denice Merill – Licensed Insurance Agent
Agent/Senior Plans
Medicare Choices
Office (949) 388-7332
Email merrilins@me.com
CA Insurance License #0D99790
 

We believe the information provided from the listed sources are very reliable; however, we cannot guarantee the accuracy. Opinions offered are not necessarily those of Cinergy Financial or Independent Financial Group and are subject to change without notice.