Orange County, CA business professionals meet to explore ways to support each other's business.
We are looking to add a few Orange County professionals to our strategic partner group. This group was created to connect elite professionals in a variety of fields and provide a platform to refer our clients to one another. We are specifically looking for members to fill a few remaining positions in accounting, tax preparation, family law, bankruptcy law, estate planning, and Commercial Property & Casualty Insurance. You must have an active license in your field to join. These positions fill quickly as we only have one referral partner in each professional category. Examples of some of the positions currently filled are Mortgage Loan Originator, Financial Advisor, Personal Insurance Agent, High Net Worth Personal Insurance Agent, Residential Real Estate Agent, Private Banker and more. If you are interested in partnering with high-level financial services, insurance and legal professionals in Orange County we encourage you to register to attend our weekly meeting. Please bring $20 for lunch. Venmo Accepted. If you have any dietary restrictions please let us know 24 hours in advance.