Referral Partners

Elisabeth Iñiguez

Earned a B.A. in Musical Theatre in

Vanguard University. Founding member of “The Fountain of Uke” at Chino Community Theater,

(714) 253-7120

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Guitar and Ukelele Lessons

Julie Foong

Wealth Advisor

Julie Foong has built her career on helping people find the right path to their goals. She was previously a home loan consultant for twelve years, helping clients figure out the best way to fund their down payment.

(626) 918-5670

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Kent Y. Lai

Principal at Lee, Sperling, Hisamune Accountancy Corporation

Kent Y Lai, is a CPA and a partner of Lee Sperling Hisamune Accountancy Corporation. It is a local full-service accounting firm servicing a wide range of clients from Individuals, Family-Owned and major businesses and Not-for-Profit Organizations. 

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Simon Wong

Commercial Lender *SBA *CRE *Working Capital *Business Acquisition *AR Purchasing *Investor CRE

Financial industry professional with over 10 years of banking experience. I excel at helping clients think outside of the box to achieve their financial goals, especially when it comes to commercial lending.

  • Linkedin
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Mike Vachani

UCLA Undergraduate, MBA at University of California, Irvine - The Paul Merage School of Business

 Veteran real estate professional with years of experience handling all forms of real estate investments and development including residential, commercial and land sales.

  • Linkedin

Matthew Zertuche

Business Owner at
Paymintz Merchant Services

A merchant relationship for companies that want the best client-focused solutions and guaranteed prices. Paymintz Merchant Services helps both traditional and high-risk industries looking for help processing credit cards, finding the best point-of-sale devices, or getting competitive pricing. 

  • Linkedin
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Yunita Wu

Account Executive at

Home Warranty of America

Yunita Wu is a Hwa Sales Representative at Home Warranty of America based in Lincolnshire, Illinois.

  • Linkedin

Cheri Carr

Senior Escrow Officer at

Elite Escrow Exclusive, Inc.

Cheri Carr started her escrow career 21 years ago as an escrow assistant with The United Title Company at Irvine. She prepared estimated seller net sheets, opened escrow, processed wires, and balanced and pay out all the invoices and closings.

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Lily Hoa


Lily Hoa in Walnut, CA will help you get started after you complete a car insurance online quote. It’s fast and easy!

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