I would like Michael Lipton of TPX Communications. Michael recently allowed me to do a complete review of his personal insurances. After review, we were able to rewrite his insurances with an increase in coverage and decrease in premium. Always a good outcome! Thank you, Michael.

I would like to send a thank you to Ray Adler of BTI Growth Advisors. He recently allowed me to rewrite his personal lines insurances. Additionally, we are undergoing a review of business insurance needs. Ray, thanks very much.

I have a possible house purchase in the works for a client in the $3 to $4 million range. I needed to understand non conventional financing options. I thought of Craig Adam's of W Realty and texted him. Within minutes he called and shared his knowledge. He also directed me to resources I could consult to find a viable solution. Thanks Craig ...

Alan Frankel of The Leavit group, I really appreciate your knowledge in the commercial insurance space. I've working with many insurance agents throughout the years but have not found anyone as kind or caring as you are. I was able to refer a small business to you that was outside of your daily expertise, and the way you handled it, made me look great. The client was really happy with the information and guidance that you were able to provide. The insurance space needs more professionals like yourself.

Jeff Rollert of Soul of the Business, you truly are the soul of the business. When I came to your Pasadena meeting, I was nervous about announcing the launch of my new business. At the end of the ending, my nervous had vanished and I ended up stealing the meeting. I appreciate your support. After the meeting you call me and offered your assistance. You wanted to promote me on LinkedIn. You immediately jumped on the opportunity to help me find my ghost customers. I wouldn't be able to do this without your support. Thank you.

Thank you to Julie Widener for introducing me to Commercial Real Estate Broker, Donegan McCuaig, from Quixotic Realty in Downtown Los Angeles. I am looking forward to developing this relationship. Thank you, Julie!

I want to thank Nelinia Varenas, Breakthrough SEO Marketing, for helping teamCFO, upgrade our 10 year old website. Nelinia is thorough, insightful and brings her expertise so we can streamline and better deliver our message. I also really appreciate her patience and quiet but effective style of communication. We had to delay our scheduled progress meetings several times due to our workload and she was always understanding and graceful. Thank you Nelinia, you are a true professional.

Stephen Fenster, of Schwartz and Fenster is a Business and Real Estate lawyer. He represent borrowers and lenders, buyers and sellers, tenants and landlords. He also acts as the Real Estate Trustee in commercial foreclosures. Sometimes when he is foreclosing on a property for a lender the borrower files Bankruptcy in order to avoid the foreclosure. Stephen recently referred me a case where the property owner has filed for Bankruptcy three times. We are working to get the Bankruptcy Court to either force the sale of the property or allow Steven's client to proceed with foreclosure.

I do my planning for the upcoming year in December. I am most grateful to Jesse Israel for taking the time to educate me on financial planning for families. I live in the Silicon Valley and have clients with $2 million to $10 million net worth. Thank you Jesse.

I wish to thank Rhonda Sher for introducing me her friend who is looking for understanding and enrolling in a Medicare Insurance Plan. I have also signed up Rhonda's consulting services in sprucing up my LinkedIn profile.