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Friday, July 30, 2021
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Tag: Funds

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MIRACLE ASCENSION

Sara Rajo-Miller soared from intern to nationally ranked financial advisor, garnering acclaim, success and recognition at a staggering pace. By ...

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GETTING IT RIGHT

When Sid Miramontes couldn’t get things done ‘his way’ at the big wirehouses, he launched his own capital investment firm.

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The Only Way

Scott Way is not just a super broker. He is referred to by clients as ‘the best and last mortgage ...

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THE SEARCH IS OVER

Technology visionary Frank Rice created the innovative app and platform Searchable.com, which has emerged as an essential solution for small ...

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NEXT VENTURE

Evan Paul Motorcars in Newport Beach, Calif. expands its services with asset-backed cash loans. BY RICK WEINBERG, CALIFORNIA BUSINESS JOURNAL ...

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EAGLE EYE

Matt Larson, CEO of Promontory Investments LLC, is a master at locating superior multi-family and single-family investments -- and managing ...

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EXPRESS LANE

Phil Guertin launched a creative financial business with one element in mind: help real estate agents and brokers get commission ...

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RARE COMBINATION

It is uncommon to be an expert attorney and CPA like Zaher Fallahi. By Rick Weinberg, Editor, California Business Journal ...

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REVERSE EFFECT

Linda Lewis is a premier reverse mortgage specialist who has rescued many elderly couples and individuals from financial ruin, enabling ...

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The Future of Service

It cost businesses 3-5 times ROI to bring on a new customer than it costs to retain one. “Customer experience is a marketing ‘cost’ that, when done right, pays huge dividends,” says Jonathan Shroyer, Founder...

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