CA Licensed Professional Fiduciaries
855-463-3286

South Bay

South Bay – Preferred Professionals

South Bay Care Placement 

HeartLight Online

Andrea Daniels & Stacy Brooks, Co-Owners / Eldercare Consultants

Heartlight: Residential Solutions for Seniors

Phone: (310)204-2223

Email: andrea@heartlightonline.com

stacy@hearlightonline.com

www.heartlightonline.com

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Loli Ramezani, Certified Senior Advisor

Always Best Care

Phone: (310)546-3400

Email: lramezani@abc-seniors.com

www.abc-beachcities.com

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Mike Acuna, Founder, Senior Housing Consultant

Second Home, Free Senior Housing Placement

Phone: (310)935-6885

Email: mike@secondhomeseniors.com

www.secondhomeseniors.com

Elder Abuse Protection Resource

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www.elderprotectioncenter.com

Local Independent Agent:

“Insurance Architect”

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Debbie Hoffman

Insurance Designs

Medicare Health Plans & More

Phone: (323)455-4961

Fax: 866.838.9719

Address: 1219 Morningside Drive

Manhattan Beach, CA  90266

www.debbiehoffman.com

From ObamaCare to MediCare…Debbie Cares

Mediator, Arbitrator, and Arbitration Consultant

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Deborah Rothman, Esq.

Fellow, International Academy of Mediators

President-Elect, College of Commercial Arbitrators

* US News & World Report® Tier 1 Best Law Firm (Arbitration & Mediation) 2013

*Best Los Angeles Arbitrator ’12 ~ The Best Lawyers in America®

* Southern California Super Lawyers ’06 – ’14

* Top 32 Hollywood Reporter Power Mediators 2007

* Who’s Who Legal: California (Arbitrators) 2009

* Best Lawyers in America ’06 – ’14

Phone: (310) 452-9891

Email: Deborah.Rothman@aya.yale.edu

www.DeborahRothman.com

South Bay Estate Planning Attorneys

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Mark Nicholas,
CEO, Family Archival Solutions, Inc. & the National Will Registry

PO Box 1461, Manhattan Beach, CA

Phone: 1(800)732-2139 ext. 101

Email: m.nicholas@familyarchival.com

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Eric J. Harris, Attorney at Law

Hofer & Harris, APC

1611 S. Catalina Avenue, Suite 330

Redondo Beach, CA 90277

Phone: (310) 540-6877

Email: www.HoferandHarris.com

Andrew M. Meinzer

3878 W. Carson St., Ste. 104

Torrance, CA 90503

Phone: (310) 375-3350

Email: ameinzer@meinzerlawoffice.com

www.meinzerlawoffice.com

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Anna Tarasyuk, Esq.

Tarasyuk Law Offices

Phone: 818-835-1242

E-mail: info@tarasyuklawoffices.com

(located in Torrance, CA)

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Ashley F. Copp, J.D. LL.M

Honey & Copp Lawyers

1300 Highland Avenue, Ste. 115

Manhattan Beach, CA 90266

Phone: 310.545.7579

Fax: 310.545.5359

Email: Ashley@honeyCopp.com

www.HoneyCopp.com

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David A. Sherak, Esq.

VOGT | RESNICK | SHERAK, LLP

Attorneys at Law

Phone: (949) 851-9001

Email: dsherak@vrslaw.net

www.vrslaw.net

South Bay Elder Law Attorneys

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Anna H. Cronk & Amber M. Tham

Lanzone Morgan, LLP

5001 Airport Plaza Drive, Suite 210

Long Beach, California 90815

mycase@lanzonemorgan.com

Phone: 1-888-887-9777

www.lanzonemorgan.com

Community Information Resource

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2-1-1 Los Angeles County

Phone: 2-1-1

Fax (626) 299-3904

Real People  Real Answers  Real Help

www.211LACounty.org

South Bay Based Non-Profit Organizations

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Lisa Bricker, Co-founder 

Alz Across America 

239 North Juanita Ave. D

Redondo Beach, CA 90277

Email: lisabricker1111@gmail.com

www.alzacrossamerica.org

Financial Exploitation Protective Software

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Howard Tischler, CEO and President

EverSafe – Protecting Seniors Against Financial Exploitation

Phone: (412)927-0569

Phone: (888)693-9674

Email: info@eversafe.com

www.eversafe.com

Video Memoir + Production Services

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Jillian Ezra, Owner and Producer

Ezra Productions

Phone: 424-259-2004

Email: info@ezraproductions.com

www.ezraproductions.com

South Bay Wealth Managers

Reef Wealth Management

 

 

 

H John Tallardy, CWS®

Reef Wealth Management

32107 Lindero Canyon Road, Suite 217

Westlake Village, CA 91361

Phone: 310-529-6069

Email: JTllardy@reefwealth.com

Website: www.reefmanagement.com

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Isaac Kim, CRPS®, CRPC®  Financial Advisor

Morgan Stanley Wealth Management

2381 Rosecrans Avenue, Suite 115

El Segundo, CA 90245

Phone: 310-297-3768

Fax: 310-961-3219

Email: Isaac.Kim@morganstanley.com

Website: http://www.morganstanleyfa.com/isaackim/

CA Insurance License # 0G20587

South Bay Certified Financial Planners

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Dayla Cabeza de Vaca, CFP®

Wealth Management Offices

Direct: (310) 861-6762

2790 Skypark Drive, Suite 108

Torrance, CA 90505

Email: daylac@financialguide.com

www.dcwealthmanagement.com

South Bay In Home Care

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Melinda Gann, Director of Development

Adia 

Corporate Office:

3625 Del Amo Blvd. Suite 390

Torrance, CA 90503

Phone: 310-370-0555

Toll Free: 866-368-ADIA

www.adiacares.com

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Sylvia Thompson, Elder Care Consultant

LivHOME, Inc.

Live long. Live well. LivHOME.

5670 Wilshire Blvd, Suite 500

Los Angeles, CA 90036

Phone: 323-933-5880

Fax: 323-933-9554

Email: sthompson@livhome.com

www.livhome.com/la

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Dick Williams, Owner

Homewatch Caregivers

Phone: 888-494-6466 / 310-388-8558 / 818-363-3412

8939 S Sepulveda Blvd, Suite 330

Los Angeles, CA, 90045

www.homewatchcaregivers.com/los-angeles

 inHomeCareSolutions

Dr. Gina Kay and Kathleen Brown

inHome Care Solutions

Email: inhomecaresolutions@cox.net

Phone: 949-250-0125

www.inhomecaresolutions.com

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Richard Berryman, CSA, Mary Granger, RN – Owners

Comfort Keepers South Bay

25124 Narbonne Ave, Suite 102

Lomita, CA 90717

Phone: 310.325.6500

Fax: 310.325.3560

Email: southbay@comfortkeepers.com

www.comfortkeepers.com/office-372

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Drew Davis, Owner

Davis In-Home Care

Email: info@davisinhomecare.com

Phone: (310) 297-9127

www.davisinhomecare.com

South Bay Care Managers

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Lauren Spiglanin, Owner and Care Manager

Family Connect Care

Phone: (310)383-1877

Email: giftedbyage@gmail.com

www.familyconnectcare.com

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Sylvia Thompson, Eldercare Consultant

Live long. Live well. LivHOME.

5670 Wilshire Blvd, Suite 500

Los Angeles, CA 90036

Phone: 323-933-5880

Fax: 323-933-9554

www.livhome.com/la

South Bay Escrow

Guaranty Escrow - South Bay

Wendy Bond, President and CEO

Julia Parton, Vice President & Bus.Development

Guaranty Escrow, Inc.

Phone: (310)791-5760

www.guaranty-escrow.com

South Bay Commercial Real Estate Agents 

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George Mayer, President

Coastline Equity

Phone: (310)373-0602

Email: gmayer@coastlineequity.net

South Bay Real Estate Agents 

AbbyWaddell KellerWilliams

Abby Waddell, MBA, SRES, CPS

Top Producer, 2012 Gold Award, 2013 Triple Gold Award

Keller Williams Beach Cities

BRE# 00892590

Phone: (310) 753-0770

Email: abbywaddell@msn.com

www.abbywaddell.com

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Shawn Nejad, CalBRE #01084309

310-938-1849

Berkshire Hathaway HomeServices

California Properties

Shawn Nejad shawn@bhhscp.com

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Marie Morgenstern, CalBRE #01962710

Berkshire Hathaway HomeServices California Properties

600 Deep Valley Drive,

Rolling Hills Estates, CA 90274

Phone: 310-890-7808

Email: MarieMorgensternRealtor@gmail.com

www.MarieMorgenstern.com

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Mickey Knickerbocker, SRES, ABR, CIPS, CRS

CA BRE# 00961672

Shorewood Realtors

Phone: 310-995-1597

Email: mickey@come2thebeach.com

www.come2thebeach.com

www.shorewood.com/agent/mickey

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Janet Clement 

CA BRE #01451548

Shorewood Realtors

Phone: 310-347-7025

Email: janetwatts@shorewood.com

www.buysellsouthbay.com

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Barbi Pappas & Tara Klein

Shorewood Realtors   

BRE #00871658 & BRE #01936331

C:(310)266-3300 & C:(626)862-5971

sumimom@aol.com & tara.klein@shorewood.com

www.barbipappas.com & www.shorewood.com/taraklein

“With over 30 years combined experience, you can be confident that all your real estate needs will be personally handled,by a team you can trust!”

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Sam Xavier SRES, Cal BRE #01818247

RE/MAX Hall of Fame Recipient 2014

Xavier & Xavier – RE/MAX Estate Properties

C: 310-866-7598

info@xavierandxavier.com

www.xavierandxavier.com

Your South Bay Senior Real Estate Specialists Over 17 Years of Experience You Can Trust.

Home Transitions: Senior Move Manager

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Marty Stevens-Heebner

Clear Home Solutions

Phone: (818) 376-0125

Email: Marty@ClearHomeSolutions.com

www.clearhomesolutions.com

Home Transitions, Organization & Inventory

South Bay Loan Officers:

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Todd Fite, Senior Loan Officer (NMLS#295198)

Platinum Club Member 2012 at Bank of Manhattan

Phone: 310-798-5512

Email: tfite@bankofmanhattan.com

www.bankofmanhattan.com

South Bay Insurance Agents 

StateFarm_Zimmerman

Suzy Zimmerman

State Farm Insurance Agent # 0F71296

4010 Palos Verdes Drive North, Suite 103

Rolling Hills Estates, CA 90274

Phone: (310) 377-9531

Email: suzy@zimziminsurance.com

www.zimziminsurance.com

South Bay Pharmacy:

Remedy Pharm logo

The Remedy Pharm

23811 Hawthorne Blvd., Torrance, CA 90505

Phone: (310) 375-0655

www.theremedypharm.com

Compounding Pharmacy/Nutrition/Community Center

South Bay Preferred Professionals

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Office Locations:

Exclusive Estate Administration Inc.

Meet with one of our licensed fiduciaries at any of the 20+ satellite office locations throughout San Diego, Orange and Los Angeles counties.

*Schedule a complimentary initial consultation at a location nearest you. Ask about our "in-home" and "virtual consultation" options!

Corporate Mailing Address:
4299 MacArthur Blvd., Suite 100
Newport Beach, CA 92660

Office: 855-463-3286
Direct: 858-521-8504

Email: info@eeadmin.com

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