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Ivan Circle
Ivan's
Circle
Meet our selection of preferred professionals and trusted advisors to compliment your real estate journey. Each professional has been hand selected as reliable and trustworthy professionals who’m our team has built a personal relationship with. Our team strives to be a resource long after the close of Escrow. We like to be considered your personal concierge to owning a home.
Concierge
Featured
Services
Financial-advisors
Noam C. Srolovitz, Esq.
KAPE PropertiesSuite 1590 Los Angeles 424.542.8604
Founded in 1985, Kape Property Management sets the standard for real estate management in Southern California. With over 65 years of combined experience and hundreds of properties managed, Kape Property Management is one of the largest privately owned pr...
Brittney Castro
Financially Wise WomenBrittney Castro is the founder and CEO of Financially Wise Women, a Los Angeles-based financial planning firm whose mission is to teach women and couples in their 30s and 40s the art of managing their money the fun and simple way. As a Certified Financial...
Michelle Nguyen
First Foundation AdvisorsMs. Nguyen is a Vice President and Senior Wealth Advisor on First Foundation Advisors's investment management team in Los Angeles. Ms. Nguyen is responsible for developing and managing investment portfolios for high net worth individuals, multi-generation...
Mark Morales
HomeStreet BankMark Morales is a Vice President of the SBA SoCal Division of HomeStreet Bank. Mark has over 18 years of business banking experience and specializes in SBA financing and loan programs: SBA 7(a) Business Loans, SBA 7(a) Real Estate Loans, SBA 504 1st Trust...
Jonathan Drubner
L&S Advisors, IncIn his role as managing director at L&S Advisors, Jonathan Drubner is responsible for developing new channels of business and providing client service to the firm’s growing roster of high-net worth individuals. With more than 17 years of experience...
Mike Spitz
The CSD GroupMichael is the Founder and Director of The CSD Group, a creative collaborative focusing on business development, brand identity, market strategy, and creative advertising. Michael holds a BA with University Honors in both International Economics and Pol...
Jodie Weiss
First Republic BankWorking out of the banks private banking regional corporate offices in Century City, Jodie is the point person for her clients credit, banking, investment, and trust service needs with the highest customer service. She specializes in real estate lending a...
Ara Oghoorian
ACap Asset Management Inc.ACap is a Fee-Only financial advisory firm specializing in advising doctors. Whether in private practice, in academia, or part of a medical group, physicians can benefit from ACaps financial expertise, so that they can focus on their patients, their busi...
Steven Cooper, CFA
UBS Financial ServicesPortfolio Manager and Financial Advisor providing strategic planning and investment management for business owners, entertainment folks and their families.
Arlene Krantz
The Millionaire WithinWest Hollywood 424.253.5567
Arlene Krantz is a speaker, author, mentor and business strategist who left a successful career in retail to singlehandedly grow her first business from nothing to over seven figures. Now, with over 30 years experience as an entrepreneur, Arlene’s pas...
Evan Levy
Lido Advisors, Inc.310.278.8232,163 / 310.480.9917
I provide individualized wealth management services tailored to the unique situations of high net-worth individuals who are retired, or are contemplating retirement, trusts, and "emerging" professionals. I am able to create holistic investment solutions u...