Our Partners
Bowermaster Insurance Brokers is a top national, full-service brokerage firm. Bowermaster was a third-generation, family-owned agency that sold to Patriot Growth Insurance Services, LLC in 2020 to effectively perpetuate and transition our business for continued growth and success. We were a family business member of the center for years, and very proud to continue supporting the center as your insurance partners. We are still managed and led by the third generation, and proud to be celebrating 70 years of service to our clients and community.
Bowermaster is a top 25 firm in the country with a focus on business insurance, employee benefits, and personal insurance. Our primary client base consists of privately held businesses and business owners, in industries such as construction, manufacturing, distribution, retail, hospitality, medical, and nonprofit. Our products range from workers’ compensation, property, liability, and automobile to employee benefits such as medical, dental and vision insurance. We are proud sponsors and look forward to being of service to you all. We are committed to delivering smarter insurance and risk management solutions.
Lead contact:
Adam Bowermaster
Tel: (714) 733-6200 | (888) 825-4322
E: abowermaster@bowermaster.com
Commercial Bank of California (CBC) is a full-service bank and diversified financial services company that supports the business and professional communities of Los Angeles and Orange counties. CBC is recognized as a BauerFinancial, Inc. “Four-Star Excellent Bank” for its financial strength and stability, and provides the financial expertise of a major bank while maintaining a commitment to personalized service and strong relationships.
Commercial Bank of California is setting itself apart from other business banks in Southern California. CBC was founded by entrepreneurs for entrepreneurs, and is a trusted partner to our clients. The CBC team is driven by a dedication to innovation, and delivers transformative financial products that enable entrepreneurs and business leaders to leverage our solutions to not only help their businesses grow, but to achieve their dreams. Our relationship-based approach and private bank status yields opportunities for us to continue to build upon our foundation of empowerment. That empowerment also heavily supports our communities, future generations and our employees – who have generously earned CBC the honor of being named one of So Cal’s Best Places to Work in 2022 and 2023.
Lead Contact: Arshad Rokerya, Senior Vice President
tel: (714) 482-2206
Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families. For more than 130 years, our success has been anchored in one purpose: to serve as our clients’ most trusted financial partner, guarding and growing their assets as though they are our own. We earn their trust by staying true to our steadfast fiduciary heritage and providing differentiated, exceptional service tailored to each client’s specific needs. Our market-leading technological capabilities allow us to deliver the highest level of service to our clients with speed and precision.
Financial planning is complex when your business is the primary source of your wealth. Learn what strategies have helped other business owners meet both company and personal goals at each stage of their journeys. https://www.northerntrust.com/united-states/institute/segment/business-owner
Lead contact:
Curt Biddulph, Senior Wealth Strategist
Tel: (949) 717-5580
E: cb407@ntrs.com
RSM US LLP (RSM), which traces its history to 1926, is a powerful network of audit, tax and consulting professionals with offices all over the world. We understand the complex financial, investment and personal needs of the family office. Family offices continue to be the preferred way for ultra-high net worth individuals and families to manage assets and support the goals and legacy of their family.
We build multi-generational relationships with our clients’ families and family office teams and advisors to understand and cultivate your family’s definition of success. Our clients see us as a trusted partner dedicated to high-net worth families of all sizes and complexity. Confidentiality and trust are top concerns for family offices and we are committed to serving you with the utmost integrity. Becoming your long-term, steadfast advisor and earning your trust is at the core of everything we do. Bringing you the power of being understood, we listen and help you find the right solutions to meet your unique needs.
Lead Contact:
Jeff Kim
Tel: (949) 255-6636
