Ventura County Chapter's Resource Partner Program forges relationships between financial planners and the supporting industries that provide the tools, products and services we use daily in our profession. We realize that by working together, as partners, we can make our mutual business ties stronger, which in turn benefits our communities and those we serve.

Through the generosity of our Partners, we are able to offset the cost and provide educational programs of the highest quality for our members. The addition of these partners at our meetings brings networking opportunities for members and partners alike.

2019 Chapter Resource Partners

The Ventura County Chapter Board of Directors extends our appreciation to our 2018 Resource Partners for their support and we encourage our members to support those who support our financial planning community.


◊◊PLATINUM◊◊

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Ben Widders • Vice President, South West Region

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Email Ben  (661) 678-1338
InnovativePortfolios.com

Innovative Portfolios is a money management firm that helps RIAs help their clients. Their tag line is 'Innovative Portfolios for the Intelligent Advisor - Incisive, Integral, Impactful.' The company is new, but their team has decades of experience with customized portfolio strategies as well as option-based strategies on top of traditional investments.

They offer scale to RIAs—providing institutional-level money management strategies for your client portfolios of every size. By employing alternative portfolio strategies, which many times are only used with institutional investors, Innovative Portfolios makes this type of portfolio/strategy management available to the retail investor.

◊◊GOLD◊◊


 BGA

 Scott Thurman • Managing Director, BGA Premier

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[email protected]  (805) 208-6587
www.bgapremierinsurance.com

BGA is a Life Insurance Brokerage General Agency representing Life, Annuity, Long Term Care and Disability Insurance products. BGA has aligned themselves with only the best run and highest rated carriers. They are proud of the relationships they have forged with these premier companies and the products that they are able to offer their clients.

◊◊SILVER◊◊

 

California Lutheran University

Cindy Grether • Program Manager at CLU
[email protected]  (888) 372-4155
CalLutheran.edu

The MBA in Financial Planning from California Lutheran University's School of Management is one of the country's most comprehensive master-level programs, providing financial professionals with the acumen needed to excel. The program is offered fully online with small classes taught by world-class faculty with an emphasis on ethics, character and client needs. The MBA is available in two tracks - for those who seek their CFP® and for those who already have it.

 

◊◊GOLD◊◊

Comfort Keepers

Cindy O'Brien • Community Relations Manager at Comfort Keepers

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[email protected]   (805) 390-6850
www.ComfortKeepers.com/office-426

 World leader in Senior Care, helps seniors live happy, healthy lives in the comfort of their own homes by providing quality, compassionate care to preserve independence and contribute to a better life.

◊◊GOLD◊◊

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          Miguel Aguilar, VP                       John Hemsley, Internal Sales Assoc.

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Inland Real Estate Investment Corporation

[email protected]  (630) 586-2922
[email protected] (678) 909-1129
www.inland-investments.com

Inland is a respected leader in their industry with 50 years of experience. They are involved in every aspect of Commercial Real Estate and offer innovative real estate investment solutions and products. Inland takes pride in always putting the investors' needs first. Since their inception, they have sponsored 727 Real Estate Investment Programs serving more than 490,000 investors across all major Commercial Real Estate sectors.

◊◊GOLD◊◊


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Holly Collinsworth, RN NurseCore

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[email protected]   (805) 535-1099
NurseCore.com

NurseCore is a national leader in medical staffing and home care services, specializing in connecting healthcare professionals, nurses and caregivers with medical facilities and home care positions in need of their expertise. They provide consistent and compassionate nursing service 24 hours a day, 7 days a week.

◊◊GOLD◊◊

Skyline-Logo

Mark Klein  Skyline Home Loans

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[email protected]  (818) 657-657-2253
www.SkylineHomeLoans.com

Skyline Home Loans is a direct-to-consumer lender offering home refinance loans in more than 10 states.

 ◊◊THANK YOU TO ALL OUR PARTNERS◊◊