RP Video KleinVentura 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.

2019-2020 Chapter Resource Partners

The Ventura County Chapter Board of Directors extends our appreciation to our 2019 Resource Partners for their support and we encourage our members to support those who support our financial planning community.



Ben Widders • Vice President, South West Region

Email Ben  (661) 678-1338

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.


Comfort Keepers

Cindy O'Brien • Community Relations Manager at Comfort Keepers

[email protected]   (805) 390-6850

 A 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.



 Timothy Rembowski, Senior Consultant • DPL Financial Partners


 Email Tim   (502) 398-6772

DPL's goal is to work with RIAs as a strategic partner and bring the benefits of low-cost annuities and life insurance to your clients by leveraging our experience building and utilizing Commission-Free products. They are not affiliated with a carrier and do not push proprietary products. Their consultants will help you to find the solutions that best meet your clients' needs.



Do you know about this new financial tool?


                     Mark Klein, Founder                   Pattye Zeto, VP, Client Relations




PCL Financial Group

[email protected]  (818) 865-0600
[email protected] (818) 696-8226

A full service lender with experienced staff to help you and your clients find the best products for their needs. They offer expertise in every area of mortgage.

  • Purchase and Finance
  • Reverse Mortgage
  • Construction
  • Commercial Property Lending

PCL Financial Group is dedicated to providing the perfect loan solution for every unique situation.

Founder Mark Klein has an accounting and tax background which gives him a unique expertise when dealing with financial planners and their clients. Whether is you need a simple transaction or it's a complicated challenge he has the experience to find a solution to meet yours and your clients' needs.



          Miguel Aguilar, VP                       John Hemsley, Internal Sales Assoc.


Inland Real Estate Investment Corporation

[email protected]  (630) 586-2922
[email protected] (678) 909-1129

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.




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

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.