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State Farm insurance agent for over 35 years in Orange County. Resides in and involved in community. Member of Anaheim Hills Rotary club.

“EACH ONE, REACH ONE, TEACH ONE”
At my golden age, I chose to share my life experience with younger generations. I chose to become a Coach. Coaching in 2 important areas of life, in the area of health. “HEALTH OF BODY AND MIND”.
“HEALTHY MIND”: I am a proud Landmark Education Graduate. Landmark Education (LE) is a rich body of Life Distinctions. LE is delivered in 3 days, offering many values, the value you get depends on where in life, you are stuck / trapped. The value I got is to PUT MY PAST IN THE PAST WHERE IT BELONGS TO AND LIVE A TRANSFORMED LIFE. LE empowers you to live A LIFE BY DESGIN, NOT LIVING THE LIFE GIVEN BY THE PAST. The first person, I introduced LE is my daughter when she was 8. She became a wise power house by her participation in The LE. Although at her high school age, her mom and I were in divorce, my daughter became an “A” student and then HONOR STUDENT. I am proud of who she became and we are thankful of LE.
“HEALTHY BODY”: It is proven that “PROPER BLOOD FLOW / BLOOD CIRCULATION” plays a very important role in our high level of energy and peak performance. “NASA” use of this technology (PEMF), and many other top performer athletes are part of our credibility. For more details read my following articles. I am happy to receive feedback for like minded viewers, feel free to join me. As the New Year Gift, I am offering 2 free sessions online.
Mohsen Amini, From Newport Beach, California USA.

Wealth Planning Advisor
Address:18400 Von Karman Avenue
Suite 400
Irvine CA 92612

Business Rep:
Paul W Vann
Business Genre:
Wealth planning

Long Business Description:
A plan for your future Based on experience with our clients, we have developed a finely tuned process that will lead you through the following six stages of financial planning. Establish and define the client-financial professional relationship We begin by discussing how we can work together to develop and implement your financial plan. We need to understand your financial situation, but we also want to help you define your goals. We start the process by: • Discussing your situation • Establishing a fee • Securing basic documents Gather client data, including goals and expectations The more detailed information we can obtain, the more customized and accurate your personal financial plan can be. We conduct a holistic audit of your current estate, investment and business owner situation (if applicable). Based on this information, we develop a comprehensive financial condition model of your current situation, including cash flow, tax reduction strategies and estate distribution projects. Highlights of this stage include: • Formalizing our working relationship • Gathering appropriate financial data, objectives and risk tolerances • Discussing and establishing goals • Discussing attitudes, views and concerns Process and analyze information to determine financial needs We analyze information gathered from the financial condition model to identify gaps and opportunities between your current financial planning and your objectives and risk tolerance. This helps us determine to what level you are meeting your financial goals with your current strategy. This stage focuses on: • Reviewing your data and assessing your status relative to goals, objectives and attitudes • Analyzing and evaluating your current financial status • Confirming and clarifying your data • Preparing a preliminary financial plan • “Trying-on” ideas, including key financial professionals, as needed, and refining recommendations
Business Website Address
www.PaulWVann.com
Business Phone Number:
949-474-6828

CRN-3418172-012221

- Want To Own A Home -

You’re in the right place! We can help you get a DOWN PAYMENT! Vow2Save was designed especially for brides, grooms, single parents, and young entrepreneurs who can’t afford to buy a home, or who want an extra boost to buy more. Simply register for your special website that connects with your PayPal account, and you’ll receive a FREE crowdfunding website and a donation platform! You use YOUR accounts, and YOUR PayPal...Vow2Save never sees or touches your money. We just help you earn more!

- There’s POWER in numbers -

The premise of the down payment registry program is when you make it EASY for family and friends to get involved, they WANT to help you achieve your dreams. If everyone just donates a little bit, then it can really ease the burden of paying your down payment and closing costs. In most states, you can buy your first condo or home easily if just 100 people donate $100. That's $10,000 for your down payment fund!

- How it Works -

You can customize your website however you'd like, and we provide you with reminders, graphics, social posts, and template emails to encourage donations from family, friends, and your sphere. As everyone donates the meter on your website grows - this encourages everyone to keep donating until you reach your goal!

- Moving on Up -

When you’re ready, The Vow2Save Team will help you make every step to your new home easy – Vow2Save happily works in conjunction with all your real estate partners including Realtors, lenders, and insurance companies. Or, we've got referrals IF you need them. Now you can enjoy your next chapter and follow your dreams knowing you have a solid investment to build from – property.

Business Sales, Mergers & Acquisition:
As a Certified Business Broker (CBB) and a Certified Business Intermediary (CBI), we represent both sell and buy sides. If you are a business owner, you may have many reasons to either sell your business. Allow us to find the best deal structure for you.
As a business buyer, you may be looking for a job, an investment, or to acquire another business to jump-start your business growth. You may want to immigrate to the US by getting an EB2 or an EB5 visa. We can help you no matter what your situation.

Business Valuation:
I have been professionally trained to provide a valuation analysis of your business. A Broker Opinion of Value (BOV) analysis is a document that shows all my research and analysis and a selling price range recommendation. I will give you a copy for your records once completed. Whether you are selling your business, buying a business, or planning your exit strategy, you will need a BOV.

Industries represented to-date:
Medical clinics, manufacturing (general), manufacturing (medical), B2B service provider, sports and fitness, Insurance, franchise resale, restaurants, computers & IT, transportation, construction (electrical; and plumbing contractors), order fulfillment/e-commerce distribution, contract design/development/manufacturer (defense & Aerospace), medical billing, mobile software marketing, B2B Services (power washing and cleaning, Janitorial)