Meet our Team
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Capital Trust Advisors
Capital Trust Advisors is a comprehensive wealth management and advanced planning firm serving families, closely held businesses and nonprofit organizations.
InKnowVision is a national advanced estate and income tax planning design firm serving high net worth individuals, families and business owners.
Estructure was created to offer select clients the personal service of an experienced structural engineer. After 18 years at a prestigious structural firm and reaching its top management rank, Maryann Phipps started Estructure with a desire to more directly support clients. Estructure is founded on her extensive structural engineering experience, technical achievements, and fundamental commitment to personal service.
Maryann Phipps has nearly 30 years of experience evaluating, designing and renovating buildings in California. She assists both public and private clients understand and address the risks associated with earthquake hazards. The mainstay of her practice is structural design related to hospital renovations. Maryann has been responsible for the design of replacement hospitals and medical office buildings, renovations to most acute care departments and seismic restraint of nonstructural components. She is professionally very active in the engineering community and is a Past President and Fellow of the Structural Engineers Association of California.
EXPONET: Engineering & Scientific Consulting
With over 90 scientific and engineering disciplines, Exponent’s staff of approximately 900, located in 20 offices throughout the United States and 5 international offices, combines unparalleled technical expertise with the ability, when necessary, to focus this knowledge in extremely short time frames. Our multidisciplinary team of scientists, physicians, engineers, and regulatory consultants will perform either in-depth scientific research and analysis, or very rapid-response evaluations, to provide our clients with the critical information that both day-to-day and strategic decisions can require. Exponent is certified to ISO 9001.
Learn more about EXPONENT Engineering & Scientific Consulting
ETC Building & Design, Inc.
a privately held corporation specializing in the design and construction of health care and life science facilities. We have completed over 3 million square feet of hospital tenant improvements over the past eight years and recently formed a Biotech Division with a seasoned team of professionals specializing in projects for the life science sector. The variety and complexity of experience ETC has gained, coupled with the abilities of our experienced staff, has earned us the reputation as one of the leading health care/life science construction firms. ETC has built its reputation on performance and service. Our knowledge of health care and life science facilities is extensive and it is that knowledge that assures our customers not only a quality product, but at the end of a job a facility that functions as designed. We composite a team of experienced tradesmen/women and lead them to complete projects on schedule and within budget constraints. It is our goal to cultivate a productive and long-lasting relationship with all of our clients. ETC’s success over the years has been guided by our intense commitment to exceeding our client’s needs and assuring their satisfaction with our services.
Learn more about ETC
Lawrence Souza: Financial Planning
Mr. Souza has 24 years of experience in the commercial real estate and financial services industry.
Specialties:Modern/Post-Modern Real Estate/Insurance/Energy Portfolio Theory (MREPT/PMREPT/MREIPT/PMREIPT/MREIEPT/PMREIEPT), Commercial Real Estate Economics and Finance, REIT and Apartment Investment Research, Commercial Real Estate Brokerage, Real Estate Education and Programs, Index Services and Product Development
The Greenspan Company
We’re professional loss consultants who work exclusively for policyholders. Having our public adjusters on your side eliminates the inherent conflict of interest that exists when one person represents both you and your insurance company. Personalized service and proven expertise are the hallmarks of our reputation. Your successful financial recovery after a disaster is always our top priority.
When you enlist our services, we will:
- Conduct a comprehensive review of your policy and assist you in complying with your policy’s requirements.
- Prepare a detailed estimate of damages to the structure of your home or business.
- Quantify code upgrade costs if they are covered.
- Analyze all construction estimates by preparing a formal “bid comparison” to identify any omissions.
- Detail and substantiate all damages to your home and possessions, as well as list and price your personal property.
- Prepare detailed inventories for all of your business’ property including personal property, stock, machinery and equipment, and betterments and improvements.
- Quantify your time element claim and calculate Additional Living Expenses (ALE) for homeowners.
- Calculate your loss of business income, rental income, and extra expenses.
- Present your itemized claim package (with your approval) to your insurer.
- Work as your advocate at all inspections and meetings.
- Communicate with you every step of the way.
- Save you time so that you can focus on your family or your business.
- Relieve you of the stress and emotional burden of dealing with the complex matters associated with preparing your claim.
- Maximize your financial recovery with a proactive and comprehensive claim management strategy.
Learn more about The Greenspan Company
Estate Planning Attorneys
Wright & Wright: Estate Planning Attorneys
Wright and Wright Attorneys at Law, Inc. is a family-founded law firm that has devoted its self to estate planning, estate administration, and probate. Based on a commitment to recognizing and taking into account the unique circumstances surrounding each family, Wright and Wright have grown a firm that cherishes relationships, builds trust, and utilizes a group of attorneys and staff that are deeply committed to making the estate planning process reassuring, pleasant, stress-free, and fulfilling.
Learn more about Wright & Wright Estate Attorneys
Asset Protection Attorneys
Harry M. Barth, Esq.
Harry M. Barth has more than 40 years of experience in the financial services industry and counseling franchisees, business owners, and corporations nationwide. He has distinguished himself by being an asset protection advocate. Mr. Barth is the senior and managing partner of the law firm, BarthCalderon LLP and founder and managing member of the financial planning and wealth management firm, Barth Financial Advisors, LLC.
MBA degree in Financial Planning
Master of Science in Financial Services
Accredited Estate Planner (AEP®)
Certified Estate Advisor (CEA)
Certified Financial Planner™ Practitioner (CFP®)
Certified Wealth Preservation Planner™ (CWPP)
Certified Asset Protection Planner™ (CAPP)
Chartered Advisor in Philanthropy (CAP®)
Chartered Financial Consultant (CHFC®)
Chartered Life Underwriter (CLU®)
Certified in Long Term Care (CLTC)
Graduate Estate Planning Advisor (GEPA®)
He has co-authored a book, ” Planning Today for All Your Tomorrows, a Practical Guide to Help High Income and/or High Net Worth Clients”.
Mr. Barth views his role as a trusted and long-term advocate of asset protection planning in helping his clients achieve their financial goals and protecting their assets from third party creditors and lawsuits.
He has been helping high-wealth families, business owners, franchisees and executives create a custom “asset protection blueprint” and to implement custom solutions for their needs. The ultimate goal is to enhance his client’s wealth, reduce their taxes and help them achieve their financial goals.
Learn more about Barth Calderon Attorneys
Nexis Preparedness Systems
Nexis Preparedness Systems pinpoints your exact emergency preparedness needs, then maintains and manages your supply resources so they are ready to deploy when you need them most.
The Nexis Mission… Provide & manage turnkey emergency preparedness supplies & services to businesses and other institutions in the markets we serve to equip them to provide for themselves in the event of natural or person-caused disaster.
In 2012, Nexis Preparedness Systems introduced a disaster-specific preparedness approach which provides a different mix of contents within the kits as well as the overall supply cache catered to the specific type of disaster that could occur at each business location. Obviously, the supplies needed for a shelter-in-place situation are very different than those required in an evacuation scenario, and the company provides precise recommendations for these and several other potential disasters.
Learn more about Nexis Preparedness Systems
QuakePrepare provides earthquake preparedness products and services to homeowners who want to make their home secure and their family safe, including:
· Evaluating your home’s retrofit – is the seismic attachment of the house to the foundation complete and correct.
· Pointing out the safest place to be in each room of the house when a big quake hits.
· Indicating what furniture, appliances, and wall hangings need to be secured, and how to do this correctly
· Installing automatic gas shut-off valves at the gas meter
We provide information about how to prepare for a serious earthquake, what to do during an earthquake, and what to look for after the quake.
Find out more here quakeprepare.com