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71 results for Insurance in Huntington Beach, CA
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Adrian Trejo
Providing services: Commercial Real Estate, Real Estate, Commercial Lending, Business Consulting, Commercial Insurance, Marketing Strategy, Customer Service, Negotiation, Pricing Strategy, Financial Analysis
Huntington Beach, CA
Summary: Adrian Trejo is a first-generation Latino trailblazer in the commercial real estate world, bringing innovation and a relentless drive to everything he does. From a young age, Adrian honed his discipline and competitive spirit playing soccer at the highest levels, achieving success with the #1 ranked team in California and the #4 ranked team in the U.S. His passion and dedication earned him a full-ride scholarship to California State University, Fullerton, where he graduated with a Bachelor of Science in Kinesiology. Adrian’s entrepreneurial journey began in the fitness industry, where he spent seven years as a personal trainer and bodybuilder, impacting thousands of lives. He built his own fitness lifestyle brand, "Ambitious Fits", and reached the pinnacle of personal training in Beverly Hills. His ability to connect with people from all walks of life strengthened his interpersonal and relationship-building skills, laying the foundation for his future ventures. After an internship in strength and conditioning coach at Chino Hills High School, the onset of the COVID pandemic prompted a pivot to a new career—real estate. Licensed in April 2021, Adrian discovered his passion for commercial real estate in February 2022. He joined Re/Max Top Producers as an administrative lead, managing the commercial real estate operations for a brokerage of 350 agents. Now, in September 2024 with 40 transactions completed, Adrian has embarked on his next adventure and is set to launch the brokerage company"Commercial Life Inc" in Q1 of 2025, reflecting his bold vision and commitment to reshaping the industry. Adrian’s journey is a testament to resilience, innovation, and the ability to transform passion into professional success.
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Anthony Wilson
Providing services: Retirement Planning, Insurance, Life Insurance, Real Estate
Huntington Beach, CA
Summary: As the CEO of U.S. Financial Plans, my mission is to redefine what financial planning means for individuals and businesses alike. With over two decades of leadership experience, I’ve had the privilege of guiding companies to success, and now, I bring that expertise to a field where trust and innovation are paramount. ** Together, We Make Things Happen **
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Chrisa Wion
Providing services: Accounting, Budgeting, Health Insurance, HR Consulting, Administrative Assistance, Customer Service, Payroll Services, Human Resources (HR), Project Management, Personal Assistance
Huntington Beach, CA
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Jamin Shepard
Providing services: Health Insurance, Life Insurance, Small Business Insurance
Huntington Beach, CA
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Axis Insurance Agency
Providing services: Health Insurance, Commercial Insurance, Life Insurance, Small Business Insurance
Huntington Beach, CA
Summary: Client Centered • Independent • Privately Held
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Kim Vu
Providing services: Financial Accounting, Life Insurance, Health Insurance, Business Consulting, Financial Consulting, Payroll Services, Budgeting, Financial Reporting
Huntington Beach, CA
Summary: I am the Chief Financial Officer (CFO), a managing partner and cofounder of Quoc Viet Foods Inc., an Orange County-based food manufacturing and distribution company with 73 employees. Being a CFO and business owner, I have first-hand experience how difficult it is to grow a business while having to design benefits and compensation packages to attract and retain loyal and productive employees, and to maintain compliance with federal and state tax and labor laws. I have made it a personal and professional goal to assist small business owners to overcome these hurdles, drawing from my 20+ years experience of building and managing a successful and thriving business. My end-to-end (E2E) business services include: 1/ Incorporating passthrough entities such as S-Corporations and Limited Liability Companies (LLC). 2/ Setting up and providing training for accounting and payroll systems. 3/ Preparing W2’s and 1099’s. 4/ Filing employer’s quarterly tax reports. 5/ Setting up health and tax-deferred packages for employee retention, and key-employee insurance and buy/sell agreements for protection of your company’s continuity of operation. 6 Account auditing. 7/ Working with certified public accountants (CPA) on your company’s behalf for annual tax preparations and in the unpleasant event of IRS audits.
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Daisy Aguirre
Providing services: Insurance, Commercial Insurance, Life Insurance, Small Business Insurance, Homeowners Insurance, Auto Insurance
Huntington Beach, CA
Summary: Experienced Insurance Agent with a demonstrated history of working in the Property & Casualty/ Life & Health industry. Skilled in Accident Insurance, Retirement Planning, Liability, Licensed to Sell Insurance, and Property Claims. Strong property and casualty insurance background with great interpersonal skills.
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Matthew Nahas
Providing services: IT Consulting, Project Management, Insurance, Business Consulting, Healthcare Consulting, Management Consulting
Huntington Beach, CA
Summary: IT Professional, 20+ years working in Medical/Auto insurance. I've led and been a part of teams sized from 2-9 people. On-site and remote. My focus/expertise generally gravitates to processes, procedures and effectiveness. Ideally in an ad hoc environment where knowledge base, documentation, use cases and procedures are easily navigable and easily digestible.
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Eleanor Myers
Providing services: Accounting, Bookkeeping, Financial Accounting, Training, Management Consulting, HR Consulting, Business Consulting, Financial Reporting, Commercial Insurance, Financial Analysis
Huntington Beach, CA
Summary: Construction accounting Expert in MasterBuilder, now Sage 100 Prevailing wage law and compliance Benefits administration
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Summary: Insurance broker for middle market corporations. Core Services: • Implement complex risk management programs • Solve coverage gaps + claims issues • Reduce our clients' total cost of commercial insurance risk We believe in building strong relationships with clients and becoming an extension of their team - providing custom programs tailored to their needs. As the middle market arm of Marsh Inc., we are one of the nation’s leading brokerages, offering a comprehensive line of risk management and employee benefit solutions. Common Lines Include: • Workers Comp (captive solutions) • Business Interruption + Product Recall + Stock Throughput • Property + Auto • D+O / EPLI / Cyber • Employee Health Benefits / Retirement (401k)