Fidelity National Financial

Swenson Advisors LLP is a full-service accounting, tax consulting, and lease accounting firm founded in 1998. Catering to middle-market public and private companies as well as high-net-worth individuals, the firm offers comprehensive services across a variety of industries, including technology, real estate, and biotechnology throughout Southern California. With a commitment to excellence, Swenson Advisors provides tailored solutions to meet the unique needs of its clients while also participating in the greater community through non-profit work. The firm emphasizes sharing expertise and insights through various resources and publications. Generated from the website

At Stifel, Babcock Ondracek Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.

Stifel is a wealth management firm dedicated to supporting financial advisors with a seamless transition experience and a comprehensive suite of services. With a focus on advisor satisfaction, the firm combines small-firm service with big-firm capabilities, offering nationally recognized research and advanced technology designed to enhance client relationships. Emphasizing an entrepreneurial spirit, Stifel provides a wide range of investment products, wealth planning, and alternative investment options to help advisors grow their businesses. The firm prides itself on its commitment to client-focused service and the unmatched support it offers to its advisors, fostering a collaborative and innovative environment. Generated from the website