Flavio Andrioli - Primary Partners Financial

The Nikols Company, based in Newport Beach, CA, is the manager of Nikols Mortgage Fund LLC, providing private commercial real estate loans ranging from $5 to $40 million throughout California. With over four decades of expertise led by Carrie and Don Nikols, the firm prides itself on its quick, collaborative, and flexible approach, ensuring borrower needs are met with minimal risk reflected in their impressive track record of zero loan losses. Specializing in short-term bridge loans for various commercial real estate projects—including multi-family, industrial, and retail properties—the company focuses on opportunities that create value for both borrowers and investors. Since its inception, Nikols has closed over $1.3 billion in loans and maintains a high rate of investor retention, underscoring the trust and efficacy of its operations in the real estate lending market. Generated from the website

South Coast Investment Advisors is a financial advisory firm based in Newport Beach, CA, offering dedicated guidance and personalized financial solutions to individuals. With a team of experienced professionals, they provide comprehensive services including organizing financial information, aligning portfolios with risk tolerance, and designing financial blueprints tailored to clients' goals. South Coast Investment Advisors understands the unique needs of millennials, the largest segment of the US population, and specializes in helping them capitalize on opportunities in the rental market. They offer expertise in creating live, work, play apartment communities like Cottonwood Residential, catering to the preferences and lifestyles of this generation.Generated from the website

A team of fractional CFOs providing part-time financial expertise to businesses of all sizes, offering strategic guidance and financial leadership. We help improve financial operations, optimize performance and navigate complex issues, all while saving businesses the cost of a full-time CFO. With the right fractional CFO and clear plan, businesses can improve financial outcomes and achieve long-term goals.