John Hancock Life Insurance

DTA, formerly known as David Taussig and Associates, is a leading public finance consulting firm with over 35 years of experience in planning and implementing programs that facilitate infrastructure development and public services. The company specializes in a range of areas including public-private partnerships, renewable energy finance, and assessment engineering, providing strategic consulting that helps communities thrive. With a focus on efficiency and equitable cost allocation, DTA utilizes innovative financing strategies to support projects that enhance community living. Their expertise is evident in their role as a major provider of Property Assessed Clean Energy (PACE) financing, representing over 90% of California's PACE industry and helping local governments and organizations finance vital public improvements. Generated from the website

Peak Financial Success, located in Irvine, CA, offers a highly personalized approach to wealth management with a focus on comprehensive financial planning services. With over 30 years of experience, the firm collaborates with affluent executives and business owners, addressing their unique and complex financial needs. Specializing in areas such as estate planning strategies, executive planning, and investment planning, Peak Financial Success is dedicated to providing unparalleled concierge-level service. The team is committed to managing clients' wealth while offering guidance throughout various stages of life. Generated from the website