About Bill Clingen
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President of Macro Wealth Integration, is a charter member of the International DI Society and a Certified Senior Advisor and has 30 years experience in asset protection--Life Insurance, Disability Income Insurance, and Long-Term Care Insurance. He was recently selected to be one of the nation's first Charitable Planning Specialists (CPS), in partnership with The March of Dimes. He is a graduate of California State University, Northridge. Bill's company is called Macro Wealth Integration.
About Jeff Eisenberg
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Jeff Eisenberg grew up in Chatsworth, CA and after high school, attended and graduated from California State University, Northridge. He obtained a Bachelor of Science Degree in Business Administration in 1991. During and after college, he worked at Bank of America as a Preferred Banking Officer and then, in 1993, joined Automatic Data Processing, Inc. as a District Manager until 1998. While working for ADP, he applied for his real estate license and began working part-time as a loan officer for a mortgage company in Simi Valley. This is where he found his niche in business and a love for an industry that he still enjoys today. He opened his own mortgage company with a partner in 2002 and then branched off on his own in 2004 to open Southern Oaks Mortgage, Inc. located in Valencia, CA. Jeff is also an author. To learn more about Jeff's Book, go to www.LoanManJeff.com.
About Robert Mansour
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Robert Mansour grew up in Southern California. He attended Loyola High School and Occidental College. He received his Juris Doctor degree from Southwestern University School of Law in Los Angeles and has been practicing law since 1993. He is a member in good standing of the California Bar Association. He has worked for a small personal injury firm near Pasadena, California and for the Burbank City Attorney's office. Robert has also been a member of a large civil litigation firm in Glendale, California where he was recognized by the firm as Trial Attorney of the Year. He was also a member of the firm's pro bono Adoption Team which allowed him to serve at the Childrens Courthouse. He has served as a volunteer arbitrator and as a mediator with the Los Angeles Superior Court. Robert also studied mediation at the Straus Institute for Dispute Resolution at Pepperdine University School of Law. He is the President of The Santa Clarita Valley Bar Association, and an active member of the Synergy Business Network. He has lived with his wife and two children in Valencia, California since 1997 and enjoys serving his friends and neighbors in the community and Los Angeles at large. His website is www.MansourLaw.com. His main area of practice is Estate Planning (Wills and Trusts, etc.)
About Brad Polak
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Brad has been practicing accounting for over 15 years and has been associated with Allegent Group, LLP and its predecessor firms for over 8 years. His experience in accounting and business is vast, having worked in both public and private accounting. By using this experience, Brad is able to provide both individual and business clients with a treasure chest of ideas that will help them succeed. Providing clients with quality service is his number one priority, as he feels our success is built upon the success of our clients. Brad lives in the Valencia area with his wife, Andrea and their son, Brandon. He enjoys volunteering in the community and spending time with his family.
