Broker Check


See an interesting event?  Click on the event title for further details.

To be added to our guest list click the Register link or email us at and let us know how many will be attending. 

You may also telephone us at (714) 893-5400. 

Upcoming Events

December 3, 2022

11:00a - 1:00p

BJ's Restaurant

2022 Lunch with Santa

Join us for lunch at BJs and have your picture taken with Santa.

Past Events

October 22, 2022

9:00a - 11:00a

Cobalt Unlimited Parking Lot

2022 Shred Day

Join us for Coffee and Pastries while you watch your papers being shredded.

August 9, 2022

10:00a - 11:30a

Mama's on 39

2022 Halftime Report

Join us for a comprehensive review of the year's market activity and a look at what the remainder of 2022 may bring.

July 19, 2022

4:30p - 7:00p

Century Huntington Beach/Bella Terra

2022 Summer Movie Event

Minions: The Rise of Gru Join us for our 2022 Summer Movie Event. We will rent out an exclusive theater just for you...our clients! Enjoy refreshments while spending a fun evening at the movies!

March 24, 2022

5:00p - 8:00p

Pinot's Palette

Paint Night at Pinot's Palette

Appetizers, drinks and a fun evening of painting!

January 26, 2022

10:00a - 11:30a

Mama's On 39

2022 State of the Markets Breakfast

Please join us for a comprehensive review of market activity in 2021 and a look at what may happen in 2022.

Event Registration