Sarah Arthur, CFP® | Financial Advisor

Sarah+Arthur+-+0594.jpg

About: Sarah advises existing and prospective clients, partnering with them to understand their financial goals and develop strategies for achieving them. She and her team offer financial planning, advisory, and implementation services with regards to cash flow, investments, tax strategies, workplace benefits, retirement, and estate planning techniques. Their mission is for clients to Achieve Financial Peace of Mind™.

Sarah’s driving principles are freedom, growth, and trust and she most enjoys cultivating rewarding relationships with colleagues and clients and participating in their progress.

Prior to joining Strategic View Advisors, Sarah spent five years at a private practice of Ameriprise Financial in Torrance, CA. Her first career was in retail real estate development which brought her to Southern California from Chicago. She earned a Bachelor of Science in Management from Purdue University and a Certificate in Personal Financial Planning from the University of California, Los Angeles. She maintains the Certified Financial Planner (CFP®) certification along with industry licenses that allow her to advise comprehensively and in the best interest of her clients.

Specialties: Sarah's best work is with clients who value advice and have the desire to act upon that advice. Her clients are located throughout the U.S. and range from retirees to those in the earliest phase of their working years as a result of her team's multi-generational approach to financial planning.

Most of her clients are service-related professionals and her team has a niche in advising partners of the “Big Four” accounting firms. Sarah is developing expertise in working with multi-unit franchise owners and collaborating with other professionals who understand their unique challenges and opportunities.

Quote: “If you want to go fast, go alone. If you want to go far, go together.” - African proverb

Connect: Contact Sarah at sarah.arthur@nm.com or at (213) 412-2849, or visit her website below!


MEMBER SINCE FEBRUARY 2019


Sarah Arthur is a Representative of Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and federal savings bank. Sarah Arthur is also a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC ( www.sipc.org).

Strategic View Advisors is a marketing name Sarah Arthur uses for doing business as a Representative of NMWMC and NMIS. Strategic View Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank.

Alison Clay-Duboff | President

Alison+Clay-Duboff.jpg

About: Alison’s involvement in Real Estate impacts the communities where she demonstrates her deeply rooted sense of professionalism and dedication. Alison exerts an unflinching commitment to ethics, serving her clients beyond expectations.

Alison has presented her unique brand of Real Estate Marketing in Rome and was the Keynote Speaker for the first RE/MAX France Convention; Alison is bilingual English French.

Alison has been a presenter on Global Real Estate at the California Association of Realtors Expo, and has served as Chair to the Global Real Estate Committee at The South Bay Association of Realtors for the past several years. Educated in Paris and earning her BA at George Washington University, Alison brings a successful, unique and talented breath of fresh air to the South Bay Real Estate market. Her client base is as diverse as the properties worldwide. Alison has been rooted to her community dedicating her resources to the Hermosa Beach Summer Concert Series as well as many Rotary and other community concerns. Giving back is a fundamental foundation of her core ideals. Alison gives generously to various charities including Children’s Miracle Network.

Alison dedicates her spare time to lonely seniors in her community. She enjoys the world of gastronomy and shares this Zen pleasure with her husband of 15 years, Ken. Together they have raised an international ‘Brady Bunch’ of children along with the beloved Bouviers des Flanders you can see in Alison’s famous marketing.

Alison hangs her license with RE/MAX Estate Properties in Manhattan Beach, California.

Specialties: Alison specializes in Global and local Real Estate, representing sellers, buyers and investors. Alison stringently strives to speak the language of her client’s goals by implementing the long LOST art of listening. Known across the globe as “The lady on the surfboard” Alison passionately represents her sellers, energetically and intuitively guides her buyers with a sense of care and concern not often seen in most professions. Alison is greatly respected and admired in her Real Estate Community of professionals.

Quote: “Happiness is when what you think, what you say and what you do are in harmony.” - Mahatma Gandhi

Connect: Contact Alison at alison@alisonisrealestate.com or at (310) 200-3037, or visit her website below!

MEMBER SINCE OCTOBER 2018


Alison Clay-Duboff is a Realtor® with RE/MAX Estate Properties, DRE#: 01786922.

Kelly Cox | Attorney at Law

THE LAW OFFICES OF HOFER & HARRIS, APC | HOFERANDHARRIS.COM
KELLY@HOFERANDHARRIS.COM | (310) 540-6877

Kelly+Cox+Manhattan+Beach.jpg

About: Kelly completed her undergraduate studies at the University of California at Santa Barbara and attended the University of Denver Sturm College of Law on academic scholarship. After graduation, she clerked for a district court judge where she gained valuable experience in post-death estate settlement matters. In 2015, Kelly joined Hofer & Harris where she assists clients with estate planning and post-death settlements, including private trust administrations and probate

matters.

As a person who values compassion, attention to detail, and skilled legal counsel, Kelly's approach to the estate planning and settlement field provides a refreshing and approachable process for her clients.

Specialties: Kelly's specialty includes creating and modifying estate plans, including trusts, wills, and powers of attorney. Kelly also specializes in post-death settlements, through private administration of a trust during a period of incapacity or following a death, as well as in probate administrations through the California courts.

Quote: "Look at situations from all angles, and you will become more open." - Dalai Lama

Connect: Contact Kelly at kelly@hoferandharris.com or at (310) 540-6877, or visit her website below!

MEMBER SINCE FEBRUARY 2019

Nury Gomez, MBA | Accountant

Nury_Gomez_South_Bay.jpg

About: Nury Gomez, MBA is the founder of Accounting Breeze and a part-time Accounting Professor at Pepperdine University Business School of Management. Through a combination of her dedication for entrepreneurs and successful businesses, her own eagerness to succeed, and educational background, she has a proven track record in providing businesses with strategic operational and financial management so they can provide top-notch quality service to their customers. Over the course of the

years she was able to develop professionally by earning a Bachelor’s degree from Cal State Dominguez Hills in 2001, an Accounting Certificate in 2006, and a Masters Degree from Pepperdine University, The George L. Graziadio School of Business and Management in 2012.

Specialties: With 25 years of career business experience, Nury helps shed clarity on the business objectives from both a business and financial perspective. She creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Nury within her organization specializes in Bookkeeping, Payroll, and Taxes.

Quote: “Condition yourself to not have time to talk yourself out of it! Go for what you want!” - Nury Gomez

Connect: Contact Nury at nury@accountingbreeze.com or at (310) 363-7055, or visit her website below!

MEMBER SINCE JANUARY 2019


To ensure compliance with the requirements imposed by the IRS, we inform you that unless specifically indicated otherwise, any tax advice present in this communication (and any & all attachments) is solely intended for the addressee only, and is not written with the intent that it be used, and in fact it cannot be used to avoid penalties under the Internal Revenue Code, or to promote, market or recommend to another person or party any tax related matter(s).

This message is intended only for the use of the Addressee, and may contain information that is PRIVILEGED and CONFIDENTIAL. If you are not the intended recipient, you are hereby notified that any dissemination of this communication is prohibited. If you have received this communication in error, please erase and delete all copies of the message and all attachments; and please notify me immediately. Thank you for your cooperation regarding this matter.

Lauren LaForge | Sales and Productivity Coach

lauren+laforge.jpg

About: An experienced entrepreneur, salesperson and speaker, Lauren has a passion for helping build businesses and people. As a college student, she was a top producer and recruiter, finishing top 5 in a field of 3,000 sales people each year. At 23 years old, she founded and developed her first business which grossed a half million-dollars in only its third year. She has started and sold two successful businesses before the age of 30 and hired, trained and managed over 400 people in both sales and operations positions.

Lauren is an avid motivational speaker and excels in teaching about vision, focus, sales techniques and personal growth.

Specialties: Lauren's specialty is helping people get clear on what is important in their lives and then use business and sales techniques to get them there. Clients enjoy increased income, improved sense of control in their business, and a sense of satisfaction in life as they finally do the things they have always wanted to do!

Quote: “Everything you want is on the other side of fear.”

Connect: Contact Lauren at lauren@laurenlaforge.com or at (805) 421-6440, or visit her website below!

MEMBER SINCE JANUARY 2019

Briana Pompei, MBA | Strategic Advisor

Briana+Pompei+-+IMG_6974+%28USE%29.jpg

About: Briana has served as a mentor to CEOs and entrepreneurs, and has coached over 100 executives from Fortune 500 companies like Toyota, Pfizer, and Anthem. Briana is an adept advisor, and an expert in strategic decision making with 15+ years of experience in consulting with Booz & Co and PWC, innovation strategy, digital strategy and marketing. She possesses an entrepreneurial spirit with bold leadership skills, and she has the ability to listen to – and challenge – senior executives.

She understands what it takes to lead high performing teams, and come out on top of turnaround situations. Beyond analytics, Briana is focused on balance and has a deep practice in meditation and mindfullness. Briana received her undergraduate degree from UCLA and MBA from Kellogg School of Management at Northwestern University in Strategy, Managing Organizations, and Marketing.

Specialties: Briana is an experienced Strategist and Mentor for business leaders who are ready to get clarity on their goals to achieve a wildly successful business and life. She combines a decade of experience as a strategy consultant with a passion for mindfulness to coach people like you to peak performance. She specializes in helping you define complex challenges and opportunities, generate solutions, and analytically determine the best solution and risk mitigation plans. She tirelessly encourages her clients to stretch their thinking and challenge their goals, inspiring them to achieve what they dreamed is possible.

Quote: "Your life is a journey. It is about change, growth, discovery, movement, transformation, continuously expanding your vision of what is possible, stretching your soul, learning to see clearly and deeply, listening to your intuition, taking courageous challenges at every step along the way. You are on the path...exactly where you are meant to be right now...and from here you can only go forward, shaping your life story into a tale of triumph, of courage, of beauty, of wisdom, of power, of dignity, and of love." - Caroline Adams

Connect: Contact Briana at hello@brianapompei.com or at (415) 810-1122, or visit her website below!

MEMBER SINCE JANUARY 2019