Welcome to DTP: West Los Angeles, CA
About Divorce Transition Professionals (DTP)
Why 2.0? Well, after 10 years it is time for a change. A change in location, a change in format and a change in the design. So, we're bringing in a top-notch speaker, holding it in a top-notch location, providing all of the networking and business opportunity you could ask for with some of the best professionals in the community that specialize in working with people dealing with divorce. While this particular meeting may not have all of the following, we expect to provide continuing education, networking, study groups, break-out sessions, case consultations and more......
This event is completely free to all FIRST TIME attendees. It is an opportunity to find out what the Divorce Transition Professionals is all about, what it is about to become and how becoming a member will benefit you. So, if you are a professional in the divorce field i.e. Attorney, Accountant, Financial Professionals, CDFA, Mediator, Therapist, Realtor, Mortgage Broker etc.....please attend and check us out. There is nothing like us in the area currently.
This Month's Program
Ashley Burgin is a Tax Senior Manager in the firm’s Tax and Accounting department. She provides a wide range of services, but specializes in high net-worth individuals and their related entities, including trusts, partnerships, and S-Corps.
Ashley graduated from California State University Northridge with a Bachelor of Science degree in Accountancy. She is also a CPA and attends continuing education courses and seminars in her field.
In her free time, Ashley enjoys traveling, trying out new restaurants, and spending time with her family.
DTP West Los Angeles, California Chapter Leader
Personally, I describe myself as a passionate, caring and ambitious person who loves the adventures of life. I'm always looking to empower and lift others whether it's through advice, support or mentoring. Some outside interests I enjoy include: traveling, auto racing, playing guitar, enjoying the outdoors, music, and cooking.
Professionally, along with a team of specialists, I provide goals-based wealth management to affluent families, accomplished professionals and successful business owners. I am very passionate about cultivating long lasting relationships by providing exceptional service, customized advice and a disciplined approach to investing.
I have been in the financial industry since 2010 where I have covered areas such as consumer and business banking, lending and wealth management.
I WOULD LOVE TO CONNECT IF:
- You are looking to work with a dynamic advisor
- You would benefit from simplifying your financial life
- You would like to be connected to someone in my network
- You are in transition
- You have a passion for great seafood and design
- You would just like to meet!
*Banking and Lending Services are through Bank of America, N.A.
*Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
DTP Founder
Neil Palache
The Wealth Creator Company For Women
Tel: (818) 606-7327
eMail: neil@thewealthcreatorcompany.com
Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.