Welcome to DTP: West Ventura County, CA
PLEASE NOTE: THIS MEETING IS IN PERSON
Welcome to the Divorce Transition Professionals (DTP)
DTP was founded in 2017. Our primary Mission Statement that still holds true today is:
Making Divorce Just a Little Bit Easier™
We believe that this can be accomplished by bringing together amazing professionals all of whom have expertise in the divorce landscape and all of whom understand what it means to collaborate.
At each chapter meeting we bring you a top-notch speaker or program, providing on-going education, and an opportunity to network and collaborate with some of the best divorce professionals in your community. Our meetings are typically an hour. We respect that you are a busy professional and are sure to provide a compelling, productive meeting, the ultimate results of which will meet our goal of supporting folks as they go through divorce and in growing your business, concurrently.
This event is completely free to all FIRST-TIME attendees. It is an opportunity to learn more about the Divorce Transition Professionals. If you are a professional with divorce expertise, please check us out.
There is nothing like DTP!
This Month's Program
Eric C Bell
Bell Insurance Solutions, Inc
ebell@bellinssolinc.com
(949) 588-5795
Eric C. Bell, CEO and President of “Bell Insurance Solutions, Inc” and President of “African Wealth Management Inc” has spent over 39 years in the securities and insurance industry with 18 years specializing in complex real estate transactions. Mr. Bell has held several leadership roles in California; primarily in Wealth Management, that include Area Investment Manager for 1st Interstate Investments, Principal (Southern California) for State Street Global Advisors, Senior Director for BNY Mellon, National Sales Manager and SVP for BNP Paribas, Wealth Management USA, and Managing Director for First Republic Wealth Management Orange County. Mr. Bell is multi-disciplinary and licensed as an Insurance Broker and Wealth Advisor, while holding a Real Estate Brokers License with the state of California.
Eric’s networking circle encompasses professional relationships with tenured Tax Attorneys, highly accredited CPAs, Enrolled Agents and other business advisors in the direction, structure, and variety of strategies for High-Net-Worth individuals and Business Owners looking to diversify their investment, insurance, and real estate portfolios. With a focus in tax mitigation and wealth strategies for corporations and individuals, Mr. Bell works to reduce capital gains exposure on the sale of privately held assets (businesses, commercial real estate, residential real estate, etc.). Eric leverages his relationships with other advisory firms to reduce net income and tax exposures for a wide variety of clientele, gross business numbers and personal income mitigation Eric brings a trusted team of specialists to the table to meet client’s needs in a non-proprietary with consideration to their time horizons, risk tolerance requirements, business, and family dynamic.
DTP West Ventura County, CA Chapter Leader
James Romero
Capital Mortgage Mortgage Consultant
Phone: (805) 644-1621
eMail: james@mycmsloans.com
Capital Mortgage is a full-service mortgage company based in Ventura, CA. We specialize in VA, Conventional, FHA and Jumbo mortgage loans in and around Ventura County. We also serve the surrounding cities: Camarillo, Oxnard, Port Hueneme, Ventura, Ojai, Santa Paula, Fillmore. Whether you are buying a home or refinancing, we can help you realize your dream of homeownership or save you money when getting your new lower monthly payment.
We also offer a wide range of refinance options, designed to best meet the needs of local borrowers. If you're looking for cash out, or to just get a better rate and term, we can assist you.
What makes Capital Mortgage unique is that we offer the following niche programs as well: Non-QM, Self Employed, Bank Statement, Asset Depletion, ITIN, DACA, Home Equity Line of Credit & Home Equity Loan.
Contact me today to discuss your mortgage loan options, and find out which loan program will best suit your needs.
DTP President & Founder
Neil Palache
The Wealth Creator Company For Women
Phone: (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.