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DTP West Ventura County, CA (IN PERSON)

When:
Thursday, May 16, 2024, 11:45 AM until 1:00 PM
Where:
Realty One Group
https://www.reverseandme.com/
305 S Kalorama St. Suite B
Ventura, CA  93001

(805) 644-1621
Additional Info:
Event Contact(s):
James Romero: DTP - Chapter Leader
(805) 377-4224 (p)
(805) 377-4224 (c)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
No Fee


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



Brad Hooks

As the founder of Hooks Wealth & Tax Solutions, Brad has firmly established himself as a trusted partner in the financial industry over the past two decades. His unwavering commitment to each client's success shines as he guides them through even the most challenging life situations. By taking the time to truly understand each client's unique situation and leveraging his many years of training and experience, Brad has earned his stripes as a reliable and respected advisor.


Brad's academic journey led him to earn a bachelor's degree in business administration, with a focus on financial planning, risk management, and insurance from Mississippi State University. To further enhance his expertise, he became an IRS enrolled agent and achieved the prestigious Certified Financial Planner™ designation in 2010. Brad also holds the series 7 and 66 securities licenses. 


When he’s not serving his clients, Brad focuses on the ones closest to his heart. He is often found enjoying the company of his beloved wife Rachel and their two rambunctious sons.





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.