CABB offers affiliate membership to advisors offering services typically needed during a business transaction. If you are interested in our affiliate program, please click here. Search below advisors including attorneys, bankers, CPAs, escrow agents and SBA lenders.

Affiliate Search Tools

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Name Company Location
Jim Barnett Exchange Bank California
Kevin Squires US Bank
Murray Anderson US Bank
Brandon Montalvo, Series 7; Series 66; CA Ins... The Abbott Wealth Management Group at Morgan Stanley Roseville, California
Marie Askew BBVA Compass Bank Stockton, California
Erik Grunwald US Bank
Joseph Sweeney Sweeney, Mason, Wilson & Bosomworth Los Gatos, California
Victor Hordies Manufacturers Bank
David Burgess, Attorney Business Law Group San Jose, California
Richard Carlson Exchange Bank Lafayette, California
Micah Russum Manufacturers Bank
Maryanne Harris Exchange Bank Santa Rosa, California
Carlos Macedo US Bank
Sean Thomson US Bank Glendale, California
Robert Porter Plumas Bank Auburn, California
Exchange Bank Santa Rosa, California
Roger Mason Sweeney, Mason, Wilson & Bosomworth Los Gatos, California
Donald Swanson, LUTCF Farmers Insurance San Diego, California
Thomas Georgianna Boyd Law Dana Point, California
Jeffrey Kohn Exit Planning Consultancy, LLC Beverly Hills, California
Steve Mariani, Current CVBBA chapter presiden... Diamond Financial Services Raleigh, North Carolina
David Michail, CIPP-E Certified; Six Sigma Gr... Legalcheck, LLC Evergreen, Colorado
George Hayrapetian Manufacturers Bank
Scott Cisneros Union Bank Sacramento, California
Daniel Rodriguez Manufacturers Bank Encino, California
Chad Barbieri Exchange Bank San Carlos, California
Sally Rowshan, J.D. Hollywood Escrow, Inc. Inglewood, California
Joe Smith Exchange Bank Santa Rosa, California
Jared Johnson BankUnited San Bernardino, California
Joseph Chung US Bank La Miranda, California

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