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With over 15 years in the financial industry, from mortgage loans, real estate, equipment financing and retirement planning, Jeff has always had a passion for investments. In 2006 he started Shoreline Financial Services LLC as a vision of a full service financial agency with the goal of using his expertise to help people plan for financial growth and security. Jeff is a proud member of the National Ethics Association and the Better Business Bureau. Jeff resides in Ladera Ranch with his wife Lindsay, daughter Maddison and son Weston. He is active in the community including sports coaching and local sponsoring.
Alicia Carinalli is a Certified Financial Planner (CFP®) with extensive experience in wealth management and retirement planning. Alicia began her career at Merrill Lynch in the high-net-worth division, where she specialized in creating and executing stock option plans for affluent clients. She later expanded her expertise at Wells Fargo Advisors and Raymond James, gaining valuable insights into various financial strategies and client needs. Recognizing the importance of a more holistic approach to financial planning, Alicia shifted her focus to encompass the broader financial picture. She is dedicated to helping clients navigate their financial journeys by integrating investment management, tax planning, and long-term goal setting into comprehensive strategies that align with their life aspirations. Alicia’s mission is to empower clients through education and personalized financial solutions, ensuring they feel confident in their financial decisions. Whether you are planning for retirement, a major life event, or seeking to optimize your financial wellness, Alicia is here to provide guidance and support. Outside of her professional pursuits, Alicia takes advantage of all the seasons outdoor activities with snowboarding, hiking, biking and keeping up with her two boys. She is passionate about fostering financial literacy and making quality financial planning accessible to all.
Scott started his insurance career in 2001 dedicating his time to assisting insurance and financial Advisors and their Clients within the three facets of Protective Portfolio Planning – annuities, life insurance, and long-term care insurance. Scott currently is the President of PCC Consulting, a wholesale insurance distributor and marketing firm. He is also the President and Founder of Prism Wealth Preservation, a professional financial & insurance services firm specializing in working with pre-retirees, retirees and business owners. As an expert in the industry with 19+ years of experience, Scott conducts numerous insurance and financial planning seminars throughout the year. Scott is an active member of the National Association of Insurance & Financial Advisors (NAIFA) and the Financial Planning Association (FPA). He maintains the RICP (Retirement Income Certified Professional) designation through the American College and the CLTC (Certification for Long-Term Care) designations.
Chris Stolrow received his BA in Business from Cal State Fullerton and subsequently led a successful career in the medical industry with an emphasis in management, consulting, marketing and finance. Chris has always had a passion for financial management and helping others understand the power of investments and planning for the future. He decided to follow his passion and join Shoreline Financial as a retirement planner with a focus on education, attention to detail, customer service and integrity. Chris has his license in life insurance with specialties in annuities and long-term care.
Matt Clark owner of PMIA Insurance Services. Our mission is to empower our Members with peace of mind through a collective balance of strategic risk management solutions. We work closely with our Members to outline potential financial risks, vulnerabilities and shortcomings. We develop a customized strategy that suits each Member’s unique situation. As circumstances change, PMIA actively modifies and adjusts our Members’ risk management portfolios. Private Management Insurance Agency’s team is committed to providing the highest level of professional service and attention. We provide our Members with updates, reviews, and analysis to ensure they are not vulnerable to any significant financial loss. We use state of the art technology and communication tools to keep our Members informed in real time, affording them the confidence that what they cherish most is being protected. PMIA is available to our Members 24/7 to provide solutions when solutions are needed.
Lin A Gaar is a Registered Tax Return Preparer with the Internal Revenue Service and the State of California. Self-Employed since 1984, Lin prepares individual, corporate, partnership, LLCs and Trust/Fiduciary Income tax returns for over 500 clients annually as well as thousands of hours of consulting advice. He specializes in self-employed individuals across various industries such as real estate and financial services. Lin takes a concierge approach to his practice by servicing all of his clients personally and by getting to know his clients and families. Although he is located in California, Lin is familiar with many other state tax laws and frequently prepares returns for his out-of-state clients. Lin has based his tax practice on expertise, honesty, and dependability.
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