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.

Seapointe Capital Realty Advisors

(714) 624-6207

craig@seapointe.net

REALTY ADVISORS / BROKERAGE / FINANCE

Craig W. Boardman – CPA, CFP©, EA has been involved in finance and consulting for more than thirty years. He founded Seapointe Capital, a boutique advisory firm, specializing in bespoke structures for the acquisition, disposition, development and financing of real estate, equipment leasing and international trade finance. He is licensed as a Certified Public Accountant & Certified Financial Planner, is also enrolled to practice before the Internal Revenue Service, a CA Real Estate Broker and Lender. He has earned a Masters of Business Administration degree from the University of Cape Town, South Africa, a Bachelor of Science degree in Biology from the University of Utah and a Bachelor of Arts degree in Chemistry from Whitman College.

www.seapointecapital.com

ALI POURETEZADI, CREDIT MANAGEMENT

Ali Pouretezadi has a multiple disciplinary school of study with two International Bachelor Degrees in Finance and Marketing that includes over 28 years of professional commercial banking experience in Southern California. More complex projects include directing a regional acquisition program for a National Bank, conducting incarceration research studies for a Maximum Security Facility and completing a revitalization community project for the State of Alaska. He has a strong understanding and expertise working with complex credit requests for Mid-Market companies ranging from Industrial, Retail, Internet Technology to Entertainment businesses.  Ali has numerous awards and accolades for being a Top Performer at the highest sales levels for some of California’s Fortune 500 companies. His side passions include community involvement and charitable events, raising monies for organizations and serving on the Board of Directors for local non-profit agencies including “Orange County Financial Society.” An interesting fact, he grew up as an avid skier and hosted a radio show in Alaska but is now a 20-year resident of Laguna Beach where he works with businesses and high net worth individuals.

www.birchcap.com