Referral Sources

What else can My CAL Team do for you?

CAL is well connected with additional resources across the country to assist our clients with a variety of services. The list of professionals below gives you an idea of the types of introductions our clients have asked for in the past.  Please let us know if you need a referral or introduction to any of the following experts. Even if a specific advisor is not listed below, please still let us know your needs so we can connect the dots for you.

Business Contracts / Transaction Attorney
Litigation Attorney
M&A Attorney
Tax Attorney
Trust & Estate Attorney
Employment Attorney
ERISA Attorney
Family Law Attorney
Immigration Attorney
IP Attorney
Criminal Defense Attorney

CPA – Tax and/or Audit
Forensic Accountant
CFO – Outsourced
Financial Advisor / Life Insurance
M&A Consultant / Private Equity
Executive Coaching / CEO to CEO peer group
Long-term Care Insurance

Social Media Risk Management Consultant
Branding + Website Designer
HR Consultant
Public Relations Consultant

IT Security Consultant
Personal Security Detail

Commercial or Residential Realtor
Valuable Items Appraiser
Residential Alarm Company
Home Inventory Company
Earthquake Retrofit Inspection
Water Leak Detection Systems
Seismic Gas Valves
Mortgage Advisor
Notary Services