 Rachel Owens
Financial
Consultant
Focus:
Rachel has devoted herself to assisting women-owned and family-owned businesses
grow and subsequently pass their companies to their heirs. As a founding member
and past-president of NAWBO-OC, she helps women business owners grow their
businesses. She helped found the Family Business Council at Cal State Fullerton
as well as Succession Strategies, Inc. She has demonstrated her commitment
to family-owned businesses by completing the Certified Family Business Advisor
designation.
With over 20 years of experience in financial services,
Rachel has a wealth of knowledge that gives her a unique
perspective when working with our clients. She possesses
additional expertise in real estate that she incorporates
into her financial planning advice. Her financial planning
practice focuses on helping family-owned businesses develop
the financial independence and estate plans* necessary to
create a smooth business succession.
Background:
• Co-founded Tri-Circle Financial Group, 2003
• Co-founded Succession Strategies to consult with family businesses, 2001
• U.S. Small Business Administration Women Business Advocate, 2000
• Certified Family Business Specialist – American Business College,
1996
• National Organization of Women Business Owners – Orange County
(NAWBO-OC) Member of the Year, 1995 & 1996
• Founding sponsor – Family Business Council California State University,
Fullerton, 1995
• Founding-member – NAWBO-OC Chapter, 1990
• Bachelor of Arts degree – University of California, Irvine, 1974
Licenses:
• Investment Advisor Representative of Linsco/Private Ledger
• Series 7 Registration
(General Securities Representative) with Linsco/Private Ledger
• Series 22 Registration
(Direct Participation Programs Limited Representative) with Linsco/Private Ledger
• Life, Health, Disability Income Insurance Licensed (California
Insurance License #0714190)
 Bill
Sornstein
Financial
Consultant
Focus:
Bill was the founder of Benefit Plan Services, a third party administration firm
that designed and administered qualified retirement plans for over 20 years.
He worked primarily with closely held and family owned businesses. He has assisted
business owners with estate planning*, buy-sell funding, key person coverage,
executive benefits, and group insurance programs.
He currently works with family owned businesses to implement
succession plans, family councils, and boards of directors.
This gives him an invaluable perspective when he provides
financial advice and counsel to business owners and their
families.
As a financial consultant, Bill has over 25 years of experience
in the financial services industry. In addition, he completed
his Certified Fund Specialist designation. His focus is helping
business owners attain financial independence by building
assets outside of the family business and by developing an
effective exit strategy.
Background:
• Certified Fund Specialist designation, 2004
• Co-founded Tri-Circle Financial Group, 2003
• Co-founded Succession Strategies to consult with family businesses, 2001
• Past member, National Institute of Pension Administrators
• Founded Benefit Plan Services to administer qualified plans, 1981
• Bachelor of Arts in Economics – Pomona College (Claremont, CA);
1977
Licenses:
• Investment Advisor Representative of Linsco/Private Ledger
• Series 7 Registration
(General Securities Representative) with Linsco/Private Ledger
• Series 22 Registration
(Direct Participation Programs Limited Representative) with Linsco/Private Ledger
• Life, Health, Disability Income Insurance Licensed (California
Insurance License #0539924)
 Ed
Motley, ChFC®, CFS
Financial Consultant
Focus:
Ed has worked with a number of the top professional money management firms in
the financial services industry. This has given him the breadth of experience
necessary to provide his fee-based financial planning clients with high-level
advice. He brings added expertise in the area of special needs planning. He
understands the wealth management issues facing family business owners and
assists in developing plans that address business succession, estate planning*,
and retirement planning issues.
Ed has more than 15 years of experience in financial planning.
As part of his commitment to excellence, he has achieved
both the Certified Fund Specialist and Certified Senior Advisor
designations. His expertise in estate analysis* and investments
is invaluable in helping us design succession plans that
coordinate the often conflicting financial needs of the business
and family. As a graduate of West Point, he understands the
commitment to values that is the foundation upon which our
clients have built their family-owned businesses.
Background:
• Chartered Financial Consultant designation, 2007
• Certified Fund Specialist designation, 2005
• Certified Senior Advisor designation, 2002
• Member of the Society of Financial Service Professionals and the Society
of Senior Advisors
• Bachelor of Science in Engineering & Foreign Studies – U.S.
Military Academy at West Point; 1986
Licenses:
• Investment Advisor Representative of Linsco/Private Ledger
• Series 7 Registration (General Securities Representative) with Linsco/Private
Ledger
• Series 24 Registration (General Securities Principal) with Linsco/Private
Ledger
• Life, Health, Disability Income Insurance Licensed (California
Insurance License #0D32089)
* Estate planning is done conjunction with your attorney,
tax attorney, and/or CPA. Consult them for specific
advice on tax and legal matters.
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