MEET OUR TEAM

Tel: (310) 866-8976
contactus@proactiveadvisorsinc.com

ProActive Advisors, Inc. is a full-service Certified Public Accounting firm licensed in CA. All our CPA’s hold valid CA State CPA Certificates.

MEET OUR TEAM

Ben Lawler, CPA, Juris Doctor

Ben Lawler is the founder and President of ProActive Advisors, Inc. Through his CPA practice and greater than 20 years of experience, Mr. Lawler has advised well over 250 business entities and helped over one thousand individuals in strategic, financial, and tax planning.

Mr. Lawler has his Juris Doctor, Certificate in mediation, and is also a Certified Public Accountant. In addition to his accounting and legal background, he is also a Financial Planner. Mr. Lawler holds a Series 7 license through LPL Financial. Mr. Lawler also holds a Series 66 license through LPL Financial and Perennial Investment Advisors; which covers investment analysis, recommendations and strategies, ethics, and legal guidelines. (1)

His expertise includes: strategic, financial and tax planning, as well as planning to minimize current tax liabilities. He solves complex financial problems that lie at the intersection of finance, tax, and business. He also has prior experience in mergers, acquisitions and reorganizations.

His clients include high net worth individuals, start-up to large companies, entertainment, technology, professional services, retail, wholesale, and real estate. Mr. Lawler’s commitment to excellence and comprehensive approach to problem solving has enabled him to develop strong relationships with his diverse clientele. Clients value his objective and logical advice on matters relating to financial decisions and tax implications that help them pursue their financial goals.

Candace Verdugo, CPA

Candace Verdugo has an extensive background in providing financial services including Audits, Reviews, and Compiled financial statements for manufacturing, wholesale and retail companies. Candace is a Certified Public Accountant, a member of the California Society of Public Accountants and a member of the American Institute of Certified Public Accountants. Candace is also a QuickBooks Online ProAdvisor and holds a Bachelor of Arts in Accounting from California State University.

Kiran Prema, CPA

Kiran has over 15 years of experience in the Accounting Industry including previous roles as an auditor for PricewaterhouseCoopers and Financial Reporting Manager at McDonald’s Global Headquarters. Kiran is a Certified Public Accountant, a member of the California Society of Public Accountants and a member of the American Institute of Certified Public Accountants. Kiran is also an Advanced Certified Quickbooks Online ProAdvisor. Kiran earned her Business Degree from the University of Michigan Stephen M. Ross School of Business with an emphasis in Accounting and Finance.

Arman Khoshnood, Juris Doctorate & General Cousel

Arman Khoshnood is a Lawyer and General Counsel for ProActive Advisors, Incorporated. Mr. Khoshnood is an experienced business lawyer who represent clients in Los Angeles County, Orange County and San Diego County.

Mr. Khoshnood’s diverse practice involves representation at all stages of litigation, including pre-lawsuit analysis and negotiations for consumer, business, and transactional disputes, as well as mediations, arbitrations, and court trials.

Mr. Khoshnood has litigated disputes arising out of breach of contract, negligence, breach of fiduciary duty, unfair business practices, as well as partnership and shareholder disputes. Mr. Khoshnood also specializes in estate and business planning, asset protection, business transactions, and corporate governance and compliance.

Teri San Mateo, Account Manager

Teresita San Mateo has over 16 years of business management, financial statement analyses and year end compilation of documents for C.P.A. firms. She earned a dual Bachelor’s Degree in accounting and finance, and Human Resource Management, from American InterContinental University. She is a Certified QuickBooks ProAdvisor, proficient in various ERP systems such as Microsoft Dynamics, MAS90 and Blackbaud CRM system, and various tax software such as LaCerte, Proseries, and Drake.

Teresita’s accounting career began in a manufacturing company and went on to work with a public firm where she gained experience in many types of industries such as wholesale, retail, dental offices, real estate brokerage and property management.

(1)    Ben Lawler is a registered representative with and securities offered through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial. ProActive Advisors, Inc. is not affiliated with nor endorsed by LPL Financial, Perennial Financial Services or Perennial Investment Advisors. For a list of states in which I am are registered to perform securities business, please visit www.perennialfs.com