Conejo Professional Alliance

Name: Conejo Professional Alliance
Address: Westlake Village, CA, 91361, US
Telephone: +18186188867

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Conejo Professional Alliance

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Join us Thursdays from 11:30 AM–1:00 PM. DM for more information!

Conejo Professional Alliance is a category-protected business networking group where professionals build meaningful relationships, exchange quality referrals, and help each other grow.

11/10/2026

This week, we’re excited to spotlight Lori Pecikonis, Founder of JRP Design & Remodel!

Celebrating 25 years in business, JRP is an award-winning design-build firm specializing in custom homes, whole-home renovations, additions, kitchens, and bathrooms throughout Ventura and Los Angeles Counties.

With architecture, interior design, and construction all under one roof, JRP is dedicated to transforming homes and the way people live.

11/03/2026

Peace of mind starts with a plan.

This Thursday, we’re featuring Marisha Charbonnet of Family Security Law Group, an estate planning attorney who helps families protect what they’ve built, preserve their legacy, and make important decisions with confidence and clarity.

Her approach is practical, strategic, and compassionate, with a focus on minimizing conflict before it starts.

📞 805-496-4681
📧 [email protected]

10/27/2026

Paying taxes is unavoidable. Overpaying them might not be.

This week’s featured speaker, Randy Michel, CPA of WongHolland LLP, helps individuals, businesses, and trusts look beyond tax season with smarter planning designed to minimize tax liability and maximize cash flow.

Because good tax planning isn’t just about filing correctly. It’s about making better financial decisions all year long.

📞 818.999.5273
✉️ [email protected]
🌐 wongholland.com

10/20/2026

Family law is rarely just about paperwork. It’s about people navigating some of the most personal decisions of their lives.

This Thursday, we’re featuring Katie Clunen of Clunen and Oakman Law, a local family law attorney and mediator known for helping clients understand their options, feel supported through the process, and move forward with clarity.

Clear advice. Calm guidance. Strong advocacy when it matters most.

10/13/2026

You can’t be the expert at everything. But you can be the expert at knowing the right people.

From finances and real estate to construction, photography, insurance, and everything in between, someone in your circle will always need a trusted recommendation.

That’s the real value of networking.

At Conejo Professional Alliance, we don’t just exchange business cards. We build relationships, understand each other’s expertise, and confidently connect people with professionals we know and trust.

Be the person who knows the right person. 🤝

10/13/2026

Most people don’t need another investment tip. They need a plan that connects the dots.

This week’s Member of the Week, Jon Courtney of Nayivi Velez , has spent nearly two decades helping families think beyond portfolios and toward the bigger picture: retirement, taxes, estate planning, insurance, and long-term wealth.

What sets Jon Courtney apart is his collaborative approach, working alongside a client’s CPA, attorney, banker, and other advisors so everyone is aligned.

The goal? More clarity, better decisions, and the confidence to enjoy the life you’ve worked hard to build.

Because good financial planning isn’t just about growing money. It’s about knowing what that money is meant to do for you.

Address

Westlake Village, CA
91361

Telephone

+18186188867

Website

https://teamreferralnetwork.com/chapters/ca/conejoprofessionalalliance

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