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Below is a partial list of valued past and present clients*:

Affinity Bank

America California Bank

American River Bank

Arbor National Commercial

Bank of America

Bank of Lodi

Bank of Oakland

Bank of Santa Lucia

Borel Bank & Trust – Res

Borel Bank & Trust - SBA

Boston Private Bank

Bridge Bank

Business First National Bank

Business Loan Express

California Pacific Bank

California Savings Bank

Capitol Thrift & Loan

Cathay Bank

Central California Bank

Civic Bank of Commerce


Coast Commercial Bank*

Column Financial

Comerica Bank

Crisafi, Pryor, & Farquhar

Diablo Valley Bank

Direct Valuation Solutions

Excel National Bank

First Commercial Bank

First Republic Bank

Flag Bank

Fremont Bank

Goleta National Bank

Greater Bay Bank-Marin

H.G. Capital

Hana SBA Lending, Inc

Hanmi Bank

Heritage Bank of Commerce*

Heritage Oaks Bank

Herzer Financial

Imperial Bank

Imperial Capital Bank

Inland Community Bank

Innovative Bank


Law Offices of Cynthia Schreurs

Law Offices of David Miller

Law Offices of Lisa Tandoc

Law Offices of Vanessa Weeks

Legacy Bank

Liberty Bank


MDB Business Bank

Metropolitan Bank

Mid Peninsula Bank

Mirae Bank

National American Bank

Oceanic Bank

One California Bank

Pacific Crest Bank

Pacific State Bank

PCV Murcor

Peninsula Bank of Commerce

Pinnacle Bank

Quaker City Bank

Sacramento Commercial Bank

Saehan Bank

San Joaquin CDC

Santa Cruz County Bank

Savings Bank of Mendocino City

Service 1st Bank

Silicon Valley Bank

Silverado Bank

Sonoma National Bank

State Bank of India


Stockman’s Bank

Temecula Valley Bank

Trans Pacific National Bank


Tri-Valley Bank

United American Bank

United Commercial Bank

United Labor Bank

United National Bank

United Overseas Bank

Valley Community Bank

Varveris and Associates

VelocitySBA, LLC

Vineyard National Bank

Washington Mutual

Wells Fargo Bank

West America Bancorporation

Wilshire State Bank

Yolo Community Bank

*Some clients (e.g. lending institutions, law firms, insurance companies) have changed names, were acquired or have merged with other companies, or have requested to be kept confidential. 

© 1985-2023 Detailed Analysis, Inc.

BREA #3001359 - DRE #01860581

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