Financial Services Lawyers for Temecula, California

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Meet some of our Temecula Financial Services Lawyers

Bruce H. - Financial Services Lawyer in Temecula, California
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5.0 (3)
Member Since:
October 26, 2024

Bruce H.

Patent Attorney
Free Consultation
San Diego, CA
18 Yrs Experience
Licensed in CA MA
University of San Diego

Experienced patent attorney supporting a variety of technologies.

Recent  ContractsCounsel Client  Review:
5.0

"Smooth and straightforward provisional filing, even as a foreign-based inventor. Clear communication and prompt filing. Highly recommended."

Abbi N. - Financial Services Lawyer in Temecula, California
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5.0 (1)
Member Since:
February 18, 2025

Abbi N.

Founding and Practicing Attorney
Los Angeles and DC
10 Yrs Experience
Licensed in CA DC
University of Pacific, McGeorge School of Law

I provide efficient, business-focused contract counsel services to companies and law firms, drawing on my experience as a Supervising Attorney and former Assistant Attorney General handling complex litigation, contracts, and regulatory matters across multiple jurisdictions. I deliver practical, strategic solutions—whether drafting and negotiating agreements, advising on employment and business issues, or managing risk before disputes arise. Clients hire me because I step in quickly, provide clear guidance, and produce high-quality work without unnecessary overhead.

Tsion L. - Financial Services Lawyer in Temecula, California
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4.7 (3)
Member Since:
December 19, 2024

Tsion L.

Fractinal General Counsel
Free Consultation
Los Angeles, California
14 Yrs Experience
Licensed in CA
Stanford Law School

Seasoned Fractional COO and Legal Counsel with a proven track record of driving operational excellence and legal compliance in high-growth companies. Skilled in developing and executing strategic plans, optimizing business processes, and managing complex legal matters. Demonstrated ability to draft commercial, partnership, and sponsorship agreements, file trademark applications and manage IP portfolios, support corporate filings and board governance. Industries served: small and medium sized small business, cannabis, hemp, consumer goods, e-commerce, SAAs and health and wellness.

Recent  ContractsCounsel Client  Review:
5.0

"Great experience, very responsive and professionally handled our needs."

Hansen T. - Financial Services Lawyer in Temecula, California
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Member Since:
October 2, 2024
Patrick W. - Financial Services Lawyer in Temecula, California
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Member Since:
October 31, 2024

Patrick W.

Lawyer
Free Consultation
Novato, CA, USA
12 Yrs Experience
Licensed in CA
Santa Clara SOL

Patrick is a seasoned attorney with over 11 years of experience in corporate law, commercial contracts, and regulatory compliance, with a specialization in emerging technologies such as AI and Web 3.0. Patrick works with commercial contract negotiations for technology startups, managing multi-million-dollar agreements, and offering comprehensive corporate governance services, including stock plan administration, cap table management, and day to day advising. One of Patrick’s career highlights includes his tenure at SharesPost Inc., a pioneering fintech startup, where he served as Senior Legal Counsel and later Interim General Counsel. In this role, Patrick led product legal risk management, negotiated SaaS and data processing agreements, and ensured compliance with SEC, FINRA, and DBO regulations. He played a pivotal role in the company's growth working closely with operations and sales, until such time teh company was acquired. In addition to his work at SharesPost, Patrick’s experience includes serving as Policy Counsel at Bird Global and General Counsel and Chief Compliance Officer for Planned Parenthood Northern California, where he oversaw a $60M revenue organization, directed legal strategy for EHR migration, and ensured compliance with state and federal privacy laws.

Brian W. - Financial Services Lawyer in Temecula, California
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Member Since:
December 30, 2024

Brian W.

Founder & President
Free Consultation
Los Angeles, CA
34 Yrs Experience
Licensed in CA
Southwestern Law School

I founded Brian Wynne Law, PC (based in Los Angeles, CA) in late 2023 after spending over 25 years as an in-house lawyer and over 13 years serving in General Counsel and department head-level business & legal affairs, and corporate operations positions. I provide fractional general counsel and legal advisory services to a broad range of companies, both early-stage and more established, primarily in the technology, digital media, and hospitality sectors. I negotiate a variety of sales, licensing, marketing,g and technology agreements, and handle employment, compliance, privacy, board matters, dispute resolution, and risk management matters. I also assist my clients by managing corporate transactions, IP, M&A, and corporate/legal operations as a combination GC/COO.

Melissa K. - Financial Services Lawyer in Temecula, California
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Member Since:
January 24, 2025

Melissa K.

Startup, Business, and Corporate Lawyer
Free Consultation
Los Angeles, California
23 Yrs Experience
Licensed in CA
University of Arizona James E. Rogers College of Law

Your California Attorney for Startup, Business, Corporate, Arts, Publishing, and Entertainment Matters Melissa is a California attorney, assisting startups with general corporate and business counsel, seed-round investors, and international transactions. Melissa also represents entertainment clients with art placements, writer/publisher agreements, licensing, and film and television matters. Melissa received her J.D. from University of Arizona James E. Rogers College of Law and clerked at Kozolchyk National Law Center. She holds a Master of International Management (M.I.M.) from Thunderbird School of Global Management.

Nicholas M. - Financial Services Lawyer in Temecula, California
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Member Since:
February 21, 2025

Nicholas M.

Attorney at Law
Free Consultation
Los Angeles
4 Yrs Experience
Licensed in CA
Glendale University College of Law

Since getting my license to practice 3 years ago, I have been spent my time as a trial attorney with district attorneys office and insurance defense covering disputes with contracts, landlord-tenant, auto accidents, premises liability, and contract disputes.

Calvin N. - Financial Services Lawyer in Temecula, California
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Member Since:
March 5, 2025

Calvin N.

Business and Privacy Lawyer
Free Consultation
San Diego, California
2 Yrs Experience
Licensed in CA
California Western School of Law

Calvin Nyo is an accomplished, driven, personable attorney in the state of California. Clients who work with Calvin know they can rely on him to be punctual, accountable and to work diligently on their behalf. Calvin received his Juris Doctor from the California Western State of Law (CWSL) in San Diego, California with honors, Cum Laude in 2023. Calvin has over 10 years of experience in the Automotive industry managing sales, contract negotiation, and business engagements. In addition, Calvin has had the invaluable experience of working for the Department of Child Support Services. Broadening his areas of practice to include child support and family law generally. Calvin’s professional background in both sales and child support uniquely equips him to see and support the individualized needs of you and your business with a keen eye. Outside of his legal work, Calvin is a Army National Guard Veteran who enjoys cooking, surfing, and camping in his free time.

Alisha K. - Financial Services Lawyer in Temecula, California
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Member Since:
March 6, 2025

Alisha K.

Real Estate and Business Lawyer
Free Consultation
Los Angeles
12 Yrs Experience
Licensed in CA
UCLA School of Law

Experienced real estate and business transactions attorney, including purchase and sales across the US, tenant leasing, real estate management, and a wide variety of business contracts. I most recently served as the general counsel for an investment company, where I handled the purchase of over 100 properties across the country, managing the projects from start to finish, including the contract, title review, due diligence, entity creation, leasing, investment offering documents and the closing for each property. I have handled a wide array of agreements and negotiations for commercial real estate (including office, retail, industrial, medical, and multifamily), cash investment, and business needs.

Dana M. - Financial Services Lawyer in Temecula, California
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Member Since:
March 21, 2025

Dana M.

Family Law Attorney
Free Consultation
Aliso Viejo, CA
23 Yrs Experience
Licensed in CA
Cooley Law School

I have been licensed in California since 2003. I have diverse experience in the legal field and have worked in both public and private sectors. I have primarily worked in the area of family law but have experience in employment immigration and eDiscovery.

Tyler J. - Financial Services Lawyer in Temecula, California
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Member Since:
April 22, 2025

Tyler J.

General Counsel
Free Consultation
Vancouver, WA & Irvine, CA
5 Yrs Experience
Licensed in CA WA
Arizona State University, Sandra Day O'Connor College of Law

I am an attorney licensed in California and Washington State with 4 years of experience. I spent three (3) years at a national law firm in the litigation practice section in the Los Angeles and Orange County offices. My experience also includes my current position of general counsel for a credit card processing company in Washington. I have been in this role for just over one (1) year. My expertise includes commercial litigation, securities litigation, FINRA arbitration, employment law, and general corporate law matters.

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Financial Services Legal Questions and Answers

Financial Services

Investment Advisory Contract

California

Asked on Aug 11, 2024

Can an investment advisory contract be terminated by the client if they are dissatisfied with the services provided?

I am seeking legal advice regarding an investment advisory contract that I have signed with a financial advisor. I have been dissatisfied with the services provided so far, as the advisor has not been transparent about their fees and has made poor investment decisions. I want to know if I have the right to terminate the contract and what the potential consequences or obligations might be if I do so.

Jonathan W.

Answered Sep 10, 2024

Generally speaking and without seeing the contract, there are usually two ways to get out of contract - (i) under the terms of the agreement or (ii) breaching the contract. First, without a breach of the agreement to determine whether you can do this you need to review the contract to see if there are service levels, promised returns, or other commitments that the IA is not meeting. Then you need to look at the section on termination in the contract and see if their failure to fulfill their obligations is covered and what the process is for termination, i.e. is there a breach cure period, is there a dispute resolution provisions, any penalty/fee for early termination and what are the notice provisions. The other way is to Breach the contract which would be stopping performing your obligations under it which I would assume without seeing it are likely just payment of fees. The potential consequences of breaching a contract could include lawsuits, financial penalties, and damage to your reputation. Also before resorting to breaching the contract, I would suggest exploring negotiation with the Investment Advisor as they may be willing to amend the terms or agree to an early termination. I will also add, in any event, you should be keeping a detailed record of all communications with the Investment Advisor, especially if there are performance issues or disputes. This documentation can be crucial if legal action becomes necessary.

Read 1 attorney answer>

Financial Services

Loan Agreement

Ohio

Asked on Jun 1, 2025

Can a lender change the terms of a loan agreement without my consent?

I recently entered into a loan agreement with a lender to borrow funds for a business expansion project. However, I have received a notice from the lender stating that they intend to change certain terms of the loan agreement, such as increasing the interest rate and extending the repayment period, without seeking my consent. I am concerned about the legality of such changes and the impact they may have on my business.

Gary S.

Answered Jun 25, 2025

Generally no, a lender cannot unilaterally change the terms of a loan agreement without the borrower's consent. Loan agreements are binding contracts, and any modification to the terms (such as interest rate, repayment schedule, or collateral requirements) typically requires both parties to agree to the change. However, depending on the agreement's terms and the type of loan, there are some nuanced exceptions. Some loan agreements permit changes without borrower consent, such as variable rate provisions, default provisions (allowing changes if borrower is in default), or loan servicing clauses (ex. payment instructions can usually be modified unilaterally). However, in each case, these rights to modify the terms must be clearly stated in the loan agreement, and if the agreement is silent, the lender cannot change the terms without the consent of the borrower. The information provided in this response is for general informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by this communication. For advice specific to your situation, please seek legal counsel.

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