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General Information and Disclosure Brochure
This brochure is updated annually.
Don Miller C.E.O.
EXECUTIVE BIOGRAPHY
Experienced Practice Management/Business Development Consultant, Business Mentor, Recruiter, Sharpening Operational Performance, Driving Global Standardization, and Curbing Costs as Executive Partner Focused on Short-Term Revenue with a Long Term Vision in mind.
Professional Experience
Don is a well-known business consultant and leader for crafting the requisite strategic vision to achieve business goals. I offer a unique blend of executive acumen, global team-building and as an advisor and business consultant. Don is a dynamic, results-producing professional with an exceptional background in strategic business planning. Having served as a CEO, COO, Managing Principal, Advisor, and Senior VP of Business Development, I facilitated a high rate for business expansion, recruiting during a period of industry talent shortages and taking a key role in company acquisitions. My work in centralizing and standardizing systems produced stable, highly available support to others. I have consulted a variety of businesses including but not limited to: Real Estate, Tele-Medicine Platforms, Medical Groups, CPA Firms, Broker Dealers, Manufactures, and Entrepreneurs. I have developed, recommended, and lead tailored action and project management plans with specific measurements and target goals for success.
With a reputation for judicious use of resources and resulting cost containment Don has trained and mentored advisors and sales representatives on a variety of advanced specialized topics including: sales training, business development, internet, database, business diversity status and opportunities, management reporting capabilities critical to the success of production systems and company performance, identify areas for organizational business improvement, recommend personalized action plans for best practices and specific measurements, financial and business planning. In addition, Don is proficient with the North American Free Trade Agreement (N.A.F.T.A.), having spent four years in the establishment and oversight of operations and product importation form a “Mequiladora’s” – or Mexican Corporations.
With a focus on strategic solutions analysis to further business goals, Don has also shepherded cost accounting improvements that brought a new perspective on the relative success of business management practices and capital expenditures. Leading a massive centralization effort, I have also moved companies from internally managed services to outstanding relationships, with improved systems performance and a minimum cost savings. Don has worked and managed daily operations and have directly managed corporate business development, Real Estate Transactions, mergers and acquisition, human resources, legal compliance as Managing Principal for a Broker/Dealer, recruiting and development of leaders for a sales force. I have analyzed demographics and marketing opportunities for a variety of different market segments and have developed Sales and Practice Management systems.
Don enjoy working with professionals on how to improve their performance, gain better insights from their business data, and maintain their vision for their future.
Certificates and Licenses
Registered Certified Financial Advisor from Clayton University
California Life and Health License (0431827)
California Fire and Casualty Brokers License (0431827)
State of Texas Non-Resident Agent License (2226695)
California Real Estate Salesperson’s License (00602367)
iPlanforit Inc. Broker Michael Craig License (02051361)
Certificates and Licenses Previously obtained and (Not Active)
Investment Advisor Representative in California (Not Active)
Investment Advisor Representative in Nevada (Not Active)
California Tax Practioner (CTP) (Not Active)
Member of the National Association of Tax Professionals (Not Active)
Series 7 License (Not Active)
Series 6 License (Not Active)
Series 24 License (Not Active)
Series 63 License (Not Active)
California Life/Variable Annuity License (Not Active)
Andrew Estrada C.O.O.
EXECUTIVE BIOGRAPHY
He is an accomplished and dedicated Operations Manager with 25+ years of effective leader experience in Accounting, Paralegal and Real Estate . Provided a well-organized working environment, group mentoring, develop training and support for new personnel, created a conflict and resolution strategies to uphold a happy, motivated, and effective working culture within our Operations and Sales division. Results focused, renewed marketing directions, and created incentive driven rewards for team achievement. Work with upper management team, and contribute to the development and implementation of organizational strategies, policies and practices. Fluent in English and Spanish.
Michael Craig
VP Real Estate Division
Real Estate Broker
EXECUTIVE BIOGRAPHY
With 25+ years of comprehensive Mortgage Banking and Real Estate experience, David is extremely knowledgeable and uniquely positioned to service both your financing and real estate needs with a full array of product offerings in the marketplace. This includes Conventional, Jumbo, FHA, VA and Reverse mortgages, as well as representing buyers, sellers and investors for all of their real estate needs. David is a skillful negotiator who offers tailored marketing campaigns and innovative strategies. You can count on Dave's experience, integrity, and ingenuity as he custom tailors your loan and Real Estate transactions.
Certificates and Licenses
iPlanforit Inc. Broker Michael Craig Licecnse (02051361)
CA BRE License #01322768
NMLS License
Consulting services and fees:
iPlanforit Inc. is a Real Estate Broker and provides Business Consulting. Fees are based upon the agreement entered and service rendered. Please review applicable agreement.
Types of Clients:
Most of our clients are businesses, but we are also able to work with individuals in Real Estate transactions as well.
Business Activities:
Other Business Activities:
iPlanforit is actively engaged in business consulting and real estate brokerage. In addition the Managing Principals are engaged in professions other than giving Real Estate advice. Donald Miller is a California licensed real estate sales person. Donald Miller under his own name also provides insurance services. David Donsing is a California licensed real estate broker and as such transacts both real estate transactions and lending services under separate entities. Donald E. Miller and David Donsing may receive commissions for acting on behalf of a principal to a real estate transaction. Because of various regulatory and licensing requirements, the services that related or affiliated persons of iPlanforit Inc. may offer, are offered and operated independently of each other. You are under no obligation to utilize any of our services. We are also under no obligation to provide any service(s) without a signed agreement stating specifically which service(s) will be provided. All representatives of iPlanforit Inc. may only provide and be compensated for those services for which they hold and maintain the appropriate license(s).Representatives who provide any of the above-referenced services may receive additional compensation for providing those services.
iPlanforit Inc. does not directly or indirectly pay, any individual or firm, for client referrals.
YOU ARE UNDER NO OBLIGATION TO UTILIZE ANY OF OUR SERVICES. WE ARE ALSO UNDER NO OBLIGATION TO PROVIDE ANY SERVICE(S) WITHOUT A SIGNED AGREEMENT STATING SPECIFICALLY WHICH SERVICE(S) WILL BE PROVIDED.
Important Consumer Disclosure:
iPlanforit Inc is a Real Estate Broker in the states California. iPlanforit Inc and its representatives are in compliance with the current registration filing requirements imposed upon stateby those states in which iPlanforit Inc. maintains clients. iPlanforit Inc. may only transact investment business in those states in which it is Registered Licensed, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by iPlanforit Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of iPlanforit Inc., please contact the state the applicable law administrators for those states in which iPlanforit Inc. maintains a registration filing. iPlanforit Inc. is not a law firm and is not engaged in the provision of legal services. MLG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, and takes no responsibility therefore.
In addition, California law requires the following disclosure:
(1) A conflict exists between the interests of the representative and the interests of the client;
(2) the client is under no obligation to act upon the recommendation, and
(3) if the client elects to act on any of the recommendations, the client is under no obligation to effect the transaction through the representative.
iPlanforit Inc.
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