Founder @ Los Angeles BUSINESS OWNERS ASSOCIATION (October 2016 - Present)
Senior Partner @ Napa Finance Group (December 2002 - Present)
Co-Founder @ (May 2020 - November 2025)
Co-Founder @ Core Investments and Annuities (August 2017 - November 2025)
Chief Executive Officer @ (January 2013 - November 2025)
Associate Director Business Development @ (August 2007 - April 2009)
Lehman Brothers @ Lehman Brothers (April 2005 - April 2007)
Avneet Kaur Education
UCLA
BA (Political Science and psychology)
2001-2003
Avneet Kaur Skills
Tax
Income Tax
Corporate Tax
Tax Preparation
Tax Accounting
International Tax
Tax Advisory
Accounting
Generally Accepted Accounting Principles (GAAP)
Financial Accounting
Cost Accounting
Journal Entries (Accounting)
Initial Public Offerings (IPO)
Auditing
Financial Audits
Payroll Taxes
Bookkeeping
CFOs
Part-Time CFO Services
Financial Reporting
Leadership
Hotel
Hotel Contract Negotiation
Strategic Partnerships
Hotel/Motel Purchase
Executive Management
Corporate Finance
Mergers
Valuation
Sales
Financial Planning
Portfolio Management
Financial Modeling
Sourcing
Capital Markets
Investments
Market Research
Refinance
Negotiation
Finance
Lead Generation
Strategic Planning
Real Estate Investment
Hotel Financing
Strategy
Financial Services
Organizational Development
Management Consulting
Universal Life
Motel
Business Planning
Real Estate
Marketing
Social Networking
Asset Management
Investment Properties
Financial Analysis
Contract Negotiation
Real Estate Transactions
Private Equity
Business Strategy
Management
Due Diligence
Analytics
Commercial Real Estate
Mergers and Acquisitions
Loans
Recruiting
Real Estate Development
Hotel/Motel Loans
Analysis
Financial Structuring
Avneet Kaur Summary
Avneet Kaur, based in Los Angeles, CA, US, is currently a Co-Founder at Family Office Group. Avneet Kaur brings experience from previous roles at Fractional Family Office Inc, Global Investment Capital LLC :Registered Investment Advisor in California, Los Angeles BUSINESS OWNERS ASSOCIATION and Napa Finance Group. Avneet Kaur holds a 2001 - 2003 BA in Political Science and psychology @ UCLA. With a robust skill set that includes Tax, Income Tax, Corporate Tax, Tax Preparation, Tax Accounting and more. Avneet Kaur has 3 emails and 2 mobile phone numbers on RocketReach.
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