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Attorneys/Planners:
Tim Voorhees, JD, MBA, AEP® (Principal)Mark Ziebold, JD, LLM (Principal)Evan Pan, MBA, CFAJames Tam, Financial Planner*David Holaday, ChFC, CAPGreg Trump, CFP®Yueyao Li, CFA, Financial Planner*
Case Managers:
Lara JohnstonStacy SopataDarryl SopataDavid HanMonica GilbertValerie Dimalanta
Operations Team:
Janie HarrimanLisa Dau
 

For more information about our staff with each entity, please visit:
Family Office Insurance Services
Family Office Law
Family Office RIA (TEAMS/PGA)
Family Office Foundation
Family Office General Counsel
Family Office Tax Plans
 


Paralegal
650 Town Center Drive
Suite 890
Costa Mesa, CA 92626
Direct: 949-878-9408
Fax: 949-878-9420
Email: valerie.dimalanta@familyofficelaw.com

Valerie Dimalanta

Valerie has more than 10 years' experience working as a paralegal. She has a broad legal background that includes Estate Planning, Probate Administration, Trust Administration, Trust Litigation, Civil Litigation, Real Estate, Corporate, Contracts, and Municipal law. She loves working in the legal field and enjoys helping clients achieve their estate, tax, and charitable planning goals, maximize their wealth, reduce their liability, and protect their assets.

Valerie obtained a Gerontology certificate from Coastline Community College, a Bachelor's degree in English and Paralegal certificate from University of California, Irvine, and a Master's degree in Public Policy & Administration from California State University, Long Beach. She was inducted into the Pi Alpha Alpha Honor Society upon graduation at the latter educational institution.

Valerie interned at the Office of Corporation Counsel in Washington, D.C. and studied Spanish abroad in Granada, Spain. She is currently studying Italian and is aspiring to obtain a foreign language competency certificate in Italian. In her free time, Valerie enjoys spending time with her family, traveling, playing the piano, singing in choral concerts, and performing Polynesian dances.
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.