• 272 S. Popular Ave. Unit 101, Brea CA 92821
  • 272 S. Popular Ave. Unit 101, Brea CA 92821
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Purchase, Sales, Exchanges, Analysis and Legacy Planning

About Gorman & Associates

In establishing Gorman & Associates, the founder – Tim Gorman – drew upon knowledge gained as second-generation of real estate broker and investor.  His background uniquely shapes the innovative approach and services that distinguish Gorman & Associates.

Gorman & Associates Mission To utilize technology and best practices in providing investment real estate services that help investors secure their financial futures and preserve their legacies. 

Gorman & Associates Difference

  • Extensive Experience

    Spanning two generations, Gorman & Associates offers an exceptional depth of understanding of the Orange County market. Expertise in acquisitions, development, property management, marketing, and accounting further facilitates informed decision-making.

  • Client-Centric Approach

    Meeting a client’s goals and needs is the top priority. This means taking the time to actively listen and understand a client’s situation and, then, to offer options and find solutions tailored to each client’s requirements.

  • Innovation and Technology

    Embracing the latest industry innovations and practices enables Gorman & Associates members to stay ahead of the curve in providing efficient and effective real estate solutions.

  • Trusted Partnerships

    Developing lasting relationships lies at the heart of the Gorman & Associates mission. The goal is to serve as a trusted advisor and partner throughout the entire trajectory of each client’s real estate investment and generational wealth-building journey.

about the founder...

Tim Gorman offers investors a different type of brokerage. His vision is to provide investment real estate services in combination with generational wealth building consultancy.

Gorman, who began his professional career with KPMG and became a Certified Public Accountant, brings a problem-solving approach that leverages his well-honed skills in finance, planning and marketing. As an entrepreneur and investor, he understands the risks and rewards of new ventures, along with the importance of legacy planning and second-generation engagement.

About the Team...

DG-HEADSHOT-min

tim@wrgorman.com
Broker – 714.932.9673
DRE#0192799

Tim Gorman

Real Estate Broker | Legacy Coach | Speaker | Author | Successor Trustee

Tim Gorman blends sharp financial insight, entrepreneurial passion, and hands-on estate management to deliver a holistic, client-focused approach. As a second-generation real estate professional, he guides families and advisors in aligning wealth, values, and succession to build enduring legacies.

Current Focus & Expansion

Licensed Real Estate Broker & Principal at Gorman & Associates

  • Specializes in multifamily, commercial, and residential properties since 2013.

  • Trusted by family offices and institutional clients for acquisition, exchange, disposition, and legacy-minded portfolio planning.

  • Offers a comprehensive approach from traditional brokerage to tax planning, family dynamics, and generational transitions.

Real Estate Investor & Manager

  • Over 20 years owning and managing residential, commercial, and DST investments.

  • Co-owner and financial operator of Vista Del Plaza Apartments (60 units in Brea, CA), handling finance, reporting, tax strategy, and operations.

Successor Trustee

  • Manages a complex, multi-property family estate since 2023.

  • This personal role reshaped his perspective and inspired a holistic legacy planning approach.

Real Estate Project Advisor & Broker

  • Leading mission-aligned, multi-year acquisition strategies for the Diocese of Orange (RCBO) and Orange Catholic Foundation (OCF).

  • Successful closings in multifamily, single-family, and commercial sectors.

Advisory Council Member, Medalist REIT

  • Advises a publicly traded real estate investment trust on strategy and market positioning.

Author, Speaker, Teacher & Thought Leader

  • Author of Tangled Legacy: Turning Estate Planning Mistakes into Successes (2023)

  • Author of Building Blocks to a Complete Estate Plan (2024)

  • Monthly contributor to Apartment News Magazine

    • 2023: “Executor & Successor” 12-part journey

    • 2024: 11-part Legacy Class series recap

    • 2025: Ongoing Estate & Legacy Q&A series

  • Frequent speaker at trade shows and industry panels

  • Founder, Tangled Legacy Platform, offering workshops, keynotes, and mentoring (both paid and pro bono)

Instructor & Workshop Creator

  • 10-Week Legacy Planning Workshop: Covers real estate, family dynamics, legal coordination, and financial strategy

  • Mini Course – “Passing the Torch”: Prepares the next generation for leadership and stewardship

  • Custom programs for professional groups, families, and individuals

Career Highlights

Certified Public Accountant (CPA, Inactive)

  • Former auditor and analyst at KPMG, one of the four largest accounting firms worldwide

Corporate Executive Experience

  • Leadership roles in finance, marketing, fund administration, and strategic planning at Fortune 500 and international companies

Entrepreneur & Community Leader

  • Owner of a fast-casual Mexican restaurant since 2010

  • Co-founder and board member of the Robby Gomez Foundation, supporting CHOC and local families

  • Co-founder and board member of The Alliance Fastpitch and Pacific Coast Fastpitch, youth sports leagues with thousands of members nationwide

DG-HEADSHOT-2-min

sonya@wrgorman.com
Agent, Mgr – DRE#01947308

Sonya Loera

As a facilitator and expediter extraordinaire, Sonya Loera combines a background in accounting with years of experience as a real estate agent, transaction coordinator, and office manager. She is well-known as the go-to person for finding the answers and working with all of the parties involved to complete the processes needed –  be it for a real estate purchase, sale or exchange.

Career Highlights

  • Licensed Real Estate Agent responsible for many millions in closings

  • Over 20 years of experience as a broker’s assistant and transaction coordinator

  • Property management experience overseeing onsite leasing and maintenance for both small and large complexes

  • Industry leader within the Apartment Association of Orange County

  • Member of the Institute of Real Estate Management (IREM) and California Rental Housing Association

Evoto

glenn@wrgorman.com
Agent – 02253352

Glenn Gorman

Real Estate Professional | Entrepreneur | Legacy & Family Planning Partner

Glenn Gorman brings decades of hands-on leadership and people-first professionalism to his real estate work. With a foundation in property ownership, operational oversight, and sales experience, Glenn is a dedicated real estate entrepreneur and community contributor. His approach is rooted in service, problem-solving, and pride in both craftsmanship and care.

Real Estate Experience

  • Part Owner and Manager, Vista Del Plaza Apartments – 60 units, Brea, CA
    Oversees daily operations, leasing, rehabs, tenant relations, and rent-ready turnover

  • Licensed California Real Estate Salesperson with Gorman & Associates, Inc.
    Active in multifamily, commercial, and residential real estate

  • Real Estate Investor and Entrepreneur
    Focused on value-add properties and operational improvements

Community Service & Personal Contributions

  • Crystal Cathedral Newhope Crisis Hotline – Volunteer Counselor (10+ years)

    • 24/7 suicide prevention and crisis response

    • Recognized as Counselor of the Year

  • Elder Caregiver & Advocate
    Provided daily care support and life logistics

  • Mentor to Families and Community Members
    Offers guidance and emotional support to those facing caregiving or crisis situations

  • Certified Home Care Aide
    Licensed by the California Department of Social Services

Entrepreneurial Ventures

  • Preferred Auto Body, Orange, CA
    High-quality auto and truck collision repair facility

  • Tri-Star Towing, Anaheim, CA
    Official Police Tow provider for the City of Anaheim

  • Old Motors, Orange, CA
    Classic automobile sales and restoration

  • Licensed with the California DMV – CA Occupational License, Salesperson
    Extensive background in regulated sales, logistics, and customer service

JanetteGorman1246-LinkedIn

janette@avisoconsultants.com
Financial Consultant, CPA

Janette Gorman

Real Estate Professional | CPA | CFO Consultant | Entrepreneur | Legacy Planning Partner

Janette Gorman brings over two decades of financial leadership, business consulting, and real estate experience to her multifaceted role. A licensed real estate salesperson, CPA, and seasoned entrepreneur, Janette combines her deep financial acumen with operational expertise to help clients and families plan for long-term wealth, legacy, and business success.

Current Focus & Expansion

Real Estate Salesperson (2023–Present)

  • Active in residential and multifamily transaction analysis

  • Supports clients with investment evaluations, family trust transitions, and portfolio planning

  • Partners with Gorman & Associates in legacy-focused real estate brokerage and education

Real Estate Investor & Operator

  • Co-owner of multiple residential and commercial investments

  • Experience in day-to-day operations, financial oversight, and long-term strategic planning

  • Part of ownership and management team for Vista Del Plaza Apartments, a 60-unit property in Brea, CA

Entrepreneur & Business Owner

  • Co-founder and operator of CG Restaurant Group, owner of a fast-casual Mexican food franchise

  • Founding partner of Aviso Consultants, LLC and Cross Points Advisors, offering CFO and business consulting services to growing companies

Legacy & Estate Planning Partner

  • Strategic partner in Tangled Legacy platform

  • Provides financial planning and consulting expertise to families navigating legacy transitions

Career Highlights

Corporate Financial Leadership

  • Chief Financial Officer, Tomra / Replanet LLC

  • Vice President, Finance & Administration, VITA

  • Director of Recruiting, RGP

  • Financial Analyst, Taco Bell

  • Audit Associate, KPMG

Board Leadership & Consulting Roles

  • Board Member and Treasurer, Retail Marketing Services

  • Business Consultant, Gen Korean BBQ (IPO Readiness & SEC reporting)

  • Financial oversight and founding member, Robby Gomez Foundation

Education & Credentials

  • Bachelor of Science, Accounting – Loyola Marymount University

  • Certified Public Accountant (CPA, California)

  • Member – Women Business Enterprise (WBE)

  • Member – National Minority Supplier Development Council (NMSDC)