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 – 714.251.6688
DRE #01929799

Tim Gorman

Real Estate Broker | CRE® | CPA

Tim Gorman is the Principal Broker of Gorman & Associates, Inc., specializing in multifamily, commercial, and residential investment properties throughout Southern California. A second-generation real estate professional, Tim combines real estate expertise, financial analysis, and estate planning insight to help clients make informed decisions that align with long-term wealth preservation and family legacy goals.

With over twenty years of experience as both an investor and operator, Tim provides guidance on acquisition, disposition, 1031 exchanges, portfolio repositioning, succession planning, and intergenerational wealth transfer. His approach extends beyond traditional brokerage by considering tax implications, family dynamics, and long-term ownership strategies.

Professional Experience

Principal Broker, Gorman & Associates, Inc.

  • Represents investors, families, trustees, and business owners in multifamily, commercial, and residential transactions.
  • Advises clients on acquisition, disposition, exchange strategies, and legacy-focused portfolio planning.
  • Facilitates real estate solutions involving trusts, estates, family partnerships, and closely held entities.

Real Estate Investor & Operator

  • More than two decades of ownership and management experience with residential, commercial, and Delaware Statutory Trust (DST) investments.
  • Co-owner and financial manager of Vista Del Plaza Apartments, a 60-unit apartment community in Brea, California.

Real Estate Advisor

  • Assists mission-driven organizations with acquisition and disposition strategies.
  • Has participated in multifamily, residential, and commercial transactions involving nonprofit and faith-based organizations.

Leadership & Community Involvement

  • Board Member, Real Estate Association (REA), California State University Fullerton
  • Advisory Council Member, Medalist REIT
  • Monthly Contributor, Apartment News Magazine

Author, Speaker & Educator

  • Tangled Legacy: Turning Estate Planning Mistakes into Successes (2023)
  • Building Blocks to a Complete Estate Plan (2024)
  • Frequent speaker on real estate investing, succession planning, trusts, and legacy preservation.

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

Professional Credentials

  • California Real Estate Broker, DRE #01929799
  • Counselor of Real Estate (CRE®)
  • Certified Public Accountant (Inactive)
  • Bachelor of Arts, Business Administration (Accounting), California State University Fullerton
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)