provisors news

Susan Coleman

Coldwell Banker
(415) 378-2350
coleman.susan@comcast.net
Real Estate
Home Group: Larkspur 1

Miguel Delgado

Peak360 Wealth Management
Financial Advisor
(925) 787-8460
mdelgado@peak360wealth.com
Investment Advisor

Zach Drivon

Drivon Consulting
Principal Attorney/Consultant
(209) 915-5516
zach@drivonconsulting.com
Attorney
Home Group: Pleasanton 1

Sylvia Kim

BakerHostetler
Partner
(510) 507-9263
sjkim@bakerlaw.com
Attorney
Home Group: San Francisco 14

Bio: I help businesses of all sizes navigate all aspects of employment law compliance, with an emphasis on defending against complex wage and hour class, collective and PAGA actions in state and federal court.

Shanaé Mabrie

Asset Preservation, Inc.
Division Manager
(833) 556-1031
shanae@apiexchange.com
Real Estate
Home Group: Larkspur 1

Bio: Shanaé has an extensive background in IRC §1031 tax-deferred exchanges and every aspect of real estate transactions. She has facilitated thousands of various §1031 exchange transactions and is ready to assist with your questions and needs.

Osvaldo “Ozzie” Paz

US Bank Home Mortgage
Mortgage Loan Officer
(650) 627-2304
osvaldo.paz@usbank.com
Banking Finance
Home Group: Temporary Group San Francisco

Bio: I specialize in Private Mortgage, where my clients can enjoy competitive rates and transparency. I am passionate about delivering a superb client experience, and foster a long-lasting relationship with my clients.

Geraldine Serrano

Veracity
Specialty Tax Consultant
(510) 386-0872
geraldine@veritaxadvisors.com
Real Estate
Home Group: San Francisco 4

Bio: She has been helping real estate owners and CPAs use a strategic tax planning tool called cost segregation to reduce their tax liability and increase their cash flow.

Terri Webb

Century Group
Executive Recruiter
(415) 489-7404
twebb@century-group.com
Consultant Service
Home Group: Walnut Creek 3

Bio: Terri is an Executive Search Recruiter with Century Group’s Walnut Creek, California office connecting top Accounting and Finance professionals with the companies that need them.

Joseph Buenavista

Morgan Stanley
Senior Vice President, Financial Advisor
(650) 687-2107
joseph.buenavista@morganstanley.com
Investment Advisor
Home Group: Oakland 1

Bio: Joseph C. Buenavista, SVP, CRPC, is a Financial Advisor at Morgan Stanley.

Gil Faust

Bank of the West
Senior Loan Consultant
(510) 847-7195
gfaust10@hotmail.com
Banking & Finance
Home Group: Oakland 1

Bio: For the last 25 years I have been originating residential (1-4 unit properties) mortgage loans for primary residences, second homes and investment properties. We specialize in Jumbo loans. Our portfolio mortgage programs offer expanded qualifying guide…

John Friedman

John Friedman Financial
Financial Planner
(415) 642-3808
jfpv@johnfriedmanfinancial.com
Financial Service
Home Group: San Francisco 4

Bio: I am a unique sort of financial planner: my services focus solely on helping people make better financial decisions, and clients pay me directly for those services, on an hourly or per-project basis.

Francisco Gutierrez

The Law Office of Francisco Gutierrez
(415) 805-6508
francisco@gtzlegal.com
Attorney
Home Group: San Francisco 3

Bio: Francisco represents individuals, families, partnerships, and entities in landlord-tenant litigation. His practice includes general landlord-tenant matters, rent control, unlawful detainer, partition, and quiet title.

Chris Haley

Johnston Gremaux & Rossi LLP
Tax Partner
(925) 944-1881
chaley@jgrcpa.com
Accountant
Home Group: Walnut Creek 3

Bio: I help closely held businesses and their owners meet their tax compliance requirements and manage their tax liabilities.

Vanessa Hill

Evidentia Consulting, LLP
Partner
(510) 280-3847
vanessa@evidentiaconsulting.com
Accountant
Home Group: Walnut Creek 3

Bio: I am a forensic accountant and expert witness in accounting and damages for business disputes or economic losses in personal injury, wrongful termination, or wrongful death matters.

Ken Madsen

Riley Design Associates, LLC
Principal
(925) 659-3301
kmadsen@rileydesign.com
Marketing
Home Group: Oakland 1

Bio: Riley Design Associates is a branding, marketing, advertising and design agency delivering Brand Consulting, Identity Development, Lead Generation Campaigns, Brochure Design, Web Design, Presentation Graphics, Trade Show Graphics, and Packaging Design.

Tom Neff

RINA
President/Tax Stockholder
(510) 893-6908
tneff@rina.com
Accountant
Home Group: Oakland 1

Bio: I’m a CPA focusing on tax compliance and consulting for businesses and their owners. I have a specialty in International Tax / Cross-border planning for businesses and individuals. I also have extensive experience in Real Estate and Manufacturing…

Katie Phetteplace

Starr Finley LLP
Partner
(415) 407-7555
katie@starrfinley.com
Attorney
Home Group: San Francisco 4

Bio: Transactional commercial real estate attorney focusing on leasing, purchases and sales, and lending.

Catherine Pinkas

Sage Financial Network
Wealth Advisor
(925) 708-0447
catherine.pinkas@gmail.com
Investment Advisor
Home Group: Oakland 1

Bio: Catherine Pinkas has been actively involved in financial management for over 20 years. As an instructor in finance and business management, Catherine offers experience in helping individuals plan for their financial futures. She assists financial…

Adrienne Dale

Pivotal LLC
Principal
(510) 599-7158
adrienne.dale@pivotal-llc.com
Consultant & Service
Home Group: San Francisco 8

Bio: Transformational COO driving growth or turnarounds. Works in partnership with CEO on a fractional basis, focusing on the How of a business so the CEO can focus on the Why and the What. Applies three key levers: scaling for success, data-driven insights…