The
Accelerator

Shilpa Andalkar

Ensemble Capital
Wealth Manager
(650) 684-5666
shilpa@ensemblecapital.com
Investment Advisor
Home Group: San Francisco 15

Bio: Building financial plans supported with long-term investments in high quality, growing companies. Our investment strategy is the right fit for people who want to know what they own and why. We don’t outsource your investment management.

Ken Branigan

USI Insurance Services
ken.branigan@usi.com
Insurance
Home Group: Pleasanton 1

Michael Cardoza

The Cardoza Law Corporation
(415) 488-8041
mike.cardoza@cardozalawcorp.com
Attorney
Home Group: Oakland 3

Bio: Consumer Financial Protection Trial Attorney who sues banks, credit bureaus, and debt collectors on behalf of victims of Identity Theft, Credit Reporting Errors, and Collection Harassment.

Eric Christmas

Filice Insurance Services
Employee Benefits Consultant
(949) 531-9698
echristmas@filice.com
Insurance
Home Group: San Ramon 1

Bio: Group Benefits consultant, Helping companies become “employers of choice” through best in breed insurance and non-insurance solutions.

Vladimir Galant

911 PC Help
(510) 861-8002
vg@911pchelp.net
Consultant Service
Home Group: San Francisco 15

Nathan Grow

Wolfsdorf Rosenthal
(415) 371-1807
ngrow@wolfsdorf.com
Attorney
Home Group: Oakland 2

Mike Koran

Primary Residential Mortgage, Inc.
Division President
(510) 812-2815
mkoran@primeres.com
Banking Finance
Home Group: San Francisco 15

Bio: Having closed more than 3,000 loans, Mike is a deeply knowledgeable and experienced Residential Mortgage lender, dedicated to loan expertise, competitive programs, and exceptional customer service.

Loulena Miles

Miles & Torres Associates
Partner at Miles & Torres Associates, a Trust and Estates Firm
(415) 496-9396
loulena@milestorreslaw.com
Attorney
Home Group: San Francisco 15

Bio: Custom estate planning and trust administration for your peace of mind.

Elyse Napolitano

Elyse Napolitano Coaching
(415) 298-2172
elysenapolitano@gmail.com
Consultant Service
Home Group: San Francisco 15

Shaana Rahman

Rahman Law Office
(415) 956-9245
shaana@rahmanlawsf.com
Attorney
Home Group: San Francisco 15

Claire Sullivan

Delagnes, Linder & Duey
(415) 983-0500 x 150
csullivan@dldllp.com
Attorney
Home Group: San Francisco 2

Bio: Our firm represents clients in all aspects of estate planning and trust administration. Our practice focuses on custom & comprehensive plans that address our client’s individual goals with special attention to income, estate and property tax implications.

Nick Valenziano

Valenziano Insurance Services
(925) 369-2099
nvalenziano@twfg.com
Insurance
Home Group: Oakland 3

Stephen Osborn

Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
Partner
(415) 696-5416
smosborn@mintz.com
Attorney
Home Group: San Francisco 5

Bio: Business-focused corporate attorney who draws on my in-house legal and business management experience to advise clients on transactional, corporate finance and general corporate matters.

Clay Bellows

Outer Point Advisory, Inc.
President
(415) 891-3055
clay@outerpointadvisory.com
Accountant
Home Group: San Francisco 1

Bio: Business Valuation | Forensic Accounting. CPA, Accredited in Business Valuation & Certified in Financial Forensics. I work on Gift/Estate, M&A, & dispute related valuations & forensic accounting. Declared as an expert witness in CA Superior Court.

Elaine Betts

Go Far Consulting LLC
President
(510) 326-0763
elaine@gofarconsulting.com
Consultant & Service
Home Group: San Ramon 2

Bio: Elaine creates a customized path that shifts a business & enables leaders to greater achievement & success. Specializes in exec level & attorney level coaching. Expert in time management. Member of the ACBA on Exec. Com. Board.Holds MCLE programs.

Jon Elfin

Open Advisors, LLC
Financial Planner
(925) 659-0256
jon@myopenadvisors.com
Investment Advisor
Home Group: San Ramon 3

Bio: My clients are families with special needs children and the millionaire next door. I take a holistic approach, integrating all aspects of a families financial life and goals. As an RIA, by law we must act in the client’s best interest.

Angel Garrett

Trucker Huss
Partner
(415) 788-3111
agarrett@truckerhuss.com
Attorney
Home Group: San Francisco 5

Bio: Angel L. Garrett, a partner at Trucker Huss, specializes in employee benefits and Employee Retirement Income Security Act (“ERISA”). Angel counsels and defends (in litigation) employers and benefits professionals in a variety of employee benefit matters.

Kirsten Howe

Absolute Trust Counsel
Managing Attorney
(925) 943-2740
kirsten@absolutetrustcounsel.com
Attorney
Home Group: San Ramon 3

Bio: Kirsten focuses on estate planning, trust administration, probate, Medi-Cal planning, special needs planning and other closely related practice areas.