New Members | 21 New Member in the San Francisco Area
Francie Bedinger
Home Care Assistance
(415) 603-0574
fbedinger@homecareassistance.com
Consultant Service
Home Group: Larkspur 1
Bio: I am a Gerontologist and Geriatric Care Manager helping seniors safely age in place. I partner with trusted advisors to provide long-term care planning and guidance to achieve the quality of life and high caliber care goals of the families I serve.
Stuart Burlingham
Source Advisors
(415) 717-4392
stuart.burlingham@sourceadvisors.com
Financial Service
Home Group: Santa Rosa 2
Sophia Castillo
Downey Brand
Managing Director
(415) 848-4814
scastillo@downeybrand.com
Attorney
Home Group: San Francisco 5
Robyn Christo
Epstein + Holtzapple
(628) 240-3854
rchristo@epholtzlaw.com
Attorney
Home Group: San Francisco 12
Andrew Clarke
BrassIdeas Advertising
(415) 265-2472
andrew@brassideas.com
Marketing
Home Group: San Francisco 13
David Erb
Flicker, Kerin, Kruger & Bissada, LLP
Partner
(925) 327-6200
derb@fkkblaw.com
Attorney
Home Group: Pleasanton 1
Bio: David is a family law attorney with a background in business valuation and finance specializing in complex and high asset divorce cases.
Giselle Figueroa
Baker Tilly
Manager, Global Forensics & Litigation Services
(415) 593-1318
giselle.figueroa@bakertilly.com
Accountant
Home Group: San Francisco 7
Bio: Forensic accountant specializing in business income and extra expense claims, fraud investigations, and contract disputes. Licensed CPA. Fluent in Spanish.
Omar Figueroa
Law offices of Omar Figueroa
(707) 829-0215
omar@omarfigueroa.com
Attorney
Home Group: Santa Rosa 2
Bruce Gerstman
Waterfront Intelligence
(510) 423-5899
bgerstman@waterfrontintelligence.com
Consultant Service
Home Group: San Francisco 11
Jay Greene
The Green Law Firm
(415) 905-0215
jay@assetprotectionbayarea.com
Attorney
Home Group: San Francisco 13
Chad Greeson
Littler
(925) 927-4507
cgreeson@littler.com
Attorney
Home Group: Walnut Creek 3
Alexis Haman
Next Level Strategies
HR Consultant, PHR
(415) 876-6398
alexis@nextlevelstrategies.net
Human Resources
Home Group: San Francisco 10
David Jones
Altus Alliance
(206) 650-9200
dave@altusalliance.com
Consultant Service
Home Group: San Francisco 7
Bio: Altus provides Revenue Growth Services, assisting aspiring companies to accelerate top-line revenues through application of experienced leadership, creative programs, and best practices in sales and marketing.
Angela Lynch
Amada Senior Care
Owner, Senior Advisor
(707) 387-0733
angela.l@amadaseniorcare.com
Consultant Service
Home Group: Santa Rosa 2
Ann Mahony
Forgery Sleuth
Forensic Document Examiner
(415) 441-0273
ann@annmahony.com
Consultant Service
Home Group: San Francisco 11
Bio: Board Certified, court qualified Document Examiner; handwriting & forgery expert. 30 yrs. experience; qualified in federal & civil courts, Retained in 1050+ cases. Timely turn aroundd, exhibit prep, consultation and Testimony.
Sean McDonald
Bank of Marin
(707) 508-3379
seanmcdonald@bankofmarin.com
Banking Finance
Home Group: Santa Rosa 2
Carli Ortiz
Linkenheimer
Partner
(707) 546-0272
carli@linkcpa.com
Accountant
Home Group: Santa Rosa 2
Bio: I work with closely held businesses and their owners to provide both compliance and planning services (succession, estate & gift, income tax, and cash flow) throughout the life of their businesses.
Luca Penati
Penati and Partners
Founder and Chief Advisor
(650) 796-7320
luca@penatipartners.com
Marketing
Home Group: San Francisco 11
Bio: I’m a brand, marketing, and PR strategist with 30+ years of experience as a trusted advisor. I work with startups’ founders and CEOs to navigate today’s complex world and help them succeed while saving money.
Chad Richards
Altus Equity
(707) 932-5060
crichards@altusequity.com
Real Estate
Home Group: Santa Rosa 2
Tom Southern
Newmark Knight & Frank
(415) 354-0777
tsouthern@ngkf.com
Real Estate
Home Group: Oakland 1
Bio: Commercial Real Estate Broker, East Bay.
DeeDee Taft
Spin Communications, Inc.
Principal
(415) 380-8390
deedee@spinpr.com
Consultant Service
Home Group: San Francisco 8
Bio: DeeDee Taft brings more than 25 years of public relations expertise to her agency. She is a creative thinker with exceptional media relation’s capabilities.
Member News
Alan Koenigsberg, MBA: Partner Exam & Agency Re-Certification - HubSpot
Cameo Roberson quoted in Wealth Management.com Magazine
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 10 Years
John M. Ryan
CAL Insurance & Associates, Inc.
Managing Director – Employee Benefits/HR Technology
(415) 310-9001
jryan@mycalteam.com
Insurance
Home Group: San Francisco 1
Bio: John Ryan advises, restructures & provides ongoing service for employee benefit programs for clients with 25-500+ employees. I have been a trusted advisor for 1000+ clients.
Celebrating 5 Years
Lisa Dragos
Calegari & Morris
Partner
(415) 955-0364
ldragos@calegariandmorris.com
Accountant
Home Group: San Francisco 11
Bio: Lisa brings an exceptional level of tax expertise in the areas of complex flow-through entities (i.e. LLCs, Partnerships & S-Corps) and high net-worth individuals in the real estate, professional services, technology and private equity industries.
Elva Harding
Harding Legal
Principal/Attorney
(415) 967-7570
eharding@edhlegal.com
Attorney
Home Group: San Francisco 3
Bio: Real estate transactions, including commercial leasing; purchase and acquisition, and private residential sales.
Sheldon Pont
Vandermade Commercial Real Estate
Partner
(415) 592-5999 x110
sheldon@vandermadesf.com
Real Estate
Home Group: San Francisco 9
Bio: Specializing in Sales & leasing of retail stores, restaurants, shopping centers, mixed-use/entertainment/sports venues, freestanding buildings & CBD “street front” locations throughout the U.S., Canada, & Asia, & also an expert witness.
Upcoming Events
There are no November Member Events for this region.
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