November 2020

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members21 New Member in the San Francisco Area

Francie Bedinger

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

Stuart Burlingham

Source Advisors
(415) 717-4392
stuart.burlingham@sourceadvisors.com
Financial Service
Home Group: Santa Rosa 2

Sophia Castillo

Sophia Castillo

Downey Brand
Managing Director
(415) 848-4814
scastillo@downeybrand.com
Attorney
Home Group: San Francisco 5

Robyn Christo

Robyn Christo

Epstein + Holtzapple
(628) 240-3854
rchristo@epholtzlaw.com
Attorney
Home Group: San Francisco 12

Andrew Clarke

Andrew Clarke

BrassIdeas Advertising
(415) 265-2472
andrew@brassideas.com
Marketing
Home Group: San Francisco 13

David Erb

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

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

Omar Figueroa

Law offices of Omar Figueroa
(707) 829-0215
omar@omarfigueroa.com
Attorney
Home Group: Santa Rosa 2

Bruce Gerstman

Bruce Gerstman

Waterfront Intelligence
(510) 423-5899
bgerstman@waterfrontintelligence.com
Consultant Service
Home Group: San Francisco 11

Jay Greene

Jay Greene

The Green Law Firm
(415) 905-0215
jay@assetprotectionbayarea.com
Attorney
Home Group: San Francisco 13

Chad Greeson

Chad Greeson

Littler
(925) 927-4507
cgreeson@littler.com
Attorney
Home Group: Walnut Creek 3

Alexis Haman

Alexis Haman

Next Level Strategies
HR Consultant, PHR
(415) 876-6398
alexis@nextlevelstrategies.net
Human Resources
Home Group: San Francisco 10

David Jones

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

Angela Lynch

Amada Senior Care
Owner, Senior Advisor
(707) 387-0733
angela.l@amadaseniorcare.com
Consultant Service
Home Group: Santa Rosa 2

Ann Mahony

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

Sean McDonald

Bank of Marin
(707) 508-3379
seanmcdonald@bankofmarin.com
Banking Finance
Home Group: Santa Rosa 2

Carli Ortiz

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

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

Chad Richards

Altus Equity
(707) 932-5060
crichards@altusequity.com
Real Estate
Home Group: Santa Rosa 2

Tom Southern

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

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

Todd Carey
Oct 14, 2020

Cameo Roberson Quoted in Wealth Management Magazine

Virtual COO, Business Coach & Operations Strategist, Cameo Roberson, AAMS® (SAM2), Founder of Atlas Park Consulting & Finance was quoted in the article ‘With Social Distancing and Remote Work, Many Advisors Embraced Social Media’. Full Story, click here: https://www.wealthmanagement.com/marketing/social-distancing-and-remote-work-many-advisors-embraced-social-media
Todd Carey
Oct 14, 2020

Alan Koenigsberg, MBA: Partner Exam & Agency Re-Certification - HubSpot

Alan completed and was awarded the HubSpot Certified Partner certification for the second time. He founded Agile Digital Marketing, an inbound digital marketing agency in 2004 and the agency became a certified HubSpot Partner in January 2018. The agency's business is run on the HubSpot CMS, Marketing, Sales and Service platform.
Todd Carey
Oct 14, 2020

Cameo Roberson quoted in Wealth Management.com Magazine

With social distancing and remote work, many advisors embraced social media. When advisors were asked to keep physical distance from clients and colleagues, they turned to social media more than ever before. Cameo shares networking tips that have helped her connect with even more professionals! https://www.wealthmanagement.com/marketing/social-distancing-and-remote-work-many-advisors-embraced-social-media

Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.

Member Milestones

Celebrating 10 Years

John Ryan

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

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

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

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.