| San Francisco
New Group Leaders
1 New Group Leader in the San Francisco Area
Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection. If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.
Steven Kahn
Shareholder
Hoge Fenton
(925) 460-3362
steven.kahn@hogefenton.com
Home Group: Pleasanton 1
New Members
13 New Members in the San Francisco Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Doug Goelz
Mortgage Services
(415) 730-4665
doug@emortgageservices.net
Banking Finance
Home Group: San Francisco 9
Walter A. Haynes IV
Albert G. Stoll Jr. | ALC
Senior Partner
(415) 762-0040
walter@stoll-law.com
Attorney
Home Group: San Francisco 3
Jason Heiser
Insperity
(925) 287-4923
jason.heiser@insperity.com
Human Resources
Home Group: San Francisco 10
Blakely Hull
Avenue 8
Realtor
(415) 410-3455
blakely@blakelyhull.com
Real Estate
Home Group: San Francisco 10
Bio: I advise my clients on buying and selling residential real estate across the Bay Area. I lead the Blakely Hull Team, and we are proud to be among the top 5% realtor team across the Bay. I am also a Prop Tech Advisor & National TV Host!
Giselle Lujan
First Republic
(415) 447-0888
glujan@firstrepublic.com
Banking Finance
Home Group: San Francisco 6
Duncan MacDonald
MacDonald Law
(415) 956-7777
dmacdonald@macdlawcorp.com
Attorney
Home Group: San Francisco 11
Jeffrey Moeller
Lee & Associates – SF
Managing Principal / President
(415) 516-2211
jmoeller@lee-associates.com
Real Estate
Home Group: San Francisco 15
Anh Nguyen
Chapman Law Group
(415) 613-9483
anh@davidchapmanlaw.com
Attorney
Home Group: Larkspur 1
Amir Sarreshtehdary
Law Offices of Amir Sarreshtehdary
(415) 506-4556
amir@amirslaw.com
Attorney
Home Group: San Francisco 10
Aaron Sisk
RBC Wealth Management
First Vice President – Financial Advisor
(415) 445-8227
aaron.sisk@rbc.com
Investment Advisor
Home Group: Oakland 3
Bio: I help Directors up to C-Level Suite Executives with planning around their Stock Options and Business Owners sell their company through a Strategic Sale, Private Equity Transaction, or Employee Stock Ownership Plan.
Ann Slobod
Studio KDA
Principal / COO
(510) 906-8904
ann@studiokda.com
Consultant Service
Home Group: Walnut Creek 3
Bio: Operations & Business Development lead for Studio KDA, an architecture firm specializing in creating community in the housing, retail, office and restaurant sectors.
Eric Wall
Equivity
CEO
(415) 613-7927
ericwall@equivityva.com
Consultant Service
Home Group: Oakland 2
Bio: Eric is the CEO and founder of Equivity, which provides remote paralegal, marketing, and administrative staffing to law firms and small businesses. Eric manages a team of over 120 professionals and blogs about how organizations can manage remote teams.
Lia Whisler
Parallel Advisors
Wealth Advisor
(415) 249-6183
lia.whisler@paralleladvisors.com
Investment Advisor
Home Group: San Ramon 2
Bio: Wealth counselor partnering with clients to empower them to make educated financial decisions. Focus on millennial techies as well as divorcing couples. Putting the financial puzzle together.
Member News
We’re excited to launch the new ProVisors Power Networking series. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills. Click Here to view the series.
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 15 Years
Reginald Street
NFP D/A Financial
Insurance
(925) 402-4910
rstreet@nfp.com
Insurance
Home Group: San Francisco 1
Bio: Reg is an advisor in the areas of Retirement Plans, Estate Planning, Employee Benefits and Exit Planning.
Celebrating 10 Years
Jeffrey Verdon
Jeffrey M. Verdon Law Group, LLP
Managing Partner
(949) 333-8150
jeff@jmvlaw.com
Attorney
Home Group: Irvine 3
Bio: Jeffrey M. Verdon Law Group, LLP provides comprehensive estate, income tax and risk mitigation planning for affluent families and successful business owners with estates over $10M.
Celebrating 5 Years
David Goldenberg
VLP Law Group
Founding Partner
(415) 354-2442
dgoldenberg@vlplawgroup.com
Attorney
Home Group: San Francisco 8
Bio: David is a corporate attorney. Using a balance of business, legal and mind reading skills he translates complicated legal matters into easy to understand terms. Company formation, investments, business transition, general business legal needs.
David Pearson
Brothers Smith, LLP
(925) 944-9700
dpearson@brotherssmithlaw.com
Attorney
Home Group: San Ramon 3
Bio: I act as outside general counsel for businesses that do not need full time attorney employees. I am the first stop for all of my client’s legal needs, and frequently their general business needs.
Brian Ripley
Law Offices of Brian Ripley
Principal
(510) 596-1745
brian@brianaripley.com
Attorney
Home Group: Oakland 2
Bio: AV-rated Martindale Hubbell; 34 years as transactional and corporate attorney, specializing in business and real estate law, including entity selection, corporate governance, succession planning, buy-sell agreements, and risk evaluation and management…
Mark Seifert
Seifert Zuromski LLP
(415) 999-0901
mseifert@szllp.com
Attorney
Home Group: San Francisco 9
Bio: Mark is a litigator whose practice focuses on real estate litigation and business litigation. On the real estate side, Mark has extensive experience with commercial landlord-tenant disputes and other matters.
Events
Save-the-Date for our 2022 National Networking Day: October 26th from 2:00 – 3:30pm PST. Details to follow. On this day, we will host a special members-only program that will celebrate networking, feature a panel of PV “power users” who will share tips and strategies on how to get the most out of your membership AND we’ll also have a special guest speaker. You don’t want to miss it!
Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.
New Member Orientation
Date: Wednesday, September 7, 2022
Time: 11:30am – 1:00pm
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