San Diego 0420 | ProVisors

New Members | 6 New Members in the San Diego Area

Brian Gruber

Company: Range Partners
Title: Co-Founder & Partner
Phone: (619) 312-5095
Email: brian@rangepartnerssd.com
Profession: Real Estate
Home Group: San Diego Downtown 2

Ian Kang

Company: BDO
Title: Tax Partner
Phone: (858) 431-3485
Email: ikang@bdo.com
Profession: Accountant
Home Group: University Towne Center 2
Bio: Experienced working with middle market closely held/family owned businesses, private equity sponsored portfolio companies & family ofﬁce clients near two decades.

Carla Keehn

Company: Keehn Law
Title: Owner
Phone: (760) 249-7776
Email: carla@keehnlawﬁrm.com
Profession: Attorney
Home Group: University Towne Center
Bio: We protect the rights and dignity of individuals and their families who have been victims of nursing home abuse and elder ﬁnancial abuse.

David Lighty

Company: Lighty Financial
Title: President
Phone: (858) 454-0436
Email: david@lightyﬁnancial.com
Profession: Accountant
Home Group: Carmel Valley 2

Amber Setter

Title: Executive Leadership Coach
Phone: (619) 300-2917
Email: intentionsetter@gmail.com
Profession: Consultant Service
Home Group: San Diego Downtown

Joanna Tan

Company: The Alethian Company
Title: Chief Operations Consultant
Email: joanna@alethianco.com
Profession: Consultant Service
Home Group: San Diego Downtown 2
Bio: Fractional COO who transforms operations through action and accountability

Member News

Sara Gilman Announces – TAG Wins National Private Asset Management (PAM) Award

TAG won the “Best General Ledger System” at the distinguished Private Asset Management (PAM) Awards. The award is designed to honor a firm who provides outsourced general bookkeeping, bill pay and accounting support services to family offices and the private client community.

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

Member Milestones

Celebrating 5 Years

Elisabeth Cullington

Company: Hoyle Cohen Wealth Management
Title: Managing Director
Phone: (858) 576-7300
Email: elisabeth.cullington@hoylecohen.com
Profession: Investment Advisor
Home Group: University Towne Center 3
Bio: Provides complex financial advice and planning to professionals, business owners and women.

Austin Gwilliam

Company: Global Retirement Partners
Title: Principal
Phone: (760) 822-6027
Email: austin.gwilliam@grpfinancial.com
Profession: Investment Advisor
Home Group: Carmel Valley 3
Bio: I specialize in retirement plan consulting and help companies improve their 401(k), 403(b), and 457 plans as a co-fiduciary. My core services include: independent investment advice, fiduciary training and oversight, fee benchmarking and negotiation, and participant financial wellness.

Michael J. Leonard

Company: San Diego Corporate Law, A Professional
Title: Attorney at Law
Phone: (858) 483-9200
Email: leonard@sdcorporatelaw.com
Profession: Attorney
Home Group: Carmel Valley 4
Bio: Corporate attorney experienced in business start-ups, private placements of equity and debt instruments, and mergers & acquisitions of privately held businesses.

Upcoming Events

ProVisors Webinar: Employment Law During COVID-19

Date: April 3, 2020
Time: 1:00 PM Pacific (3:00 PM Central, 4:00 PM Eastern)

Learn More

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