The
Accelerator
New Members | 8 New Member in the San Diego Area
Scott Bier
Company: The CFO Solution LLC
Title: Owner
Phone: (619) 952-0383
Email: scottmbier@gmail.com
Profession: Consultant Service
Home Group: San Diego Downtown 4
Bio: Owner The CFO Solution LLC. Provide operating and strategic planning for business owners to help them better understand where they are and where they are going.
Amanda Cook
Company: Brotman Law
Title: Senior Associate
Phone: (619) 378-3138
Email: acook@sambrotman.com
Profession: Attorney
Home Group: San Diego Downtown 3
Bio: I am a tax attorney working on tax audit and collections representation. I have experience tackling tax issues from different perspectives and use creative solutions to find the maximum tax benefit.
CJ Johnston
Company: M&A Business Advisors
Title: Business Broker, M&A
Phone: (619) 300-8000
Email: cj@mabusinessadvisors.com
Profession: Financial Service
Home Group: Carmel Valley
Bio: CJ Johnston is a Business Broker with M&A Business Advisors, a full-service Business Brokerage and M&A Advisory Firm. CJ represents Sellers and Buyers in the CONFIDENTIAL sale of privately owned businesses.
Steve Lujan
Company: Independent Insurance Agent
Title: Medicare Man
Phone: (760) 689-8125
Email: steve@helpmemedicareman.com
Home Group: Carmel Valley 4
Bio: My passion to help clients plan for Medicare stems from a personal experience. I believe in educating and protecting clients from serious financial risks. My goal is to make the transition to Medicare easy and stress free.
Kirk Michie
Company: Candor Advisors
Title: Managing Partner
Phone: (424) 365-2525
Email: kmichie@candor-advisors.com
Profession: Consultant Service
Home Group: Carmel Valley 4
Gabrielle Pumpian
Company: Home Care Assistance
Title: Director of Business Development
Phone: (858) 753-5032
Email: gpumpian@homecareassistance.com
Profession: Consultant Service
Home Group: San Diego Downtown 3
Bio: Health and Senior Care professional who is passionate about helping people in need navigate through the complexities of healthcare and long term care options for seniors and their families in San Diego.
Matty Sandoval
Company: Matty Sandoval
Title: Disability Attorney
Phone: (619) 840-5850
Email: mattysandovalm@aol.com
Profession: Attorney
Home Group: Carmel Valley 4
Bio: I’ve represented disabled claimants fighting to obtain Social Security Disability benefits for 31 years. My experience includes over 8,000 administrative hearings, 500 federal court actions, and numerous United States Court of Appeals favorable decisions.
Roy True
Company: GoldenWest Management Inc.
Title: Sales Manager
Phone: (858) 779-0577
Email: rtrue@goldenwestmanagement.com
Profession: Real Estate
Home Group: Carmel Valley Torrey View
Member News
Rick Itzkowich Forbes Article Tips for Managing WFH Team Members
Businesses with remote employees know these workers are just as valuable as in-office members of their team. However, when you eventually do return to the office, you can’t let any remaining remote employees become “out of sight, out of mind.” As a member of the Forbes Coaches Council Expert Panel, Rick recommended focusing on deliverables versus hours in this Forbes business article. Companies with remote employees need to clearly establish expectations and both will win from creating remote guidelines. Check out “15 Ways to Better Support Remote Employees.”
Jeff Heet Named IOA Risk Management Partner of the Year
Jeff Heet, Partner/Vice President and a ProVisors member in the La Jolla, CA group was nominated as Risk Management Partner of the Year for the 2nd consecutive year. After finishing in the top 3 last year he was named IOA’s Risk Management Partner of the Year for 2020.
Eric Berman with Brandetize Makes “Best & Brightest Company to Work for” 2020 list
One of San Diego’s top Full service, digital marketing agency, Brandetize, makes the list again!! Congratulations! View the Winners here.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 5 Years
Donald Curristan
Company: Executive Benefit Solutions
Phone: (760) 788-1321
Email: dcurristan@ebs-west.com
Profession: Insurance
Home Group: University Towne Center
Bio: Don Curristan is a Managing Director of Executive Benefit Solutions West. Don has nearly 20 years of experience working with client boards of directors and senior management of public, private and tax-exempt organizations to design, fund, implement, and administer select executive retirement, retention and performance based incentive plans.
Rob Fink
Company: RAF Strategies
Phone: (858) 625-0800
Email: rob@rafstrategies.com
Profession: Insurance
Home Group: University Towne Center 3
Bio: I am a former estate and tax attorney. I work with high income earners and small business owners. I help clients: 1) reduce the amount of taxes they are currently paying, 2) protect their investments from market losses, and 3) create tax free income for retirement.
Josh Franklin
Company: Franklin | Soto LLP
Title: Partner
Phone: (619) 872-2521
Email: josh@franklinsoto.law
Profession: Attorney
Home Group: Carmel Valley 2
Bio: Business trial attorney focused on representing businesses and business owners in disputes with their insurers. These disputes typically involve commercial liability policies, including D&O, E&O, EPL and cyber.
Matthew Leivo
Company: DLA Piper
Title: Partner
Phone: (858) 638-6862
Email: matt.leivo@dlapiper.com
Profession: Attorney
Home Group: University Towne Center 2
Bio: Matt is a Partner at DLA Piper, a large international business law firm, focusing on technology and life sciences companies, from early stage to public, assisting them with general corporate representation, financings and M&A.
Christopher Walters
Company: Walters Law Group
Title: Owner
Phone: (619) 888-5759
Email: clw@walters-law-group.com
Profession: Attorney
Home Group: Carmel Valley
Bio: Chris represents business owners in all types of commercial disputes, with 2 specialties: (1) Business Divorces: disputes between owners/shareholders in closely held companies & partnerships; (2) Merger/Acquisition Fraud: suits relating to M&A deals.
Upcoming Events
PV Webinar – How to Raise Your Firm’s Profile and Develop Business
Date: August 14, 2020
Time: 11:00am PT (1:00pm CT, 2:00pm ET)
Accelerator Workshop – San Diego PV Zoom Meeting
Date: Tuesday, August 11th, 2020
Time: 11:30am to 1:30pm
Accelerator Workshop – San Diego PV Zoom Meeting
Date: Wednesday, September 9th, 2020
Time: 11:30am to 1:30pm
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