The
Accelerator
New Members | 11 New Members in the San Diego Area
Robert Braun
Company: Premier Plan Consultants
Phone: (858) 257-3555
Email: bobby@premierplanco.com
Profession: Consultant Service
Home Group: San Diego Downtown
Bio: I work with business owners in order to help them achieve their retirement plan goals/needs.
Gabe Candea
Company: Beacon Investment Realty
Title: Principal Broker
Phone: (619) 243-9892
Email: gabe@beaconinvestmentrealty.com
Profession: Real Estate
Home Group: Carmel Valley II
Bio: Commercial Multi-Family Real Estate Broker working with buyers & sellers of rental income properties, ranging from 2 – 20 units in SD County. Structuring tax-efficient sales is our specialty. Remember… it’s not how much you make, it’s how much you keep!
Miguel Contreras
Company: Dwell Well Realty
Title: Realtor
Phone: (619) 977-6447
Email: miguel@agentprolific.com
Profession: Real Estate
Home Group: San Diego Downtown IV
Joseph Dowling
Company: Aligned Energy Partners
Title: Controller & CFO Consultant
Phone: (760) 410-8448
Email: joe@alignedenergypartners.com
Profession: Consultant Service
Home Group: Carmel Valley Torrey View
Bio: I’m a husband and dad to a wonderful little boy soaking up like in soCal after growing up in the cold of Vermont.
Thomas Kenaya
Company: SquarMilner
Title: Audit Manager
Phone: (619) 454-3631
Email: tkenaya@squarmilner.com
Profession: Accountant
Home Group: San Diego Downtown IV
Bio: I am an audit manager focused on helping clients remain compliant and a CPA by trade. I tend to associate those initials with: C – Connector for my network; P – Putting people first; A – Advocate of clients and peers. Look forward to connecting with you!
Sacha Mackels
Company: Tax & Financial Group
Title: Financial Strategist
Phone: (858) 436-0057
Email: sacha.mackels@tfgroup.com
Profession: Financial Service
Home Group: San Diego Downtown IV
Bio: Sacha primarily focuses on bringing creative solutions to business owners who don’t have a plan for their business continuation and uses a comprehensive planning method to help them recognize and achieve their personal and business financial objectives.
Michael Madgett
Title: Partner
Phone: (619) 236-1551
Email: mmadgett@higgslaw.com
Profession: Attorney
Home Group: San Diego Downtown
Ryan O’Dell
Company: Rodarti Group
Title: Vice President & Senior Trial Attorney
Phone: (858) 925-3391
Email: rodell@constructionriskmanagers.com
Profession: Attorney
Home Group: Carmel Valley Torrey View
Adrian J Romero
Company: Grupo Consultor EFE
Title: CEO / Professional EOS Implementer
Phone: (858) 280-1748
Email: ajromero@gcefe.com
Profession: Consultant Service
Home Group: San Diego Downtown III
Bio: My core focus is supporting US companies or individuals entering the LATAM market by taking care of their compliance needs (accounting, tax, audit, etc.) and helping them grow through our advisory services such as EOS implementation.
Kimberly Simms
Company: Law Office of Kimberly R. Simms, APC
Phone: (760) 420-1846
Email: kimberly@simmslaw.com
Profession: Attorney
Home Group: Carmel Valley
Bio: Kimberly Simms is a business attorney who’s practice serves the marijuana and hemp industries.
Don Trapani
Company: San Diego Tenant Advisory, Inc.
Title: President
Phone: (858) 437-4077
Email: don@sandiegotenantadvisory.com
Profession: Real Estate
Home Group: University Towne Center II
Bio: Commercial Real Estate Broker, specializing in the representation of Tenants and Buyers. In addition, I act as your trusted adviser, strategic partner and outsourced real estate department.
Member News
Kimberley Best Robidoux Selected Best Lawyers© Lawyer of the Year in Immigration Law
Kimberley Best Robidoux has been selected by a nationwide survey of her peers for inclusion in the 2020 26th Edition of Best Lawyers in America for her work in Immigration Law and due to the extremely high feedback received, her peers have additionally recognized her as one of the 2020 “Lawyer of the Year” award recipients. Kimberley has received this accolade for her work in Immigration Law in San Diego. Only a single lawyer in each practice area and community is honored with a “Lawyer of the Year” award.
Robert Recchia earns Fiduciary Excellence Certification
CEFEX is pleased to add California Corporate Retirement Services to an elite group of investment advisors who have demonstrated adherence to professional practices that define a standard of fiduciary excellence and earns them the right to use the CEFEX Mark which indicates the firm’s established practices are aligned with investors’ interests and worthy of trust and confidence.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
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