| San Diego
New Members
9 New Members in the San Diego Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Erica Bloom
Erica Bloom Law
Owner
(760) 259-2184
erica@ericabloomlaw.com
Attorney
Home Group: San Diego North Coast
Gustavo Bravo
Bravo Law
(619) 600-1394
gbravo@bravolawapc.com
Attorney
Home Group: San Diego Metro 1
Siamak Hefazi
Buchalter
Attorney Intellectual Property
(619) 679-1579
shefazi@buchalter.com
Attorney
Home Group: San Diego Downtown 5
Ariq Huda
Jones Lang LaSalle
Commercial Real Estate Broker (Tenant Representation)
(619) 306-4969
ariq.huda@jll.com
Real Estate
Home Group: University Towne Center 5
Bio: I help office and industrial tenants manage their commercial leases, whether renewing or looking for new space.
Randy Newman
Total Lender Solutions, Inc.
President/CEO
(866) 535-3736 x210
rnewman@totallendersolutions.com
Real Estate
Home Group: Carmel Valley 4
Bio: Randy is an attorney (admitted in NY & NJ) and the founder of Total Lender Solutions (“TLS”), a boutique property trustee company representing lenders in the non-judicial foreclosure process throughout Arizona, California, and Nevada.
Greg Paffendorf
Wells Fargo Advisors
Managing Director of Investments
(619) 964-8281
greg.paffendorf@wellsfargo.com
Investment Advisor
Home Group: University Towne Center 5
Jared Sawyer
Secure Smart Office
Business Development
(503) 826-6737
jared.sawyer@ssowow.com
Information Technology
Home Group: San Diego Downtown 5
Matt Thoene
Onevisory
CEO
(619) 861-5017
matt@onevisory.com
Consultant Service
Home Group: Carmel Valley 3
Bio: Operations executive with 25+ years of experience, I specialize in offering strategic guidance and operational oversight as a Fractional COO. Focused on leveraging top-tier leadership skills to drive business success, emphasizing operational efficiency.
Angela Yutangco
Sayva Solutions, Inc.
Managing Director of HR Services
(858) 242-5694
ayutangco@sayvasolutions.com
Human Resources
Home Group: Del Mar Heights
Bio: Angela Yutangco is the Managing Director of Sayva HR Services and provides fractional HR services to small to medium-sized businesses.
Member News
As we enter 2024, we are thrilled to announce that we now have over 9,000 members in 26 regions nationally. The growth we have experienced this year has been remarkable, and we are looking forward to even more expansion in 2024 and beyond. In fact, we are delighted to introduce our three newest regions: Las Vegas, Orlando, and San Antonio! We would like to express our deepest gratitude to our dedicated Group Leaders, passionate Members and Team ProVisors for their efforts in making our community the largest and most impactful networking community exclusively for Trusted Advisors.
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 15 Years
Mark Kagan
Law Offices of Mark S Kagan
Attorney at Law
(760) 999-2360
mark@kaganattorney.com
Attorney
Home Group: Carmel Valley 2
Bio: I am an Attorney focused on the following practice areas: Real Estate Transactions- Leases, Purchase Agreements, Easements, Licenses, Listing & Commission Agreements, Disclosures & Warranties, Security Interests & Receivership Real Estate Commissions…
Celebrating 10 Years
Carole Ross
Ross Employment Law
Attorney / Workplace Investigator
(858) 925-6075
carole@rossemploymentlaw.com
Attorney
Home Group: University Towne Center 3
Bio: Using almost two decades of big firm experience advising employers and litigating employment law matters, Carole conducts independent investigations into claims of discrimination, harassment, retaliation and other misconduct.
Jim Tenuto
Renaissance Executive Forums-San Diego
CEO
jtenuto@executiveforumssd.com
Consultant & Service
Home Group: University Towne Center
Bio: We create a safe environment for entrepreneurial CEOs and business owners to get direct peer feedback on any issue, challenge or opportunity they face.
Lisa Wells
WMSE
(877) 640-0116
lisa@wmse.biz
Consultant & Service
Home Group: Carmel Valley 3
Bio: WMSE- Elite Concierge Services offers a variety of reliable and conscientious resources to give the busy individual and business owner the relief that a trustworthy second set of hands provides.
Celebrating 5 Years
Melissa Bustarde
Branfman Mayfield Bustarde Reichenthal LLP
Attorney/Partner
(858) 793-8090
melissa@bmbr.com
Attorney
Home Group: Carmel Valley
Bio: I am a business attorney that serves as general counsel to small privately held companies and represents individuals in buying and selling small businesses.
Oleg Cross
Cross Law APC; Strategic Planning LLC
Attorney & Advisor
(619) 781-1360
oleg@caltrustlaw.com
Attorney
Home Group: San Diego Downtown 2
Bio: I focus my law practice on estate planning and select trust litigation engagements.
Nancy Erickson
Total Package HR Services
Partner, Human Resources
(619) 300-1194
nancy@totalpackagehr.com
Human Resources
Home Group: San Diego Downtown 2
Bio: Nancy is a seasoned HR professional co-founder at Total Package Professional Services (TPPS). She is not your typical HR Pro; being a business owner she understands the balance of getting things done while mitigating risk.
Sonny Rai
Pinnacle Private Advisors
Managing Partner
(858) 384-4838
sonny.rai@pinnacleprivateadvisors.com
Investment Advisor
Home Group: University Towne Center 4
Bio: I apply my experience from family businesses and corporate management to advise affluent(5mm+) families on how to make the entirety of their assets work harder, and smarter through guiding the family into becoming their own corporation.
Juan Felipe Sanchez
Grupo Consultor EFE
Partner
+52 (55) 48331590
jfsanchez@gcefe.com
Attorney
Home Group: San Diego Lawyers Affinity Group
Bio: I am a Mexican Attorney specialized in Mexican Business Law. My practice is only in Mexico and is focused in Real Estate and Business Law. I have a Masters in Corporate Law from NYU and have broad experience in domestic and cross border transactions.
Charles Williams
PKF Accountants
Partner
(619) 518-9604
cwilliams@pkfsandiego.com
Accountant
Home Group: University Towne Center 4
Bio: Greetings other San Diego ProVisors! Specializing in the tax world of estates, trusts, and international tax planning. PKF is a CPA firm, but I am a CA attorney (Tax, L.L.M.).
Gavin Williams
tri counties bank
Vice President, Relationship Manager
(805) 259-6549
gavinwilliams@tcbk.com
Banking & Finance
Home Group: San Diego Downtown 2
Bio: I am determined to redefine the banking experience for small to mid-sized businesses in California. I work hard to accommodate my clients instead of making the clients accommodate me.
Carmen Whiting
Total Package HR Services
HR/Payroll/Prevailing Wage Partner
carmen@totalpackagehr.com
Human Resources
Home Group: University Towne Center 4
Bio: Carmen has 25 years of experience in Payroll and holds a special niche in Construction Prevailing Wage Labor Compliance. Carmen prides herself on bringing immediate value to all of her clients and can work in any payroll system.
Events
Accelerate Your Membership (AYM) on Monday, February 12, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics.
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 Orientations
Tuesday, January 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, January 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, January 3, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, January 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
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