| San Diego
New Group Leaders
1 New Group Leader in the San Diego 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.
Melissa Bustarde
Attorney/Partner
Branfman Mayfield Bustarde Reichenthal LLP
(858) 793-8090
melissa@bmbr.com
Home Group: Collaboration of Professional Women Affinity Group
New Members
14 New Members in the San Diego Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Elizabeth Alfano
Apricus Accounting, Inc.
Owner CPA
(949) 400-2722
elizabeth@apricusaccounting.com
Accountant
Home Group: Midtown San Diego
Bobby Buchanan
Buchanan Brand & Design
President
(619) 818-6886
bobby@buchanandesign.com
Marketing
Home Group: University Towne Center 3
Bio: We help increase the visual impact and equity of business brands. Making sure every marketing “touch point” is grounded in strategy and personalized creative, resulting in greater brand loyalty.
Lily Fallah
Guide My Finances
Financial Advisor
(760) 547-7585
lily@guidemyfinances.com
Investment Advisor
Home Group: Center City San Diego
Bio: Flat-fee financial planning and asset management services with no minimum, specializing in special needs planning and young professionals, and people who need and want a gentle, hand-holding approach.
Robin Gilmore
America’s Local Lender
President & Loan Expert
(714) 421-8767
robin.gilmore@americaslocallender.com
Banking Finance
Home Group: Center City San Diego
Bio: Residential, Commercial & Reverse Mortgages – Loans Up to $30M – Privacy Loans.
Daniel Goodrich
Virtual Counsel
Founder
(858) 299-5282
daniel@atvirtualcounsel.com
Attorney
Home Group: San Diego Downtown 5
John Hartwig
American Business Bank
Senior Vice President & Team Lead
(949) 261-1122
jhartwig@americanbb.bank
Banking Finance
Home Group: University Towne Center
Bio: I am a business advisor with capital.
Daniel Hill
Lavine, Lofgren, Morris & Engelberg, LLP
Audit Manager
(858) 455-1200 ext. 334
hilld@llme.com
Accountant
Home Group: San Diego North Coast
Bio: I’m a CPA and auditor of small- to mid-size privately-held companies, non-profits, and employee benefit plans working at one of San Diego’s largest independent CPA firms.
Lillian Loeffler
(818) 554-0904
lillian@llfamilylaw.com
Attorney
Home Group: La Jolla
Brooke Nevels
Partner
(619) 374-1100
bnevels@nevelsnichols.com
Attorney
Home Group: University Towne Center 3
Alessandro Nolfo
Gupta Evans
Associate Attorney
(619) 866-3444
an@socal.law
Attorney
Home Group: Midtown San Diego
Danielle Otero
Klinedinst Law
Counsel
(619) 488-8867
dotero@klinedinstlaw.com
Attorney
Home Group: Carmel Valley West Virtual
Randi Rose
Thrive Business Services LLC
Owner
(619) 688-9248
randi@thrivebusinessservices.net
Consultant Service
Home Group: Carmel Valley West Virtual
David P. Shapiro
David P. Shapiro Criminal Defense Attorneys
Founder & CEO
(619) 295-3555
david@dpshapiro.com
Attorney
Home Group: University Towne Center 4
Bio: Helping Good People Regain Control of Their Future When Charged with a Crime since 2007. Not guilty verdicts from misdemeanor DUI to murder. Full team of attorneys & assistants providing honest answers, clear expectations, & unparalleled service.
Amy Mancini Tobar
Heartland Payment Systems
FI – Territory Manager
(619) 857-0585
amy.mancini@e-hps.com
Consultant Service
Home Group: Carmel Valley West Virtual
Bio: Consistently delivering innovative technology solutions to an expanding and diverse client base, including education, enterprise, healthcare, government, and SMB markets.
Member News
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 10 Years
Joshua Vannetti
Aldrich Advisors
Director of Valuation Services
(760) 268-0216
josh.vannetti@aldrichadvisors.com
Financial Service
Home Group: La Jolla
Bio: I specialize in business valuation, economic damages, and forensic accounting. I help companies determine the value of their businesses and provide valuation and forensic accounting support in complex circumstances, including litigation.
Celebrating 5 Years
Miguel Contreras
Reign West Collective
Real Estate Consultant
(619) 977-6447
miguel@reignwestcollective.com
Real Estate
Home Group: San Diego Downtown 2
Bio: Probate/Trust Sales + Multi -Family.
Timothy Panza
Innovative Capital
Commercial Loan Officer
(510) 318-4663
tim@inncap.com
Banking & Finance
Home Group: University Towne Center 4
Bio: I leverage my 15 years of Commercial Banking Experience to find business and property owners new homes for their Commercial lending needs. Whether its through our strong National Lender Network or through our in house Private Capital for a quick close.
Bridget Potterton
Keller Williams San Diego Metro’
Real Estate Broker / Realtor
(858) 257-1555
bridget.fanning@gmail.com
Real Estate
Home Group: Carmel Valley 4
Bio: Real Estate Broker in the top 1% of the county specializing in: Residential Listings, Divorce sales, strategic sales with CPAs & Financial Advisors, and Staging. I focus on building long relationships with my clients.
Events
Save-the-date for our Holiday Party – Thursday, December 5th at Green Acre @ Campus Pointe from 5:00-7:00pm. Details and Registration are on the Hub!
Accelerate Your Membership (AYM) on Monday, October 14, 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. Register Now!
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, September 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, September 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, September 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, September 5, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
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