| San Diego
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Grupo Consultor EFE
Partner
farballo@gcefe.com
Consultant Service
Home Group: San Diego Downtown 5
Bio: Transfer Pricing Advisor, serving multinational enterprises navigate transfer pricing planning and compliance in the LATAM region.
Cetera
Financial Advisor
(858) 650-6830 ext 201
cheryl.cousino@ceterais.com
Investment Advisor
Home Group: Del Mar Heights 2
Capital Strategies
(858) 354-0203
dan@capitalstrategyco.com
Insurance
Home Group: San Diego Downtown 4
Bio: I specialize in the design, acquisition and management of life insurance and annuities. I bring an institutional mentality and open-source architecture to deliver the best solutions for clients.
LiBr8
Founder & Visionary
(917) 734-6312
larry@libr8me.com
Consultant Service
Home Group: University Towne Center 3
Bio: 30 year Entrepreneur and Business Development Expert.
CBIZ Brinig Taylor Zimmer
Senior Manager
(619) 687-2600
kate.kowalewski@cbiz.com
Accountant
Home Group: San Diego Downtown 3
Gravity Advisors
Co-Founder and Managing Partner
(415) 994-2943
eddie@gravityadvisors.com
Banking Finance
Home Group: San Diego Downtown
Bio: Investment Banker, Entrepreneur, M&A Expert.
JLM Real Estate Inc.
(858) 336-9688
jason@jlmcre.com
Real Estate
Home Group: San Diego Downtown 4
Bio: Multifamily real estate investor and broker in San Diego County.
Cabrillo Advisors
Manager
(949) 500-4732
jschlesinger@cabrilloadvisors.com
Consultant Service
Home Group: Del Mar Heights 2
Dynamic Business Strategy, LLC
Owner
(805) 813-0600
geoff.smith@dynamicstrategyllc.com
Consultant Service
Home Group: San Diego Downtown
If you haven’t checked out our new ProVisors Power Networking series yet, take a peek at our Power Networking Trailer HERE. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills. Watch all the videos in the series HERE.
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Cavignac & Associates
Private Client Manager
(619) 744-0545
ckonecki@cavignac.com
Insurance
Home Group: Carmel Valley 3
Bio: Carolyn Konecki works with successful individuals and families to protect their wealth through personal insurance products and risk management services.
MSMLaw
Income Partner
(858) 492-7968
jwesterman@msmfamilylaw.com
Attorney
Home Group: La Jolla
Witham Mahoney & Abbott, LLP
Esq.
wyman@wmalawfirm.com
Attorney
Home Group: San Diego Downtown
Bio: Mary is an attorney at Witham Mahoney & Abbott where she focuses in all aspects of business litigation. Mary’s business litigation practice ranges from breach of contract and partnership disputes to complex fraud and breach of fiduciary duty matters.
Save-the-date for our San Diego Holiday Party at the Farmer & the Seahorse on Tuesday, December 12th from 5-7pm. Registration and details on the Hub.
Accelerate Your Membership (AYM) on October 9, 2023 (8:30a P / 10:30a C / 11:30a E) with Sami Azhari/Richard Wang who will discuss GUESTING STRATEGY -The skill in virtual networking and the importance of guesting outside of your region. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.
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.
Tuesday, October 3, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, October 4, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, October 4, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, October 5, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
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