| San Francisco
New Members
13 New Members in the San Francisco Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Bob Crane
Fix Your Tax Problem
(415) 726-9571
craneco@fixyourtaxproblem.com
Accountant
Home Group: San Francisco 7
Maureen Duffy
Donahue Fitzgerald
Partner
(510) 419-2257
mduffy@donahue.com
Attorney
Home Group: San Francisco 2
Tracy Green
Fennemore Wendel
(510) 834-6600
tgreen@fennemorelaw.com
Attorney
Home Group: San Francisco 15
Bio: I am an insolvency attorney and mediator, and work with the troubled company as well as its creditors or shareholders to come up with the best plan under the circumstances, and if we can’t resolve it consensually then we litigate it.
Rich Inglis
Paradigm Tax Consulting
Enrolled Agent
(925) 525-8891
rich@paradigmconsulting.tax
Accountant
Home Group: Walnut Creek 3
Robert Kay
Sheppard Mullin
(415) 774-3282
rkay@sheppardmullin.com
Attorney
Home Group: San Francisco 6
Jennifer Martin
Steele Martin Law P.C.
Attorney Shareholder
(925) 750-7795
jennifer@steelemartinlaw.com
Attorney
Home Group: San Ramon 3
Bio: I am an estate litigation attorney in Pleasanton who handles contested litigation and conservatorships. If you are dealing with a trust or estate in the Bay Area, I am here to help.
Liana Mayilyan
Kaufhold Gaskin
(972) 571-9611
lmayilyan@kaufholdgaskin.com
Attorney
Home Group: Walnut Creek 3
Payam Nejad
Colliers
Senior Vice President
(415) 288-7872
payam@colliers.com
Real Estate
Home Group: San Francisco 10
Bio: Payam Nejad is focused on selling apartment buildings in San Francisco, from duplexes to 100-unit buildings. So far, he and his team have sold $4.89B worth of investment property, 848 properties.
Mr. Joh “Joe” Olson
Tiger 21
Group chair (Tiger 21) and CEO/owner/Coach at www.peoplefirst.team
(415) 484-2427
joe@peoplefirst.team
Consultant Service
Home Group: San Francisco 2
Bio: We are an exclusive global community of ultra-high-net-worth entrepreneurs, investors, and executives. Think of us as your personal board of directors to “level up” your wealth journey. I also serve healthcare leaders to become experts in delegation.
James Palaniuk
Walsh Carter
(831) 277-2359
jpalaniuk@walshcarter.com
Insurance
Home Group: San Francisco 10
Robin Pearson
Brothers Smith
(925) 944-9700
rpearson@bwslaw.com
Attorney
Home Group: Walnut Creek 3
Jonathan Rubens
Moscone Emblidge & Rubens
Partner
(415) 967-0178
rubens@mosconelaw.com
Attorney
Home Group: San Francisco 15
Bio: I help founders and majority owners bring in new owners and plan for succession, I help businesses get acquired, and I represent foreign buyers acquiring US businesses.
Vincent Tong
TONG LAW, P.C.
California Employment and Business Attorney
(510) 371-7835
vincent@tong-law.com
Attorney
Home Group: Oakland 3
Bio: I am an employment and business attorney. I specialize in representing employees who are looking for legal leverage when negotiating or litigating against their (former) employers. I educate businesses on legal compliance from incorporation to litigation.
Member News
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.
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 15 Years
Tom Watson
The Watson Group/Corcoran Icon
San Francisco Bay Area Realtor
(415) 794-1173
tom@thewatsongroup.re
Real Estate
Home Group: Oakland 2
Bio: Over 19 years experience as a residential Realtor in Oakland/Berkeley/San Francisco and surrounding areas. Protecting my client’s best interest and the reputations of those that refer me is of paramount importance. Service minded; results driven.
Celebrating 10 Years
John Kirke
Donahue Fitzgerald
Partner
(510) 451-3300
johnk@donahue.com
Attorney
Home Group: San Ramon 1
Bio: Co-Head of Litigation at full service law firm focused on intellectual property matters including copyright, trademark, trade secrets and other high-stakes litigation.
Stacey Poole
Lerner Poole & Stewart LLP
Attorney at Law
(415) 391-6000
stacey@cafamilylaw.com
Attorney
Home Group: San Francisco 2
Bio: Stacey Poole is an A/V rated Certified Family Law Specialist representing individuals in divorce, child custody and child and spousal support matters. She also drafts/reviews prenuptial agreements. Stacey has practiced family law exclusively since 1999…
John Stein
Shartsis Friese LLP
Partner
(415) 421-6500
jstein@sflaw.com
Attorney
Home Group: San Francisco 1
Bio: Litigator that represents clients in a wide variety of trust, estate, and probate disputes.
Celebrating 5 Years
Robert Arzt
Polaris One
President
(510) 671-6226
bob@polarisone.com
Consultant & Service
Home Group: Oakland 2
Bio: Business coaching, sales coaching, executive coaching. Specialties include time management and organization, sales skills, effective delegation, maximizing staff performance and practice management.
David Brown
Hopkins Carley
Shareholder
(650) 804-7614
dbrown@hopkinscarley.com
Attorney
Home Group: San Ramon 1
Bio: David is a transactional real estate attorney in Silicon Valley with almost 19 years experience. His primary focus is on commercial leasing helping tech, R&D, pharmaceutical and retail tenants review, negotiate and complete lease transactions.
John Cu
Hanson Bridgett LLP
Partner
(415) 995-5130
jcu@hansonbridgett.com
Attorney
Home Group: San Francisco 12
Bio: A litigator with experience handling business disputes, including corporate/partnership dissolutions, contracts, professional malpractice. Represent businesses or high net worth individuals…
Miles Holden
Hanson Bridgett LLP
Partner and Insurance Recovery Practice Group Leader
(415) 995-5039
mholden@hansonbridgett.com
Attorney
Home Group: San Francisco 6
Bio: I am an attorney specializing in insurance recovery. I advocate for insureds in coverage disputes with their insurers, and also help clients negotiate policy language and draft insurance provisions in contracts.
Robert Spinosa
US Bank
Mortgage Loan Officer
(415) 367-5959
rob.spinosa@usbank.com
Banking & Finance
Home Group: San Rafael 1
Bio: We’re inexpensive and we make the mortgage process easy.
Jain Williams
State Farm Insurance
Agent
(510) 530-3222
jain@jainwilliams.com
Insurance
Home Group: Oakland 2
Bio: Jain Williams has been helping individuals, families and small businesses protect their assets and income for over 30 years. Her agency offers a family of insurance products as well as financial services.
Events
Join us for our Fall PV@Night at Harborview Restaurant & Bar on Thursday, September 28th from 5:00-7:00pm. Registration and details are on the Hub.
Accelerate Your Membership (AYM) on August 14th (8:30a P / 10:30a C / 11:30a E) with Doug Duerr and Lauren Hauptman who will discuss Personal Brand & The Power of a Tagline. 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.
New Member Orientations
Tuesday, August 1, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, August 2, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, August 2, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, August 3, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
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