| San Francisco
New Members
9 New Members in the San Francisco Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Valerie Bennett-Lewis
VBL Consulting Executive Leadership Coaching
CEO & Founder
(925) 428-9065
vbl@inspiringleaderstolead.com
Consultant Service
Home Group: San Francisco 3
Bio: Leadership Coach and DEI Consultant working with business executives and leaders seeking support for their professional growth journey and organizational culture change from a diversity, equity and inclusion perspective.
Adrienne Broadbear
BROADBEARARCH
Studio Principal/Founder
(646) 306-9973
broadbear@broadbeararch.com
Other
Home Group: San Francisco 4
Jeffrey Crosswhite
Hoge Fenton
Attorney
(925) 460-3384
jeffrey.crosswhite@hogefenton.com
Attorney
Home Group: San Francisco 2
Kristina Derkos
Personnel Perspective
(707) 576-7653 x 115
kristinad@personnelperspective.com
Human Resources
Home Group: Santa Rosa 1
Kane Duncan
Andersen
(415) 912-1379
kane.duncan@andersen.com
Consultant Service
Home Group: San Francisco 15
Kelly Milligan
Quorum Private Wealth
Managing Partner
(925) 488-4001
kelly@quorumpw.com
Investment Advisor
Home Group: San Francisco
Bio: As a wealth management advisor I help Corporate Executives, Business Owners and Professionals with complex financial circumstances to invest like Institutions, save taxes and simplify their financial affairs.
Cory Nott
Take Wing Coaching
Business Partnership Coach
(925) 595-6095
cory@corynott.com
Consultant Service
Home Group: San Francisco 4
Bio: Business Coach specializing in business partnerships of 2 or more.
Raffiq Rajabali
Global PMO Solutions
(425) 830-2839
raffiq_rajabali@msn.com
Consultant Service
Home Group: San Ramon 3
Bio: Senior Executive with 20+ years of demonstrated success: SAP ERP, Chief Of Staff, Team Leadership, Consulting, Digital Transformation & Process Optimization.
Keith White
Corcoran Icon Properties
Certified Appraiser, REALTOR, Consultant
(707) 559-8579
keith.white@corcoranicon.com
Real Estate
Home Group: Santa Rosa 1
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 10 Years
Frank Acuña
Acuña * Regli, LLP
Partner
(925) 906-1880
ohc@acunaregli.com
Attorney
Home Group: Walnut Creek 2
Bio: California State Bar Certified Specialist in Estate Planning, Probate, and Trust Administration; Business & Real Estate Succession Planning; Conservatorship and Special Needs Trusts; Inheritance Litigation.
Chris Andersen
Destined
CEO
(415) 906-6070 x220
chrisandersen@bedestined.com
Consultant & Service
Home Group: San Francisco 5
Bio: We guide mid-market business owners in the sale of their business – supporting all phases of the M&A process.
Rhonda Bender
Fine Accounting and HR
Contract CFO
(510) 367-2241
rsbender2003@yahoo.com
Accountant
Home Group: Oakland 1
Bio: Fine Accounting & HR offers business owners structure and support in the funcitonal areas of Accounting, Cash Management and Human Resource Management.
Lisa Liu
The Mitzel Group, LLP
Senior Partner
(415) 508-8327
lisaliu@mitzelgroup.com
Attorney
Home Group: San Francisco 6
Bio: Lisa Liu, Senior Partner at The Mitzel Group LLP, leads the firm’s business and corporate transactions practice. We facilitate clients throughout the corporate lifecyle, including organization and formation, financing, private securities offerings…
Loren Lopin
Trusts & Estates P.C.
Attorney at Law
(415) 200-4592
loren@estateplansf.com
Attorney
Home Group: San Francisco 3
Bio: Loren M. Lopin provides comprehensive, personalized estate planning counseling to individuals, families, and small business owners, as well as probate, trust administration, and asset protection.
Rob Ronzone
First Republic Bank
Managing Director
(415) 364-4438
rronzone@firstrepublic.com
Banking & Finance
Home Group: San Francisco 1
Bio: Providing a unique and custom client experience. From all aspects of real estate lending, both residential and commercial, to numerous additional banking services, I will be the quarterback of the relationship for you or your client & First Republic Bank.
Raquel Sefton
Apex Family Law, P.C.
Apex Family Law Founder and Managing Partner
(628) 272-2900
raquel@apexfamilylaw.com
Attorney
Home Group: San Francisco 8
Bio: After graduating with honors from UCLA (Applied Mathematics), I started my family law career during law school at the Harvard Legal Aid Bureau. I have more than 30 years of practice and founded and run my own firm. I can help.
Celebrating 5 Years
Habib Bentaleb
Ragghianti Freitas LLP
Partner
(415) 453-9433
hbentaleb@rflawllp.com
Attorney
Home Group: Larkspur 1
Bio: My practice centers on advising cannabis businesses on regulatory compliance, entity structuring, acquisitions, and licensing.
Matthew Cahill
The Percipio Company
President, Principal Consultant
(650) 868-1895
mcahill@percipiocompany.com
Consultant & Service
Home Group: San Francisco 5
Bio: If you have a brain, you have bias® is the trademark that the Percipio Company builds upon. We partner with businesses to identify, analyze and address how bias is impacting your bottom line.
Robert Gillette
Reclaiming Sales
Owner Cloner
robert@reclaimingsales.com
Consultant & Service
Home Group: San Francisco 10
Bio: Selling your service has as much to do with tranquility as tactics. Anyone who hopes to be successful without selling their soul needs more than just sales training. You have to be at peace with sales. I will send you a dollar if you actually read this.
Marjorie Heinrich
Heinrich Law, PC
Personal Injury Trial Attorney
(510) 301-9213
marjorie@heinrichlaw.net
Attorney
Home Group: Oakland 3
Bio: I am an award winning personal injury trial attorney with over 30 years of experience. My law firm knows how to battle big insurance companies and win. I specialize in cases involving catastrophic injuries and wrongful death.
Shirley McLaughlin
Adler & Colvin
Principal
(415) 421-7555
smclaughlin@adlercolvin.com
Attorney
Home Group: San Ramon 3
Bio: I am an attorney, specializing in nonprofit compliance and the law of tax-exempt organizations. This includes formation and obtaining recognition of tax-exempt status; operating public charities and private foundations; grantmaking and social investing;
Events
National Networking Day is Wednesday, September 20th at 2pm PST with featured guest speaker Bob Burg, Author of the Go-Giver. Registration and Dial-In Details are on the Hub.
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 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.
New Member Orientations
Tuesday, September 5, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, September 6, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, September 6, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, September 7, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
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