Megan Breslin

Sand Hill Global Advisors
Senior Wealth Manager
(650) 854–9150
mbreslin@shadv.com
Financial Service
Home Group: Santa Clara 2

Michael Firestone

Fire Capital Management
Managing Partner, Investment Advisor
(415) 535-1848
michael@firecapitalmanagement.com
Financial Service
Home Group: Palo Alto 3

Bio: Michael founded Fire Capital Mgmt (“FCM”) to excel in 3 key areas: investments, client service, and impact. Michael and his team work well with families with multi-generational wealth and private foundations that have unique circumstances and goals.

Shailendra Gupta

(510) 703-7833
sgupta@tworld.com
Consultant Service
Home Group: San Jose 4

Alexis Haman

Next Level Strategies
HR Consultant, PHR
(415) 876-6398
alexis@nextlevelstrategies.net
Human Resources
Home Group: San Jose 1

Sheri Pan

Pantheon Wealth Planning
Founder and CEO
(408) 404-8282
sherip@pantheonwp.com
Financial Service
Home Group: Palo Alto 3

Bio: Sheri is a CFP with a Master of Taxation degree which allows her to help impart knowledge in all areas of financial and wealth planning and taxation. She helps her clients work toward achieving stress-free and simplified financial portfolio.

Cecilia Qian

BPM LLP
Assurance Senior Manager
(415) 317-9508
cqian@bpmcpa.com
Accountant
Home Group: Palo Alto 3

Bio: A trustworthy CPA with 18+ experience to provide excellent assurance, tax and advisory services. Mainly focus on Technology (SaaS, semiconductor, biotech, wine) clients, startups with Series A or B round funding, mid-market private and public companies.

Ansie Ting

JPMorgan Chase & Co.
(408) 999-0000
ansie.ting@chase.com
Banking Finance
Home Group: Palo Alto 3

Rick Trevino

Intero Real Estate Services
Broker Associate, Realtor®, SRES®
(408) 857-8660
rtrevino@intero.com
Real Estate
Home Group: Menlo Park 1

Bio: Silicon Valley Realtor® and Seniors Real Estate Specialist® helping retirees, elderly, and families with Divorce, Trust, and Probate sales, Rightsizing/ Downsizing, out-of-area Relocations, as well as First-Time Purchasers and Real Estate Investors.

Steven Dinneen

Law Offices of Steven A. Dinneen P.C.
Attorney/Owner
(408) 998-9900
steven@dinneenlaw.com
Attorney
Home Group: San Jose 1

Bio: The Law Offices of Steven A. Dinneen P.C. provides personalized family law services. We handle issues involving divorce, child custody, spousal support, child support, property division and domestic violence.

Jennifer Dizon

Hood & Strong
CPA
(408) 998-8400
jdizon@hoodstrong.com
Accountant
Home Group: Palo Alto 1 (EC)

Bio: Practical approach to your audit needs. Comprehends your financial statement story.

Craig Lilly

Reed Smith LLP
Partner
(650) 352-0502
clilly@reedsmith.com
Attorney
Home Group: Palo Alto 2

Bio: My practice focuses on domestic and cross-border mergers and acquisitions, venture financing, technology, and corporate finance. I have wide ranging experience in structuring, negotiating and advising clients on a wide variety of acquisition transactions…

Sarju Naran

Hoge Fenton Jones & Appel
Shareholder/Employment Law Chair
(408) 947-2456
san@hogefenton.com
Attorney
Home Group: San Jose 1

Bio: I provide advice and counsel and litigation defense services to employers with respect to issues concerning wage and hour compliance, harassment, discrimination, retaliation, hiring, performance management, discipline, investigations, leaves of absence…

Jody Simon

Fox Rothschild LLP
Partner and Head of Production Practice
(310) 598-4168
jsimon@foxrothschild.com
Attorney
Home Group: Silicon Beach 2

Bio: I am the lawyer for content creators, producers and distributors. Live action, animation, TV, features or digital, I’ve been on the cutting edge of entertainment dealmaking for over 30 years.

Andy Armstrong

Armanino LLP
Audit Partner
(669) 842-3465
andrew.armstrong@armaninollp.com
Accountant
Home Group: Mountain View 1

Bio: Andy is an audit partner in San Jose with Armanino LLP. He audits and consults venture-backed start-ups, family-owned businesses, entrepreneur-owned businesses and employee benefit plans.

Michael Balistreri

Insperity – A Professional Employer Organization (PEO)
Business Performance Advisor
(408) 802-8743
michael.balistreri@insperity.com
Other
Home Group: San Jose 3

Bio: I help companies grow, make more money, run better by providing recruiting, medical benefits, health insurance, payroll, co-employment, PEO services, HR, HR Consulting, Human Resources, Human Resources Consulting.

Shawn Flynn

Global Capital Markets
Principal
(415) 952-3165
sf@globalcapitalmarkets.com
Banking & Finance
Home Group: Mountain View 1

Bio: FINRA Licensed Investment Banker Focused on Mergers & Acquisitions, Raising Growth Capital, Secondary’s and Host of The Silicon Valley Podcast.

Karen Sparks

Divorce Financial Strategists™
Certified Divorce Financial Analyst
(650) 201-6311
cdfa@divorcefinancialstrategists.com
Financial Service
Home Group: Palo Alto 2

Bio: Karen D. Sparks, CDFA®, J.D. is the principal and owner of Divorce Financial Strategists™. She provides clients with focused analysis and strategies for marital asset division for divorce and separation matters.