Jim Meredith
Regional Director – San Diego
619.565.8007
ProVisors.com
jim@provisors.com
Welcome to ProVisors – San Diego
ProVisors is the largest national networking organization exclusively for professional service providers – Trusted Advisors. Our proven system, developed over 35 years, accelerates business results for our members. ProVisors members receive business opportunities and access to our national network of advisors to provide more value to their existing clients. They also enjoy elevated standing of their personal and professional brand, while forming lasting relationships with like-minded professionals.
Our San Diego region includes 20 Home Groups and 7 Affinity Groups. Each group is curated to maximize cross-referral opportunities, which allow you to provide your clients with trusted recommendations. ProVisors Home Group meetings, Troikas (three-person meetups), and social events help you form key relationships with members in your region.
As an invitation-only community, our members are vetted to ensure that the San Diego region consists of high-quality Trusted Advisors who have a minimum of ten years professional experience. Click or call us to learn more about joining ProVisors San Diego today!
Click or call us (888) 684-4437
San Diego Group Leaders
Scott Chelberg
CFP® President/ Sr. Wealth Manager
Retirement Solutions, Inc.
Carmel Valley Torrey View
Kimberley Deede
Partner
Chhokar Law Group
Carmel Valley
Cheryl Dunn Soto
Attorney
Franklin Soto Leeds LLP
University Towne Center 4
Max Emma
Founder and CEO
BooXkeeping Corp.
San Diego Downtown 2
Nancy Erickson
Partner, Human Resources
Total Package HR Services
Midtown San Diego
Jon Hamby
Managing Partner
RED Strategies, Fortis Legacy Partners
Del Mar Heights
Rod Hatley
Partner
Best Best & Krieger LLP
University Towne Center 2
Karen Hawkes
Trademark Attorney
Hawkes Law, APLC
Carmel Valley West Virtual
Chris Hendricks
Personal Injury Attorney
Fox Law, APC
San Diego Downtown
Susie Japs
Managing Director
Wejungo
La Jolla
Mark Kagan
Attorney at Law
Law Offices of Mark S Kagan
Carmel Valley 2
Damien Lanyon
Managing Director
Lanyon Advisory Services
Del Mar Heights 2
Paul Leeds
Partner
Franklin Soto Leeds LLP
San Diego Downtown 4
Jennifer Oliver
Partner
MoginRubin LLP
San Diego Metro 1
Sonny Rai
Managing Partner
Pinnacle Private Advisors
University Towne Center 5
Kimberley Robidoux
Attorney at Law
Maggio Kattar Nahajzer + Alexander, P.C.
University Towne Center 3
Stephanie San Antonio
President
SSA Insurance Services
San Diego North Coast
Juan Felipe Sanchez
Partner
Grupo Consultor EFE
San Diego Downtown 5
Amanda Singer
CO-Founder / Mediator
West Coast Family Mediation Center
Carmel Valley 4
John Van Deusen
Principal
FRS Executive Search
University Towne Center
Christopher Villasenor
Attorney
Law Offices of Christopher A. Villasenor
San Diego Downtown 3
Michel Zelnick
Business Therapist
The Zelnick Group
Carmel Valley 3
San Diego Affinity Group Leaders
Melissa Bustarde
Attorney/Partner
Branfman Mayfield Bustarde Reichenthal LLP
Collaboration of Professional Women San Diego Affinity Group
Siddharth Chhokar
Managing Partner
Chhokar Law Group, P.C.
San Diego Estate and Succession Planning Affinity Group
Tim Malott
Managing Partner
Shoreline Partners LLC
Corporate Deal Professionals Affinity Group
Catherine Mattice
Founder/CEO
Civility Partners, Inc
San Diego Human Capital Affinity Group
Sam Mehta
Bluefire Mortgage Group
San Diego Real Estate Affinity Group
David Oates
President
Public Relations Security
Distributors & Manufacturers San Diego Affinity Group
Philip Tencer
Attorney
TencerSherman LLP
San Diego Lawyers Affinity Group
Interested in joining ProVisors?
Click below to schedule a call with San Diego Regional Director Jim Meredith or complete the form below.
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