Advisor List

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24 Members
Approved
James Argo
Financial, Real Estate – Commercial
Company: Guarantee Mortgage
E-mail Address: james@jamesargo.com
Phone Number: 415-292-1993
Approved
Jesse Berg
Attorneys
Company: Vested Law LLP
E-mail Address: jberg@vestedlaw.com
Phone Number: 415-962-4510
Approved
Richard Cerf
Banking
Company: Presidio Bank
E-mail Address: rcerf@presidiobank.com
Phone Number: 415-229-8411
Approved
Lyman Chao
Insurance
Company: Allstate: Lyman Chao Insurance Agency
E-mail Address: lyman.chao@naaapsf.org
Phone Number: 4158405699
Approved
Martha Daetwyler
Attorneys
Company: Leland, Parachini, Steinberg, Matzger & Melnick
E-mail Address: mdaetwyler@lpslaw.com
Phone Number: 415-957-1800
Approved
Joel Gumbiner
Attorneys, Business Services & Consulting
Company: Williams & Gumbiner LLP
E-mail Address: joel@insuredlaw.com
Phone Number: 4157551880
Approved
Richard Gunn
Accounting
Company: BPM
E-mail Address: rgunn@bpmcpa.com
Phone Number: 415-288-6218
Approved
Krista Johnson
Attorneys
Company: Sheppard Mullin Richter & Hampton
Phone Number: 415-774-3137
Approved
Don Kline
Company: Donald A. Kline Financial and Insurance Services, Inc.
Phone Number: 415-381-1422
Approved
David Lau
Accounting
Company: KLH & Associates
E-mail Address: dave@klhcpa.com
Phone Number: 415-655-6353
Approved
Jonathan Leidy
Business Services & Consulting, Financial
Company: Portico Wealth Advisors
Phone Number: 415-925-8700
Approved
John Lin
Banking, Financial
Company: Morgan Stanley
E-mail Address: jlin008@gmail.com
Phone Number: 510-332-7939
Approved
Chris Livermore
Accounting, Sales & Marketing, Technology
Company: Lumiere Strategies
Approved
William Maimone
Attorneys, Business Services & Consulting, Financial
Company: Bill Maimone Business Consulting
E-mail Address: billmaimone@comcast.net
Phone Number: 925-253-3557
Approved
Dylan Malot
Financial
Company: Bernstein
Phone Number: 4152178055
Approved
Bruce Potterton
Business Services & Consulting, Recruiting / Staffing / HR
Company: The Fletching Group
E-mail Address: bruce@fletchinggroup.com
Phone Number: 415-640-4460
Approved
Ivoree Robinson
Business Services & Consulting, Financial, Insurance
Company: ABD Insurance & Financial Services
E-mail Address: ivoree@theabdteam.com
Phone Number: 415-243-6265
Approved
David Scharff
Financial
Company: Silver Transitions Financial & Insurance Solutions
Phone Number: 510.282.1690
Approved
Lan Shaw
Financial
Company: Vision Financial Planning, Inc
Phone Number: 5103588668
Approved
Kayla Shirakhon
Banking, Business Services & Consulting, Financial, Real Estate – Commercial
Company: Wells Fargo
Phone Number: 415-660-0787
Approved
Marty Smith
Real Estate – Commercial
Company: Alhouse Deaton
E-mail Address: msmith@alhousedeaton.com
Phone Number: 650-269-8117
Approved
Jeff Tachiki
Attorneys
Company: The Tachiki Law Group
E-mail Address: jeff@tachikilaw.com
Phone Number: 510-527-0900
Approved
Marc Vacarro
Business Services & Consulting, Technology
Company: Skyen, LLC
E-mail Address: marc@skyen.com
Phone Number: 4154847651
Approved
James Walker
Real Estate – Commercial
Company: Walker Partners
E-mail Address: jim@walkerpre.com
Phone Number: 415-248-5388

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