Business Referral Community

James H. Abrams
Partner
Fox Rothschild LLP
Real estate finance law including construction and permanent lending, securitized loans, ground lease financing, vineyard and winery loans.
Lorri Rosenberg Arazi
Broker Associate
Compass
Integrity is the service hallmark Lorri provides to her East Bay clients. Her problem-solving approach helps clients realize their real estate goals.
Susan Battat
Partner
Breakthru Marketing
Woman-owned and operated marketing promotion business focused on quality, creativity, partnership, and flexibility. We help create brand awareness.
Aaron Bellings
Residential Realtor
Compass - Bellings Brothers Real Estate
Helping others successfully purchase and sell residential real estate, including Single Family/Condos/TICs/Multi-Unit in San Francisco.
Michael Bellings
Residential Realtor
Compass - Bellings Brothers Real Estate
Helping others successfully purchase and sell residential real estate, including Single Family/Condos/TICs/Multi-Unit in San Francisco.
Rhonda Fine Bender
Founder & CFO
Fine Accounting & HR
CFO consulting, bookkeeping and human resource management for entrepreneurs seeking to build their business based on a solid foundation.
Ben Bernstein, Ph.D.
Stress Doctor
Dr. B Your Best
Specializing in stress reduction training to achieve optimal results: in business, sports, and on tests. Expert workshop leader and keynote speaker.
Howard Blecher
Principal / Owner
Blecher Building + Urban Design
Architectural design and planning of inspiring, productive and sustainable spaces for homeowners, businesses, developers and institutions.
Andy Block
Senior Mortgage Advisor and C2 Certified Reverse Mortgage Specialist
C2 Financial Corporation
Specializing in traditional and reverse mortgages, Andy helps his clients make wise decisions about their personal finances.
Stuart A. Bronstein
Attorney at Law
Stuart A. Bronstein, Attorney at Law
Always thinking outside the box, Stu's background in tax, securities and business law allows him to keep entrepreneurs out of trouble.
Jethro S. Busch
Partner
Steven Adair MacDonald & Partners, P.C.
I handle real estate disputes, especially landlord-tenant matters (representing landlords and tenants, both commercial and residential.)
Jordan Reis Cohen
Managing Attorney
Brick and Mortar Legal, PC
We create, develop, and counsel small businesses throughout CA with a focus on the hospitality and food & beverage industry.
Matt Cohen
Commercial Business Broker
Synesis Advisors
High-touch, client-centric M&A advisor specializing in sales of privately held businesses under-served by traditional investment banks.
Paul Coleman
President
Merchant Support Network, Inc.
Client centered merchant services provider offering diverse products, and competitive pricing that's built long-term business alliances.
Stephen L. Dobrow
President
Primark Benefits
We design, install, and operate employer retirement plans, with a passion for converting tax dollars into retirement benefits.
Daniel B. Finkelstein
Principal
Finkelstein Transaction Advisory
Strategic and entrepreneurial CEO helping business founders and owners of businesses sell their companies cost-effectively.
Steffie Finkelstein
Luxury Realtor
Corcoran Global Living
Focusing on assisting buyers and sellers with knowledge and experience navigate the Marin residential Real Estate market.
Michael W. Fox
Principal
The Fox Law Practice, P.C.
Corporate and real estate transactional matters, commercial contracts, general corporate and business law.
Vladimir Galant
Owner/Founder
911 PC HELP
When IT problems arise, our support team is ready. We are your single-point-of-contact to help you resolve any issues quickly.
Solomon Gorlick
Co-Founder and Principal
Red Tower Capital, Inc.
Private real estate lending and investment firm, specializing in bridge loans, mezzanine and joint venture financing and alternative investments.
Roberta Guise
Founder & Principal
Guise Marketing & PR
Personal branding, thought leadership and marketing strategy for professionals, executives and small business, to enhance visibility and reputation.
Sue Hammer
Senior Account Executive
First Legal
We are the largest litigation support provider, including Court & Process, Depositions, Records Retrieval, Digital, Investigations.
Andy Heller
Owner
Hybrid International Forwarding, LLC
Works with importers and exporters on their movement of goods into and out of the United States.
Tom M. Herz
Principal
Tom Herz Insurance
Independent insurance agent with over 30 years experience in life, disability, long-term care insurance and annuities to protect your assets.
(415) 546-9902 x106
Jamie Hyams
Development Director
Hebrew Free Loan Association
We provide interest-free loans to the Jewish community in Northern California to help meet life’s challenges and achieve life’s dreams.
Paul Jasper
Senior Counsel
Perkins Coie LLP
Attorney specializing in Bankruptcy and Creditors’ Rights, Financial Services, and Business Litigation.
Julia M. Jayne
Criminal Defense Attorney/President
Jayne Law Group, P.C.
Attorney specializing in state and federal criminal defense.
Mike Koran
Division Manager
Primary Residential Mortgage, Inc.
Experienced residential mortgage lender delivering exceptional client service and speed for all loan sizes and complexities. Contact anytime!
Bernard J. Kornberg
Special Counsel
Severson & Werson
Bernie represents clients in litigated, regulatory, and compliance matters of all stripes.
Laurie Kretchmar
Principal / Writer
Content Marketing Place
Content marketing, writing & thought leadership for leaders & tech companies. Comms strategy, speeches, blog posts, op-eds & social media.
Lori Krolik
Professional Organizer & Productivity Consultant
More Time For You
We provide professional organizing and productivity solutions for residential and business clients.
David J. Kupferman
CPA
David Kupferman, CPA
KPMG trained 25+ years CPA–U.S. & Int'l CFO. Helps wealthy individuals & businesses with seasoned advice. Forensic/litigation witness.
Joan Laguatan
Real Estate Broker / Owner
Canvass Properties
Helping people build wealth and achieve their short & long-term real estate goals with integrity, discretion, detail and care since 2003.
Michelle Lerman
Attorney
Lerman Law Partners, LLP
Certified Specialist Estate Planning, Trust, Probate by Ca State Bar Board of Legal Spec. Super Lawyers 2018. Author, speaker. UCLA BA, USC JD
Arnie L. Lerner, FAIA, CASp
Certified Access Specialist (CASp) / Architect (FAIA)
Lerner + Assoc. Architects
Arnie is experienced in inspecting residential and commercial sites for compliance with applicable construction-related accessibility standards (ADA).
(415) 990-1051
Joe Levy
Vice President
Levy Gaetani Group powered Compass Commercial
in progress
Julie A. Lewis
President & CEO
Digital Mountain, Inc.
Digital Mountain is a leading provider of electronic discovery, computer forensics and cybersecurity services on a global basis.
Sandy Lipkowitz
Travel Consultant
We Make Travel Easy
We make it easy to experience the joy of travel without the effort. We turn travel fantasies into realities for individuals and groups.
Ilya Lipovich
Founder & CEO
Get Cider
We optimize your online marketing by creating compelling websites and mobile apps that will drive new clients to your business.
Evan Loevner
Owner/Executive Director
Aviva In-Home Care
Premier provider of in-home assisted living services, for both seniors and middle-age adults needing short or long-term, customized home-based care.
Diane Malnekoff, Ph.D., A.C.C.
Leadership & Executive Coach
DM Consulting
Leadership and Executive Coaching; Executive and Candidate Assessment; Organizational Evaluation; and Mastering the Gender Divide.
Tobi Mason, CFA
Investment Manager
Trillium Asset Management LLC
Experienced wealth and investment manager focused on designing strategies to meet the financial goals of individuals, families and nonprofits.
Jeanne Miller
Director, Business Leadership Council and Donor Acquisition
Jewish Community Federation and Endowment Fund
Facilitator of professional and personal connections that help members grow their business while doing good in the Jewish community.
Alexandra Moari
Property Manager - DRE #: 01367626 NMLS ID: 237089
California State Property Management
For 22 years, we've made asset protection our first priority in managing clients' properties and mitigating our clients' liabilities.
Doug Moss
Financial Advisor
Parallel Advisors, LLC
Goal-focused and personalized investment strategies for individuals new to investing, saving for education and planning for retirement.
Jessica R. Natkin
Principal
Total Talent Design
Coaching and consulting for law firms and lawyers.
Margot Nijsure, MA, NHA
Owner
Montclair Elder Services
Our services include care management and advocacy, dementia care, home safety assessments, and hospital transition to home for East Bay Seniors.
Jason Nossiter
Principal
Bernstein Private Wealth Management
Trusted advisor to business owners, non-profits, and families with multi-generational wealth helping clients achieve success on their terms.
Dan A. Pitt
President
Palo Alto Innovation Advisors
Advising tech-related businesses, specializing in IT startups that aspire globally.
Roman Polnar
Founder and Principal
Pillar6 Advisors LLC
Lifestyle driven financial planning and wealth management.
Alex Rayter
Principal
Phoenix 2.0
IT without the drama - Managed IT, Cyber Security. Project Consulting services and staffing for small to mid-sized organizations. We love nonprofits!
Aaron M. Rubin, JD, CPA, CFP®
Partner
Werba Rubin Papier Wealth Management, LLC
Helping pre-IPO early employees make intelligent decisions with their stock options by combining tax and investment advice.
Susan G. Schwartz
Principal Consultant
The River Birch Group
I equip subject matter experts with people management skills to develop strong teams and become a sales team partner.
Tom Sciara
Agent
New York Life Insurance Company
Helping professionals and families preserve financial assets. Specializing in insurance strategies and guaranteed retirement income solutions.
Elizabeth Shwiff
Partner
Shwiff, Levy & Polo, LLP
We specialize in accounting and taxation situations and cases, both domestic and international, ensuring the best possible outcome for every client.
Susan Sims
Broker Associate
TheAgencyRE
Silicon Valley Real Estate professional committed to delivering excellence - expert negotiation & representation for both Sellers and Buyers.
Donna Solen, Esq.
Realtor
Corcoran Global Living
Donna and her team help clients with all of their SF real estate needs and are consistently ranked in the top 1% of all SF Reatlors®.
Darren Starr
CEO & Founder
StarrData
Darren Starr is the CEO of StarrData, a Salesforce consulting firm that focuses on enabling companies to operate and sell more effectively.
Mark A. Steiner
Partner
Duane Morris LLP
Intellectual property attorney specializing in trademark and copyright law assisting clients with brand selection, protection and enforcement.
Karen Pasternack Straus
Owner/Designer
Garnet Creative
Website design, content planning, key messages. Print and digital design. Marketing strategy, planning. Specializing in B2B and nonprofits.
Neal Tandowsky
SVP, Relationship Manager
Bank of San Francisco
Experienced commercial, mortgage and private banker specializing in loan and depository solutions for businesses, non-profits, and entrepreneurs.
Michael Tauber
Principal, AIA
Michael Tauber Architecture
We specialize in warm, modern residential and commerical design. Remodels, additions, and new construction from San Jose to Sonoma.
Lynne Thier
Principal / Owner
LT Consulting
Commercial real estate consultant known for creating shopping destinations that maximize asset performance and value.
Ellen Tobe
Owner/Designer
4WDesign
Graphic design for print and web.
Wendy Verba
Founder and Principal
Belonging by Design
Consultant, Educator and Thought Leader driving culture change for greater belonging in organizations and communities.
Lisa E. Wachtell
Principal
Lisa Wachtell Consulting
TBD
Lauren West
Founder
Next Highest Good
Professional Organizing and Decluttering, Zero Waste Offloading, Concierge Services.
Robyn Zach
Senior Banker
First Republic Bank
Relationship Management Banker specializing in daily to complex Business and Consumer depository and lending solutions with great care.
415-546-9902 x109
Greg Zale
Marketing Director
Hebrew Free Loan Association
We provide interest-free loans to the Jewish community in Northern California to help meet life’s challenges and achieve life’s dreams.
Steven D. Zimmerman, CBI, M&AMI, CBB, FIBBA
Founder, Principal Broker and Chief Executive Officer
Restaurant Realty
Since 1996, Steve has sold/leased 1,000+ restaurants, bars and nightclubs, as well as many related commercial buildings, for over 3,000 clients.