Business Referral Community

James H. Abrams
Greene Radovsky Maloney Share & Hennigh LLP
Tali Alon, MBA, APMA®, CFP®, CDFA®
Financial Adviser - Associate Vice President
Ameriprise Financial Services, Inc.
A financial advisory practice focused on financial goals offering SRI investing, retirement, education savings and women's financial strategies.
Jonathan D. Baker
Dickinson Wright PLLC
Intellectual property law including patents, trademarks, trade secrets, and copyrights, and business disputes.
Lawrence P. Beck
Haas & Najarian LLP
Estate planning, including Living Trusts, Insurance Trusts, Charitable Trusts, Family Limited Partnerships and Qualified Personal Residence Trusts.
Noah S. Belkin
BayLite Capital
BayLite Capital is focused on private equity real estate across sectors, both domestically and internationally.
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.
Marc D. Bender
Finkelstein Bender & Fujii LLP
Residential real estate disputes and business law. Also available for mediations and conflict resolution.
Howard Blecher
Principal / Owner
Blecher Building + Urban Design
Andy Block
Mortgage Advisor and Personal Finance Advisor
Opes Advisors
Specializing in traditional and reverse mortgages, Andy helps his clients make wise decisions about their personal finances.
Dana Brody-Brown
Hoge Fenton Jones & Appel
Intellectual property lawyer helping companies with trademark selection, protection, and enforcement in the U.S. and globally.
Jethro S. Busch
Steven Adair MacDonald & Partners, P.C.
I handle real estate disputes, especially landlord-tenant matters (representing landlords and tenants, both commercial and residential.)
David S. Cohen
Exceptional Senior Placement
Local service to help seniors and families navigate finding the right Senior Living Community while supporting them through the transition.
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.
Jenna D'Ull
Employee Benefits Consultant Specialist
ProCo Insurance Services
We help start-ups from seed stage to post IPO and large global organizations customize, scale and become more competitive.
Kelny Denebeim
Group Director - Senior Vice President
Signature Bank
A private banker with a focus on not-for-profit organizations of all types and sizes, offering banking, financing and investment services.
Stephen L. Dobrow
Primark Benefits
We design, install, and operate employer retirement plans, with a passion for converting tax dollars into retirement benefits.
Warren Egnal
Founder & CEO
Rare and fine wines, collecting and investing, cellar development and management, tastings and events.
Jill Eshman
Attorney at Law
Jill Eshman Law
Attorney specializing in estate planning, trust admininstration and probate, with extensive legal experience in real estate and business matters.
Mark Eshman
Co-Founder, Chairman, CIO
ClearRock Capital
Deeply experienced, independent wealth management boutique delivering an exceptionally attentive and proactive client experience.
Susan G. Feder
Susan Feder Mediation / Judicate West
Negotiating the resolution of litigated disputes in the areas of personal injury, employment, business and contractual, and real estate.
Valerie Fenchel
Fenchel Family Law / California Divorce Law Group
We help clients navigate custody and divorce toward more vibrant futures. We also prepare and negotiate prenups. Super Lawyers 2018. UCSB BA, UCD JD.
Michael W. Fox
The Fox Law Practice, P.C.
Corporate and real estate transactional matters, commercial contracts, general corporate and business law.
Erin L. Fraser
Farella, Braun + Martel LLP
I provide tax planning and advice to small and mid-sized businesses, and their owners. I deliver practical solutions to complex problems.
Mark C. Gabel
Principal Attorney
Gabel Law Firm, P.C.
Employee’s HR lawyer. Represents professionals in negotiations and disputes with their employers, especially wrongful termination and contracts.
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.
Mairin Haley
Broker Associate
San Francisco and Peninsula Residential Real Estate Specialist, Helping buyers and sellers navigate the Bay Area real estate market, UC Davis Alumni
Sue Hammer
Senior Account Executive
First Legal
We are the largest litigation support provider, including Court & Process, Depositions, Records Retrieval, Digital, Investigations.
Brady Helkenn
Owner, Computer/IT Services Consultant
BH Tech Connection
We provide IT Consulting for businesses with fewer than 10 employees in the Bay Area, and specialize in cloud services.
Andy Heller
Hybrid International Forwarding, LLC
Works with importers and exporters on their movement of goods into and out of the United States.
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.
Ethan Jacobs
Holland Law
Intellectual property lawyer, business litigator, and problem solver.
Julia M. Jayne
Criminal Defense Attorney/President
Jayne Law Group, P.C.
Attorney specializing in state and federal criminal defense.
Mara Kassoff
Director of Strategic & CFO Services
Abilene Partners
Outsourced finance management services, from bookkeeping to CFO support, with a focus on nonprofit organizations and small businesses.
Efrat Kasznik
Foresight Valuation Group, LLC
Intellectual property valuation, strategy and damages expert, working across industries and technologies. Stanford Business School Lecturer.
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!
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.
David J. Kupferman
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
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).
Alan S. Levins
Littler Mendelson P.C.
I am an attorney who exclusively represents employers in all aspects of labor and employment law locally and globally.
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.
Dave Lichtman
Founder and CEO
Enablematch LLC
Dave is Founder and CEO of Enablematch, a boutique recruitment firm specializing in helping companies find sales enablement professionals.
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.
Evan Loevner
Aviva In Home Care
Premier provider of in-home assisted living services, for both seniors and younger adults needing short or long-term, customized home-based care.
Deborah Lopez
Realtor, Broker Associate
Paragon Real Estate Group
Realtor and broker with over 30 years of experience representing sellers, buyers and investors of residential and residential income properties.
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
Senior Portfolio Manager
Rosenblum - Silverman - Sutton Investment Counsel
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.
Dan L. Miller, CPCU, RPLU, ARM
Account Executive
Hays Companies
Business insurance, risk management and benefits services for firms with 20-1,000 employees. We also provide private client personal lines.
Steven Minchen
Coldwell Banker Global Luxury
Creating wealth through real estate. Representing Bay Area residents and exceptional properties. Global marketing with local expertise.
Jessica R. Natkin
Total Talent Design
Coaching and consulting for law firms and lawyers.
Linda Rae Paul
Paul Sanders Investments, LLC
Principal of real estate fund focused on apartments in Midwest with superb returns and minimal risk through enhanced management.
Danielle L. Pener
Alta Employment Law
We provide advice and counsel to companies on complying with California employment law. We also conduct workplace investigations.
Dan A. Pitt
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
Phoenix 2.0
IT without the drama - Professionally managed IT, project based consulting services and staffing for small to mid-sized organizations.
Herb Schmulewicz
Keller Williams Peninsula Estates
Herb and Judy are established Realtors who facilitate the sales of real estate on the Peninsula and Coastal Communities.
Sue Schwartzman
Schwartzman Advising
Philanthropy education and advising services to new wealth earners, inheritors, and their families - supporting them to live well with wealth.
Ben Shemano
Managing Partner
Ben Shemano Jewelry
We buy and sell fine jewelry, watches, diamonds, precious stones and metals as well as arrange for the design and creation of custom pieces.
Elizabeth Shwiff
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.
Laney M. Silverman
Principal | Chief Creative Officer
The Design Boutique, Inc.
Differentiating, functional, and elegant design, logos and websites that solve communication challenges and deliver results.
Susan Sims
Broker Associate
Alain Pinel Realtors
Silicon Valley Real Estate professional committed to delivering excellence - expert negotiation & representation for both Sellers and Buyers.
David J. Soffa
Managed Care Physician Executive
Mark A. Steiner
Duane Morris LLP
Intellectual property attorney specializing in trademark and copyright law assisting clients with brand selection, protection and enforcement.
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.
Alexander Volchegursky
Senior Counsel
Georgopoulos & Economidis, LLP
Business attorney acting as outside corporate counsel to clients in the hospitality industry.
Daniel W. Wayne
Wolford | Wayne LLP
We represent residential and commercial tenants in landlord/tenant disputes throughout the San Francisco Bay Area.
Rebekah Wildman
Consultant and Principal
R Wildman Consulting
Carenna Willmont
Founder & Chief Financial Officer
Willmont Financial
Since 2004, providing strategic accounting and finance data to increased wealth aligned with values.
Robyn Zach
AVP Relationship Manager
City National Bank
Relationship Management Banker specializing in daily to complex Business and Consumer depository and lending solutions with great care.