Amy Mitchell
San Diego Regional Director
(619) 988-2146
amy@provisors-staging.reality2.com
Welcome to ProVisors – San Diego
Our San Diego region includes 16 Home Groups and 7 Affinity Groups that connect trusted advisors in the Greater San Diego area. Our groups are all curated to maximize cross-referral opportunities and allow you to provide clients with trusted recommendations. Home Group meetings, Troikas (three-person meetups), and social events help you form deeper connections with members.
As an invitation-only community, our members are vetted to ensure that the San Diego region consists of high-quality trusted advisors. Join ProVisors to expand your network, increase your brand awareness, and accelerate the growth of your business.
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 LLP
University Towne Center 4
Greg Elias
Partner
Think LLP
Carmel Valley 4
Max Emma
Founder and CEO
BooXkeeping Corp.
San Diego Downtown 2
Jon Hamby
Managing Partner
RED Strategies, Fortis Legacy Partners
Del Mar Heights
Rod Hatley
Partner
Best Best & Krieger LLP
University Towne Center 2
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
Higgs Fletcher & Mack LLP
San Diego Downtown 4
Keith McKenzie
Partner
Delphi Private Advisors
San Diego Downtown
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
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
Siddharth Chhokar
Managing Partner
Chhokar Law Group, P.C.
San Diego Estate and Succession Planning Affinity Group
Lynn Fulks
President & Your Chief Marketing Officer
Upstart Group LLC
Collaboration of Professional Women San Diego Affinity Group
Thomas B. Goode
Goode Hemme, APC
San Diego Real Estate Affinity Group
Tim Malott
Managing Partner
Shoreline Partners LLC
Corporate Deal Professionals Affinity Group
David Oates
President
Public Relations Security
Distributors & Manufacturers San Diego Affinity Group
Sam Sherman
Attorney
TencerSherman LLP
San Diego Human Capital Affinity Group
Philip Tencer
Attorney
TencerSherman LLP
San Diego Lawyers Affinity Group
Interested in joining ProVisors?
To learn more about joining ProVisors in San Diego please contact Regional Director Amy Mitchell using the form below.
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