Our Bay Area Referral Partners members

Each person here represents a local business that believes in connection, accountability and growing together. Interested in visiting? Reach out to any member below.

Showing 26 of 30 member businesses

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Accounting
John Miller
Accounting for TAXAccounting for TAX is a tax and accounting firm in San Mateo serving individual taxpayers, businesses and non-profits at affordable prices. The team prepares returns, plans taxes, keeps the books, runs payroll and represents clients with tax letters and audits, with morning, evening and weekend appointments. Member of the California Society of Tax Consultants.
Real Estate Appraisal
Debra Lenzi
Appraisal EnterprisesDebra A. Lenzi is a California Certified General Real Estate Appraiser with over 35 years of experience in real estate valuation, more than 28 of them across the Bay Area. Appraisal Enterprises provides appraisals and valuation consulting for financing, divorce, estates and trusts, and serves as an expert witness in federal bankruptcy and state divorce proceedings.
Member
Matt Stewart
ArchBuild AIArchBuild AI in Belmont provides AI-assisted architectural drafting: AI code review and drafting instructions combined with licensed professionals who produce and review the plans. It delivers 2D drafting, 3D models and renderings, permit sets, Title 24 energy reports and solar permit plans on fast turnarounds.
Member
Mark Rogers
BarastoneBarastone, based in San Carlos, has fifteen years of experience in home equity investments (HEIs). It began in institutional portfolio management and was one of the first HEI specialists; today it builds infrastructure for the HEI market through HomeWealthIQ, its origination and servicing platform.
Chiropractic
Dr. Sami Lang, DC
Bayside ChiropracticBayside Chiropractic is a chiropractic practice in San Carlos caring for patients from 3 months to 80 years old. The practice combines hands-on chiropractic adjustments with rehabilitation exercise and nutrition advice to relieve headaches and back, shoulder, hip and knee pain, and offers a free phone consultation for new patients.
Financial Planning
Matthew Beck
Brio Financial GroupBrio Financial Group is an inclusive financial planning firm in San Francisco with more than 25 years in business. Its LGBTQ specialists handle complex and unconventional situations, offering financial planning, investment management (including a values-aligned Pride Portfolio), tax planning, estate and retirement planning, and equity compensation strategy. Clients don't need to be LGBTQ or have complicated finances to work with Brio.
Hearing Care
Rina Valia
Eartone Hearing CenterRina Valia is the hearing aid specialist at Eartone Hearing Aid Center in San Mateo, which has served the community for over 25 years. Eartone offers free hearing screenings, prescription hearing aids, repairs, tinnitus management and custom hearing protection, with home visits for patients with limited mobility.
Notary
Shannon Kampa
Ellaphun Mobile NotaryShannon Kampa founded Ellaphun Mobile Notary after nearly 20 years in real estate, finance and client-facing leadership roles. Fully mobile, she meets clients at home, at the office or at a hospital bedside for estate planning documents, loan signings and apostilles. Certified by the National Notary Association and the Loan Signing System.
Title & Escrow
Sofia Costantini
Fidelity National TitleSofia Costantini is a Sales Executive at the San Carlos branch of Fidelity National Title, supporting real estate transactions from first contact to closing. Fidelity provides title insurance, escrow and closing services, construction disbursing and 1031 exchanges.
Insurance
David Flaig
Flaig Insurance ServicesFlaig Insurance Services is an independent agency in San Mateo, serving clients since 2002. As both a Farmers agent and an insurance broker, David Flaig compares rates across several carriers to find the right coverage for individuals, families and businesses, including homeowners in hard-to-insure areas.
Member
Karen Thompson
Global Product SourceGlobal Product Source (GPS) has supplied branded merchandise to businesses nationwide for more than 25 years, from its corporate office in San Jose. GPS handles apparel and uniform programs, decorated products, online and pop-up company stores, recognition awards, event gifts, trade-show displays and custom product design, with global sourcing and distribution.
Landscape Architecture
Rocco Pent
Groundwork Outdoor LivingGroundwork Outdoor Living designs and builds custom gardens, hardscapes and plantings across the Bay Area, with 20+ years of experience (CA license #1149090). Projects run from design consultation and 3D renderings through permits, construction and ongoing support.
Member
Judi Teran
Iconica Design StudioJudi Teran is founder and principal designer of Iconica Design Studio, a full-service design studio for residential, commercial and hospitality interiors based in San Mateo. With more than a decade of experience, Judi guides clients from discovery and proposal through design, procurement, construction administration and final styling.
Member
Mike Scoggin
Inspired Senior AdvisorsMike Scoggin is a senior living advisor with Inspired Senior Advisors. He offers face-to-face, personalized guidance to help seniors and their families find the senior living community that fits their needs, from independent and assisted living to memory care.
Construction
Jeanie Jackson
Jackson Mills Construction CoJackson Mills Construction Company, Inc. is a licensed California contractor (CSLB #834974) based in Redwood City, providing construction and remodeling services on the Peninsula.
Legal Services
Bob Padrick
Law Offices of Robert G. Padrick, A PLCThe Law Offices of Robert G. Padrick, A PLC has provided legal services for over 25 years. Bob represents consumers with lemon law and breach-of-warranty claims, people with claims against dishonest dealers, and riders injured in motorcycle and bicycle accidents in California. The firm also handles estate planning.
Reverse Mortgages
Laura Biche
Life Better ... Reverse Mortgages Done ThoughtfullyLaura Ferris Biche has worked in the mortgage industry for more than 25 years, focused on reverse mortgages. She helps homeowners decide whether a reverse ("retirement") mortgage fits their situation and how to use home equity in retirement, with a free assessment (NMLS 305746, DRE 01193217).
Mortgages
Michelle Velez
Mortgage DynamicsMichelle Velez is a mortgage loan originator with over 30 years in the mortgage industry and a former State President of the California Association of Mortgage Professionals. A Certified Mortgage Loan Consultant, Certified Veteran Lending Specialist and Certified Mortgage Coach, she helps first-time buyers, investors and homeowners find the right financing (NMLS #272427).
Senior Placement
Jowett San Miguel
Peninsula Senior Referral ServicesPeninsula Senior Care Referral Services helps seniors and their families find the right care and living options on the Peninsula. Jowett is a member of the Senior Roundtable of San Mateo.
Member
Dan Jung
StoriaDan Jung is founder and CEO of Storia, "your personal family historian." Storia records and preserves an older loved one's life story as a memoir, so families can focus on time together and future generations can learn their roots. Dan has spent more than a decade as a caregiver, story facilitator and tech educator for older adults, after working at technology companies including Google.
IT & CRM Consulting
Aman Thakral
Target IntegrationAman Thakral is co-founder of Target Integration, a digital transformation company that implements and supports CRM and ERP systems such as Odoo, Salesforce and Zoho. With 18+ years in business and offices including Mountain View, CA, the team helps companies automate their processes, move their data and get more out of their business software.
Member
Test Member
Test Member Co
Member
Kathy Kaufmann
The Happy Home CrewKathy Kaufmann founded The Happy Home Crew, which has helped Bay Area households for 10 years with decluttering, home organizing, aging in place and concierge moving. Kathy is a professional organizer, certified move manager and member of the National Association of Professional Organizers (NAPO).
Member
Kristina Yannotta
Triad ProductionsKristina Yannotta is the photographer and videographer behind Triad Productions in San Francisco. Triad creates business profile videos, testimonials, promos and professional headshots, as well as event, family, engagement and real estate photo and video, plus podcast filming and editing.

Information is maintained by the respective business and may change over time. Please contact each business directly to confirm services, availability, pricing, hours and service area.