What we're about

***This meetup group is not for everyone so please read the requirements carefully prior to requesting to join***

This group was created with the purpose of bringing ambitious, intelligent entrepreneurs of high integrity together to help people and grow your business. I have recently moved back to my hometown of San Diego and have discovered that many of the existing professional/networking organizations are too broad-based in their membership criteria. As the founder of my own financial planning practice, I am looking to establish a close-knit network with other like-minded financial professionals with common interests. I have found in my experience that networking groups work much better when you have common interests and genuinely enjoy interacting with fellow members. Our group will meet once a week in the downtown area and the goal for the group will be to share best practices around every facet of growing/running your business. We will discuss topics such as marketing, technology, operations, virtual support, process management, sales and client retention. Making referrals to one another will be a primary focus of our group and members of the group will also present/educate other members on how they help their clients.

I am immediately seeking members of the following professions:

Estate Planning Attorney
CPA or EA providing tax preparation
Real Estate Agent
Mortgage Broker
Business Valuation Specialist
Independent Insurance Agent
*Any other professions will be considered on a case-by-case basis

To be considered, you MUST:

-Be an owner or majority partner at your firm
-Have at least 10 years of experience and a strong educational background/credentials
-Have the highest integrity and ALWAYS put your clients best interests first
-Have the intention of being part of a mutually exclusive referral/mastermind network

And it would be really cool IF:

-You are in your 30's or 40's and really looking to grow your business
-Are social and like connecting with other like-minded professionals
-Want to network with people you actually like and can build friendships with so you are not dreading attending a meeting. I can't stress this enough....

A little about me....I just moved from LA back to my hometown of San Diego. I'm early 40's and started my financial planning practice nearly 2 years ago. I'm a CFP and hold a MSBA in Financial & Tax Planning from San Diego State. I live in Little Italy and would love to network with people who have similar interests. Male or female, it would be great if you are into:

Craft Beer, Wine, alcohol in general : )
Traveling
Sports...especially football
Dining out
Concerts & festivals
Nature and hikes
Working out and Yoga
Mindfulness and Meditation
Watches, cars or any other cool engineered things

Not to make this sound like a dating profile, but again let's build a network of friends who also happen to be awesome entrepreneurs.

Upcoming events (5+)

Weekly Mastermind Meeting

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Weekly Mastermind Meeting

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Weekly Mastermind Meeting

Location visible to members

Weekly Mastermind Meeting

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Past events (8)

Weekly Mastermind Meeting

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