VIRGINIA BRIA & ASSOCIATES - Key Persons
Amber Diehl is a senior business professional with over 20 years of cross vertical industry experience as a collaborative and creative management team member and IT leader. Amber is currently an independent consultant living in Marin County, CA and works with companies in the San Francisco Bay Area.
In her free time, Amber enjoys designing houses and software, and spending time with her husband and their dog Barney -- all enjoy taking a long walk or mountain bike ride on Mt. Tamalpais in Marin County.
Caity has been working in the financial services industry since 2015 as an administrative support person primarily to Financial Advisors and their clients. In her role with Virginia Bria and Associates, she provides administrative support to Virginia and support services to our clients. Her number one priority has always been to provide excellent services to clients which can enhance their financial wellbeing.
In her prior work history she worked as a Realtor at Lyon Real Estate for 9 years. She worked alongside one of Lyons top producing agents and assisted in closing over 1500 real estate transactions.
In her free time, Caity enjoys exploring the many rivers and lakes California has to offer with her husband chocolate lab, Millie and French bulldog, Max.
Job Titles:
- Physician
- Emergency Physician
Janne has been an emergency physician for over 35 years throughout the US. In her spare time, Jan enjoys the opera, raising orchids, and volunteering to work with rescue dogs. In addition, she volunteers at the Rotacare which is a free medical clinic in Marin County to provide for indigent individuals who cannot qualify for medical coverage. She currently resides in Marin County, CA with her Irish Wolfhound, Sapphire, and Garth, her Great Dane rescue dog whom she hikes with daily when not traveling for work.
Job Titles:
- Estate Attorney
- Specialist
James L. Kaller is certified as a specialist by the California State Bar in Probate, Trust and Estate Planning. He has over twenty five years of experience as an estate attorney. His clients include individuals and couples of various ethnic backgrounds from over twenty different countries. Jim handles probate court cases in every county in the San Francisco Bay Area, and most other counties throughout California. He works with clients to administer wills, durable powers of attorney, health care directives, living trusts, irrevocable life insurance trusts (ILITs), qualified personal residence trusts (QPERTs), qualified domestic trusts for non-citizen spouses (QDOTs), charitable remainder trusts (CRTs), and many other estate planning devices. He is an expert on the latest gift and estate tax rulings and frequently assists clients with planning to reduce or eliminate taxes. He often works with clients who have assets in other states or countries to coordinate their California estate plans with out-of-state assets.
Jim is a graduate of Harvard College (BA) and the University Of Texas Law School (JD). He is licensed to practice law in Texas, the District of Columbia, and California. He is also licensed to practice law in various federal courts including the United States Supreme Court and has handled litigation before the California Courts of Appeal, the California Supreme Court, and the federal Ninth Circuit Court of Appeals. He is a frequent lecturer on estate planning topics and has written several practical manuals related to probate to help assist other California attorneys.
Jim is a sole practitioner based in San Francisco since 1989. Prior to that time, he worked in general practice for a San Francisco law firm and also served two years as a staff counsel with the Pension Benefit Guaranty Corporation (PBGC).
He is fluent in five languages, and when not handling legal matters for clients, Jim is an active SCUBA diver and underwater photographer and also explores remote desert locations throughout North America.
James Kaller is not employed by or affiliated with LPL Financial or Virginia Bria & Associates.
Job Titles:
- Educational Administrator, San Francisco Unified School District
Jan has been an educator in the San Francisco Unified School District for over 25 years. Currently she is an administrator in the Research Planning and Accountability Department. Prior to working in San Francisco, Jan traveled throughout Southeast Asia on a sailboat for a few years using celestial navigation. She has lived and traveled internationally. When not working, she resides with her multi-generational family in Marin County, CA. She plans to continue her adventure travel upon her retirement.
Job Titles:
- Senior Member of the Technical Staff / Architect at Paypal
Mark does software development and R&D on technologies at PayPal and deploys into their family-remittance money transfer service. Mark has served in various individual contributor and management capacities at AT&T, Sprint, EarthLink, Sun, and Oracle before joining PayPal in 2012. He received his Ph.D. in Physics in 1990, and did postdoctoral work at IBM Research in New York. He currently resides in Sonoma County with his wife and family.
Job Titles:
- Retired Educator, Oakland Unified School District, Community Art Supporter and Activist
Nancy was an educator for over 37 years before early "refinement" as she refers to her retirement. As a retired individual she traveled extensively throughout the world with her husband, Ed, who was a retired engineer. After the passing of her beloved husband of 45 years, she remains an active philanthropist who volunteers her time and support in cultural and historical organizations throughout Northern CA including U.C. Berkeley's Art Museum and Pacific Film Archive and Graduate School of Engineering, Ed's Alma Mater. With the support of the Marin Community Foundation, the Lims have been active donors to UC Berkeley's programs throughout the years. She currently resides in Alameda County, CA.
Renee began her financial career in 1993, working in the operations department for a Seattle-based municipal bond broker, and becoming their trading assistant in 2005. In 2009, she transitioned to working with an independent advisory firm that would eventually join LPL Financial in 2017. With several decades of experience in customer service and administration, Renee enjoys streamlining daily tasks, and supporting advisors and clients through life's changes.
She and her husband live in Fircrest outside of Tacoma. They love to hike and camp, just minutes from some of the most beautiful trails in the state. With their three grown children and three grandchildren, they enjoy spending time cooking and laughing at their large family gatherings.
Bob is a retired career CEO with 40 plus years managing a variety of human service agencies including United Cerebral Palsy of the North Bay, the Community Child Care Council of Sonoma County and the Polly Klaas Foundation. He has worked with national, state and local legislators to help shape public policies in support of the handicapped, the working poor and the needs of children and youth.
Bob is a lover of good music, has been a stage performer, a shade tree mechanic and a boat builder. He and his wife Mary Ellen have been residents of Sonoma County, CA since 1986. They enjoy birding, boating, exploring the natural world and playing with their kitten Razzle.
Dr. Virginia Bria is the President of Virginia Bria & Associates family and is the corporate financial counselor for their branch office with LPL Financial. Virginia has built strong, supportive relationships based on trust with her clients. She works with individuals from all walks of life, helping them to improve their lives and follow their dreams. Her message is simple: with time and disciplined investment, people can obtain financial independence.