FORVIS Moves Into San Francisco

Bolstering its presence in the Golden State, FORVIS (FY23 net revenue of $1.7 billion) is expanding into its second major California market (in addition to Los Angeles) by moving into the San Francisco Bay area.

Led by partner Ricardo Martinez – alongside director Trevor Coe and senior manager Adam Travaglione – the new office will provide tax, assurance and consulting services to clients across Northern California, including publicly traded and private equity-backed companies, with an early emphasis on the technology, life sciences and media sectors.

“This is an incredibly exciting time for FORVIS as we continue to strengthen our nationwide footprint and help clients in new markets unlock their full potential,” says CEO Tom Watson. “We’re thrilled to bring Ricardo, Trevor and Adam on board to help us plant a flag in the San Francisco Bay area. Their industry experience and insight, combined with their genuine passion for client service, make them a natural fit for our firm’s culture.”

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