Ian Burditt - ProVisors - San Francisco Networking Group

Ian Burditt
San Francisco Regional Director

Welcome to ProVisors – San Francisco

Our San Francisco region includes 25 Home Groups and 13 Affinity Groups that cover East Bay, San Francisco, North Bay, and South Bay. 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 Francisco 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 Francisco Group Leaders

Kim Appleby - ProVisors - San Francisco
Kim Appleby
J&A Associates
Oakland 2
Gil Barrett - ProVisors - San Francisco
Gil Barrett
Senior Wealth Management Director, V.P.
BNY Mellon Wealth Management
San Francisco 7
Andrea Christensen - ProVisors - San Francisco
Andrea Christensen
Allstar West Insurance Services LLC
Santa Rosa 2
Adam Cipriano - ProVisors - San Francisco
Adam Cipriano
BSG Consulting, Inc
San Ramon 2
Joe Delaney - ProVisors - San Francisco
Joe Delaney
Founder and Managing Director
Lifeguard Wealth, LLC
San Francisco 1
Joseph DeLucchi - ProVisors - San Francisco
Joseph DeLucchi
President / CEO
CAL Insurance & Associates Inc.
San Francisco 2
Alexis Gilmete - ProVisors - San Francisco
Alex Gilmete
Human Resource Services
Walnut Creek 3
Craig Hazel - ProVisors - San Francisco
Craig Hazel
Business turnaround/restructuring specialist, CFO/CEO consulting
B2BCFO - Partner
San Rafael 1
Chris Holland - ProVisors - San Francisco
Chris Holland
Holland Law LLP
San Francisco 8
Stafford Jacobs - ProVisors - San Francisco
Stafford Jacobs
Property and Casualty Insurance Advisor
CAL Insurance & Associates, Inc
San Francisco 11
John Kirke - ProVisors - San Francisco
John Kirke
Donahue Fitzgerald
San Ramon 1
Steve Lee - ProVisors - San Francisco
Steve Lee
Vice President, Advisory & Transaction Services | Occupier
San Francisco 10
Michelle Lerman - ProVisors - San Francisco
Michelle Lerman
Lerman Law Partners, LLP
San Francisco 6
Ken Madsen - ProVisors - San Francisco
Ken Madsen
Riley Design Associates, LLC
Pleasanton 1
Teresa Mason - ProVisors - San Francisco
Teresa Mason
Managing Partner
Collins Mason & Company LLP
Oakland 1
Michael McLaughlin - ProVisors - San Francisco
Michael McLaughlin
McLaughlin Sanchez LLP
San Francisco 12
Sarmad Naqvi - ProVisors - San Francisco
Sarmad Naqvi
Personal Insurance Consultant
San Francisco 9
John O'Dea - ProVisors - San Francisco
John O'Dea
Financial Advisor - Succession Planning
Summit Financial Group, LLC
Walnut Creek 2
Mary O'Hara-Devereaux - ProVisors - San Francisco
Mary O'Hara-Devereaux
President & Chair Vistage Peer Advisory Board
Global Foresight & Vistage International
San Francisco 4
Mark Peters - ProVisors - San Francisco
Mark Peters
Duckworth & Peters, LLP
San Francisco 13
Krystalynn Schlegel - ProVisors - San Francisco
Krystalynn Schlegel
Insurance Agent
MG Schlegel & Associates
Larkspur 1
Terry Szucsko - ProVisors - San Francisco
Terry Szucsko
Family Law Attorney
Lvovich & Szucsko P.C.
San Francisco 3
William Vick - ProVisors - San Francisco
William Vick
Portfolio Management Director
Morgan Stanley
San Francisco 5
Carter Welch - ProVisors - San Francisco
Carter Welch
Business Advisor, Coach, Consultant
Shirlaws Group
Santa Rosa 1
Alay Yajnik - ProVisors - San Francisco
Alay Yajnik
Law Firm Growth Expert, Author, Speaker
San Ramon 3

San Francisco Affinity Group Leaders

Adrian Bray - ProVisors - San Francisco
Adrian Bray
Co-CEO & Founder
Bay Area Middle Market Affinity Group
Amy Cole - ProVisors - San Francisco
Amy Cole
M&A Advisor, Certified Business Broker
ABI Group, M&A, Business Sales & Valuations
East Bay Area Mergers & Acquisitions Affinity Grp
Amanda Conley - ProVisors - San Francisco
Amanda Conley
Brand & Branch LLP
Bay Area Cannabis Affinity Group
Lanie Denslow - ProVisors - San Francisco
Lanie Denslow
World Wise Intercultural Training & Resources
Bay Area International Affinity Group
David Goldenberg - ProVisors - San Francisco
David Goldenberg
Founding Partner
VLP Law Group
Bay Area Mergers $ Acquisitions Affinity Group
Jaco Grobbelaar - ProVisors - San Francisco
Jaco Grobbelaar
CMO / Founder
BroadVision Marketing
Bay Area Distributors & Manufacturers Affinity Group
Elva Harding - ProVisors - San Francisco
Elva Harding
Attorney – Real Estate
Harding Legal
Bay Area Real Estate Affinity Group
Cindi Hazel - ProVisors - San Francisco
Cindi Hazel
Bay Area Branding, Licensing, IP, & Strategic Services Affinity Group
Jen Lee - ProVisors - San Francisco
Jen Lee
Debt and Credit Strategy Attorney
Jen Lee Law, Inc.
East Bay Women's Affinity Group
Krista Mitzel - ProVisors - San Francisco
Krista Mitzel
Founder & Managing Partner
The Mitzel Group, LLP
Bay Area Women's Affinity Group
Ivette Santaella - ProVisors - San Francisco
Ivette Santaella
Santaella Legal Group, APC
East Bay Lawyers Affinity Group
Kyle Schriner - ProVisors - San Francisco
Kyle Schriner
Schriner Law Firm, PC
Bay Area Lawyers Affinity Group
Ralph Sklar - ProVisors - San Francisco
Ralph Sklar
Silver Transitions
SF Estate & Succession Planning Affinity Group

Interested in joining ProVisors?

To learn more about joining ProVisors in San Francisco please contact Regional Director Ian Burditt using the form below.

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