ProVisors San Francisco Networking Group - Trusted Business Advisors

Ian Burditt
San Francisco Regional Director
415.906.4825
ian@provisors.com

Welcome to ProVisors – San Francisco

ProVisors is the largest national networking organization exclusively for professional service providers – Trusted Advisors. Our proven system, developed over 30 years, accelerates business results for our members. ProVisors members receive business opportunities and access to our national network of advisors to provide more value to their existing clients. They also enjoy elevated standing of their personal and professional brand, while forming lasting relationships with like-minded professionals.

Our San Francisco region covers the East Bay, San Francisco, North Bay and South Bay areas. This region includes 28 Home Groups and 15 Affinity Groups. Each group is curated to maximize cross-referral opportunities, which allow you to provide your clients with trusted recommendations. ProVisors Home Group meetings, Troikas (three-person meetups), and social events help you form key relationships with members in your region.

As an invitation-only community, our members are vetted to ensure that the San Francisco  region consists of high-quality Trusted Advisors. Click or call us to learn more about joining ProVisors San Francisco today!

Learn more

Click or call us (888) 684-4437

San Francisco Group Leaders

Kim Appleby - ProVisors - San Francisco
Kim Appleby
Principal
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
Owner
Allstar West Insurance Services LLC
Santa Rosa 2
Adam Cipriano - ProVisors - San Francisco
Adam Cipriano
CEO
BSG Consulting, Inc
San Ramon 2
Gail Covington - ProVisors - San Francisco
Gail Covington
Family Wealth Director
Morgan Stanley
San Francisco 8
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
PEOPLEASE
Walnut Creek 3
Craig Hazel - ProVisors - San Francisco
Craig Hazel
Business turnaround/restructuring specialist, CFO/CEO consulting
B2BCFO - Partner
San Rafael 1
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
Partner
Donahue Fitzgerald
San Ramon 1
Steve Lee - ProVisors - San Francisco
Steve Lee
Vice President, Advisory & Transaction Services | Occupier
CBRE
San Francisco 10
Jen Lee - ProVisors - San Francisco
Jen Lee
Debt and Credit Strategy Attorney
Jen Lee Law, Inc.
Oakland 3
Michelle Lerman - ProVisors - San Francisco
Michelle Lerman
Lerman Law Partners, LLP
San Francisco 6
Ken Madsen - ProVisors - San Francisco
Ken Madsen
Principal
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
Attorney
McLaughlin Sanchez LLP
San Francisco 12
Sarmad Naqvi - ProVisors - San Francisco
Sarmad Naqvi
Personal Insurance Consultant
ProCo
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
Attorney
Duckworth & Peters, LLP
San Francisco 13
Saja Raoof - ProVisors - San Francisco
Saja Raoof
Business Immigration Attorney
Saja Raoof, Inc. Prof. Law Corp.
San Francisco 14
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
FocalPoint
San Ramon 3

San Francisco Affinity Group Leaders

Adrian Bray - ProVisors - San Francisco
Adrian Bray
Co-CEO & Founder
AssayCS
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
Partner
Brand & Branch LLP
Bay Area Cannabis Affinity Group
Lanie Denslow - ProVisors - San Francisco
Lanie Denslow
Principal
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
CEO
highdive
Bay Area Branding, Licensing, IP, & Strategic Services Affinity Group
Julia Holian - ProVisors - San Francisco
Julia Holian
Career Strategist
Holian Associates
East Bay Women’s GL
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
Shareholder
Santaella Legal Group, APC
East Bay Lawyers Affinity Group
Kyle Schriner - ProVisors - San Francisco
Kyle Schriner
Attorney
Schriner Law Firm, PC
Bay Area Lawyers Affinity Group
Phyllis Simon - ProVisors - San Francisco
Phyllis Simon
Attorney
Weill & Mazer, APC
Black Professionals
Ralph Sklar - ProVisors - San Francisco
Ralph Sklar
Principal
Silver Transitions
SF Estate & Succession Planning Affinity Group

Interested in joining ProVisors?

Click below to schedule a call with San Francisco Regional Director Ian Burditt or complete the form below.

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