ProVisors Silicon Valley Networking Group - Trusted Business Advisors

Yolanda Fagen-Callahan
Silicon Valley Regional Director

Welcome to ProVisors – Silicon Valley

ProVisors is the largest national networking organization exclusively for professional service providers – Trusted Advisors. Our proven system, developed over 35 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 Silicon Valley region covers the San Jose and San Mateo areas and includes 13 Home Groups and 3 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 Silicon Valley region consists of high-quality Trusted Advisors who have a minimum of ten years professional experience.  Click or call us to learn more about joining ProVisors Silicon Valley today!

Learn more

Click or call us (888) 684-4437

Silicon Valley Group Leaders

Chris Abato - ProVisors - Silicon Valley
Chris Abato
Moneta Vista Advisors, Inc
Menlo Park 1
Michael Balistreri - ProVisors - Silicon Valley
Michael Balistreri
Business Performance Advisor
Insperity - A Professional Employer Organization (PEO)
Campbell 1
Joseph Buenavista - ProVisors - Silicon Valley
Joseph Buenavista
Senior Vice President, Financial Advisor
Morgan Stanley
San Jose 3
Ed Correia - ProVisors - Silicon Valley
Ed Correia
Sagacent Technologies
San Jose 4
Paul Duran - ProVisors - Silicon Valley
Paul Duren
Senior Vice President
First Bank
Santa Cruz 1
Shawn Flynn - ProVisors - Silicon Valley
Shawn Flynn
Global Capital Markets
Palo Alto3
Stephen Grochol - ProVisors - Silicon Valley Networking Group
Stephen Grochol
Financial Planner
SGC Financial
San Mateo 1
Maria Guardado - ProVisors - Silicon Valley
Maria Guardado
Loan Officer
Veridian Mortgage
Mountain View 2
Sam Lee - ProVisors - Silicon Valley
Sam Lee
Mortgage Loan Officer
US Bank - Private Mortgage Banking
San Jose 2
Sean McLean - ProVisors - Silicon Valley
Sean McLean
LoHi Advisors
Fractional CIO
San Jose 1
Keley Petersen - ProVisors - Silicon Valley
Keley Petersen
Founder and C.E.O.
Willow Grove Advisors, LLC
Palo Alto 1
Doris Pickering - ProVisors - Silicon Valley
Doris Pickering
Silicon Valley Speaks
Santa Clara 2
Mark Punzalan- ProVisors - Silicon Valley
Mark Punzalan
Litigation Attorney
Chan Punzalan LLP
Palo Alto 2
Kristi Royse - ProVisors - Silicon Valley
Kristi Royse
KLR Consulting
San Mateo 2
Richard Wang - ProVisors - Silicon Valley Networking Group
Richard Wang
Mortgage Broker
Veridian Mortgage
Mountain View 1

Silicon Valley Affinity Group Leaders

Monika Miles - ProVisors - Silicon Valley
Monika Miles
Miles Consulting Group Inc
Silicon Valley Women's Affinity Group
Roger Royse - ProVisors - Silicon Valley
Roger Royse
Haynes and Boone, LLP
Silicon Valley Mergers & Acquisitions Affinity Group
Ruben Ruiz - ProVisors - Silicon Valley
Ruben Ruiz
Managing Attorney
Law Offices of Ruben P. Ruiz PC
Silicon Valley Attorneys Affinity Group

Interested in joining ProVisors?

Click below to schedule a call with Silicon Valley Regional Director Yolanda Fagen-Callahan or complete the form below.

Schedule Intro Call with Yolanda

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