New Members | 4 New Members in the Silicon Valley Area
David Henderson
Company: MassMutual Pacific
Phone: (510) 828-4165
Email: davidhenderson@financialguide.com
Profession: Financial Service
Home Group: San Jose 4
Cindy Hofen
Company: Managing Moves & More
Title: Founder and President
Phone: (650) 460-9055
Email: cindy@managingmoves.com
Profession: Consultant Service
Home Group: Mountain View 1
Bio: Cindy Hofen is a Certified Relocation Specialist and founder of Managing Moves & More, helping clients with downsizing, moving and home clearouts.
Donna Sooter Lim
Company: Sooter Consulting Inc.
Title: Owner
Phone: (408) 413-0911 x7002
Email: donna@sooterconsulting.com
Profession: Consultant Service
Home Group: San Jose 4
Bio: Motivating Force: My clients! I love when a client tells me that I have clarified their financial position and enabled them to accomplish their goals and dreams.
Cameo Roberson
Company: Atlas Park Consulting & Finance
Title: CEO/Founder
Phone: (415) 895-2502
Email: cameo.roberson@atlasparkco.com
Profession: Consultant Service
Home Group: San Mateo 2
Bio: Cameo’s firm helps financial advisors & small businesses execute their business vision using, people, process & technology. Clients range from start-up to growth & enterprise firms in need of strategic planning & optimizing operations to grow/scale.
Member News
Owner/CEO Mitch Williams, Home Helpers of San Mateo, Received Award
Home Helpers of San Mateo County has received the distinguished 2020 Best of Home Care –Leader in Excellence Award from Home Care Pulse, the leading firm in quality assurance for home care. This is the fifth consecutive year that Home Helpers of San Mateo County has receved this prestigious award.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 5 Years
Chris Abato
Company: Moneta Vista Advisors, Inc
Title: President
Phone: (408) 242-0181
Email: cabato@monetavista.com
Profession: Financial Service
Home Group: Menlo Park
Bio: CEO of Moneta Vista Advisors, a boutique Mergers & Acquisitions Advisory firm specializing in buy and sell side deals in any industry $10M-$100M. FINRA Licensed Investment bank. Aerospace background, degree in Physics & an MBA.
Lisa Bryant
Company: Law Offices of Lisa C. Bryant, Inc.
Title: Attorney
Phone: (408) 286-2122
Email: lcb@sanjoseelderlaw.com
Profession: Attorney
Home Group: San Jose 2
Bio: At the Law Offices of Lisa C. Bryant, Inc. we educate, assist and advocate for our clients in the fields of Estate Planning and Elder Law.
Sam Lee
Company: US Bank – Private Mortgage Banking
Title: Mortgage Loan Officer – NMLS ID: 450819
Phone: (415) 371-9314
Email: samuel.j.lee@usbank.com
Profession: Banking & Finance
Home Group: San Jose 2
Bio: One person’s problem is another person’s ideal client. Bring me problems and I will help you turn them into networking influence that will bring commerce back to you. As a banker I also seek people who need construction, purchase & refi mortgages.
Dawn Thomas
Company: Compass
Title: Broker Associate, Realtor
Phone: (650) 701-7822
Email: dawn@siliconvalleyandbeyond.com
Profession: Real Estate
Home Group: Palo Alto 2
Bio: I am a residential Realtor and Certified Divorce Real Estate Specialist in the Silicon Valley. I have extensive experience helping lifestyle/luxury sellers and buyers, investors, move-up buyers, empty nesters, and relocation clients.
Xiomara Vielman
Company: Clarity Financial Management
Title: Investment Advisor
Phone: (408) 389-4200
Email: xvielman@clarityfinancialmgmt.com
Profession: Investment Advisor
Home Group: San Jose 2
Bio: Spanish speaking financial advisor whom provides objective advice.
Lisa Wendl
Company: General Mortgage Capital Corp
Title: Mortgage Consultant
Phone: (650) 804-5762
Email: lisawendlloans@gmail.com
Profession: Banking & Finance
Home Group: Palo Alto 2
Bio: As a direct correspondence and portfolio lender, General Mortgage Capital Corp.(GMCC) provides real estate loans for both residential and commercial. We offer competitive rates with lots of niches.
Upcoming Events
ProVisors Webinar: Employment Law During COVID-19
Date: April 3, 2020
Time: 1:00 PM Pacific (3:00 PM Central, 4:00 PM Eastern)
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