Ian Burditt
San Francisco Regional Director
415.906.4825
ian@provisors-staging.reality2.com
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
Principal
J&A Associates
Oakland 2
Gil Barrett
Senior Wealth Management Director, V.P.
BNY Mellon Wealth Management
San Francisco 7
Andrea Christensen
Owner
Allstar West Insurance Services LLC
Santa Rosa 2
Adam Cipriano
CEO
BSG Consulting, Inc
San Ramon 2
Joe Delaney
Founder and Managing Director
Lifeguard Wealth, LLC
San Francisco 1
Joseph DeLucchi
President / CEO
CAL Insurance & Associates Inc.
San Francisco 2
Alex Gilmete
Human Resource Services
PEOPLEASE
Walnut Creek 3
Craig Hazel
Business turnaround/restructuring specialist, CFO/CEO consulting
B2BCFO - Partner
San Rafael 1
Chris Holland
Founder
Holland Law LLP
San Francisco 8
Stafford Jacobs
Property and Casualty Insurance Advisor
CAL Insurance & Associates, Inc
San Francisco 11
John Kirke
Partner
Donahue Fitzgerald
San Ramon 1
Steve Lee
Vice President, Advisory & Transaction Services | Occupier
CBRE
San Francisco 10
Jen Lee
Debt and Credit Strategy Attorney
Jen Lee Law, Inc.
Oakland 3
Michelle Lerman
Lerman Law Partners, LLP
San Francisco 6
Ken Madsen
Principal
Riley Design Associates, LLC
Pleasanton 1
Teresa Mason
Managing Partner
Collins Mason & Company LLP
Oakland 1
Michael McLaughlin
Attorney
McLaughlin Sanchez LLP
San Francisco 12
Sarmad Naqvi
Personal Insurance Consultant
ProCo
San Francisco 9
John O'Dea
Financial Advisor - Succession Planning
Summit Financial Group, LLC
Walnut Creek 2
Mary O'Hara-Devereaux
President & Chair Vistage Peer Advisory Board
Global Foresight & Vistage International
San Francisco 4
Mark Peters
Attorney
Duckworth & Peters, LLP
San Francisco 13
Saja Raoof
Business Immigration Attorney
Saja Raoof, Inc. Prof. Law Corp.
San Francisco 14
Krystalynn Schlegel
Insurance Agent
MG Schlegel & Associates
Larkspur 1
Terry Szucsko
Family Law Attorney
Lvovich & Szucsko P.C.
San Francisco 3
William Vick
Portfolio Management Director
Morgan Stanley
San Francisco 5
Carter Welch
Business Advisor, Coach, Consultant
Shirlaws Group
Santa Rosa 1
Alay Yajnik
Law Firm Growth Expert, Author, Speaker
FocalPoint
San Ramon 3
San Francisco Affinity Group Leaders
Adrian Bray
Co-CEO & Founder
AssayCS
Bay Area Middle Market Affinity Group
Amy Cole
M&A Advisor, Certified Business Broker
ABI Group, M&A, Business Sales & Valuations
East Bay Area Mergers & Acquisitions Affinity Grp
Amanda Conley
Partner
Brand & Branch LLP
Bay Area Cannabis Affinity Group
Lanie Denslow
Principal
World Wise Intercultural Training & Resources
Bay Area International Affinity Group
David Goldenberg
Founding Partner
VLP Law Group
Bay Area Mergers $ Acquisitions Affinity Group
Jaco Grobbelaar
CMO / Founder
BroadVision Marketing
Bay Area Distributors & Manufacturers Affinity Group
Elva Harding
Attorney – Real Estate
Harding Legal
Bay Area Real Estate Affinity Group
Cindi Hazel
CEO
highdive
Bay Area Branding, Licensing, IP, & Strategic Services Affinity Group
Julia Holian
Career Strategist
Holian Associates
East Bay Women’s GL
Jen Lee
Debt and Credit Strategy Attorney
Jen Lee Law, Inc.
East Bay Women's Affinity Group
Krista Mitzel
Founder & Managing Partner
The Mitzel Group, LLP
Bay Area Women's Affinity Group
Ivette Santaella
Shareholder
Santaella Legal Group, APC
East Bay Lawyers Affinity Group
Kyle Schriner
Attorney
Schriner Law Firm, PC
Bay Area Lawyers Affinity Group
Phyllis Simon
Attorney
Weill & Mazer, APC
Black Professionals
Ralph Sklar
Principal
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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