Yolanda Fagen-Callahan
Silicon Valley Regional Director
925.577.3379
yolanda@provisors-staging.reality2.com
Welcome to ProVisors – Silicon Valley
Our Silicon Valley region includes 10 Home Groups and 3 Affinity Groups that reach across San Jose and San Mateo. 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 important relationships with members.
As an invitation-only community, our members are vetted to ensure that the Silicon Valley region consists of high-quality trusted advisors. Join ProVisors to expand your network, increase your brand awareness, and accelerate the growth of your business.
Silicon Valley Group Leaders
Chris Abato
President
Moneta Vista Advisors, Inc
Menlo Park 1
Joseph Buenavista
Senior Vice President, Financial Advisor
Morgan Stanley
San Jose 3
Stephen Grochol
Financial Planner
SGC Financial
San Mateo 1
Bernard Lauper
President & CEO
MacCorkle Insurance Service a Risk Strat
Palo Alto 2
Sam Lee
Mortgage Loan Officer
US Bank - Private Mortgage Banking
San Jose 2
Keley Petersen
Founder and C.E.O.
Willow Grove Advisors, LLC
Palo Alto 1
Doris Pickering
CEO
Silicon Valley Speaks
Santa Clara 2
Constantino Quintong
CEO
Securieon Group
San Jose 1
Kristi Royse
CEO
KLR Consulting
San Mateo 2
Karen Russell
Founder
Russell Mediations
San Jose 4
Richard Wang
Mortgage Broker
Veridian Mortgage
Mountain View 1
Silicon Valley Affinity Group Leaders
Regan Cherrington, CTP
Sr. Ld. Bus Banking Relationship Mgr., Vice President
Bank of the West
Silicon Valley Mergers & Acquisitions Affinity Group
Monika Miles
President
Miles Consulting Group Inc
Silicon Valley Women's Affinity Group
Ruben Ruiz
Managing Attorney
Law Offices of Ruben P. Ruiz PC
Silicon Valley Attorneys Affinity Group
Interested in joining ProVisors?
To learn more about joining ProVisors in Silicon Valley please contact Regional Director Yolanda Fagen-Callahan using the form below.
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