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 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 San Francisco region covers the East Bay, San Francisco, North Bay and South Bay areas. This region includes 25+ Home Groups and 14 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 who have a minimum of ten years professional experience. Click or call us to learn more about joining ProVisors San Francisco today!
Click or call us (888) 684-4437
San Francisco Group Leaders
Kim Appleby
Principal
J&A Associates
Oakland 2
Gil Barrett
Managing Director
BMO Family Office
San Francisco 7
Andrea Christensen
Owner
Allstar West Insurance Services LLC
Santa Rosa 2
Adam Cipriano
CEO
BSG Consulting, Inc
San Ramon 2
Louise Cochrane
Accountant
LF Cochrane & Associates
Oakland 1
Gail Covington
Family Wealth Director
Morgan Stanley
San Francisco 8
Joe Delaney
Founder and Managing Director
Lifeguard Wealth, LLC
San Francisco 1
Joseph DeLucchi
President / CEO
CAL Insurance & Associates Inc.
San Francisco 2
Staci Dresher
Owner, Attorney-Investigator
Dresher Consulting & Investigations (DCI)
San Francisco 5
Angela Dunz
Owner / Founder
LinkedIn Badass
San Rafael 2
Craig Hazel
Business turnaround/restructuring specialist, CFO/CEO consulting
B2BCFO - Partner
San Rafael 1
Stafford Jacobs
Property and Casualty Insurance Advisor
CAL Insurance & Associates, Inc
San Francisco 11
Steven Kahn
Shareholder
Hoge Fenton
Pleasanton 1
Bharat Kanodia
Founder and CEO
Veristrat LLC
Walnut Creek 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
Michael McLaughlin
Attorney
McLaughlin Sanchez LLP
San Francisco 12
Celine Mui Simon
Real Estate Broker Associate
Keller Williams Realty
Walnut Creek 3
Sarmad Naqvi
Personal Insurance Consultant
ProCo
San Francisco 9
John O'Dea
Financial Advisor - Succession Planning
Summit Financial Group, LLC
Walnut Creek 2
Mark Peters
Attorney
Duckworth & Peters, LLP
San Francisco 13
Tony Quintong
CEO
Securieon Group
San Ramon 1
Saja Raoof
Business Immigration Attorney
Saja Raoof, Inc. Prof. Law Corp.
San Francisco 14
Michelle Roberts
Principal
Roberts Disability Law, P.C.
San Francisco 4
Krystalynn Schlegel
Insurance Agent
MG Schlegel & Associates
Larkspur 1
Terry Szucsko
Family Law Attorney
Lvovich & Szucsko P.C.
San Francisco 3
Belle Walker
Organizational Efficiency Engineer
Belleview Consulting
San Ramon 3
Carter Welch
Business Advisor, Coach, Consultant
Shirlaws Group
Santa Rosa 1
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
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
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
Phyllis Simon
Attorney
Weill & Mazer, APC
Black Professionals
Ralph Sklar
Principal
Silver Transitions
SF Estate & Succession Planning Affinity Group
Regina Unegovsky
Senior Attorney
Regal Tax & Law Group, PC
Bay Area Cannabis Affinity Group
Kelly Woodruff
Certified Appellate Law Specialist
California Appellate Law Group
Bay Area Lawyers 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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