Yolanda Fagen-Callahan
Silicon Valley Regional Director
925.577.3379
yolanda@provisors.com
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!
Click or call us (888) 684-4437
Silicon Valley Group Leaders
Chris Abato
President
Moneta Vista Advisors, Inc
Menlo Park 1
Michael Balistreri
Business Performance Advisor
Insperity - A Professional Employer Organization (PEO)
Campbell 1
Joseph Buenavista
Senior Vice President, Financial Advisor
Morgan Stanley
San Jose 3
Ed Correia
President
Sagacent Technologies
San Jose 4
Shawn Flynn
Principal
Global Capital Markets
Palo Alto3
Stephen Grochol
Financial Planner
SGC Financial
San Mateo 1
Maria Guardado
Loan Officer
Veridian Mortgage
Mountain View 2
Sam Lee
Mortgage Loan Officer
US Bank - Private Mortgage Banking
San Jose 2
Sean McLean
LoHi Advisors
Fractional CIO
San Jose 1
Keley Petersen
Founder and C.E.O.
Willow Grove Advisors, LLC
Palo Alto 1
Doris Pickering
CEO
Silicon Valley Speaks
Santa Clara 2
Kristie Prinz
Principal
The Prinz Law Office
Silicon Valley Virtual 1
Mark Punzalan
Litigation Attorney
Chan Punzalan LLP
Palo Alto 2
Kristi Royse
CEO
KLR Consulting
San Mateo 2
Richard Wang
Mortgage Broker
Veridian Mortgage
Mountain View 1
Silicon Valley Affinity Group Leaders
Stephen Lovell
President
Lovell Wealth Management
Silicon Valley Succession & Estate Planning
Monika Miles
President
Miles Consulting Group Inc
Silicon Valley Women's Affinity Group
Roger Royse
Partner
Haynes and Boone, LLP
Silicon Valley Mergers & Acquisitions Affinity Group
Ruben Ruiz
Managing Attorney
Law Offices of Ruben P. Ruiz PC
Silicon Valley Attorneys Affinity Group
Amit Urban
Registered Representative
Fortitude Investment Group
Silicon Valley Real Estate 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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