instituteadvisors   San Jose Chapter - Institute of Advisors

The San Jose Chapter of the Institute of Advisors is committed to helping accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice.

We at the San Jose Chapter aim to empower professional Business Advisors around the world through certification and professional benchmarks & standards. The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Owners should follow

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Join The San Jose Local Chapter



The San Jose Chapter supports the Institute's goal of collaborating with the passionate thought leaders in the space to create:

  • A set of worldwide benchmarked standards that can be incorporated into any advisory practice.
  • To recognise the excellent work in the setting of standards and accreditation by other respected bodies and to provide access to the accreditation process
  • To create a free membership library that fosters the growth and development of material and resources in this area
  • To offer a mentoring program to help professional advisors to add “Advisory” services
  • To Assess and recommend products that meet the quality guidelines of the Institute’s board of governors

Meet Your Local Chapter Leaders

Jeem Sirivar

Local Chapter President

Contact Jeem Sirivar Mail Chapter

Andrew Horowitz

Local Chapter President

Contact Andrew Horowitz Mail Chapter

Michael Balstad

Local Chapter President

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

Contact Michael Balstad Mail Chapter

Greg Voisen

Local Chapter President

Greg’s professional journey began with a career in insurance sales and financial planning, during which he found himself coaching clients to feel emotionally secure making major life investments. For the past 30 years, Greg has been honing his skills in business consulting, finance and psychology.

Contact Greg Voisen Mail Chapter

Neal Coogler


Contact Neal Coogler Mail Chapter