Allied Professionals

Director(s):

Annette Brinton, CFP®, CPA & Daniel Lee,  CFA, CFP®

Committee Purpose:

Coordinate with other organizations to provide broader mix of educational and social meetings. Provide opportunities for our members to network with pertinent professionals but directly outside that of financial planning. Help increase our chapter meeting attendance.

Goals for the Year:

Represent FPA SF at Financial Service Alliance (FSA) quarterly meetings; Cross promote meetings/events with other allied professional groups (AICPA/CFA Society); Provide networking opportunities with other allied professionals

Volunteer Opportunities:

None at the moment