Chris (Co-Director of Pro Bono) is a Certified Financial PlannerTM professional at Remedios Financial Planning, a fee-only financial planning and investment advice firm in San Francisco. Chris has a passion for sharing her financial planning knowledge. In addition to participating in pro-bono events organized by the SF Financial Planning Association, Chris is also proud to work as a liaison with the SF Treasurer’s Office of Financial Empowerment and the SF Smart Money Network, SMN. SMN provides financial education resources, www.sfsmartmoneynetwork.org. She can be reached at firstname.lastname@example.org.
Jen (Co-Director of Pro Bono) Jen Hicks is a Financial Planner at Yeske Buie and has enjoyed engaging with the San Francisco Pro Bono committee through a variety of events. Jen has served on the Financial Planning Day steering committee for the past 2 years. She has also been given the opportunity to teach a classroom of 1st-2nd graders through Junior Achievement. Lastly, Jen hopes to integrate any willing and able NexGen volunteers into 1-2 Pro Bono events in 2014.
Talia (FPA of CA Liaison) joined Stanford Investment Group, Inc. in 2005. She is a CERTIFIED FINANCIAL PLANNER™ and a CERTIFIED DIVORCE FINANCIAL ANALYST™. She is a member of the Financial Planning Association (FPA®), and the Jewish Community Endowment Fund Tax and Legal Professional sub-committee.
Prior to joining SIG, Talia was co-founder of SearchFox a technology company later acquired by Yahoo!. Talia began her career in corporate banking after earning an MBA from the Anderson School of Management at UCLA. She holds a B.A. from the University of Chicago. In addition to volunteering with FPA, she is a volunteer tax preparer with the IRS Volunteer Tax Assistance program.
Mike (Project Lead – Job Corps) operates a small San Francisco based RIA shop, providing financial planning and asset management services. He donates his time to various charities in his community and especially enjoys sharing his knowledge of business and personal finance to empower young adults. Mike has been involved with Junior Achievement, California Conservation Corps, and Job Corps to some degree over the past several years. Mike can be reached at email@example.com.
Don (Marin Pro Bono Coordinator) is a financial planner and investment advisor with Maxon Financial, a fee only planning and investment advisory firm in San Rafael. Don has participated in Financial Planning days in San Francisco and Richmond and is currently volunteering as a financial coach with Tax-Aid. Having worked in personal financial services for over twenty years, Don is committed to making pro bono financial planning services available where needed. Don can be contacted at firstname.lastname@example.org.
Helen (Project Lead – Casa de las Madres) is a financial advisor with January Capital Advisors. Helen can be reached at Helen@januarycapital.co.
Ben is a financial planner and investment advisor who’s been part of the investment industry since 1996. As volunteer coordinator for the Pro Bono committee, Ben has the privilege of working with FPA members who are willing to donate their time and energy to promote financial education among those who are working hard to improve their lives. Ben can be reached at email@example.com.
Rebecca (Project Lead – Financial Planning Days) has worked in the financial services industry since 2000. She has been involved in various non-profit organizations during this time to help promote financial literacy in the bay area community, with a focus on the Latino community. Rebecca joined the FPA Pro Bono Committee in 2009 and enjoys contributing to a team that is passionate about leading the FPA efforts to build a community that is financially fit. She worked to establish the FPA partnership with Job Corps in 2009 and is now co-chair of Financial Planning Day. Rebecca can be reached at firstname.lastname@example.org.
Meredith is a Certified Public Accountant and a CFP® practitioner at Burr Pilger Mayer, Inc. in San Francisco. In the community, Meredith serves as a Site Manager and Financial Coach for Tax-Aid, a non-profit organization that provides free tax preparation and assistance. Since 2003, she has worked on a variety of financial literacy and education initiatives, and enjoys empowering others to achieve their financial goals.
Ella is a CFP® professional and an Accredited Domestic Partnership Advisor (ADPA). She has learned over the years that the topics of personal finance don’t come easy for many. So she focuses on being extremely approachable and bringing the ease of everyday conversation to her pro bono client engagements. She strives to help others build a plan that is tailored to all the unique elements of their financial lives.
Nate is the Principal at Woven Prosperity, a fee only financial planning and asset management firm in San Francisco. He became involved with the pro bono committee because he believes financial planning services should be available to everyone who needs them, and finds a lot of enjoyment and fulfillment in participating in pro bono programs. Nate can be reached at email@example.com.
Sommer McKinley is an associate portfolio manager with First Republic Private Wealth Management where she provides financial planning and wealth management services. She volunteers with the San Francisco Financial Planning Day, JobCorps and Junior Achievement. Sommer has a passion for promoting financial education to children and young adults. She can be reached at firstname.lastname@example.org.