Joseph Kuo, MBA & Kate Wilusz, CRPC®, CFP®

Committee Purpose:

Bring the most enriching and helpful content to our financial planner members. Skills and knowledge you can act on, delivered by the most engaging and enlightening speakers. Encourage and retain membership for SF FPA.

Goals for the Year:

Increase membership and depth of our committee. Encourage better programs with more diverse content and great speakers.

Interesting Facts:

We source a variety of topics and speakers for the chapter, not only technical knowledge, but also practice management and industry trend.

Volunteer Opportunities:

Session coordinators and committee members.