Board of Directors

President

Julie Asti, CFP®

Asti Financial Management, LLC

(510) 558-8557

http://www.astifinancial.com/

Read Julie's bio online at astifinancial.com

Chairperson/ President

Ralph Latza, J.D., CFP®

Private Ocean

(415) 526-2900

http://www.privateocean.com/

Read Ralph's bio online at privateocean.com

President-Elect

Tanya K. Steinhofer, CFA, CFP®

Redwood Grove Wealth Management

(415) 383-3381 (direct)
(415) 516-3380 (cell)

www.redwoodgrovewm.com

Read Tanya's bio online at redwoodgrovewm.com

Treasurer 

Karen Tippleston Leech, CPWA®

Wetherby Asset Management

(415) 399-9159

https://www.wetherby.com/

Read Karen's bio online at wetherby.com

Secretary

Vincent J. Crivello

Loring Ward

www.loringward.com

Read Vincent Crivello's bio

Director of Programs

Paul Morelli, CAIA, CFP®
San Francisco
paulmorelli@florianmanagement.com
(415) 637-2665

Director of Public Relations

Tim Welsh, CFP®
Larkspur
tim@nexus-strategy.com
(415) 847-4874

Director of Corporate Sponsors

Christina Gray

 Stonecrest Managers

(408) 557-0700 ext. 302

 www.stonecrestmanagers.com

Director of Pro Bono

Benjamin Rose  

Raymond James

(415) 235-8325

Contact Ben Rose

Director of Career Development

Nate Eddinger

Phillip Benson Financial Services

(415) 314-7249

http://www.philipbenson.com/

Director of Membership

Tom Zachystal, CFA, CFP®
Belmont
iam@iamadvisors.com
(415) 439-4891

Director of eCommunications

Joshua Schefers, CFP®

Financial Advisor

Zuk Financial Group

(925) 830-5025

www.zukfinancial.com

Director of External Relations 

Melissa Huml

Abundance Asset Management

(415) 879-5987

Director at Large 

Ingrid Robinson

(510) 786-3232 x1010

Director at Large

Karen R. Blodgett, CFP®
San Francisco
kblodgett@aspiriant.com
(415) 371-7800

Executive Director

Holly Wilkerson

9630 Bruceville Road, #106-149
Elk Grove, CA 95757

info@fpasf.org
(877) 260-3218

Webmaster - Contact for website issues including broken links.

Paul Sid, CPA CFA
paulsid@financialedge.net

(415) 967-EDGE