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2010 Board of Directors
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Chairperson Laurie Nardone, CFP® The Shira Group, Inc. 415.721.0275 |
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President Gretchen Hollstein, CFP® Litman/Gregory Asset Management, LLC 415.461.8999 Read Gretchen's bio online at lgam.com
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President elect Ralph Latza, J.D., CFP® Private Ocean 415.526.2900 |
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Treasurer Randy Gridley, CFP® Gridley Associates Inc. 415.397.1100 |
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Secretary Claudia Fitch, CFP® Fitch Financial Advisors, LLC 415.928.3499
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Director at Large Lisa St. Claire, CFP® The Humphreys Group
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Programs Tanya K. Steinhofer, CFA, CFP® Redwood Grove Wealth Management Read Tanya's bio online at redwoodgrovewm.com
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Public Relations & Speakers Bureau Robert (Bob) Goldman, CFP® Bob Goldman Financial Planning 415.331.1546 |
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Redwood Mortgage 650.365.5341 800.659.6593 |
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Allied Professional Associations Angie M. Hager, CFA, CFP® Wealth Advisor YCMNET Advisors 2001 North Main Street, Suite 270 Walnut Creek, CA 94596 Office: 925.935.2900 Fax: 925.935.1808 |
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Holly Gillian Kindel, CFP®, CLU® Mosaic Financial Partners, Inc. 415.788.1952 |
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eCommunications Director Julie Asti, CFP® Asti Financial Management, LLC 510.558.8557 |
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Philip Benson Financial Services 415.314.7249
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Leigh M. Shimamoto, CFP® Manager - Wealth Management 415.371.7894 Read Leigh's bio online at aspirant.com
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Webmaster 925.240.8472
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Executive Director Chapter Executive Financial Planning Association of San Francisco 877.260.3218 |
