Board of Directors 2025
For inquiries related specifically to the President or certain committee questions, please use the email, president@fpasf.org.
President
Jeremy Griffith, CFP®
Corte Madera
415-926-7220
President-Elect / Co-Director of Pro Bono
Sydney Woodward, CFP®
Yeske Buie
San Francisco
(415) 956-9686
Past President
John Bacigalupi
Cantor Fitzgerald Capital
San Francisco
(650) 703-7180
Treasurer
Kate Wilusz, CFP®
Fiat Lux Financial Planning
San Francisco
(707) 843-0265
Director of Technology
Alejandro Aceves Madriz
International Private Wealth Advisors
(510) 815-8305
Secretary & Co-Director of Programs
Jacob Quiroz
BakerAvenue Wealth Management
San Francisco
(562) 774-6712
Co-Director of Programs
Reed Nothwang, CFP®
Compound
San Francisco
(415) 941-6889
Director of Membership
Homa Rassouli
Mutual of Omaha Mortgage
Novato
(415) 717-4618
Co-Director of Pro Bono
Anne Serrano
Director of Strategic Partners
James Palen
Scholarshare
Palo Alto
(628) 231-6509
Co-Director of NexGen
Spencer Terris, CFP®
Parallel Advisors
San Francisco
(415) 625-6109
Director of Marketing/PR/Communications
Cristi Tanner
Meritas Wealth Management
Larkspur
(415) 300-4560
Director of Advocacy
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP
Redwood City
(650) 264-8138
Director of Allied Professionals
Scott Fong
SIFF Investment Services
San Francisco
(415) 601-1051
Director of Diversity & Inclusion
Christine Thibodeaux, CFP®
Farther
San Rafael
(415) 902-6715
Director of Career Development
Oona Rokyta
Wealthspire Advisors
San Francisco
(202) 250-4660
Executive Director
Holly Wilkerson
Executive Management Services
Elk Grove
(877) 260-3218