Board of Directors 2023

For inquiries related specifically to the President or certain committee questions, please use the email, president@fpasf.org.

President

President

John Bacigalupi

Cantor Fitzgerald Capital
San Francisco
(650) 703-7180

President-Elect & Co-Director of NexGen

President-Elect & Co-Director of NexGen

Jeremy Griffith, CFP®

Mariner Wealth Advisors
Corte Madera
415-926-7220
Chairman/Past President

Chairman/Past President

Sheila Rabaut, CFP®

BakerAvenue Wealth Management
San Francisco, CA
(415) 244-3657

Treasurer & Director of Technology

Treasurer & Director of Technology

Alejandro Aceves Madriz

PF Wealth Management Group
(510) 986-0598

Secretary & Co-Director of Programs

Secretary & Co-Director of Programs

Jacob Quiroz

BakerAvenue Wealth Management
San Francisco
(562) 774-6712

Co-Director of Programs

Co-Director of Programs

Reed Nothwang, CFP®

Cerity Partners
Mill Valley
(415) 435-8330

Co-Director of Membership

Co-Director of Membership

Homa Rassouli

Mutual of Omaha Mortgage
Novato
(415) 717-4618

Co-Director of Membership

Co-Director of Membership

Kristie Cahill, CFP®, CEP®

Haven Wealth Management
San Francisco
(415) 878-1866
Director of Pro Bono

Director of Pro Bono

Sydney Woodward, CFP®

Yeske Buie
San Francisco
(415) 956-9686

Director of Strategic Partners

Director of Strategic Partners

James Palen

Scholarshare
Palo Alto
(628) 231-6509

Co-Director of NexGen

Co-Director of NexGen

Spencer Terris, CFP®

Parallel Advisors
San Francisco
(415) 625-6109

Director of Marketing Communications

Director of Marketing Communications

Cristi Tanner

Meritas Wealth Management
Larkspur
(415) 300-4560

Director of Advocacy

Director of Advocacy

Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP

Pon & Associates
Redwood City
(650) 264-8138
Director-at-Large

Director-at-Large

Scott Fong

SIFF Investment Services
San Francisco
(415) 601-1051

Director of Diversity & Inclusion

Director of Diversity & Inclusion

Christine Thibodeaux, CFP®

Farther
San Rafael
(415) 902-6715

Director of Career Development

Director of Career Development

Oona Rokyta

Asti Financial Management
San Francisco

Director-At-Large

Director-At-Large

Kate Wilusz, CFP®

Wilusz & Associates
San Francisco
(707) 843-0265

Executive Director

Executive Director

Holly Wilkerson

Executive Management Services
Elk Grove
(877) 260-3218