2009 | President, Laurie Nardone, CFP® | ||
President-Elect | Gretchen C. Hollstein | ||
Chair | Claudia Fitch | ||
Secretary | Lewis Randy Gridley | ||
Treasurer | Douglas Buser | ||
Programs | Lisa St. Claire | ||
Membership | Ralph Latza | ||
Career Development | Julie Asti | ||
Public Relations | Angie Hager | ||
Public Awareness | Robert Goldman | ||
Pro Bono/Education | Holly Gillian Kindel | ||
Corporate Relations & Partnership | Crystel Stanford | ||
Director of Financial Planning Week | Barry R. Taylor | ||
Technology/Website | Rosie Faifua |
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FPA SF Chapter Meeting - "Advising Tech Wealth" by Michael Yoder. At the Italian Athletic Club on Tuesday, 9/10 at 3pm! *This topic has been approved for 1.0 hour of CE credit. Find more details and register on our website:
Advising Tech Wealth - FPA San Francisco
09/10/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scho...
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Come join us for the 2025 FPA SF Programming Planning Meeting on Friday, 10/4 at 12pm to share your thoughts on topics you want to see, speakers you want to hear from, and the things that are important to you! Located at: Newmark Office, 1 Sansome Street, Floor 41, SF, CA 94104
Come hear from DFA's Apollo Lupescu as he gives insights on the impact of the elections and politics on the markets, with data-driven research on how best to prepare for the 2024 election. Join us Tuesday, May 14th at 3pm at the SF Italian Athletic Club!
FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu - FPA San Francisco
05/14/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Str...
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