Board of Directors 2020
For inquiries related specifically to the President or certain committee questions, please use the email, president@fpasf.org.
President
S. Nasira Iqbal, CFP®
Nasira Financial
San Francisco
(415) 819-2224
President-Elect
Lauren Stansell, CFP®
Yeske Buie, Inc.
San Francisco
(415) 956-9686
Chairman/Past President
Kate Wilusz, CRPC®, CFP®
Wilusz and Associates/Ameriprise
Financial Services, Inc.
San Francisco
(415) 623-2455
Treasurer
Paul Cordero, CFP®, EA
Attune Financial Planning
San Rafael
(415) 259-6649
Secretary
Sheila Rabaut, CFP®
BakerAvenue Wealth Management
San Francisco, CA
(415) 244-3657
Co-Director of Programs
Abraham Martinez CFP®, MBA, ADPA
Amara Financial
San Francisco
(415) 319-1071
Co-Director of Programs
Joseph Kuo, MBA, CFP®
Abundance Wealth Planning, LLC
Fremont
(510) 933-8347
Co-Director of Career Development
Jenny Coffey Smith, CFP®
Financial Connections Group, Inc.
Corte Madera
(415) 924-1091
Co-Director of Career Development
Dan Tripp, CFP®
Thirty Mile Financial
San Francisco
(415)-275-1683
Director of Membership
Homa Rassouli
Retirement Funding Solutions
Novato
(415) 717-4618
Director of Pro Bono
Jesse Pence, CFP®
Waypoint Wealth Partners
San Francisco
(415) 660-9313
Co-Director of Marketing Communications
Lydia Walz
Aspiriant
San Francisco
(415) 371-7800
Co-Director of Marketing Communications
Lauren Stansell, CFP®
Yeske Buie, Inc.
San Francisco
(415) 956-9686
Director of Strategic Partners
John Bacigalupi
Cantor Fitzgerald Capital
San Francisco
(650) 703-7180
Co-Director of Allied Professionals
Sophie Lee, CFP®
Cresset Capital
San Francisco
(415) 489-2083
Co-Director of Allied Professionals
Sean Angelis, CFP®
B|O|S
San Francisco
(415) 781-8535
Co-Director of NexGen
Leotie Fukawa, CFP®
Wealthfront
Palo Alto
Co-Director of NexGen
Brody Luebkeman
Worldview Wealth Advisors
San Francisco
(415) 671-4145
Director of Advocacy
OPEN
Director of Technology
Ryan Kelly
Yeske Buie
San Francisco
(800) 772-1887
Director-at-Large
Shawn Tydlaska, CFP®, MBA
Ballast Point Financial Planning, LLC
Burlingame
(310) 980-9490
Executive Director
Holly Wilkerson
Executive Management Services
Elk Grove
(877) 260-3218