Board of Directors 2023
For inquiries related specifically to the President or certain committee questions, please use the email, president@fpasf.org.
President
John Bacigalupi
Cantor Fitzgerald Capital
San Francisco
(650) 703-7180
Chairman/Past President
Sheila Rabaut, CFP®
BakerAvenue Wealth Management
San Francisco, CA
(415) 244-3657
Treasurer
Paul Cordero, CFP®, EA
San Rafael
(415) 259-6649
Secretary
Jacob Quiroz
BakerAvenue Wealth Management
San Francisco
(562) 774-6712
Co-Directors of Programs
Rita Lee, CPA, PFS™, CGMA, CDFA®
Brouwer & Janachowski
Mill Valley
(415) 435-8330
Co-Director of Programs
Reed Nothwang, CFP®
Cerity Partners
Mill Valley
(415) 435-8330
Director of Career Development
Margery Neis, CFP®
Polaris Wealth Advisory Group
San Rafael
(415) 263-5600
Co-Director of Membership
Homa Rassouli
Retirement Funding Solutions
Novato
(415) 717-4618
Co-Director of Membership
Kristie Cahill, CFP®, CEP®
San Francisco
(415) 878-1866
Director of Pro Bono
Sydney Woodward, CFP®
Yeske Buie
San Francisco
(415) 956-9686
Director of Strategic Partners
Adam Battat
ICONIQ Capital
San Francisco
(650) 863-2885
Director of Technology
Alejandro Aceves Madriz
(510) 815-8305
Director of NexGen
Lauren Wright
Foothill Ranch
(949) 455-0119 x229
Director of Marketing Communications
Jeremy Griffith, CFP®
Corte Madera
415-926-7220
Director of Advocacy
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP
Redwood City
(650) 264-8138
President-Elect
OPEN
Director-at-Large
Scott Fong
SIFF Investment Services
San Francisco
(415) 601-1051
Director of Diversity & Inclusion & Advocacy
Christine Thibodeaux
Farther
San Rafael
(415) 902-6715
Executive Director
Holly Wilkerson
Executive Management Services
Elk Grove
(877) 260-3218