Board of Directors 2019
President
Kate Wilusz, CRPC®, CFP®
Wilusz and Associates/Ameriprise
Financial Services, Inc.
San Francisco
(415) 623-2455
President-Elect
S. Nasira Iqbal, CFP®
Nasira Financial
San Francisco
(415) 819-2224
Chairman/Past President
Kian Nobari, CIMA, MBA, MSFP, RLP
Integrous
San Rafael
(415) 200-0910
Treasurer
Mike Troxell, CPA
Modern Financial Planning
(941) 504-0849
Secretary
Sheila Rabaut, CFP®
BakerAvenue Wealth Management
San Francisco, CA
(415) 244-3657
Co-Directors of Programs
Joseph Kuo, MBA, CFP®
Abundance Wealth Planning, LLC
Fremont
(510) 933-8347
Co-Directors of Programs
Matthias Giezendanner
San Francisco Wealth Planning
San Francisco
(415) 375-0537
Co-Director of Career Development
Jenny Coffey Smith, CFP®
Financial Connections Group, Inc.
Corte Madera
(415) 924-1091
Co-Directors 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 Advisors
San Francisco
(415) 660-9313
Co-Director of Marketing Communications
Lauren Stansell, CFP®
Yeske Buie, Inc.
San Francisco
(415) 956-9686
Co-Director of Marketing Communications
Chris Lakumb, CFA
RiverNorth Capital Management, LLC
San Francisco
(312) 890-3740
Co-Directors of Corporate Sponsors
Mary-Alice Cardenas
Reverse Mortgage Funding
Mill Valley
(415) 233-1007
Co-Directors of Corporate Sponsors
John Bacigalupi
Cantor Fitzgerald Capital
San Francisco
(650) 703-7180
Co-Directors of External Relations
Annette Brinton, CFP®, CPA
Waypoint Wealth Partners
San Francisco
(877) 768-4802
Co-Directors of External Relations
Daniel Lee, CFA, CFP®
Plancorp, LLC
San Francisco
(314) 392-4628
Co-Director of NexGen
Sophie Lee, CFP®
Cresset Capital
San Francisco
(415) 489-2083
Co-Director of NexGen
Leotie Fukawa
Wealthfront
Palo Alto
(757) 912-4962
Director of Advocacy
Zach Bennedsen
Yeske Buie
San Francisco
(800) 772-1887
Director of Technology
OPEN
Director-at-Large
Abraham Martinez CFP®, MBA, ADPA
Brio Financial Group
San Francisco
(415) 623-2450
Executive Director
Holly Wilkerson
Executive Management Services
Elk Grove
(877) 260-3218