Board of Directors 2021
For inquiries related specifically to the President or certain committee questions, please use the email, president@fpasf.org.
President
Lauren Stansell, CFP®
Yeske Buie, Inc.
San Francisco
(415) 956-9686
Treasurer
Paul Cordero, CFP®, EA
San Rafael
(415) 259-6649
President-Elect
Sheila Rabaut, CFP®
BakerAvenue Wealth Management
San Francisco, CA
(415) 244-3657
Secretary
Hetal Saki, CFP®
BakerAvenue Wealth Management
San Francisco
(408) 420-2270
Chairman/Past President
S. Nasira Iqbal, CFP®
Nasira Financial
San Francisco
(415) 819-2224
Co-Director of Programs
Abraham Martinez CFP®, MBA, ADPA
Amara Financial
San Francisco
(415) 319-1071
Co-Directors of Programs
Rita Lee, CPA, PFS™, CGMA, CDFA®
Brouwer & Janachowski
Mill Valley
(415) 435-8330
Director of Career Development
Margery Neis, CFP®
Polaris Wealth Advisory Group
San Rafael
(415) 263-5600
Director of Marketing Communications
Lydia Walz, CFP®
Aspiriant
San Francisco
(415) 371-7800
Director of Membership
Homa Rassouli
Retirement Funding Solutions
Novato
(415) 717-4618
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
Director of Technology
Ryan Kelly
Yeske Buie
San Francisco
(800) 772-1887
Co-Director of Allied Professionals
Sean Angelis, CFP®
B|O|S
San Francisco
(415) 781-8535
Director of Advocacy
Dan Tripp, CFP®
Redwood Grove Wealth Management
Larkspur
(518) 275-7967
Director of NexGen & Pro Bono
Brody Luebkeman
Director of Diversity & Inclusion
Carmetta Joyner
Berkeley
(510) 528-5820
Director-at-Large
Shawn Tydlaska, MBA, CFP®
Ballast Point Financial Planning, LLC
Burlingame
(310) 980-9490
Executive Director
Holly Wilkerson
Executive Management Services
Elk Grove
(877) 260-3218