Congratulations to our Members Celebrating Milestones! (September 2025)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Stephanie Curry, CFP®, CLU, ChFC, CRC, Pacific Life Insurance Co. 20 Years Leigh Shimamoto, CFP®, Mercer Advisors ...Welcome New Members! (August 2025)
We welcome our newest members and look forward to building our local community together! Brian Chinn, CFP®, JP Morgan Advisors Keely Ford, Wealthspire Advisors Vanessa Jilot, CFP®, CRPC, Terra Blue Wealth Management Inessa Kapustina Keenan McCauley Emily Schlesinger,...Congratulations to our Members Celebrating Milestones! (August 2025)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Marla Landa 10 Years Daniel Tripp, CFP®, Redwood Grove Wealth Management 15 Years Tammy Plotkin-Oren, CFP®, TPO Financial & Insurance Services 25 Years Heather Belli, CFP®,...Welcome New Members! (July 2025)
We welcome our newest members and look forward to building our local community together! Janelle Durbin Sameer Kalwani Blaise Santiago, Kurv Investment ManagementBoard Member Spotlight – Homa Rassouli
This month, we’re honored to highlight Homa Rassouli, a dedicated and longtime board member whose work, values, and presence bring depth and inspiration to our chapter. Click here to read all about Homa!
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: https://buff.ly/4e6Yoho
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!
https://buff.ly/4b5y1rb