Congratulations to our Members Celebrating Milestones! (March 2025)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Faith Counio, CFP® 10 Years Brett Gookin, CFP®, Aspiriant, LLC Lani Kapur, CFP®, Aspiriant, LLC 15 Years Gregory Randall, CFP®, GW Randall & Associates Peter Philipp, CFP®,...Welcome New Members! (January 2025)
We welcome our newest members and look forward to building our local community together! David Amann, CFP®, Edward Jones Amanda Bearden, CFP®, Pesta & Pesta Wealth Management Gary Cummings, CFP®, Wells Fargo Advisors Anthony DiRegolo, CFP®, CLU, ChFC, SageCrest...Congratulations to our Members Celebrating Milestones! (February 2025)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Jamie Alpaugh, CFP®, Brio Financial Group 10 Years Michael Powsner, CFP®,CPA/PFS, Upstart Wealth Management Jim Blachman, CFA 15 Years Abraham Martinez, CFP®, MBA Robert Cheney,...Congratulations to our Members Celebrating Milestones! (January 2025)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Nicole White, CFP®, Aspiriant, LLC Jacquelyn Murray, Bell Investment Advisors, Inc. 10 Years Diana Bacon, CFP®, Apella Wealth Michael Dickman, CFP®, Charles Schwab Steven Bealey,...Welcome New Members! (December 2024)
We welcome our newest members and look forward to building our local community together! Paul Cordero CFP®, EA, Attune Financial Planning Andreas Ernst Patricia Fata, CFP®, Fata Financial Juan Gachet, Morgan Stanley Parker Landolf, CFP®, Mercer Advisors Maria Angelica...
;
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:
Advising Tech Wealth - FPA San Francisco
09/10/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scho...
buff.ly
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!
FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu - FPA San Francisco
05/14/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Str...
buff.ly