by Holly Wilkerson | Apr 5, 2021 | FPASF
We welcome our newest members and look forward to building our local community together! Jerrod Foster, CFP® Michael Strohl, CFP®, Open Advisors
by Holly Wilkerson | Apr 5, 2021 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 5 Years Jennifer Hicks, CFP®, Wetherby Asset Management 10 Years Leslie Miller, MBA, Miller Pacific Financial Advisors Wade Pitts, CFP®, Fort Point Capital Partners 20 Years James...
by Holly Wilkerson | Mar 8, 2021 | FPASF
We welcome our newest members and look forward to building our local community together! Spencer Terris, Parallel Advisors Kaden Wootton,Meritas Wealth Management
by Holly Wilkerson | Mar 8, 2021 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 5 Years Jennifer Bahi, Meritas Wealth Management, LLC Mike Burbank, CFP®, Morgan Stanley Private Wealth Management 10 Years Joe Martin, Partner Summitry LLC Steve Herzog, CFP®, Wetherby...
by Holly Wilkerson | Feb 16, 2021 | FPASF
We truly appreciate our members and celebrate this important milestone with them! Robert Ivanco – 5 Years Mark O’Brien, CFP®, RICP®, Mark O’Brien Financial Advisor – 10 Years Robert Cheney, CFP®, CFA, Westridge Wealth Strategies – 15...
by Holly Wilkerson | Nov 18, 2020 | FPASF
Click here for the full 2021 Board Slate
