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Welcome New Members! (March 2021)

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

Congratulations to our Members Celebrating Milestones! (April 2021)

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...

Welcome New Members! (February 2021)

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

Congratulations to our Members Celebrating Milestones! (March 2021)

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...

Congratulations to our Members Celebrating Milestones! (February 2021)

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...

FPASF 2021 Board Nominees Announced

by Holly Wilkerson | Nov 18, 2020 | FPASF

Click here for the full 2021 Board Slate
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News & Updates

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FPA San Francisco
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone: 877.260.3218
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Email Us: info@fpasf.org
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Do not rely on it for investment advice. Opinions expressed are solely those of the members and speakers and do not represent the views of the FPA or FPASF.