by Holly Wilkerson | Jun 7, 2021 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 5 Jena Regan, CFP® 10 Steve Herzog, CFP®, Wetherby Asset Management 15 Cynthia Venturelli, Sullivan and Serwitz 20 Kathleen Hentges, CFP®, Applied...
by Holly Wilkerson | Jun 7, 2021 | FPASF
We welcome our newest members and look forward to building our local community together! Virada Chatikul Justin Levy, CFP®, Federated Hermes Madison Macha Don Maxon, CFP®, MSFP, Maxon Financial, RIA Elizabeth Pulido, Private Ocean Grant Ronberg Lori Whitney, CFP®,...
by Holly Wilkerson | May 11, 2021 | FPASF
FPA of San Francisco is excited to award Louis Wellmeier, J.D. with this year’s FPA Externship Scholarship! The chapter is glad to assist you on your financial journey. “The FPA of San Francisco has been remarkably supportive in my efforts to achieve my...
by Holly Wilkerson | May 6, 2021 | FPASF
We welcome our newest members and look forward to building our local community together! Sherry Heller
by Holly Wilkerson | May 6, 2021 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 5 Years David Lawrence, CFP®, Willow Creek Wealth Management, Inc. 10 Years Christina Steinberg, CFP®, Fidelity 25 Years Kathryn Fitzgerald, CFP®, Silverleaf...
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
