Welcome New Members! (December 2021)
We welcome our newest members and look forward to building our local community together! Alejandro Aceves Madriz Matt Beck, Brio Financial Group Richard Boyer, CFP®, Empirical Wealth Management Gary Cummings, CFP®, Wells Fargo Advisors Susan Hopkinson, CFA,...Congratulations to our Members Celebrating Milestones! (January 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Robert Keane, CFP®, Peninsula Wealth, LLC Christina Kramlich Ramsay Leimenstoll, Bell Investment Advisors, Inc. 15 Years Jeffrey P.Hagerty, MBA, MSFS, CFP® Paul H. Scherf, CFP®,...Congratulations to our Members Celebrating Milestones! (December 2021)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Thomas Lo, CFP®, Vested Financial Planning Donald Martini, CFP® 15 Years Nate Eddinger, CFP®, Woven Prosperity® 30 Years Byron Hancock, CFP®, AIF®, Hancock Partners, Inc....Welcome New Members! (November 2021)
We welcome our newest members and look forward to building our local community together! Timothy Connolly, Griffin Black Zach Feece Grace Wiedmeyer, Aspiriant Lauren Wright, Financial Professionals GroupWelcome New Members! (October 2021)
We welcome our newest members and look forward to building our local community together! George Berry, CFP®, First Republic Bank Rachel Shin, CFP®, Yeske Buie Cristi Tanner, Meritas Wealth Management
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