Congratulations to our Members Celebrating Milestones! (July 2025)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Judy Gong Michael Johnson, CFP®, Benningfield Financial Advisors 30 Years Laurie Nardone, CFP®, Shira Ridge Wealth Management ...Congratulations to our Members Celebrating Milestones! (June 2025)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Jennifer Dazols, CFP® 10 Years Helen Dietz, CFP®, Stanford Investment Group Inc. 25 Years Brenda Friedlander, CFP®, Spectrum Financial Management ...Welcome New Members! (May 2025)
We welcome our newest members and look forward to building our local community together! William Reynolds, Fire Capital Management Soumyalakshmi Parasuraman, CFP® ,CRPC, J.P. MorganWelcome New Members! (April 2025)
We welcome our newest members and look forward to building our local community together! Andrea Matsui, CFP® Katerina Gerber Maggie Liu, CFP®, Bordeaux Wealth Advisors Alex Caswell, CFP®, CFA, EA, Wealth Script AdvisorsCongratulations to our Members Celebrating Milestones! (May 2025)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Nancy Corrigan, CFA, Corrigan Financial, Inc. 10 Years Andrew Stewart, CFP®, NWF Advisory Services, Inc. 25 Years Orlando Antonini, CFP®, CPA/PFS, QFP, Antonini CPA’s, LLP...
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