by Holly Wilkerson | Mar 6, 2022 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 5 Years Michelle Nguyen, CFP®, Aspiriant Jesse Pence, CFP®, Waypoint Wealth Partners 10 Years Jeff Weber, CFP®, CASL®, RICP®, Titus Wealth Management 15 Years Mark Keating, CFP®, Willow...
by Holly Wilkerson | Feb 6, 2022 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 5 Years Nick Ruzette, CFP®, Aspiriant 10 Years Paul Cordero, CFP®, EA, Attune Financial Planning Courtney Hutchinson, CFP®, Waypoint Wealth Partners 15 Years John Kamola, MBA, CFP®, JW...
by Holly Wilkerson | Feb 6, 2022 | FPASF
We welcome our newest members and look forward to building our local community together! Adam Battat, Cerity Partners Marcus Holzberg, Holzberg Wealth Management Daniel Landa, Stifel
by Holly Wilkerson | Jan 3, 2022 | FPASF
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,...
by Holly Wilkerson | Jan 3, 2022 | FPASF
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®,...
by Holly Wilkerson | Dec 5, 2021 | FPASF
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....
