Congratulations to our Members Celebrating Milestones! (October 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Meghan Railey, CFP®, Optas, LLC Scott Clayton Fong, III , Siff Investment Services Bonnie MontianCongratulations to our Members Celebrating Milestones! (September 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Laura Pantaleo, Wetherby Asset Management 10 Years Joseph Kuo, CFP®, MBA, Farther Finance 15 Years Kelly Kane, CFP®, Broadwing Capital Advisors, Inc Jessica Lanning, CFP®,...Welcome New Members! (August 2024)
We welcome our newest members and look forward to building our local community together! Paula Best, CFP®, UBS Morgan Bromstad, CFP®, Luminis Management Jacqueline Liao William Promes Maria Quintana-Pilling Suet Yee Wong...Congratulations to our Members Celebrating Milestones! (August 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Shannen Paul Jacob Quiroz, BakerAvenue Wealth Management 15 Years Mark Keating, CFP®, Willow Creek Wealth Management 20 Years Jacquelin Thomson, EA, ChFC, CFP®, Anspach Financial...Welcome New Members! (July 2024)
We welcome our newest members and look forward to building our local community together! Darci Smith, Roklyn Consulting
;
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:
Advising Tech Wealth - FPA San Francisco
09/10/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scho...
buff.ly
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!
FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu - FPA San Francisco
05/14/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Str...
buff.ly