by fpasanfrancisco | Nov 16, 2017 | FPASF
President Kian Nobari, CIMA, MBA, MSFP, RLP Integrous San Rafael knobari@integrousfinancial.com (415) 200-0900 President-Elect Kate Wilusz, CRPC®, CFP® Wilusz and Associates / Ameriprise Financial Services San Francisco kmwcfp@yahoo.com (415) 623-2455 Chairman/Past...
by Holly Wilkerson | Aug 3, 2017 | FPASF
Please visit https://www.fpasf.org/careers/scholarship-program/ for all of the details
by fpasanfrancisco | Dec 10, 2015 | FPASF
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Chapter Meeting: Behavioral Finance: Why It Matters and Decision Architecture Framework: How to Help Clients Make Good Financial Decisions –...
by Holly Wilkerson | Sep 8, 2015 | FPASF
2015 FPA San Francisco CFP® Scholarship Program Please visit the website below for additional information: Scholarship...
by Holly Wilkerson | Sep 1, 2015 | FPASF
Date: November 7, 2015 Time: 9:00 am – 4:00 pm Topic: San Francisco Financial Planning Day Location: San Francisco Public Library, Main Library @ Civic Center Registration: Planners / Attendees / Download Flyer Here
by Holly Wilkerson | Jun 10, 2015 | FPASF
Sponsor – TD Ameritrade With the prominence of social media as part of a plan to stay in touch with existing clients and prospect for new ones, it’s time to be more proactive about your presence on LinkedIn. Learn first-hand from LinkedIn professionals in...