Welcome New Members! (March 2024)
We welcome our newest members and look forward to building our local community together! Nicholas Atkeson, Delta Investment Management Heather Bhide Jessie Couper James Curran, AIF, Curran & Lewis Invest Management, Inc. Adam Gould, CFP® Andrew Houghton, Delta...Congratulations to our Members Celebrating Milestones! (March 2024)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Jacqueline Remar, CFP®, Meritas Wealth Management, LLC 15 Years Talia Pierluissi, CFP®, Tom Zachystal, CFA, CFP®, IAM 20 Years Rebecca Crandall, CFP®, Tax Office SF 25 Years...Welcome New Members! (February 2024)
We welcome our newest members and look forward to building our local community together! Douglas Prudden Emmett Kelly Adam Tait, UBS Financial ServicesWelcome New Members! (January 2024)
We welcome our newest members and look forward to building our local community together! Marc Crosby, CFP® Joanna Cui, CFP®, Eagle Strategies LLC Flavia Kirz, CFP®, Financial Connections Group Inc Rustin McManis, Yeske Buie Christina Gann Munguia, CFP®, Vantage Wealth...Congratulations to our Members Celebrating Milestones! (February 2024)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Sam Wood-Bednarz, CFP®, North Berkeley Wealth Management 20 Years Patricia Delgrande, CFP®, DN&E Walter & Company ...
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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...
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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...
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