by Holly Wilkerson | Jul 8, 2023 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 5 Years Leah D’Agostino, CFP®, First Republic Investment Management Kendall Kramer, CFP®, Ameriprise Ryan Kelly, CFP®, Yeske Buie Inc. Rania Ghawi, CFP®, Rania Ghawi 10 Years...
by Holly Wilkerson | Jul 8, 2023 | FPASF
We welcome our newest members and look forward to building our local community together! Ahna Azevedo Shirley Wong, CFP® Jacqueline Lares, CFP®
by Holly Wilkerson | Jun 6, 2023 | FPASF
We welcome our newest members and look forward to building our local community together! Jack Rose, Oppenheimer & Co., Inc. Yuliya Vakulin, CFP® Domenica Stokes, CFP®, Curran and Lewis Investment Management, Inc. Kerry Norton, Curran & Lewis Investment...
by Holly Wilkerson | Jun 6, 2023 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 10 Years Paul Cordero, CFP®, EA, Attune Financial Planning 15 Years Kimberleigh Williams, CFP®, Sand Hill Global Advisors LLC Kristin Harad, CFP® 25 Years Stephen Lovell, CFP®, ChFC,...
by Holly Wilkerson | May 5, 2023 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 5 Years Lydia Walz, CFP®, Aspiriant, LLC Jan Schalkwijk, JPS Global Investments Christina Empedocles, CFP®, Insight Personal Finance 10 Years Kathryn Geraghty, CFP® Sommer McKinley,...
by Holly Wilkerson | May 5, 2023 | FPASF
We welcome our newest members and look forward to building our local community together! Kyle Benner, CFP®, Ensemble Capital Andrea Hamilton, CFP®, Perigon Wealth Management LLC Natalie Kennedy, Aspiriant, LLC Melanie Murphy, Cerity Partners...
