Congratulations to our Members Celebrating Milestones! (November 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Daniel Smyth, CFP®, North Berkeley Wealth Management 10 Years Michelle Raczek,CFP®, Charles Schwab 20 Years Alexander Gangl, CFA, CFP®, CPWA® 25 Years Terri Lyders, CFP®, MST,...Welcome New Members! (October 2024)
We welcome our newest members and look forward to building our local community together! Kevin Lehr Jacob Levy, CFP®, Conquis Financial LLC Mark Lively, Prescott PartnersWelcome New Members! (September 2024)
We welcome our newest members and look forward to building our local community together! River Galland, Waypoint Wealth Partners James Lowe, CFP® Katherine McGee, Shepherd Street Advisors Jill Rea, Jill Rea Consulting, Inc. Christina Steinberg, CFP®, Fidelity Kaden...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®,...
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: https://buff.ly/4e6Yoho
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!
https://buff.ly/4b5y1rb