by Holly Wilkerson | Dec 8, 2024 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 5 Years Adam Schneiberg, MBA, Shepherd Street Advisors Thomas Baker, CFA, JD, MBA, Blue Oak Capital, LLC 25 Years M. C. Duboscq CFP®, The Mather Group ...
by Holly Wilkerson | Nov 10, 2024 | FPASF
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,...
by Holly Wilkerson | Nov 10, 2024 | FPASF
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 Partners
by Holly Wilkerson | Oct 4, 2024 | FPASF
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...
by Holly Wilkerson | Oct 4, 2024 | FPASF
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 Montian
by Holly Wilkerson | Sep 8, 2024 | FPASF
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®,...