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 ...Congratulations to our Members Celebrating Milestones! (January 2024)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Barbara Gault, CFP® 15 Years Bruce Raabe, CFA, Relevant Wealth Laurent Harrison, CFP®, Bell Investment Advisors ...Welcome New Members! (December 2023)
We welcome our newest members and look forward to building our local community together! Kyte Crigger, Parallel Advisors Michael Grijalva, Aspiriant, LLCCongratulations to our Members Celebrating Milestones! (December 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Shilpa Andalkar, CFP®, CDFA®, Ensemble Capital Management 20 Years Holly Galbrecht, CFP®, Wetherby Asset ManagementWelcome New Members! (November 2023)
We welcome our newest members and look forward to building our local community together! Tarren Schaar, CFP®, JLFranklin Wealth Planning Andy Yin, CFA, JP Morgan
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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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