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...
by Holly Wilkerson | Apr 5, 2023 | FPASF
We welcome our newest members and look forward to building our local community together! Kathryn Taylor, CBEC, FP Transitions John Lowman, Red Tower Capital Wenrui Lai
by Holly Wilkerson | Apr 5, 2023 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 5 Years Godelieve Mertens, CFA, CAIA, CFP® Robert Shaye, CFP®, Fireside Finances 10 Years Steven Aliano, CFP®, Charles Schwab 15 Years Aaron Stern, Main Street Research David Rairden,...
by Holly Wilkerson | Mar 10, 2023 | FPASF
We welcome our newest members and look forward to building our local community together! Elana Brutman, CFP®, Investment Counsel
by Holly Wilkerson | Mar 10, 2023 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 10 Years John Lin, CFP®, CPWA®, Morgan Stanley 15 Years Ben Rose, CFP®, Economopoulos Advisory Group Joshua Schefers, CFP®, Valley Wealth Strategies / Zuk Financial Group 25 Years...
