Welcome New Members! (October 2023)
We welcome our newest members and look forward to building our local community together! Rita Abraldes, CFP® Megan Tom, CFP®, Wetherby Asset Management Chris Zand, CFP®Congratulations to our Members Celebrating Milestones! (November 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Rachel Elson, CFP® Preetika Pande, CFP® 10 Years Stephen Kepler, CFP®, Private Ocean 15 Years Zhebin Huang, CFP®, Charles Schwab 20 Years Steven Schwegel, CFP® 25 Years Diane...Congratulations to our Members Celebrating Milestones! (October 2023)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Jordan Overby, CFP®, Aspiriant, LLC 15 Years Sean Burgess, CFP®, Burgess Financial Planning 20 Years Sarah Wotherspoon, MS, CFP®, Private...Welcome New Members! (September 2023)
We welcome our newest members and look forward to building our local community together! Richard Greywitt Keith Bol, CFP® Kebco, Inc. Elaine Lugo, CFP®, Destination Wealth Management Rafael Paschoal, Hanke & Co. Wealth Management LLC...Congratulations to our Members Celebrating Milestones! (September 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Ryan Chavez, CFP®, The Advisory Group of San Francisco Carlo Panaccione, CFP® 20 Years Sara Ellefsen, CFP®, Golden Gate Personal Financial Planning Jane Beule, CFP®, MBA, GPF,...
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