We truly appreciate our members and celebrate this important milestone with them!
5 Years
Kevin Cheeks, CFP®, ImpactFI
Leah Weinberg, CFP®, Weinberg Financial Group
10 Years
Eric Jungling, CFP®, Summitry LLC
Rohan Nayak, CFP®, FundX Investment Group
Greg Patterson, Advisory Group of San Francisco, LLC
Jeff Soukup, CFP®, Stamos Capital Partners, L.P.
15 Years
Steven Merrell, CFP®, Monterey Private Wealth
20 Years
Holly Gillian Kindel, CFP®, CPCC, CLU, FBS, Delphi Coaching
Karen Tippleston Leech, Wetherby Asset Management
30 Years
S. Timothy Kochis, CFP®, JD, MBA, Kochis Global