FPA of San Francisco thanks our amazing members for their continued support and commitment to the chapter!
5 Years – Sophie Lee, CFP®, Cypress Wealth Advisors / Helen Dietz, CFP®, Stanford Investment Group Inc.
10 Years – William Callahan, CFA, CFP®, Callahan Financial Planning Company
20 Years – Kirk Ludwig, CFP®, Taddei, Ludwig & Associates Inc. / Debra Wetherby, CFP®, Wetherby Asset Management / Brenda Friedlander, CFP®, Spectrum Financial Management / Richard Clarke, ZRC Wealth Management, LLC