We truly appreciate our members and celebrate this important milestone with them!
5 Years
Jeremiah Griffith, CFP®, Mariner Wealth Advisors
Carmetta Joyner, CFP®, North Berkeley Wealth Management
20 Years
Steven Keirn, CFP®, J.D., GW & Wade, LLC
Julie Asti, CFP®, Asti Financial Management, LLC
25 Years
Sandi Bragar, CPA, CFP®, Aspiriant, LLC