We truly appreciate our members and celebrate this important milestone with them!
5 Years
Daniel Smyth, CFP®, North Berkeley Wealth Management
10 Years
Michelle Raczek,CFP®, Charles Schwab
20 Years
Alexander Gangl, CFA, CFP®, CPWA®
25 Years
Terri Lyders, CFP®, MST, ChFC, CLU
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:
Advising Tech Wealth - FPA San Francisco
09/10/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scho...
buff.ly
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!
FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu - FPA San Francisco
05/14/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Str...
buff.ly
;