Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!


Heart of Financial Planning Award winner: Sabrina Lowell
Once a year, the FPA’s San Francisco chapter chooses to recognize an individual who is making a difference. The FPA Heart of Financial Planning Award is an esteemed acknowledgement of an individual or organization, who has used the FPA’s Core Values of integrity, competence, dedication to relationship building and stewardship to contribute to the financial planning community and/or the public.

Congratulations to Sabrina Lowell, winner of the 2014 Heart of Financial Planning Award!


President, Vince Crivello and 2014 HOFP winner, Sabrina Lowell


2015 FPA SF Board
Your 2015 Board slate was voted upon and approved by membership. Congratulations and we look forward to a great year!
Cynthia Flannigan, CFP®

Michael Ma, CFP®, ChFC

Chairman/Past President
Vincent J. Crivello

Holly Galbrecht, CFP®

Kian Nobari, CIMA, MBA, MSFP, RLP

Director of Programs
Sonia Maksymiuk, CFP®

Director of Membership
Tom Zachystal, CFA, CFP®

Director of Pro Bono
Chris Remedios, CFP®, CDFA™

Director of Corporate Sponsors
Christina Gray

Director of External Relations
Annette Brinton, CFP®, CPA

Director of Technology
Lyman Howard, CFA, CFP®

Karen R. Blodgett, CFP®

Jennifer Hicks, CFP®

Representative of FPA of CA
Alice C. King, J.D.

Executive Director
Holly Wilkerson


Pro Bono Opportunities
Pro Bono Director, Chris Remedios, informed us all about great new pro bono opportunities coming in 2015. Watch our website for more information.


Thank you to our chapter Executive Director, Holly Wilkerson!

You may see Holly at every meeting, and no one knows more than the Board how vital she is to our organization. Thank you Holly!!
Upcoming Events
January FPASF Chapter Meeting – January 13, 2015 – 11:30 am – 1:30 pm – Navigating through the Changing Investment Landscape: What to Know, What to Do – Speaker(s): Nelli Oster, PhD, Investment Strategist, BlackRock Investment Institute-January 13, 2014, The City Club, 155 Sansome Street, SF

Thank you to our featured Gold Sponsor: Chris Lakumb with RiverNorth
Also, thank you to our Session Coordinator and panel moderator, Tanya Steinhofer.


Gold Sponsor Chris Lakumb with RiverNorth


Speakers Gregg Clarke and Karen Blodgett and moderator Tanya Steinhofer


Speakers Chuck Bowes, Karen Blodgett and Gregg Clarke


Holiday reception after the meeting–wine, appetizers and great conversation!!