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!
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
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
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.
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!!
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.