Welcome New Members! (January 2026)
We welcome our newest members and look forward to building our local community together! Caitlin Berns, Osterweis Capital Management Heather Bhide Alexey Bulankov, CFP®, Morgan Stanley Eun Cho, CFP®, Echo Wealth Partners Michael Murray Jessica Ng, CFP®, Wealth...
Congratulations to Our Members Celebrating Milestones! (February 2026)
We truly appreciate our members and celebrate this important milestone with them! 15 Years Alexis Olian, CFP®, Treehouse Wealth Advisors 20 Years James Titus, CFP®, CIMA®, CPWA®, Charles Schwab & Co. 25 Years Daniel Wehmeier, CFP® ...
Announcing Our Scholarship Winners at the February 11th Chapter Meeting!
At the February 11th chapter meeting, we’re excited to announce the winners of our two (2) scholarships of $1,000 each! Please join us in congratulating these aspiring financial planners and support them on their journey! If you’d like to get involved in sponsoring...
Congratulations to Our Members Celebrating Milestones! (January 2026)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Jim Boucher, CFP®, Wilson & Boucher Capital Management, LLC Robert Lee, BluePrint Investing LLC 15 Years Jackie Kleinman, CFP®, KB Financial Advisory 20 Years Brian...
Welcome New Members! (December 2025)
We welcome our newest members and look forward to building our local community together! Maggie Callahan, CFP®, Focus Partners Wealth Leotie Fukawa, CFP® Rebecca Gao, CFP® Mary Jo Lafaye, Mutual of Omaha Reverse Mortgage Jessica Ng, CFP® Karl von Brockdorff, CFP®,...
Welcome New Members! (October 2025)
We welcome our newest members and look forward to building our local community together! Erika De la Rosa Hennessey, 1919 Investment Counsel Paula de Vos, CFP®, MBA, Synergist Wealth Advisors, LLC Sarah Payne, CFP® Sergei Perepechenov, New York Life Insurance Steve...
Congratulations to Our Members Celebrating Milestones! (November 2025)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Barry Taylor, CFP®, Sand Hill Global Advisors 10 Years Jason Shemtob, CFP®, Aspiriant, LLC David Dean, CFP® 15 Years Barry Sacks, Law Offices of Barry H. Sacks ...
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: https://buff.ly/4e6Yoho
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!
https://buff.ly/4b5y1rb