Congratulations to Our Members Celebrating Milestones! (October 2025)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Amanda Fox, CFP®, Wealthspire Advisors 20 Years Michael Graziano, CFP®, Laird Norton Wetherby
Welcome New Members! (September 2025)
We welcome our newest members and look forward to building our local community together! Sara Bunyard Kaleo Fernandez Lyssa Holman Grimaldo, CFP®, Laird Norton Wetherby Jon Lacey, CFP®, CMT Susan Leonard, Terra Blue Wealth Management Allan Leung Samia Managhebi, CFP®,...
Board Member Spotlight – Kate Wilusz
This month, we’re honored to highlight Kate Wilusz, an active and dedicated member of the FPA San Francisco board. Click here to read all about Kate!
Board Member Spotlight – Reed Nothwang
This month, we’re honored to highlight Reed Nothwang, an active and dedicated member of the FPA San Francisco board. Click here to read all about Reed!
Congratulations to our Members Celebrating Milestones! (September 2025)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Stephanie Curry, CFP®, CLU, ChFC, CRC, Pacific Life Insurance Co. 20 Years Leigh Shimamoto, CFP®, Mercer Advisors
Welcome New Members! (August 2025)
We welcome our newest members and look forward to building our local community together! Brian Chinn, CFP®, JP Morgan Advisors Keely Ford, Wealthspire Advisors Vanessa Jilot, CFP®, CRPC, Terra Blue Wealth Management Inessa Kapustina Keenan McCauley Emily Schlesinger,...
Congratulations to our Members Celebrating Milestones! (August 2025)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Marla Landa 10 Years Daniel Tripp, CFP®, Redwood Grove Wealth Management 15 Years Tammy Plotkin-Oren, CFP®, TPO Financial & Insurance Services 25 Years Heather Belli, CFP®,...
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