Congratulations to our Members Celebrating Milestones! (March 2024)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Jacqueline Remar, CFP®, Meritas Wealth Management, LLC 15 Years Talia Pierluissi, CFP®, Tom Zachystal, CFA, CFP®, IAM 20 Years Rebecca Crandall, CFP®, Tax Office SF 25 Years...
Welcome New Members! (February 2024)
We welcome our newest members and look forward to building our local community together! Douglas Prudden Emmett Kelly Adam Tait, UBS Financial Services
Welcome New Members! (January 2024)
We welcome our newest members and look forward to building our local community together! Marc Crosby, CFP® Joanna Cui, CFP®, Eagle Strategies LLC Flavia Kirz, CFP®, Financial Connections Group Inc Rustin McManis, Yeske Buie Christina Gann Munguia, CFP®, Vantage Wealth...
Congratulations to our Members Celebrating Milestones! (February 2024)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Sam Wood-Bednarz, CFP®, North Berkeley Wealth Management 20 Years Patricia Delgrande, CFP®, DN&E Walter & Company
Congratulations to our Members Celebrating Milestones! (January 2024)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Barbara Gault, CFP® 15 Years Bruce Raabe, CFA, Relevant Wealth Laurent Harrison, CFP®, Bell Investment Advisors
Welcome New Members! (December 2023)
We welcome our newest members and look forward to building our local community together! Kyte Crigger, Parallel Advisors Michael Grijalva, Aspiriant, LLC
Congratulations to our Members Celebrating Milestones! (December 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Shilpa Andalkar, CFP®, CDFA®, Ensemble Capital Management 20 Years Holly Galbrecht, CFP®, Wetherby Asset Management