Congratulations to our Members Celebrating Milestones! (September 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Laura Pantaleo, Wetherby Asset Management 10 Years Joseph Kuo, CFP®, MBA, Farther Finance 15 Years Kelly Kane, CFP®, Broadwing Capital Advisors, Inc Jessica Lanning, CFP®,...
Welcome New Members! (August 2024)
We welcome our newest members and look forward to building our local community together! Paula Best, CFP®, UBS Morgan Bromstad, CFP®, Luminis Management Jacqueline Liao William Promes Maria Quintana-Pilling Suet Yee Wong
Congratulations to our Members Celebrating Milestones! (August 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Shannen Paul Jacob Quiroz, BakerAvenue Wealth Management 15 Years Mark Keating, CFP®, Willow Creek Wealth Management 20 Years Jacquelin Thomson, EA, ChFC, CFP®, Anspach Financial...
Welcome New Members! (July 2024)
We welcome our newest members and look forward to building our local community together! Darci Smith, Roklyn Consulting
Congratulations to our Members Celebrating Milestones! (July 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Clint Christensen, CFP®, Brighton Jones Remy Hathaway, CFP® 10 Years Leslie Miller, MBA, Miller Pacific Financial Advisors Stephen Huxley, University of San Francisco 25 Years...
Welcome New Members! (June 2024)
We welcome our newest members and look forward to building our local community together! Darren Gee, CFP® Karla Interiano Courtney Jones, CFP®, Credo Wealth Management Austin Krewson, CFP®, Wealth Enhancement Group Monica Munoz, CFP®, Litman Gregory Wealth Management...
Congratulations to our Members Celebrating Milestones! (June 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Jeremiah Griffith, CFP®, Mariner Wealth Advisors Carmetta Joyner, CFP®, North Berkeley Wealth Management 20 Years Steven Keirn, CFP®, J.D., GW & Wade, LLC Julie Asti, CFP®,...
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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!
FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu - FPA San Francisco
05/14/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Str...
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Whether you are thinking about retiring soon or you are just starting to build your business, it's always a good time to start Becoming Succession Ready! Join us on Tuesday, March 12th to hear Brooklyn Brock speak on preparing The Journey Before the Destination!
LOVE is in the air...love for FINANCIAL PLANNING that is!❤️Join us the day before Valentine's Day for our next Chapter Meeting and come hear Christopher Karachale discuss the items advisors and clients should be focusing on before the TCJA sunsets in 2025. https://buff.ly/48cUTm6
