Congratulations to our Members Celebrating Milestones! (March 2023)
We truly appreciate our members and celebrate this important milestone with them! 10 Years John Lin, CFP®, CPWA®, Morgan Stanley 15 Years Ben Rose, CFP®, Economopoulos Advisory Group Joshua Schefers, CFP®, Valley Wealth Strategies / Zuk Financial Group 25 Years...
Welcome New Members! (January 2023)
We welcome our newest members and look forward to building our local community together! Erinn Andrews, GiveTeam Brandon Ma, Capital Group/American Funds Michele Spina Gray Matthew Kenaston, CFP®, Blue Oak Capital, LLC Jennifer Weir, CFP®, Schultz Collins Christian...
Congratulations to our Members Celebrating Milestones! (February 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Christine LeGrand 25 Years Paul Murk, CFP®, Sequoia Planning & Investments LLC James Therien, Ericksen Law Offices
Congratulations to our Members Celebrating Milestones! (January 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Joseph Winslow, Securian Group Inc. Brent Woolsey, CFP®, Red Crane Wealth Management Caroline Gorham, CFP®, Neumann Capital Management David Krimm, CFP®, Hargrave Fiduciary...
Welcome New Members! (December 2022)
We welcome our newest members and look forward to building our local community together! Matthew Kenaston, CFP® Heather Liston, CFP®, Clarity Financial Megan Stahl Brian Marchiel, CFP®, MyVest Travis Benjamin Brennan Kurtela, CFP® Mary Beth Hambly, CFP®, Edward Jones...
Welcome New Members! (November 2022)
We welcome our newest members and look forward to building our local community together! Sarah George Sam Westermann Christina Hensley, CFP®
Welcome New Members! (October 2022)
We welcome our newest member and look forward to building our local community together! Courtney Holt, Perigon Wealth Management
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