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
Congratulations to our Members Celebrating Milestones! (November 2022)
We truly appreciate our members and celebrate this important milestone with them! 20 Years Katherine Campbell-King, CFP®, North Berkeley Wealth Management M. Gail Price, PhD, MS, Rational Portfolios 25 Years Colin Drake, CFP®, RLP®, Marin Financial Advisors...
Congratulations to our Members Celebrating Milestones! (October 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Brian Frack, CFP® 10 Years Tim Oden, Charles Schwab Advisor Services 20 Years P. Nathen Banne CFP®, ChFC, Mass Mutual 40 Years Peter Paolino
Welcome New Members! (September 2022)
We welcome our newest members and look forward to building our local community together! Deirdre Hegarty Gamaliel Jimenez, Perigon Wealth Management Reed Nothwang, CFP®, Cerity Partners Steven Ramirez, CFA Eduardo Saucedo, Meritas Wealth Management Jermaine Williams...
Congratulations to our Members Celebrating Milestones! (September 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Aaron Hattenbach, CFP®, Rapport Financial Lauren Patterson, CFP®, Alders Financial Solutions Paige Uher, Zeo Capital Advisors 10 Years Brian Kozel, CFP®, North Berkeley Wealth...
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