Welcome New Members! (June 2022)
We welcome our newest members and look forward to building our local community together! Eric Keating, CFP®, Willow Creek Wealth Management, Inc. Bruce Stuart, Financial Advisor, Morgan Stanley Wealth Management
Congratulations to our Members Celebrating Milestones! (July 2022)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Alice Ng, Charles Schwab 15 Years Sarah Green, CFP® 20 Years Stephanie Curry, CFP®, CLU, ChFC, CRC, Pacific Life Insurance Co.
Congratulations to our Members Celebrating Milestones! (June 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Sandra Giudici Risley Sams, CFP®, CPWA®, RHS Financial, LLC 10 Years Derek Lew, CFP® 15 Years Peter Philipp, CFP®, CFA®, FutureNest 20 Years Elana Feinsmith, CFP® 25 Years Daniel...
Welcome New Members! (May 2022)
We welcome our newest members and look forward to building our local community together! Jacqueline Kwong, CRPC, Morgan Stanley Shane Larson, CFP® Wai Man Luk Ryan McCauley Xu Wang, CFP®, Wang Wealth Advisors, LLC Anne Wittig
Welcome New Members! (April 2022)
We welcome our newest members and look forward to building our local community together! Michael Bristow, MSFA, Tamalpais Asset Management, LLC George Paul
Congratulations to our Members Celebrating Milestones! (May 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Kristie Cahill, CFP®, Haven Wealth Management Hallie Kraus, CFP®, CRPC, The Humphreys Group 10 Years Russell Kroeger, CFP®, EA, Upstart Wealth Management Lauren Stansell, CFP®,...
Congratulations to our Members Celebrating Milestones! (April 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Cheryl Gross, EA, CFP®, Raub Brock Capital Management Matthew Munro, CFP® 10 Years John Metallic, CFP®, Charles Schwab & Co., Inc. 15 Years Kristin Harad, CFP® 25 Years David...
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