Welcome New Members! (November 2021)
We welcome our newest members and look forward to building our local community together! Timothy Connolly, Griffin Black Zach Feece Grace Wiedmeyer, Aspiriant Lauren Wright, Financial Professionals Group
Welcome New Members! (October 2021)
We welcome our newest members and look forward to building our local community together! George Berry, CFP®, First Republic Bank Rachel Shin, CFP®, Yeske Buie Cristi Tanner, Meritas Wealth Management
Congratulations to our Members Celebrating Milestones! (November 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Homa Rassouli, Mutual of Omaha Mortgage Cameron Ribler, CFP®, Wetherby Asset Management Christina Empedocles, CFP®, Insight Personal Finance
Congratulations to our Members Celebrating Milestones! (October 2021)
We truly appreciate our members and celebrate this important milestone with them! 15 Years Alexis Olian, CFP®, The Humphreys Group 20 Years Curtis Chen, MS, CFP®, Chen Financial Group, LLC
Welcome New Members! (September 2021)
We welcome our newest members and look forward to building our local community together! Sonja Breeding, CFP®, Rebalance LLC Oona Rokyta, Lance
Welcome New Members! (August 2021)
We welcome our newest members and look forward to building our local community together! Thy Guiley, Peninsula Wealth Stephanie Searle, CLTC, Versatile Insurance Services
Congratulations to our Members Celebrating Milestones! (September 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Gerald Fegler, Marin Wealth Advisors James Schwarz, CFP®, RICP®, MBA, Clear Retirement Advice 10 Years Jessica Caruso, CFP®, Mercer Advisors Cynthia Flannigan, CFP®, MainStreet...
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