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...
Congratulations to our Members Celebrating Milestones! (August 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Aaron Brickley, CFP®, Brickley Wealth Management 15 Years Robert Cheney, CFP®, CFA, Westridge Wealth Strategies 20 Years Herbert Foedisch, CFP®, Northwestern Mutual Wealth...
Welcome New Members! (July 2021)
We welcome our newest members and look forward to building our local community together! Tiffany Lessler, FPQP, Summitry Sabina Pan, Bay CPA Plus Gloria Rothbaum, Thrivent
Welcome New Members! (June 2021)
We welcome our newest members and look forward to building our local community together! Michael O'Leary, Mission Creek Capital Partners Xiaowen Wu
Congratulations to our Members Celebrating Milestones! (July 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Matthew Eckman, Schultz Collins Investment Counsel 10 Years Jacob Bond, CFP®, True Capital Management 15 Years Leonidas Maheras, CFP®, LPL Financial Joseph Winslow, Securian...
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