Congratulations to our Members Celebrating Milestones! (June 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Jena Regan, CFP® 10 Steve Herzog, CFP®, Wetherby Asset Management 15 Cynthia Venturelli, Sullivan and Serwitz 20 Kathleen Hentges, CFP®, Applied Advisor
Welcome New Members! (May 2021)
We welcome our newest members and look forward to building our local community together! Virada Chatikul Justin Levy, CFP®, Federated Hermes Madison Macha Don Maxon, CFP®, MSFP, Maxon Financial, RIA Elizabeth Pulido, Private Ocean Grant Ronberg Lori Whitney, CFP®,...
Congratulations to our Externship Scholarship Winner, Louis Wellmeier, JD!
FPA of San Francisco is excited to award Louis Wellmeier, J.D. with this year's FPA Externship Scholarship! The chapter is glad to assist you on your financial journey. "The FPA of San Francisco has been remarkably supportive in my efforts to achieve my professional...
Welcome New Members! (April 2021)
We welcome our newest members and look forward to building our local community together! Sherry Heller
Congratulations to our Members Celebrating Milestones! (May 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Years David Lawrence, CFP®, Willow Creek Wealth Management, Inc. 10 Years Christina Steinberg, CFP®, Fidelity 25 Years Kathryn Fitzgerald, CFP®, Silverleaf Financial
Welcome New Members! (March 2021)
We welcome our newest members and look forward to building our local community together! Jerrod Foster, CFP® Michael Strohl, CFP®, Open Advisors
Congratulations to our Members Celebrating Milestones! (April 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Jennifer Hicks, CFP®, Wetherby Asset Management 10 Years Leslie Miller, MBA, Miller Pacific Financial Advisors Wade Pitts, CFP®, Fort Point Capital Partners 20 Years James...
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