Welcome New Members! (February 2021)
We welcome our newest members and look forward to building our local community together! Spencer Terris, Parallel Advisors Kaden Wootton,Meritas Wealth Management
Congratulations to our Members Celebrating Milestones! (March 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Jennifer Bahi, Meritas Wealth Management, LLC Mike Burbank, CFP®, Morgan Stanley Private Wealth Management 10 Years Joe Martin, Partner Summitry LLC Steve Herzog, CFP®, Wetherby...
Congratulations to our Members Celebrating Milestones! (February 2021)
We truly appreciate our members and celebrate this important milestone with them! Robert Ivanco - 5 Years Mark O'Brien, CFP®, RICP®, Mark O'Brien Financial Advisor - 10 Years Robert Cheney, CFP®, CFA, Westridge Wealth Strategies - 15 Years
FPASF 2021 Board Nominees Announced
Click here for the full 2021 Board Slate
Congratulations to Our Members Celebrating Milestones! (August Edition)
FPA of San Francisco thanks our amazing members for their continued support and commitment to the chapter! 5 Years - Sophie Lee, CFP®, Cypress Wealth Advisors / Helen Dietz, CFP®, Stanford Investment Group Inc. 10 Years - William Callahan, CFA, CFP®, Callahan...
Congratulations to Our Members Celebrating Milestones! (July Edition)
FPA of San Francisco thanks our amazing members for their continued support and commitment to the chapter! 5 Years - Andrew Stewart, CFP®, NWF Advisory Services, Inc. 20 Years - Barry Taylor CFP®, Sand Hill Global Advisors /Orlando Antonini, CPA/PFS, CFP®, QFP,...
Read the Top 10 Reasons to Join the FPA!
Access to Top 10 Reasons to Join the FPA and the Membership Brochure
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