Welcome New Members! (July 2025)
We welcome our newest members and look forward to building our local community together! Janelle Durbin Sameer Kalwani Blaise Santiago, Kurv Investment Management
Board Member Spotlight – Homa Rassouli
This month, we’re honored to highlight Homa Rassouli, a dedicated and longtime board member whose work, values, and presence bring depth and inspiration to our chapter. Click here to read all about Homa!
Welcome New Members! (June 2025)
We welcome our newest members and look forward to building our local community together! Riley Barr, CFP®, Freestone Capital Management
Congratulations to our Members Celebrating Milestones! (July 2025)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Judy Gong Michael Johnson, CFP®, Benningfield Financial Advisors 30 Years Laurie Nardone, CFP®, Shira Ridge Wealth Management ...
Congratulations to our Members Celebrating Milestones! (June 2025)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Jennifer Dazols, CFP® 10 Years Helen Dietz, CFP®, Stanford Investment Group Inc. 25 Years Brenda Friedlander, CFP®, Spectrum Financial Management ...
Welcome New Members! (May 2025)
We welcome our newest members and look forward to building our local community together! William Reynolds, Fire Capital Management Soumyalakshmi Parasuraman, CFP® ,CRPC, J.P. Morgan
Welcome New Members! (April 2025)
We welcome our newest members and look forward to building our local community together! Andrea Matsui, CFP® Katerina Gerber Maggie Liu, CFP®, Bordeaux Wealth Advisors Alex Caswell, CFP®, CFA, EA, Wealth Script Advisors
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