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
Congratulations to our Members Celebrating Milestones! (May 2025)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Nancy Corrigan, CFA, Corrigan Financial, Inc. 10 Years Andrew Stewart, CFP®, NWF Advisory Services, Inc. 25 Years Orlando Antonini, CFP®, CPA/PFS, QFP, Antonini CPA's, LLP 30...
Congratulations to our Members Celebrating Milestones! (April 2025)
We truly appreciate our members and celebrate this important milestone with them! 15 Years David Ferguson, CFP®, Laird Norton Wetherby 20 Years Peter Karp, Composition Wealth 25 Years Ceci Brunner-Pierce, CFP®, Wells Fargo Bank Andrew Hamilton, CFP®, Aspiriant,...
Welcome New Members! (March 2025)
We welcome our newest members and look forward to building our local community together! Barbara Dugan Jon Pettinelli, Pettinelli Financial Partners Mario Stadtlander, CFP® Matt Shriber, CFP®, LPL
Welcome New Members! (February 2025)
We welcome our newest members and look forward to building our local community together! Tiffany Lessler, FPQP, Summitry George McFaden
Congratulations to our Members Celebrating Milestones! (March 2025)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Faith Counio, CFP® 10 Years Brett Gookin, CFP®, Aspiriant, LLC Lani Kapur, CFP®, Aspiriant, LLC 15 Years Gregory Randall, CFP®, GW Randall & Associates Peter Philipp, CFP®,...
Welcome New Members! (January 2025)
We welcome our newest members and look forward to building our local community together! David Amann, CFP®, Edward Jones Amanda Bearden, CFP®, Pesta & Pesta Wealth Management Gary Cummings, CFP®, Wells Fargo Advisors Anthony DiRegolo, CFP®, CLU, ChFC, SageCrest...
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