Welcome New Members! (June 2023)
We welcome our newest members and look forward to building our local community together! Ahna Azevedo Shirley Wong, CFP® Jacqueline Lares, CFP®
Welcome New Members! (May 2023)
We welcome our newest members and look forward to building our local community together! Jack Rose, Oppenheimer & Co., Inc. Yuliya Vakulin, CFP® Domenica Stokes, CFP®, Curran and Lewis Investment Management, Inc. Kerry Norton, Curran & Lewis Investment...
Congratulations to our Members Celebrating Milestones! (June 2023)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Paul Cordero, CFP®, EA, Attune Financial Planning 15 Years Kimberleigh Williams, CFP®, Sand Hill Global Advisors LLC Kristin Harad, CFP® 25 Years Stephen Lovell, CFP®, ChFC,...
Congratulations to our Members Celebrating Milestones! (May 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Lydia Walz, CFP®, Aspiriant, LLC Jan Schalkwijk, JPS Global Investments Christina Empedocles, CFP®, Insight Personal Finance 10 Years Kathryn Geraghty, CFP® Sommer McKinley,...
Welcome New Members! (April 2023)
We welcome our newest members and look forward to building our local community together! Kyle Benner, CFP®, Ensemble Capital Andrea Hamilton, CFP®, Perigon Wealth Management LLC Natalie Kennedy, Aspiriant, LLC Melanie Murphy, Cerity Partners
Welcome New Members! (March 2023)
We welcome our newest members and look forward to building our local community together! Kathryn Taylor, CBEC, FP Transitions John Lowman, Red Tower Capital Wenrui Lai
Congratulations to our Members Celebrating Milestones! (April 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Godelieve Mertens, CFA, CAIA, CFP® Robert Shaye, CFP®, Fireside Finances 10 Years Steven Aliano, CFP®, Charles Schwab 15 Years Aaron Stern, Main Street Research David Rairden,...