Congratulations to our Members Celebrating Milestones! (August 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Shannen Paul Jacob Quiroz, BakerAvenue Wealth Management 15 Years Mark Keating, CFP®, Willow Creek Wealth Management 20 Years Jacquelin Thomson, EA, ChFC, CFP®, Anspach Financial...
Welcome New Members! (July 2024)
We welcome our newest members and look forward to building our local community together! Darci Smith, Roklyn Consulting
Congratulations to our Members Celebrating Milestones! (July 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Clint Christensen, CFP®, Brighton Jones Remy Hathaway, CFP® 10 Years Leslie Miller, MBA, Miller Pacific Financial Advisors Stephen Huxley, University of San Francisco 25 Years...
Welcome New Members! (June 2024)
We welcome our newest members and look forward to building our local community together! Darren Gee, CFP® Karla Interiano Courtney Jones, CFP®, Credo Wealth Management Austin Krewson, CFP®, Wealth Enhancement Group Monica Munoz, CFP®, Litman Gregory Wealth Management...
Congratulations to our Members Celebrating Milestones! (June 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Jeremiah Griffith, CFP®, Mariner Wealth Advisors Carmetta Joyner, CFP®, North Berkeley Wealth Management 20 Years Steven Keirn, CFP®, J.D., GW & Wade, LLC Julie Asti, CFP®,...
Welcome New Members! (May 2024)
We welcome our newest members and look forward to building our local community together! Ivan Lancaster, Parallel Advisors, LLC Coleman Myers Hannah Quackenbush, CFP® Rick Raybin, CFP®, Lifetime Legacy Services, LLC Greg Tull, Meritas Advisors Josh Weaver, CFP®,...
Welcome New Members! (April 2024)
We welcome our newest members and look forward to building our local community together! Samita Malik, Arta Finance Catheryne DiPrete, CIMA®, CFP®, RMA®, Morgan Stanley
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