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
Congratulations to our Members Celebrating Milestones! (May 2024)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Jim James, De La Torre, CRPC, De La Torre Insurance Services Sheila Rabaut, CFP®, BakerAvenue 25 Years John Lee, CFP®,MBA,PFS,CLU, Lee Ng & Associates 30 Years Kristor...
Congratulations to our Members Celebrating Milestones! (April 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Tiffany Blaho, CFP®, Bell Investment Advisors, Inc. 10 Years P. Nathen Banne, CFP®, ChFC, Mass Mutual
Welcome New Members! (March 2024)
We welcome our newest members and look forward to building our local community together! Nicholas Atkeson, Delta Investment Management Heather Bhide Jessie Couper James Curran, AIF, Curran & Lewis Invest Management, Inc. Adam Gould, CFP® Andrew Houghton, Delta...
Congratulations to our Members Celebrating Milestones! (March 2024)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Jacqueline Remar, CFP®, Meritas Wealth Management, LLC 15 Years Talia Pierluissi, CFP®, Tom Zachystal, CFA, CFP®, IAM 20 Years Rebecca Crandall, CFP®, Tax Office SF 25 Years...
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