Congratulations to our Members Celebrating Milestones! (January 2024)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Barbara Gault, CFP® 15 Years Bruce Raabe, CFA, Relevant Wealth Laurent Harrison, CFP®, Bell Investment Advisors
Welcome New Members! (December 2023)
We welcome our newest members and look forward to building our local community together! Kyte Crigger, Parallel Advisors Michael Grijalva, Aspiriant, LLC
Congratulations to our Members Celebrating Milestones! (December 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Shilpa Andalkar, CFP®, CDFA®, Ensemble Capital Management 20 Years Holly Galbrecht, CFP®, Wetherby Asset Management
Welcome New Members! (November 2023)
We welcome our newest members and look forward to building our local community together! Tarren Schaar, CFP®, JLFranklin Wealth Planning Andy Yin, CFA, JP Morgan
Welcome New Members! (October 2023)
We welcome our newest members and look forward to building our local community together! Rita Abraldes, CFP® Megan Tom, CFP®, Wetherby Asset Management Chris Zand, CFP®
Congratulations to our Members Celebrating Milestones! (November 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Rachel Elson, CFP® Preetika Pande, CFP® 10 Years Stephen Kepler, CFP®, Private Ocean 15 Years Zhebin Huang, CFP®, Charles Schwab 20 Years Steven Schwegel, CFP® 25 Years Diane...
Congratulations to our Members Celebrating Milestones! (October 2023)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Jordan Overby, CFP®, Aspiriant, LLC 15 Years Sean Burgess, CFP®, Burgess Financial Planning 20 Years Sarah Wotherspoon, MS, CFP®, Private Ocean
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