Welcome New Members! (September 2023)
We welcome our newest members and look forward to building our local community together! Richard Greywitt Keith Bol, CFP® Kebco, Inc. Elaine Lugo, CFP®, Destination Wealth Management Rafael Paschoal, Hanke & Co. Wealth Management LLC
Congratulations to our Members Celebrating Milestones! (September 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Ryan Chavez, CFP®, The Advisory Group of San Francisco Carlo Panaccione, CFP® 20 Years Sara Ellefsen, CFP®, Golden Gate Personal Financial Planning Jane Beule, CFP®, MBA, GPF,...
Welcome New Members! (August 2023)
We welcome our newest members and look forward to building our local community together! Taylor Wan, CFP® Eric Janson Eric Joynt, CFP®, Prospettiva Financial LLC Aubrey Klearman, Yeske Buie
Congratulations to our Members Celebrating Milestones! (August 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years John Goldberg, Capital Trust Advisors Millie Curran, CFP®, Pi Advisors LLC 10 Years David Shore, ChFC, CLU, Marin Financial Advisors
Welcome New Members! (July 2023)
We welcome our newest members and look forward to building our local community together! Maria Angelica San Felipe, CFP® Timothy Chiochios, CFP®, CPA, Andrikopoulos Chiochios Accountants Claire Hunsaker, CFP® Erich Jochimsen, Meritas Wealth Management Cesar Sandoval,...
Congratulations to our Members Celebrating Milestones! (July 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Leah D'Agostino, CFP®, First Republic Investment Management Kendall Kramer, CFP®, Ameriprise Ryan Kelly, CFP®, Yeske Buie Inc. Rania Ghawi, CFP®, Rania Ghawi 10 Years Jennifer...
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®
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