Congratulations to Our Members Celebrating Milestones! (June 2026)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Leonidas Maheras, CFP®, LPL Financial
Welcome New Members! (May 2026)
We welcome our newest members and look forward to building our local community together! Evan Kramer Lucas Sotto, CFP® Robert Falconer, CFP®, CTFA EP Wealth Advisors Sonia Dhillon, Dhillon Marty LLC Simranjot Bachal, CFP®, Circuit Wealth Tali Alon, CFP®, APMA, CDFA,...
Congratulations to Our Members Celebrating Milestones! (April 2026)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Sherry Heller 10 Years Jennifer Hicks, CFP®, Laird Norton Wetherby 20 Years Vincent Crivello, Focus Partners 25 Years Katherine Simmonds, CFP®, Conquis Financial LLC Brandon...
Welcome New Members! (March 2026)
We welcome our newest members and look forward to building our local community together! Ryan Cornel, Alpha Innovation Partners George Mburi
Congratulations to Our Members Celebrating Milestones! (March 2026)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Jennifer Bahi, CFP®, Meritas Wealth Management, LLC Mike Burbank, CFP®, Morgan Stanley Private Wealth Management 20 Years Margaret Hiller, CFP® Andrew Rand, CFA, CFP®, 1919...
Welcome New Members! (January 2026)
We welcome our newest members and look forward to building our local community together! Caitlin Berns, Osterweis Capital Management Heather Bhide Alexey Bulankov, CFP®, Morgan Stanley Eun Cho, CFP®, Echo Wealth Partners Michael Murray Jessica Ng, CFP®, Wealth...
Congratulations to Our Members Celebrating Milestones! (February 2026)
We truly appreciate our members and celebrate this important milestone with them! 15 Years Alexis Olian, CFP®, Treehouse Wealth Advisors 20 Years James Titus, CFP®, CIMA®, CPWA®, Charles Schwab & Co. 25 Years Daniel Wehmeier, 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