Congratulations to Our Members Celebrating Milestones! (October 2026)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Cristi Tanner, CFP®, Meritas Wealth Management 10 Years Michael Lynch, CFP® CPA/PFP, Michael P. Lynch Wealth Management LLC 15 Years Nasira Iqbal, CFP®, Nasira Financial 25 Years...
Welcome New Members! (September 2026)
We welcome our newest members and look forward to building our local community together! Benjamin Cohen, North Berkeley Wealth Management Vivian Ho Ellen Lee, CFP®, Dodge & Cox Donal Magner Max Schulte, Laird Norton Wetherby Sasha Tierney, North Berkeley Wealth...
Welcome New Members! (August 2026)
We welcome our newest members and look forward to building our local community together! Arnold Chua, Wealthspire Advisors Michael Maloney Reese McLaughlin, McLaughlin & Weintraub
Congratulations to Our Members Celebrating Milestones! (September 2026)
We truly appreciate our members and celebrate this important milestone with them! 10 Years James Schwarz, CFP®, RICP®, MBA, Clear Retirement Advice 15 Years Jessica Caruso, CFP®, Mercer Advisors Cynthia Flannigan, CFP®, MainStreet Financial Planning 30 Years Phillip...
Congratulations to Our Members Celebrating Milestones! (August 2026)
We truly appreciate our members and celebrate this important milestone with them! 30 Years Jim Frazin, CFP®, AIF®, Communitas Financial Planning Lawrence K. Pon, CPA/PFS, CFP®, EA, USTCP, Pon & Associates
Welcome New Members! (July 2026)
We welcome our newest members and look forward to building our local community together! Jameson Ball Neerav Mehta, Kubair Capital
Welcome New Members! (June 2026)
We welcome our newest members and look forward to building our local community together! Natalie Belyea, CFP® Ran Chen, 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