Welcome New Members! (June 2021)
We welcome our newest members and look forward to building our local community together! Michael O'Leary, Mission Creek Capital Partners Xiaowen Wu
Congratulations to our Members Celebrating Milestones! (July 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Matthew Eckman, Schultz Collins Investment Counsel 10 Years Jacob Bond, CFP®, True Capital Management 15 Years Leonidas Maheras, CFP®, LPL Financial Joseph Winslow, Securian...
Congratulations to our Members Celebrating Milestones! (June 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Jena Regan, CFP® 10 Steve Herzog, CFP®, Wetherby Asset Management 15 Cynthia Venturelli, Sullivan and Serwitz 20 Kathleen Hentges, CFP®, Applied Advisor
Welcome New Members! (May 2021)
We welcome our newest members and look forward to building our local community together! Virada Chatikul Justin Levy, CFP®, Federated Hermes Madison Macha Don Maxon, CFP®, MSFP, Maxon Financial, RIA Elizabeth Pulido, Private Ocean Grant Ronberg Lori Whitney, CFP®,...
Congratulations to our Externship Scholarship Winner, Louis Wellmeier, JD!
FPA of San Francisco is excited to award Louis Wellmeier, J.D. with this year's FPA Externship Scholarship! The chapter is glad to assist you on your financial journey. "The FPA of San Francisco has been remarkably supportive in my efforts to achieve my professional...
Welcome New Members! (April 2021)
We welcome our newest members and look forward to building our local community together! Sherry Heller
Congratulations to our Members Celebrating Milestones! (May 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Years David Lawrence, CFP®, Willow Creek Wealth Management, Inc. 10 Years Christina Steinberg, CFP®, Fidelity 25 Years Kathryn Fitzgerald, CFP®, Silverleaf Financial
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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!
FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu - FPA San Francisco
05/14/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Str...
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Whether you are thinking about retiring soon or you are just starting to build your business, it's always a good time to start Becoming Succession Ready! Join us on Tuesday, March 12th to hear Brooklyn Brock speak on preparing The Journey Before the Destination!
LOVE is in the air...love for FINANCIAL PLANNING that is!❤️Join us the day before Valentine's Day for our next Chapter Meeting and come hear Christopher Karachale discuss the items advisors and clients should be focusing on before the TCJA sunsets in 2025. https://buff.ly/48cUTm6
CHAPTER MEETING
Tuesday, Oct 10, 2023 @ 3-4:30pm
Supporting Clients’ Charitable Intentions
Speaker:
Erinn Andrews, CEO
GiveTeam
San Francisco Italian Athletic Club, San Francisco CA
*Topic has been approved for CFP Board for 1.0 hour of CE credit.
Digital and Email Marketing Platform | Constant Contact
With Constant Contact, you can create effective email marketing and other online marketing campaigns to meet your bu...
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