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
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,...