Congratulations to our Members Celebrating Milestones! (May 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Lydia Walz, CFP®, Aspiriant, LLC Jan Schalkwijk, JPS Global Investments Christina Empedocles, CFP®, Insight Personal Finance 10 Years Kathryn Geraghty, CFP® Sommer McKinley,...
Welcome New Members! (April 2023)
We welcome our newest members and look forward to building our local community together! Kyle Benner, CFP®, Ensemble Capital Andrea Hamilton, CFP®, Perigon Wealth Management LLC Natalie Kennedy, Aspiriant, LLC Melanie Murphy, Cerity Partners
Welcome New Members! (March 2023)
We welcome our newest members and look forward to building our local community together! Kathryn Taylor, CBEC, FP Transitions John Lowman, Red Tower Capital Wenrui Lai
Congratulations to our Members Celebrating Milestones! (April 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Godelieve Mertens, CFA, CAIA, CFP® Robert Shaye, CFP®, Fireside Finances 10 Years Steven Aliano, CFP®, Charles Schwab 15 Years Aaron Stern, Main Street Research David Rairden,...
Welcome New Members! (February 2023)
We welcome our newest members and look forward to building our local community together! Elana Brutman, CFP®, Investment Counsel
Congratulations to our Members Celebrating Milestones! (March 2023)
We truly appreciate our members and celebrate this important milestone with them! 10 Years John Lin, CFP®, CPWA®, Morgan Stanley 15 Years Ben Rose, CFP®, Economopoulos Advisory Group Joshua Schefers, CFP®, Valley Wealth Strategies / Zuk Financial Group 25 Years...
Welcome New Members! (January 2023)
We welcome our newest members and look forward to building our local community together! Erinn Andrews, GiveTeam Brandon Ma, Capital Group/American Funds Michele Spina Gray Matthew Kenaston, CFP®, Blue Oak Capital, LLC Jennifer Weir, CFP®, Schultz Collins Christian...
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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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