Congratulations to our Members Celebrating Milestones! (February 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Christine LeGrand 25 Years Paul Murk, CFP®, Sequoia Planning & Investments LLC James Therien, Ericksen Law Offices
Congratulations to our Members Celebrating Milestones! (January 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Joseph Winslow, Securian Group Inc. Brent Woolsey, CFP®, Red Crane Wealth Management Caroline Gorham, CFP®, Neumann Capital Management David Krimm, CFP®, Hargrave Fiduciary...
Welcome New Members! (December 2022)
We welcome our newest members and look forward to building our local community together! Matthew Kenaston, CFP® Heather Liston, CFP®, Clarity Financial Megan Stahl Brian Marchiel, CFP®, MyVest Travis Benjamin Brennan Kurtela, CFP® Mary Beth Hambly, CFP®, Edward Jones...
Welcome New Members! (November 2022)
We welcome our newest members and look forward to building our local community together! Sarah George Sam Westermann Christina Hensley, CFP®
Welcome New Members! (October 2022)
We welcome our newest member and look forward to building our local community together! Courtney Holt, Perigon Wealth Management
Congratulations to our Members Celebrating Milestones! (November 2022)
We truly appreciate our members and celebrate this important milestone with them! 20 Years Katherine Campbell-King, CFP®, North Berkeley Wealth Management M. Gail Price, PhD, MS, Rational Portfolios 25 Years Colin Drake, CFP®, RLP®, Marin Financial Advisors...
Congratulations to our Members Celebrating Milestones! (October 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Brian Frack, CFP® 10 Years Tim Oden, Charles Schwab Advisor Services 20 Years P. Nathen Banne CFP®, ChFC, Mass Mutual 40 Years Peter Paolino
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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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