Welcome New Members! (September 2022)
We welcome our newest members and look forward to building our local community together! Deirdre Hegarty Gamaliel Jimenez, Perigon Wealth Management Reed Nothwang, CFP®, Cerity Partners Steven Ramirez, CFA Eduardo Saucedo, Meritas Wealth Management Jermaine Williams...
Congratulations to our Members Celebrating Milestones! (September 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Aaron Hattenbach, CFP®, Rapport Financial Lauren Patterson, CFP®, Alders Financial Solutions Paige Uher, Zeo Capital Advisors 10 Years Brian Kozel, CFP®, North Berkeley Wealth...
Welcome New Members! (August 2022)
We welcome our newest member and look forward to building our local community together! Michelle Pender, Real Estate Advisor
Congratulations to our Members Celebrating Milestones! (August 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Kevin Cheeks, CFP®, ImpactFI Leah Weinberg, CFP®, Weinberg Financial Group 10 Years Eric Jungling, CFP®, Summitry LLC Rohan Nayak, CFP®, FundX Investment Group Greg Patterson,...
Welcome New Members! (July 2022)
We welcome our newest members and look forward to building our local community together! Kenneth Henson, MFA Financial Planning Nita Mukherjee Emily Sims Jared Wegrzyn, MFA Financial Planning
Welcome New Members! (June 2022)
We welcome our newest members and look forward to building our local community together! Eric Keating, CFP®, Willow Creek Wealth Management, Inc. Bruce Stuart, Financial Advisor, Morgan Stanley Wealth Management
Congratulations to our Members Celebrating Milestones! (July 2022)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Alice Ng, Charles Schwab 15 Years Sarah Green, CFP® 20 Years Stephanie Curry, CFP®, CLU, ChFC, CRC, Pacific Life Insurance Co.
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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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