Congratulations to our Members Celebrating Milestones! (June 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Sandra Giudici Risley Sams, CFP®, CPWA®, RHS Financial, LLC 10 Years Derek Lew, CFP® 15 Years Peter Philipp, CFP®, CFA®, FutureNest 20 Years Elana Feinsmith, CFP® 25 Years Daniel...
Welcome New Members! (May 2022)
We welcome our newest members and look forward to building our local community together! Jacqueline Kwong, CRPC, Morgan Stanley Shane Larson, CFP® Wai Man Luk Ryan McCauley Xu Wang, CFP®, Wang Wealth Advisors, LLC Anne Wittig
Welcome New Members! (April 2022)
We welcome our newest members and look forward to building our local community together! Michael Bristow, MSFA, Tamalpais Asset Management, LLC George Paul
Congratulations to our Members Celebrating Milestones! (May 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Kristie Cahill, CFP®, Haven Wealth Management Hallie Kraus, CFP®, CRPC, The Humphreys Group 10 Years Russell Kroeger, CFP®, EA, Upstart Wealth Management Lauren Stansell, CFP®,...
Congratulations to our Members Celebrating Milestones! (April 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Cheryl Gross, EA, CFP®, Raub Brock Capital Management Matthew Munro, CFP® 10 Years John Metallic, CFP®, Charles Schwab & Co., Inc. 15 Years Kristin Harad, CFP® 25 Years David...
Welcome New Members! (February 2022)
We welcome our newest members and look forward to building our local community together! Christian Haigh, Alternativ, LLC Becca Lyman, Johnson Lyman Wealth Advisors
Congratulations to our Members Celebrating Milestones! (March 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Michelle Nguyen, CFP®, Aspiriant Jesse Pence, CFP®, Waypoint Wealth Partners 10 Years Jeff Weber, CFP®, CASL®, RICP®, Titus Wealth Management 15 Years Mark Keating, CFP®, Willow...
;
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...
buff.ly
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...
buff.ly