Congratulations to our Members Celebrating Milestones! (February 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Nick Ruzette, CFP®, Aspiriant 10 Years Paul Cordero, CFP®, EA, Attune Financial Planning Courtney Hutchinson, CFP®, Waypoint Wealth Partners 15 Years John Kamola, MBA, CFP®, JW...
Welcome New Members! (January 2022)
We welcome our newest members and look forward to building our local community together! Adam Battat, Cerity Partners Marcus Holzberg, Holzberg Wealth Management Daniel Landa, Stifel
Welcome New Members! (December 2021)
We welcome our newest members and look forward to building our local community together! Alejandro Aceves Madriz Matt Beck, Brio Financial Group Richard Boyer, CFP®, Empirical Wealth Management Gary Cummings, CFP®, Wells Fargo Advisors Susan Hopkinson, CFA,...
Congratulations to our Members Celebrating Milestones! (January 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Robert Keane, CFP®, Peninsula Wealth, LLC Christina Kramlich Ramsay Leimenstoll, Bell Investment Advisors, Inc. 15 Years Jeffrey P.Hagerty, MBA, MSFS, CFP® Paul H. Scherf, CFP®,...
Congratulations to our Members Celebrating Milestones! (December 2021)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Thomas Lo, CFP®, Vested Financial Planning Donald Martini, CFP® 15 Years Nate Eddinger, CFP®, Woven Prosperity® 30 Years Byron Hancock, CFP®, AIF®, Hancock Partners, Inc....
Welcome New Members! (November 2021)
We welcome our newest members and look forward to building our local community together! Timothy Connolly, Griffin Black Zach Feece Grace Wiedmeyer, Aspiriant Lauren Wright, Financial Professionals Group
Welcome New Members! (October 2021)
We welcome our newest members and look forward to building our local community together! George Berry, CFP®, First Republic Bank Rachel Shin, CFP®, Yeske Buie Cristi Tanner, Meritas Wealth Management
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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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