Past Events

Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, CEO of Bryn Mawr Capital Management, and SVP of Private Wealth Management, Bryn Mawr Trust Strategic Partner: [...]

Details/Register

Speaker(s): Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, Founder, Ellevate Advisors LLC Strategic Partner: Key Bridge Compliance, Lauren Hein Details/Register

To Attend: Details/Register To Volunteer: Pro Bono & Advocacy Week, March 13th - 21st, 2024 Sign up HERE to volunteer

Speaker(s): Christopher Karachale, Partner, Hanson Bridgett Details/Register

Speaker(s): Christopher Franta, Vice President, Investment Director, Franklin Templeton Fixed Income Group Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Details/Register

The FPASF Board would like to invite you to join us for a Holiday Reception just after our December chapter meeting. Enjoy generous appetizers and [...]

Panel: Daniel Tripp, CFP®, Associate Financial Planner, Redwood Grove Wealth Management LLC / Daria Victorov, CFP®, Partner, Financial Advisor, Abacus Wealth Partners / Jesse Pence, CFP®, Partner, [...]

Speaker(s): Saundra Davis, MSFP, APFC®, MCC, Director of Financial Planning Programs, Golden Gate University Strategic Partner: MFS Investment Management, Abbie Reichenbach  Details/Register PLEASE NOTE: This [...]

Details/Register

Register to be a volunteer 

Speaker(s): Erinn Andrews, CEO, GiveTeam Details/Register

Speaker(s): Mark Prendergast, MS, CPA, CFP®, CDFA®, Apella Wealth Details/Register

Location: UC Santa Cruz Details/Register  

Speaker(s): Kevin Panzera, CAPI, Vice President, Private Client Services, Marsh McLennan Agency Ramona Johanneson, Area Vice President, Arthur J. Gallagher Risk Management Services Details/Register