We welcome our newest members and look forward to building our local community together!
Evan Kramer
Lucas Sotto, CFP®
Robert Falconer, CFP®, CTFA EP Wealth Advisors
Sonia Dhillon, Dhillon Marty LLC
Simranjot Bachal, CFP®, Circuit Wealth
Tali Alon, CFP®, APMA, CDFA, Ameriprise Financial Inc. Common
Carla De Laurentiz, CFP®, Merrill
FPA SF Chapter Meeting - "Advising Tech Wealth" by Michael Yoder. At the Italian Athletic Club on Tuesday, 9/10 at 3pm! *This topic has been approved for 1.0 hour of CE credit. Find more details and register on our website: https://buff.ly/4e6Yoho
Come join us for the 2025 FPA SF Programming Planning Meeting on Friday, 10/4 at 12pm to share your thoughts on topics you want to see, speakers you want to hear from, and the things that are important to you! Located at: Newmark Office, 1 Sansome Street, Floor 41, SF, CA 94104
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!
https://buff.ly/4b5y1rb
