FPA SF – Looking Back & What’s Ahead
Members & Partners of FPA San Francisco, 5.0. 18,000. 2.7. and 1999. What do those 4 numbers describe? 2014 (specifics below). Our chapter had another phenomenal year as well.... As I reflect back on 2014, I'm humbled by all the accomplishments your Board of...
Financial Times Top 100 Woman Financial Advisors
Congrats to the FPA San Francisco Members Recognized by the Financial Times as the Nations’ Top 100 Women Financial Advisors...... The Financial Times recently issued a special report recognizing the Top 100 US Women Financial Advisors for 2014. We are proud to see...
Volunteer Engagement Initiative
Would you like to volunteer more but have trouble finding the opportunities that fit your interests and schedule? The Financial Planning Association recently launched the Volunteer Engagement Initiative to help with this challenge. This initiate will help FPA enhance...
FPASF e-Newsletter: January Meeting Details and Other Chapter News
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter. Next Meeting At: The City Club, 155 Sansome Street, San Francisco Tuesday, January 13, 2015 11:30 am - 1:30 pm Topic: Navigating...
December 9 Past Presidents Event
December 9th, 2014 was the 2nd Past Presidents event held to honor and pick the brains of our chapter's past presidents...... The current board met with the past presidents looking to tap into their collective insights and experiences within the chapter. They...
December 9 Chapter Meeting Announcements
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Announcements Heart of Financial Planning Award winner: Sabrina Lowell Once a year, the FPA's San Francisco chapter chooses to recognize an...
Membership Milestones: December 2014
Congratulations to the following FPASF members for hitting these milestones in your years with us at the FPA of San Francisco! 15 Years Ms. Theresa D. O'Neill Ms. M.C. Duboscq Mr. William John Dickens 10 Years Mr. Stanley Q. Mok
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