Join us for an interactive case study that will challenge both our NexGen planners and our experienced members. The case study will be facilitated by Gregg Clarke and Sabrina Lowell who have experience sharing similar case studies through the FPA Residency program.
3169 Roundhill Road
Alamo, CA 94507
| Mary Ballin Perigon Wealth Managemnt |
| Thomas Bennett USBI |
| Ian Burkhard Capital Advantage |
| Gregg Clarke Meritas Wealth Management, LLC |
| Damien Couture Wealth Enhancement Group |
| Susan Danzig Business Development Expert |
| Jason Dudum Dudum Financial |
| Eric Flett Concentric Wealth Management |
| Jim Gebhardt Gebhardt Group, Inc. |
| Dennis Goins Dennis Goins & Associatrs |
| Dylan Gois Diamond Group Wealth Advisors |
| John Goldberg Capital Trust Advisors |
| Thomas Howard Bedell Frazier Investment Counselling LLC |
| Tor Jensen Concentric Wealth Management |
| Drew Larson Federated Hermes |
| Scott Lewis AssetMark |
| Sabrina Lowell Fort Point Capital Partners |
| Tod McMichael American Century |
| Hyun Joo Park MassMutual Northern CA |
| Chad Perbeck Waypoint Wealth Partners |
| Justin Pribilovics-Wade Wells Fargo Advisors |
| Teresa Riccobuono Simply Organized |
| Wade Rodrigues AMSS |
| Jordan Selvin MFS |
| Marilyn Suey Diamond group Wealth Advisors |
| Jason Terhune Capital Advantage, Inc. |
| Beth Williams Future Wallet |
| Andy Yin Dimensional Fund Advisors |