When

Wednesday, June 3, 2020 from 7:30 AM to 9:00 AM PDT
Add to Calendar

Where

This is an online event.

Contact

Krysta Patterson
FPA of the East Bay
(925) 778-1165
eastbayfpa@gmail.com
Joanna Aiken
Enso Wealth Management
Isabelle Alexander
Dudum Financial
David Allen
True Wealth Advisory Group
Ekaterina Atanassov
Neumann Capital Management, LLC
Caedmon Bear
On the Trail Financial Planning, LLC
Thomas Bennett
UBIS LLC
Geoffrey Cable
DESTINATION WEALTH MANAGEMENT
Russell Clifford
Clifford Financial Planning, Inc.
Susan Danzig
Susan Danzig, LLC
Samantha Dinh
Paragon Financial Planning
Eric Flett
Concentric Wealth Management
Patrick Gallagher
Neuberger Berman
Dan Gannett
Park Place Wealth Advisors, Inc.
Diane Garcia
Ginsburg Financial Advisors
Larry Ginsburg
Ginsburg Financial Advisors, Inc.
Larry Ginsburg
Ginsburg Financial Advisors, Inc.
Judy Gong
Judy Gong
Kerry Graves-Fong
AAG-American Advisors Group
Barbara Gray
Pivotal Wealth Advisors
Cameron Hackett
Claraphi Advisory Network
Nancy Hairsine
Lifetime Planning
Michael Hansen
Frontier Wealth Strategies
Robert Healy
RJ Healy & Company, Inc.
Kevin Hills
Wells Fargo Advisors
Thomas Howard
ZRC Wealth Management
David Hunt
Hunt Wealth Management
Barbara Jolliffe
Securities America Inc
Amanda Keith
Mutual of Omaha Mortgage
Craig Kirkpatrick
Orinda Funds
Greg Knight
Engage Advising
Ryan Kosakura
ZRC Wealth Management
Brian Lederman
Guest of Susan Danzig
Shana Lesch
N/A currently
Heather Liston
UC Berkeley Extension
Eric Martin
Martin, Wardin & Eissner Financial Group
Travis McEuen
Herrmann & Cooke
Tod McMichael
American Century Investments
Barry Mendelson
ZRC Wealth Management, LLC
Ioannis Meras
Meras Financial
Jerry Mosher
Mosher Financial Advisors
Sean Mullen
Perseus Wealth
Sharon Nasstrom
Protected Investors of America
Adele Ostomel
Ginsburg Financial Advisors
Joe Penner
Diamond Hill Capital Management
Chad Perbeck
Litman Gregory Asset Management
Marilyn Plum
NA
Debbie Pursey
Walnut Creek Wealth Management
Trice Rainer
Protected Investors of America
Teresa Riccobuono
Simply Organized
Julie Roth
Monterey Private Wealth
Richard San Vicente
Mutual of Omaha - Reverse Mortgage Division
Clay Selland
Signet Mortgage Corporation
David Shackelford
Ameriprise Financial
David Shaffer
DAVID SHAFFER INSURANCE SERVICES
Bronwyn Shone
BlueSky Wealth Advisors
Bernie Smit
Walnut Creek Wealth Management
Adam Spiegelman
Spiegelman Wealth Management
Jason Terhune
JPMorgan Chase
William Upson
UW Resource Goup, Inc.
Madeline Valente
BlueSky Wealth Advisors
Peter Van Gemeren
Peter van Gemeren, CPA, APC
Elexis Webster
Students Rising Above Student
Carol Wikle
Mirador Capital Partners

Look Who Else is Registered!

Joanna Aiken
Enso Wealth Management
Isabelle Alexander
Dudum Financial
David Allen
True Wealth Advisory Group
Ekaterina Atanassov
Neumann Capital Management, LLC
Caedmon Bear
On the Trail Financial Planning, LLC
Thomas Bennett
UBIS LLC
Geoffrey Cable
DESTINATION WEALTH MANAGEMENT
Russell Clifford
Clifford Financial Planning, Inc.
Susan Danzig
Susan Danzig, LLC
Samantha Dinh
Paragon Financial Planning
View All

FPA East Bay Chapter ZOOM Webinar 6/3/20

Please join us for our upcoming ZOOM Webinar! "Deterring Cybercrimes: Tips from the Secret Service for You and Your Clients" Presented by Shawn Bradstreet, US Secret Service

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