When

Wednesday, February 2, 2022 from 7:30 AM to 9:00 AM PST
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Where

This is an online event.

Contact

Krysta Patterson
FPA of the East Bay
(925) 778-1165
eastbayfpa@gmail.com
John Bacigalupi
Cantor Fitzgerald Capital
Aaron Cramer
Jessup Wealth Management
Thomas Croxton
The Network
Stephanie Dannebaum
Stephanie Dannebaum Consulting
Michele Dinsmore
Jerry Mosher - Admin Access
Daniel Gannett
Securities America
Dennis Goins
Dennis Goins & Associates
John Jordan
Northern Trust
Craig Kirkpatrick
Orinda Funds
Ryan Kosakura
ZRC Wealth Management
Tod McMichael
American Century Investments
Barry Mendelson
ZRC Wealth Management
Jerry Mosher
Mosher Financial
Brian Nash
IMD Goldman Sachs
Krysta Patterson
Association Management Services
Chad Perbeck
Waypoint Wealth Partners
Teresa Riccobuono
Simply Organized
David Shackelford
Ameriprise Financial
Jason Terhune
JPMorgan Chase Bank, N.A.
Denise Tuemmler
Protected Investors Of America
Janet Wan
Sierra Pacific Financial Advisors
Sean Wilhelmy
Sweeney Kovar Financial Advisors

Look Who Else is Registered!

John Bacigalupi
Cantor Fitzgerald Capital
Aaron Cramer
Jessup Wealth Management
Thomas Croxton
The Network
Stephanie Dannebaum
Stephanie Dannebaum Consulting
Michele Dinsmore
Jerry Mosher - Admin Access
Daniel Gannett
Securities America
Dennis Goins
Dennis Goins & Associates
John Jordan
Northern Trust
Craig Kirkpatrick
Orinda Funds
Ryan Kosakura
ZRC Wealth Management
View All

FPA East Bay Chapter ZOOM Meeting 2/2/22

In his role Vince Crivello talks to hundreds of advisors. He and his firm measure and study the characteristics that lead to successful client relationships. Attend our meeting in February and hear the three behaviors shared by successful advisory firms.

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  • Fee

    Type Fee
    $45.00
    $89.00

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$9,999.99

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