When

Wednesday, October 5, 2022 from 5:00 PM to 7:30 PM PDT
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Where

Round Hill Country Club

3169 Roundhill Road
Alamo, CA 94507

Contact

Krysta Patterson
FPA of the East Bay
(925) 778-1165
eastbayfpa@gmail.com
Mary Ballin
Perigon Wealth Managemnt
Gregg Clarke
Meritas Wealth Management, LLC
Susan Danzig
Susan Danzig, LLC
Jason Dudum
Dudum Financial
Jim Gebhardt
Gebhardt Group, Inc.
Dennis Goins
Dennis Goins & Associates
Dylan Gois
Diamond Group Wealth Advisors
John Goldberg
Capital Trust Advisors
Luke Hayes
State Street Global Advisors
Thomas Howard
Bedell Frazier
Drew Larson
Federated Hermes
Scott Lewis
AssetMark
Sabrina Lowell
Fort Point Capital Partners
Tod McMichael
American Century Investments
Chad Perbeck
Waypoint Wealth Partners
Justin Pribilovics-Wade
Wells Fargo Advisors
Teresa Riccobuono
Simply Organized
Wade Rodrigues
ASM
Jordan Selvin
MFS
Marilyn Suey
The Diamond Group Wealth Advisors
Jason Terhune
Capital Advantage, Inc.
Beth Williams
Future Wallet LLC

Look Who Else is Registered!

Mary Ballin
Perigon Wealth Managemnt
Gregg Clarke
Meritas Wealth Management, LLC
Susan Danzig
Susan Danzig, LLC
Jason Dudum
Dudum Financial
Jim Gebhardt
Gebhardt Group, Inc.
Dennis Goins
Dennis Goins & Associates
Dylan Gois
Diamond Group Wealth Advisors
John Goldberg
Capital Trust Advisors
Luke Hayes
State Street Global Advisors
Thomas Howard
Bedell Frazier
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FPA East Bay Chapter LIVE Dinner Meeting 10/5/22

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.

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    $45.00
    $89.00
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