When

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

Round Hill Country Club

3169 Roundhill Rd
Alamo, CA 94507

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Contact

Krysta Patterson
FPA of the East Bay
(925) 778-1165
eastbayfpa@gmail.com
Thomas Bennett
US Bank Investments
Liz Cassal
Baron Capital
Damien Couture
Wealth Enhancement Group
Thomas Croxton
Mariner Advisor Network
Stephanie Dannebaum
Stephanie Dannebaum Consulting
Eric Flett
concentric wealth management
Daniel Gannett
Securities America
Joe Gengo
Pimco
Luke Hayes
State Street Global
Thomas Howard
Bedell Frazier Investment Counselling, LLC
AnnMarguerite Jones
Salvation Army
David Kramer
Retirement Wealth & Tax Advisors
Tod McMichael
American Century Investments
Barry Mendelson
ZRC Wealth Managment
Elizabeth Mintzer
Rainer Wealth Management
Mike OConnor
Advisor Partners, LLC
Chad Perbeck
Waypoint Wealth Partners
Justin Pribilovics-Wade
Wells Fargo Advisors
Patrice Rainer
Rainer Wealth Management
Teresa Riccobuono
Simply Organized
Clay Selland
Signet Mortgage Corporation
David Shaffer
DAVID SHAFFER INSURANCE SERVICES
Jason Terhune
Capital Advantage, Inc.
Michael Welch
BTR Capital Management, Inc.
Sean Wilhelmy
Sweeney Kovar Financial Advisors
Andy Yin
Dimensional Fund Advisors

Look Who Else is Registered!

Thomas Bennett
US Bank Investments
Liz Cassal
Baron Capital
Damien Couture
Wealth Enhancement Group
Thomas Croxton
Mariner Advisor Network
Stephanie Dannebaum
Stephanie Dannebaum Consulting
Eric Flett
concentric wealth management
Daniel Gannett
Securities America
Joe Gengo
Pimco
Luke Hayes
State Street Global
Thomas Howard
Bedell Frazier Investment Counselling, LLC
View All

FPA East Bay Chapter LIVE Breakfast Meeting 12/7/22

Tim Wilkinson talks to hundreds of successful advisors and he's observed some common traits of high performing teams. Tim will share the secrets that he's seen work for top firms. Many firms are looking to hire talent in their offices and Tim has some tips for finding new members to add to your team.

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  • Fee

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    $45.00
    $89.00

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