Where
This is an online event.
Jamie Clark
Ruby Pebble Financial Planning LLC
Ines Deschamps
Right Management
Anabel Diaz
Waypoint Wealth Partners
Sean Fletcher
Prospettiva Financial
-
Financial Planner
Cameron Hackett
Hackett Advisory / Alternativ Wealth
Michael Hathaway
Epsilon Financial Group
Tod McMichael
American Century Investments
Marisa Mead
Burton Enright Welch
Danielle Miura
Spark Financials
Andy Moran
Ad Astra Financial Planning
Mike OConnor
Advisor Partners
Lisa Ozaki
Silicon Valley Wealth Advisors
Chad Perbeck
Waypoint Wealth Partners
Clay Selland
Signet Mortgage Corporation
Jason Terhune
Capital Advantage, Inc.
Karen White
Longbridge Financial
Sean Wilhelmy
Sweeney Kovar Financial Advisors
Tim Wochok
Buckingham Strategic Wealth
Look Who Else is Registered!
Jamie Clark
Ruby Pebble Financial Planning LLC
Ines Deschamps
Right Management
Anabel Diaz
Waypoint Wealth Partners
Sean Fletcher
Prospettiva Financial
-
Financial Planner
Cameron Hackett
Hackett Advisory / Alternativ Wealth
Michael Hathaway
Epsilon Financial Group
Tod McMichael
American Century Investments
Marisa Mead
Burton Enright Welch
Danielle Miura
Spark Financials
Andy Moran
Ad Astra Financial Planning
View All
FPA East Bay NexGen Hosted Event 6/15/23
During this event, attendees will learn about how they can build stronger, more meaningful relationships with clients. From leveraging empathy and active listening to developing personalized solutions, this event will provide attendees with the tools they need to stay relevant and effective in the face of technological disruption.