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.


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


Round Hill Country Club

3169 Roundhill Road
Alamo, CA 94507


Krysta Patterson
FPA of the East Bay
(925) 778-1165
* Email address:

* Confirm email address:

Look who else is already registered!

Mary Ballin  Perigon Wealth Managemnt
Thomas Bennett  ubis llc
Ian Burkhard  Capital Advantage, Inc.
Gregg Clarke  Meritas Wealth Management, LLC
Damien Couture  Wealth Enhancement Group
Susan Danzig  Susan Danzig, LLC
Jason Dudum  Dudum Financial
Eric Flett  concentric wealth management
Jim Gebhardt  Gebhardt Group, Inc.
Dennis Goins  Dennis Goins & Associates
Dylan Gois  Diamond Group Wealth Advisors
John Goldberg  Capital Trust Advisors
Thomas Howard  Bedell Frazier Investment Counselling, LLC
Tor Jensen  Concentric Wealth Management
Drew Larson  Federated Hermes
Scott Lewis  AssetMark
Sabrina Lowell  Fort Point Capital Partners
Tod McMichael  American Century Investments
Hyun Joo Park  MassMutual Northern CA
Chad Perbeck  Waypoint Wealth Partners
Justin Pribilovics-Wade  Wells Fargo Advisors
Teresa Riccobuono  Simply Organized
Wade Rodrigues  AMS
Jordan Selvin  MFS
Marilyn Suey  The Diamond Group Wealth Advisors
Jason Terhune  Capital Advantage, Inc.
Beth Williams  Future Wallet LLC
Andy Yin  Dimensional Fund Advisors