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.

When

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

Where

Round Hill Country Club

3169 Roundhill Rd
Alamo, CA 94507

Event Address Map
Driving Directions

Contact

Krysta Patterson
FPA of the East Bay
(925) 778-1165
eastbayfpa@gmail.com
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Look who else is already registered!

John Bacigalupi  Cantor Fitzgerald
Thomas Bennett  US Bank Investments
David Borrelli  Invesco
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  Park Place Wealth Advisors, Inc.
Joe Gengo  Pimco
Luke Hayes  State Street Global
Thomas Howard  Bedell Frazier
AnnMarguerite Jones  Salvation Army
David Kramer  Retirement Wealth & Tax Advisors
Barry Mendelson  ZRC Wealth Managment
Jeremy Niederstadt  Conversant Wealth Management
Mike OConnor  Advisor Partners
Chad Perbeck  Waypoint Wealth Partners
Justin Pribilovics-Wade  Wells Fargo Advisors
Teresa Riccobuono  Simply Organized
Wade Rodrigues  AMS
Jack Schultz  Invesco
Clay Selland  Signet Mortgage Corporation
David Shackelford  Ameriprise Financial
David Shaffer  DAVID SHAFFER INSURANCE SERVICES
Jason Terhune  Capital Advantage, Inc.
Michael Welch  BTR Capital Management, Inc.
Sean Wilhelmy  Sweeney Kovar Financial Advisors
Tim Wilkinson  Invesco
Andy Yin  Dimensional Fund Advisors