2017 FPA NorCal Conference | FPA NorCal Conference | 30 May 2017 | San Francisco, CA, US

The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for 45 years.
This premier Conference has a national reputation for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than 600 financial professionals who attend each year.

Michael Kitces named FPA NorCal as the “Best Overall Financial Planning Conference” on his blog for the third year in a row. “The FPA NorCal Conference is a “regional” conference conducted jointly by five northern California chapters of the Financial Planning Association. But after running the FPA NorCal Conference continuously for 45 years(!), they have refined the process to the point that the quality of NorCal’s “regional” conference is on par with any national conference.”

2017 Speakers

Colleen Ambrose
MBA, CFA®
Vice President, Client Portfolio Manager
American Century Investments

Laura Arrillaga-Andreessen
MA, MBA
Founder and President
Laura Arrillaga-Andreessen Foundation (LAAF.org)

Alma Soongi Beck
JD, LL.M
Attorney, Partner
Lakin Spears, LLP

Milo Benningfield
JD, CFP®
Managing Member
Benningfield Financial Advisors, LLC

Jeffrey Blanchard
CFA®
Investment Analyst
B|O|S

John Castelly
JD
Chief Compliance Officer
Personal Capital

Kyle Cliff
Vice President
HUB International Insurance Services

Ben Decker
CEO
Decker Communications

Timothy Devlin
Managing Director
JP Morgan Asset Management

David DeVoe
Managing Partner and Founder
DeVoe & Company

Sonya Dreizler
CFP®
Founder
Solutions With Sonya

Ingrid M. Evans
JD, Esq.
Attorney
Evans Law Firm, Inc.

Andrew Fisher
CFA®, CPA
President
Worldview Wealth Advisors

Elaine Floyd
CFP®
Director, Retirement and Life Planning
Horsesmouth, LL

Deborah Fox
CEO and Founder
Fox Financial Planning Network

Ken Frier
MBA, CFA®
Partner
Secor Asset Management

Jeffrey E. Gundlach
CEO and CIO
DoubleLine Capital

Angie Herbers
President
Angie Herbers LLC

Christopher Huemmer
CFA®
Senior Vice President and Senior Investment Strategist
Northern Trust Asset Management

Heather Jarvis
JD
Attorney at Law
Heather Jarvis, Student Loan Expert LLC

Meredith Johnson
CPA, CFP®
Tax Director
Burr Pilger Mayer

Salman Khan
MS, MBA
Founder and CEO
Khan Academy

Deb L. Kinney
JD
Partner
Johnston, Kinney & Zulaica, LLP

Michael E. Kitces
MSFS, MTAX, CFP®, CLU, ChFC
Partner and Director of Research
Pinnacle Advisory Group

Tim Kochis
JD, MBA, CFP®
CEO
Kochis Global

Christina Kramlich
MBA
Senior Director
SoFi Wealth

Justina Lai
MBA
Director of Impact Investing
Wetherby Asset Management

Stephanie Lee
MPA, CFP®
Principal Financial Planner
East Rock Financial Services, LLC

Alison Levine
MBA
Adventurer and Author
Author of the NY Times Bestseller On the Edge: Leadership Lessons from Everest

Michael Lovett
Principal and Head of RIA Group
Vanguard Investments

Sabrina Lowell
CFP®
Advisor and COO
Mosaic Financial Partners, Inc.

Carolyn McClanahan
MD, CFP®
Founder
Life Planning Partners, Inc.

John Nersesian
CFP®, CIMA®, CIS, CPWA®
Managing Director, Wealth Management Services
Nuveen Investments; IMCA Board

Jennifer O'Hara Martin
MBA
Vice President
T. Rowe Price Group, Inc.

Elizabeth Parrott
MSc
Director, Financial Services
Evalueserve, Inc.

Shannon J. Pike
CFP®
Vice President
Tanglewood Legacy Advisors, LLC

Andrew Pyne
Executive Vice President & Product Manager
PIMCO

Venkatesh Reddy
Founder and CIO
Zeo Capital Advisors, LLC

C.J. Rendic
MBA
CEO
Parallel Advisors, LLC

Andy Rothman
MA
Investment Strategist
Matthews Asia

Greg Ruppert
JD
Senior Vice President
Charles Schwab

John Ryan
CFP®
Principal
Ryan Insurance Strategy Consultants

Earl Sanders
AOS
Principal
Pension Metrix

Shane Shepherd
PhD
Director, Head of Macro Research
Research Affiliates

Vijay Vaidyanathan
PhD
CEO
Optimal Asset Management

Richard M. Weber
MBA, CLU®, AEP®
Founder and President

Shane Yonston
AIF®, CFP®, MFP
Principal Advisor
Impact Investors

Eric Young
Partner
Canaan Partners

2017 Sponsors.

Platinum Sponsors
T.RowePrice
Vanguard

Palladium WiFi Sponsors
Independent Financial Group, LLC
Pershing LLC

Gold Sponsors
American Century Investment
Appleseed Fund
Ariel Investment
Brandes Investment Partners
Charles Schwab & Co. Inc.
Cognios Funds
Colummbia Threadneedle Investment
Delaware Investment
Diamond Hill
Fam Funds
FS Investments
Hancock Horizon Funds
Hilltop Securities
IMCA.
IVY Investments
Jefferson National
Jensen Investment Management
LITMAN GREGOCY
New York Life Investment
Markel Cambridge Alliance
Matthews Asia
OppenheinmerFunds
Osterweis Capital Management
Parnassus Investments
Pender Capital
Perritt Capital Management
PIMCO
RMF
TheRoyceFunds
Stonecrest Managers
Ameritrade Institutional
OIC
Utah Educational Savings Plan
VOYA Investments Management
Weitz Investments Management
William Blair
WOODBRIDGE WELTH
Zeo Capital Adivisor

Tech Lounge Sponsors
kwanti
ASI (Advisor Software, Inc)
TradePMR
Orion Advisor Services
Morningstar, Inc.
Riskalyze Inc
EVER PLANS
Jemstep by Invesco
Envestnet Tamarac

Nonprofit Sponsors
Bay Area Discover Museum
Financial Education Foundation
CANCER SUPPORT COMMUNITY
The Marine Mammal Center
Nami San Francisco
Raphael House
Scholar Match
SheCan
tandem