50th Annual FPA NorCal Conference 2022 | FPA NorCal Conference | 31 May 2022 | Palace Hotel, 2 New Montgomery St, San Francisco, CA 94105, USA

Inspiring Excellence and Fostering Community

The theme for our 2022 Conference is Together. The 50th annual conference asks us to reflect on where we’ve been and to celebrate all that we’ve accomplished … together. It also gives us the opportunity to look towards the future. FPA NorCal is a powerful community united in the belief that together we can realize our extraordinary potential, and that together we can help lead our industry forward in creating the change to make our world a better place. We believe in collaboration and that Together Everyone Achieves More.

We are excited to meet again!
The FPA NorCal Conference will provide you with the tools to continue to advance your mastery in the business, practice, and profession of financial planning.

This conference is planned for financial planners by financial planners.
The FPA NorCal Conference is the most established, advanced-level conference that provides the opportunity to interact with all parts of our community and profession. We have transitioned to virtual while maintaining the integrity of our overall structure and we continue to offer an invaluable educational and networking event year after year.

2022 Speakers

Platon Antoniou
World-Renowned, Award-Winning, Photographer and Founder, The People’s Portfolio

Elaine Floyd, CFP®
Director of Retirement and Life Planning

Michael Kitces, MSFS, MTAX, CFP®️, CLU, ChFC, RHU, REBC, CASL
Chief Financial Planning Nerd at Kitces.com

Joe Messinger, CFP®, CCFC, ChFC, CLU
Co-founder, College Aid Pro

Tanya Steinhofer, CFA, CFP®
Principal, Redwood Grove Wealth Management

Jane L Ryder, EA, CPA
CEO, Brass Tax Ryder Professional Group, Inc

Karen D. Sparks, CDFA®, J.D.
Principal & Owner of Divorce Financial Strategists

Tim A Wilkinson, CIMA, ACC
Sr. Executive Business Consultant

Cal Newport, Ph.D.
Associate Professor, Georgetown University

David Paul Grau, Jr., MBA
President, Succession Resource Group

John Turner, M.Ed.
VP – Investment Advisory Lending at Live Oak Bank

John A. Hartog, L.L.M., J.D., B.A.
Managing Partner

Andrew R. Verriere, J.D., B.A.
Principal, Hartog, Baer & Hand, APC

Lawrence K Pon, BS, MST, CPA, PFS, EA, USTCP, AEP®, CFP®
CPA/PFS, CFP® Pon & Associates

Rachel J. Robasciotti
Founder & CEO, Adasina Social Capital

Aminta N Steinbach, UCSC Community Studies
Director of Climate, Culture, & Equity

Tirien A Steinbach, BA, JD
Associate Dean for Diversity, Equity & Inclusion

Daniel Veto, CSA
Managing Director, Retirement Spark!

Jeb Bent, CFP®, CFA
Equity and Multi-Asset Investment Director, Capital Group

Erin J Kincheloe, MA
Founder, All About It Consulting

Andrew M Komarow, MSFS CFP® AEP® AIF® BFA™ CAP® CASL® CHFC® ChSNC® CLU® CNP™ FSCP® REBC® RHU® RICP® WMCP®
Founder, Planning Across The Spectrum

Julie Littlechild
CEO, Absolute Engagement

Arash Shokouh, B.S. Computer Engineering, M.S. Computer Engineering
Managing Principal

C. Brant Steck, CFP®
Managing Partner

Dr. Hakeem Olyseyi
Bachelor of Science in Physics and Mathematics from Tougaloo College, and a Masters and Ph.D. in Physics from Stanford University, Former Space Science Education Lead NASA

Stephanie Bogan
Chief Possibility Officer

Thomas D Giachetti, ESQ., MA Economics, JD
Chair, Investment Management Practice Group

Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA™, MS
Lead Financial Planning Nerd, Kitces.com

Justin Miller, J.D., LL.M., TEP, AEP®, CFP®
Partner and National Director of Wealth Planning, Evercore Wealth Management
Managing Director, Evercore Trust Company

Brian Trouette
Founder, Trouette Insurance Agency

Marco Vangelisti, CFA
Founder, Essential Knowledge for Transition

Dan Allison, MSW
Managing Partner

Sudipto Banerjee, Ph.D.
Vice President, Thought Leadership

Roxanne Tam Jen, JD, MBA
Attorney and Partner

Robert Vale, Esq.
Attorney and Partner

Nathan Mazzapica
Managing Director

Carolyn McClanahan, M.D., CFP®
Founder, Life Planning Partners, Inc.

Joanne Elizabeth Schneider, BS, MBA
Deputy Director, Rockefeller Philanthropy Advisors (RPA)

Geoff Grenert, Financial Advisor
Managing Director, Cypress Strategies

Minnie Lau, CPA, MSA
President, Minnie Lau CPA PC

Gary Austin Miller, CFA®
Founder, Frontier Asset Management

Jodi Lynn Morris, CFA®, CFP®
Founder, Connecting Growth Globally

Kem Taylor, CBEC
Consultant, FP Transitions

Sha Zhang, Masters in Finance and Investment
Tax Partner

Anna Dreyer, Ph.D
PM & Head of Fixed Income Risk & Portfolio Construction Research, T. Rowe Price

Dawn Mueller, CFA®
Portfolio Specialist, Fixed Income, T. Rowe Price

2022 Partners

PLATINUM PARTNERS:
• Succession Resource Group
• T. Rowe Price Group, Inc.

PALLADIUM WI-FI PARTNER:
• Matthews Asia

GOLD PARTNERS:
• American Century Investments
• American Heart Association
• ASSETMARK
• Avantis Investors
• BOX PROFESSIONAL INSURANCE
• CAPITAL GROUP
• Chapter
• Charles Schwab Advisor Services™
• Diamond Hill
• Dimensional
• dpl financial partners
• Ecofin
• FAM FUNDS
• Finance of America Reverse
• Golsan Scruggs
• Impact Investors, Inc
• IDFA
• JACKSON
• Jensen Investment Management
• Johnson Asset Management
• Kaleido Creative Studio
• Lincoln Financial Group
• MFS Investment Management
• Nationwide®
• Osterweis Capital Management
• PIMCO
• RAYMOND JAMES
• RMF
• Segall Bryant & Hamill
• Stonecrest
• thrivent advisor network
• Trade PMR
• Vanguard
• Voya Investment Management
• Wasatch Global Investors
• Water Island Capital
• William Blair
• XY Planning Network