51st Annual FPA NorCal Conference 2023 | FPA NorCal Conference | 30 May 2023 | Palace Hotel, a Luxury Collection Hotel, San Francisco, 2 New Montgomery St, San Francisco, CA 94105, USA
Venue
Palace Hotel, a Luxury Collection Hotel, San Francisco
Palace Hotel, a Luxury Collection Hotel, San Francisco, 2 New Montgomery St, San Francisco, CA 94105, USA
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| Event Date |
Tue May 30 PDT - Wed May 31 PDT (over 1 year ago)
In your timezone (EST): Tue May 30 3:00am - Wed May 31 3:00am |
| Location |
Palace Hotel, a Luxury Collection Hotel, San Francisco
2 New Montgomery St, San Francisco, CA 94105, USA |
| Region | Americas |
Details
This conference is the premier financial planning conference dedicated to the education, knowledge, and growth of financial planners. We cover the latest in financial education, professional development, and business success. Every year we host inspiring speakers who contribute useful insights to our industry.
We are dedicated to providing leadership and great networking opportunities. Our purpose of delivering excellence is what motivates us to offer high-quality conferences year after year and has resulted in a national reputation.
Speakers
2023 Speakers
Nichol R Bradford, MBA
Founder, Transformative Tech Lab
Michael Kitces, MSFS, MTAX, CFP®
Chief Financial Planning Nerd, Kitces.com
Cheryl Rene Holland, CFP®, CFBA
Founder, Abacus Planning Group
Carolyn McClanahan, MD, CFP®
Founder, Life Planning Partners, Inc.
Gerry Preciado, BA, JD
President, 34th Street, Inc
Dan Allison, MSW
Managing Partner, Model FA
Elaine Floyd, CFP®
Director of Retirement and Life Planning, Horsesmouth
Beth McClelland, MBA, CDFA®, CFP®
Retired from East Bay Divorce Financial Planning
Dan Moisand, CFP®
Principal, Moisand Fitzgerald Tamayo, LLC
Ron Ricard, Certified Exchange Specialist
Regional Account Manager, IPX 1031
Preston Cherry, PhD, AFC®, CFP®
Founder & President, Concurrent Financial Planning
Michael Finke, PhD, CFP®
Professor and Frank M. Engel Chair of Retirement Security, The American College of Financial Services
Kristin Hull, PhD
Founder, CEO, Nia Impact Capital
Brandon P. Smith, JD
Director of Estate Planning & Shareholder, Wetherby Asset Management
Rod Zeeb, JD, HDP™
Founder & CEO, The Heritage Institute
Liz Ann Sonders, MBA
Managing Director, Chief Investment Strategist. Charles Schwab & Co., Inc.
Andrew J. Carle, MHSA, BS
Faculty, Georgetown University
Sindhu Joseph, Ph.D In Artificial Intelligence
CEO and Founder, CogniCor Technologies Inc.
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA™, MS
Lead Financial Planning Nerd, Kitces.com LLC
John Nersesian, BS Bus & Econ, CFP®, CPWA & CIMA
Head of Advisor Education, PIMCO
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax
Chief Learning Officer, Investments & Wealth Institute
Severin Borenstein, PhD, Economics
Prof. of the Graduate School, University of California, Berkeley
David Haughton, JD
Team Lead, Commonwealth Financial Network
Heather Zack, JD, LLM, MSFP, CAP®
Manager, Advanced Planning, Commonwealth Financial Network
Russell Kroeger, CFP®, EA
Partner, Upstart Wealth Management, LLC
Frank Murtha, PhD In Counseling Psychology
Founder, The Financial Counseling Institute
Venk Reddy
Chief Investment Officer, Osterweis Capital Management
Timi Joy Jorgensen, PhD
Assistant Professor & Assistant Vice President, Financial Education and Wellbeing, The American College of Financial Services
Martine Lellis, CPA, CFP®
Chief Talent & Administrative Officer, Mercer Advisors
Andy Rothman, M.A.
Investment Strategist, Matthews Asia
Randall Stefan Schneider, CAPI
Managing Partner, Dwight Rudd Insurance
Stephanie Kelton
Professor of Economics & Public Policy, Stony Brook University
Sponsors & Partners
2023 Partners
PLATINUM PARTNERS:
• Commonwealth Financial Network
• Lincoln Financial Group
PALLADIUM WI-FI PARTNERS:
• Matthews Asia
• Flourish
GOLD PARTNERS:
• Allegiance Gold
• Allianz Life Insurance Company
• Allworth Financial
• American Century Investments
• American Heart Association
• AssetMark
• Avantis Investors
• Box Professional Insurance
• Charles Schwab - Schwab Asset Management
• Charles Schwab - Schwab Advisor Services
• CION Investments
• DeVoe and Company
• Dimensional
• DPL Financial Partners
• Fidelity Investments
• FAR
• FlexShares
• FP Transitions
• Golsan Scruggs
• IDFA
• Investments and Wealth Institute
• Jensen Investment Management
• Longbridge Financial
• Nationwide
• Nuveen
• Osterweis Capital Management
• PIMCO
• Protective
• Putnam Investments
• Raymond James
• Saturna Capital
• CI Segall Bryant & Hamill Asset Management
• Stonecrest
• Taxfyle
• Thrivent Advisor Network
• Tweedy, Browne
• Vanguard
• Voya Financial
• XY Planning Network
TECH LOUNGE PARTNERS:
• Advyzon
• Income Lab
• Intulse
• Pageport
• Vanilla