Venue
San Francisco Public Library
San Francisco Public Library, 100 Larkin St, San Francisco, CA 94102, USA

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Event Date Sat Oct 27 EDT (about 3 years ago)
Location San Francisco Public Library
100 Larkin St, San Francisco, CA 94102, USA
Region Americas
Details

Financial Planning Day 2018's programs include something for everyone. We will hold sessions related to investing basics, planning for higher education without loans, and how the new tax law will impact you. New for 2018, United Policyholders will present about financial recovery after a disaster, the Assessor's office will share information on property taxes, and the SFHDC will talk about housing programs available in San Francisco.

Speakers

2018 Speakers:

Kian Nobari, CIMA, MBA, MSFP, RLP
President, Integrous

Tom Zachystal, CFA, CFP
Chairman/Past President, IAM

Kate Wilusz
President-Elect, Wilusz and Associates/Ameriprise, Financial Services, Inc.

Mike Troxell, CPA
Treasurer, Modern Financial Planning

John Bacigalupi
Secretary, Cantor Fitzgerald Capital

Joseph Kuo, MBA, CFP
Director of Programs, Abundance Wealth Planning, LLC

Daniel Lee, CFA, CFP
Co-Director, Allied Professionals, B|O|S

Annette Brinton
Co-Director, Allied Professionals, Waypoint Wealth Partners

Homa Rassouli
Director of Membership, Retirement Funding Solutions

Bryan Hasling
Co-Director, NexGen, JW Harrison Financial Advisors

Sophie Lee
Co-Director, NexGen, Cypress Wealth Advisors

Jenny Coffey Smith
Co-Director Career Development, Financial Connections Group, Inc.

S. Nasira Iqbal, CFP
Co-Director Career Development, Nasira Financial

Lauren Stansell
Co-Director of Marketing Communications, Yeske Buie, Inc.

Chris Lakumb, CFA
Co-Director of Marketing Communications, RiverNorth Capital Management, LLC

Chris Remedios
Director, Pro Bono, Remedios Financial Planning

Mary-Alice Cardenas
Director of Corporate Sponsorships, Reverse Mortgage Funding

Mark Dickinson
Director, Pender Capital

Nicholas Garcia
Director of Technology, FINANCIAL PLANNING ASSOCIATION OF SAN FRANCISCO

Russell Kroeger
Director of Advocacy, Paradigm Wealth Architects

Holly Wilkerson
Executive Director, Elk Grove

Sponsors & Partners

2018 Sponsors:

Gold Sponsors:
• LITMAN GREGORY
• THE BAUERTEAM
• Stonecrest MANAGER
• Guideline
• RIVERNORTH
• RMF
• BLACKROCK
• Homa Rassouli
• The San Francisco FOUNDATION
• ggu Financial PALNNING
• OPTIMAL ASSET MANAGEMENT

Silver Sponsors:
• UC Berkeley Extension
• BROADSTONE
• FlexShares
• REDWOOD
• CANTOR Bitzgerald
• American Century Investment
• VOYA
• LendingClub