The 48th Annual FPA Norcal 2020 | FPA NorCal Conference | 26 May 2020 | Virtual Event

The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for 47 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.

Planned By Financial Planners, For Financial Planners
The conference is planned by a volunteer committee of respected financial planners representing the four local Bay Area chapters.

Attendees include members from these local chapters in addition to financial advisors from all over the U.S.

2020 Speakers

Amy Bach
Executive Director, United Policyholders

Matt Beck
Vice President, Regional Wealth Management Consultant, American Century Investments

Susan Bradley
Founder, SuddenMoney® Institute

J.D. Bruce
CPA, President, Abacus Wealth Partners

Geoffrey Cable
Managing Director and Executive Partner, Wealth Management Services, Destination Wealth Management

Kwame Christian
Director, American Negotiation Institute

Bryan Clontz
Founder and President, Charitable Solutions, LLC.

Michael Cole
CEO, Cresset

Kelli Cruz
Founder, Cruz Consulting Group

David DeVoe
Founded DeVoe & Company

Janet Dockstader
Managing Partner, DOCKSTADER ORLICZKY

Jean Dunn
Vice President, T. Rowe Price Associates, Inc.

Kirstie Ennis
Adaptive Adventure Athlete

Susan Eakin
Senior Consultant

Greg Friedman
CEO, Private Ocean

Bob Gertie
Independent Insurance Broker

Jennifer Goldman
Former Governor of Michigan

Charesse Hagan
Founder & Operations Consultant, Charesse J. Hagan, LLC

Michael Hasenstab
Executive Vice President and Chief Investment Officer, Templeton Global Macro

Matthew Hougan
Global Head of Research, Bitwise Asset Management

Michael Kitces
Partner and the Director of Wealth Management for Pinnacle Advisory Group

Katherine Knapke
Chief Operating Officer, American Negotiation Institute

David Lau
CEO of DPL Financial Partners

Jeffrey Levine
Lead Financial Planning Nerd, Kitces.com

William Marty Martin
Professor in the Driehaus College of Business, DePaul

Carolyn McClanahan
Writer, Forbes and Financial Planning Magazine

Joseph Messinger
Partner and Director of College Planning at Capstone Wealth Partners

Andrew Patterson
Senior Economist, Vanguard’s Investment Strategy Group

Loren Pierson
Chief Operations Officer, Mercer Advisors

Mark Prendergast
Director of tax strategies, Inspired Financial

Chad Ramberg
Financial Advisor

Andy Rothman
Investment Strategist, Matthews Asia

S. Katherine Roy
Managing Director, J.P. Morgan Funds

Steven Ryder
President, True North Networks, LLC

Ken Smith
Director of Programs, Stanford Center

Paul Touchstone
Managing Partner, Fort Point Capital Partners

Kevin Urbatsch
National Director of the Academy of Special Needs Planners

John West
Head of Client Strategies at Research Affiliates

Kevin Winters
Executive Vice President and alternatives strategist in PIMCO's Newport Beach office

Yulissa Zulaica
Partner in the law firm of Johnston, Kinney & Zulaica LLP

Curtis Kaiser
Founded the Kaiser Law Group

Eddy Vataru
Chief Investment Officer - Total Return; Lead Portfolio Manager of the Osterweis Total Return Fund (OSTRX)

2020 Sponsors

• T.RowePrice
• Vanguard

Palladium Sponsor:
• BNY MELLON / PERSHING

GOLD SPONSORS:
• American Century Investment
• ASSETMARK
• Own Your Tomorrow
• Diamond Hill
• dpl financial partners
• INNOVATIVE portfolios
• idfa
• Ivy INVESTMENT
• JENSEN INVESTMENT MANAGEMENT
• JOHNSTON, KINNEY & ZULAICA
• J.P. Morgan Asset Management
• LITMAN GREGORY
• MAIRS & POWER
• MARKEL
• Matthews Asia
• Mutual of Omaha Bank
• Nationwide
• NICHOLAS INVESTMENT PARTNERS
• nuveen
• OSTERWEIS
• PARNASSUS INVESTMENTS
• PIMCO
• SEGALL BRYANT & HAMILL
• Stonecrest
• TD Ameritrade Institutional
• VOYA
• WASATCH
• Zeo

TECH LOUNG SPONSORS:
• MORNINGSTAR
• NaviPlan
• ORION
• TradePMR
• YCHARTS