The 49th Annual FPA NorCal Conference 2021 | Financial Planning Association | 1 June 2021 | Virtual Event

The FPA NorCal Conference is organized by a committee of financial planning professionals representing the San Francisco Bay Area FPA Chapters – San Francisco, East Bay, Silicon Valley, and Northern California (Sacramento). The committee’s intention is to plan a conference that offers an invaluable education and networking event for the 700 attendees.

We appreciate our strong partner support. Partnership allows us to maintain a high‐level conference and provide a reasonable registration fee for attendees.

Inspiring Excellence and Fostering Community
The FPA NorCal Conference is in its 49th year providing advanced educational sessions for our members and affiliated financial professionals. The conference also creates opportunities for attendees to connect and share with each other.

The conference is usually held in San Francisco at the historic and elegant Palace Hotel. This year, due to COVID-19, it is a virtual conference!

2021 Speakers

Carla Harris, AB, MBA
Vice Chairman and Managing Director, Morgan Stanley

John Turner, MEd
Managing Director, Live Oak Bank

Kelli Cruz
Founder, Cruz Consulting Group

Matthew Glova, CFP®
CEO, LifeTime Asset Management and LifeTime Tax Management

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

Reese Harper, CFP
Founder & CEO, Elements

Ashley Winby
Founder and CEO, Win Consulting

Jane Yoo, CFP®, MBA
Solo Practitioner

Susan Bradley, CFP®, CeFT
Founder, Sudden Money Institute

Joe Messinger, CFP, ChFC, CLU
Co-Founder, College Aid Pro

Ryan Madigan, CIMA®, CRPS®, AIF®
President and Founder, Boomer Benefit Planning LLC

Yulissa Zulaica, JD, LLM (Tax)
Partner, Johnston, Kinney, & Zulaica LLP

Chris Stack, Esq.
Managing Consultant, Savingforcollege.com

Lorraine del Prado, CSPG, CFRE, FCEP
Principal, Del Prado Philanthropy

Eric Flett
CEO and Principal, Concentric Wealth Management

Kevin Elko, Ph.D.
Author & Consultant for Performance and Career-Enhancement

John Nersesian, CFP, CIMA, CPWA
Head of advisor education, PIMCO

Justina Lai, M.B.A, B.S.
Chief Impact Officer and Shareholder, Wetherby Asset Management

Dan Staszak, CPA, MS
Founder, Staszak & Company, Inc.

Salman Khan, MS, MBA
Founder and Chief Executive Officer, Khan Academy

Brent Kessel
Co-founder & CEO, Abacus Wealth Partners

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

Brock Long
Former Administrator, Federal Emergency Management Agency (FEMA)

Heather Jarvis
Attorney

Cheryl R. Holland, CFP
President and Founder, Abacus Planning Group, Inc.

Robert D. Vale, MBA, LLM

Roxanne T. Jen, JD, MBA
Specialist in Estate Planning,Trust & Probate Law

Bruce Neimeyer, PhD
President & CEO, Global College Search Associates

Gerry Preciado
President, 34th Street Consulting

Nandita Das, Ph.D., CFA, CFP® , EA, RICP®
Professor of Finance, Delaware State University

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

Karl Kaufman
Co-President, Co-CEO, CIO, Strategic Income

Steven H. Brown, CFA
Senior Managing Director, Portfolio Manager

Jack Chee

Carolyn McClanahan, MD

Joey Loss, CFP®
Financial Planner, Life Planning Partners, Inc

Stephanie Kelton, PhD
Professor of Economics and Public Policy, Stony Brook University

Lori Keith
Director of Research, Portfolio Manager

Joe Sinha, CIMA
Chief Marketing Officer

Stefan Hubrich, CFA, M.A., Ph.D.
Director of Research, Multi-Asset T. Rowe Price

Mary Martin, PhD
Learner-in-Chief, Sudden Money Institute & Financial Transitionist Institute

David Snowball, PhD
Professor and Chair of the department of communication studies, Augustana College

Susan Eakin
Senior Consultant, Decker Communications

Mary Gresham, PhD
Principal Owner, Atlanta Financial Psychology

David Dali
Head of Portfolio Strategy

Saili Gosula
Owner and Executive Director, Synergy HomeCare & Active In-Home Therapy

Derek R. Lawson, Ph.D., CFP®
Assistant Professor of Personal Financial Planning, Kansas State University

Brad Shepard
Head of Advisor Innovation, WisdomTree

Dan Skiles, MBA
President, Shareholders Service Group (SSG)

Kristin Luke
President, Kaleido Creative Studio

Steve Young
Hall of Fame NFL Quarterback, President and Co-Founder, HGGC

2021 Partners

PRESENTING PARTNERS:
• Matthews Asia
• Parnassus Investments
• T. Rowe Price Group, Inc.

GOLD PARTNERS:
• American Century Investments
• American Heart Association Professional Advisor Network
• Avantis Investors
• Charles Schwab Advisor Services
• Diamond Hill
• DPL Financial Partners
• Fenimore Asset Management
• Finance of America Reverse
• IDFA
• Jensen Investment Management
• Litman Gregory
• Nationwide
• Nicholas Investment Partners, L.P.
• Nuveen
• Orion Advisor Solutions
• Osterweis Capital Management
• Segall Bryant & Hamill
• Stonecrest
• XY Planning Network
• Wasatch Global Investors
• Weitz Investment Management

TECH PARTNERS:
• Clearnomics
• Elements Financial Planning System
• Morningstar, Inc.
• NaviPlan