Of the Field

FPA NorCal Conference

The FPA NorCal Conference is a premier event for financial planners offering cutting-edge education and networking opportunities. \n

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24Speakers
51Sponsors
0On the bill · sessions
72Companies · in total
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Speakers

Programmed at FPA, in alphabetical order.
Ben Lewis
Chief Communications Officer, Financial Planning Association · Financial Planning Association
Brandi Chastain
Brandon Clark
Director, ETF Business Senior Vice President, Federated Hermes · Federated Hermes
Brent Sullivan
Analyst and Editor, Tax Alpha Insider · Tax Alpha Insider
Carolyn McClanahan
Founder, Life Planning Partners, Inc. · Life Planning Partners, Inc.
Chuck Failla
Founder + CEO, Sovereign Financial Group, Inc · Sovereign Financial Group, Inc.
Corey Kupfer
Founder/Managing Partner, Kupfer., PLLC · Kupfer., PLLC
David Grau
President, Succession Resource Group · Succession Resource Group
David Kelly
Dr. Joaquin E Wallace
President, JSK Management and Media LLC · JSK Management and Media LLC
Ellen Cookman
Owner/Principal Attorney, Cookman Law · Cookman Law
Frank Murtha
Founder, The Financial Counseling Institute · The Financial Counseling Institute
Lisa Barr
Vice President, Development, West, National Philanthropic Trust · National Philanthropic Trust
Liz Thomas
Chief Market Strategist, SoFi · SoFi
Margo Steinlage Kreider
President, Steinlage Insurance Agency · Steinlage Insurance Agency
Markus Aakko
Chief Revenue Officer, Brooklyn Investment Group · Brooklyn Investment Group
Matt Goren
Co-Founder, Global Financial Planning Institute · Global Financial Planning Institute
Meredith Johnson
Partner, BPM LLP · BPM LLP
Michael Kitces
Chief Financial Planning Nerd, Kitces.com · Kitces.com
Patrick Collar
Pension Consultant/Principal, Nicholas Pension Consultants · Nicholas Pension Consultants
Russell Kroeger
Founder/CEO, Trayecto · Trayecto
Saundra Davis
Executive Director, Sage Financial Solutions · Sage Financial Solutions
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Sponsors

The houses behind the program. Tiers as disclosed.
Allworth FinancialGold
AltruistGold
American Heart AssociationGold
AstoriaGold
Avantis InvestorsGold
Axos Advisor ServicesGold
Charles SchwabGold
ComplianceAdvisor (STP Investment Services)Gold
Dimensional Fund AdvisorsGold
Dodge & CoxGold
eLegacy Law PLLCGold
Fidelity InvestmentsGold
First TrustGold
Forge GlobalGold
Foundation SourceGold
Global X ETFsGold
Golsan ScruggsGold
Jackson National Life Distributors, LLCGold
KoyfinGold
Osterweis Capital ManagementGold
Paperback ExpertGold
Prospect CapitalGold
Saturna Capital CorporationGold
SEIGold
SPFGGold
StonecrestGold
Symmetry Partners, LLCGold
The American College of Financial ServicesGold
ThriventGold
United Planners Financial ServicesGold
VanguardGold
Vert Asset ManagementGold
CachePalladium Wi-Fi
CarsonPlatinum
Federated HermesPlatinum
Midland AdvisoryPlatinum
NuveenPlatinum
Atlas Park ConsultingSilver Lounge
EncorEstate PlansSilver Lounge
JM BullionSilver Lounge