Meet The “NorCal” Team

Firm News & Events, Policy-Based Financial PlanningPosted on June 5th, 2014No Comments

Jen H., Jennifer M., Elissa, and Dave (order in photo below) attended the 2014 FPA NorCal Conference held at The Palace Hotel in San Francisco, CA on May 27-28. You can expect to see posts in the coming weeks summarizing some of what we learned at the conference.

The FPA NorCal Conference has been providing advanced educational sessions for members and affiliated financial professionals for over 40 years. It has earned a reputation as one of the country’s best conferences providing high quality, knowledgeable speakers and excellent networking opportunities.

This conference is planned by a volunteer committee of respected financial planners representing the five local Bay Area chapters. Attendees include members from these local chapters in addition to financial advisors from all over the U.S.

'14 NorCal YeBu WL
Jennifer M. was on the conference committee as a Program Co-Chair with Leigh Shimamoto (the chair for the 2015 FPA NorCal Conference) and also served as a Media/Press Liaison. Jennifer and Leigh worked with the committee to ensure the breakout workshop sessions contained a variety of topics relevant to financial planners given by robust and talented speakers.
'14 NorCal Program Co-Chairs WL
One of those speakers was Dave! He presented on the topic, “Policy-Based Financial Planning and Behavioral Finance: Decision Architecture for a Changing World.”
'14 NorCal Dave Pano WL
'14 NorCal Dave Presentation WLElissa represented the Foundation for Financial Planning by accepting a $10K pledge from FPA NorCal as a gift to the recently retired Executive Director of the conference, Brenda Harrington. Fidelity Investments has committed to matching pledges up to $500K to the Foundation, so the gift was worth double!
'14 NorCal EB FFP Pledge WLAs Chair of the Foundation, Elissa also participated on a panel, which consisted of the top leaders in the financial planning profession. The facilitator of the panel, Eric Flett, is to the left of Elissa, and on her right are Jim Johnson of FPA of California, Ray Ferrara of CFP Board, and Janet Stanzak, President of FPA National.
'14 NorCal Leader Panel WL

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