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Board of Directors |
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Chairperson |
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President |
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President Elect |
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Nancy M. Hairsine, CFP® |
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C. Gordon Dunne |
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David A. Borrelli |
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Lifetime Planning Advisors |
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Financial Services Network |
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Oppenheimer Funds |
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Nancyhairsine@hotmail.com |
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gordon@fsnweb.com |
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DBorrelli@OppenheimerFunds.com |
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Helping clients find clarity,
balance and focus in all stages of
life. |
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Committed to relationships,
growth and supporting our advisor members. |
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Developing real relationships
between the Money Manager and the Financial Advisor. |
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Secretary/Treasurer |
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Government Relations Co-Chair |
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Program Co-Chair |
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Greg T. Warner |
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Leslie Biggers |
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Chuck Bowes |
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Securities America, Inc. |
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Biggers Planning & Financial
Services |
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Wayport Wealth Partners |
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gregwarn@pacbell.net |
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leslie_biggers@comcast.net |
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chuck@waypointwp.com |
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Author of Cookbook
for Money: A Financial Guide for Women Who Want to Focus on Creating Home,
Health and Happiness. Provides customized planning
to reduce your family's college expenses. |
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Provide individuals and small
businesses with a path towards achievement of financial goals through the
creation of customized solutions. |
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We are a fee only independent
wealth management firm providing investment consulting and advanced planning
services to individuals and families.
We specialize in helping successful families develop healthy money relationships
and raise financially responsibly children. |
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Public Relations Chair |
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Director at Large |
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Communmity Outreach |
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Damien Couture, CFP® |
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Eric Flett |
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Daniel Gannett |
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Walnut Creek Wealth Management |
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Concentric Wealth Management |
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Park Place Wealth Advisors, Inc. |
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Damien@walnutcreekwealth.com |
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eric@concentric-wealth.com |
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dan@thegannetts.com |
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Attentive, independent
financial advice. |
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We help busy, successful people
build and manage their wealth through comprehensive financial planning and
customized investment management strategies. |
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To enrich people’s lives by
serving as a reliable and objective source of quality financial information
and services. Inspiring action, enabling clients to achieve their cherished
aspirations. |
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Membership Co-Chair |
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Sponsorship Co-Chair |
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Career Devel./Scholarship
Co-Chair |
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Brian Gemmer |
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Alex Hayes |
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Dr. Michael Olff |
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Gemmer Asset Management, LLC |
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Putnam Investments |
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Stahlschmidt Financial Group |
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brian@gemmerllc.com |
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Alex_Hayes@putnam.com |
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michaelolff@yahoo.com |
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We provide customized investment
management and back office services to independent financial advisors through
an investment philosophy grounded in a risk-managed, asset allocation
approach using select 3rd party managers. |
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A proactive consultant between
the Money Managers and the Financial Advisor community, which provides the
education, industry knowledge and training that will support the advisors in
helping clients coordinate and synchronize the five pillars of a complete
financial plan. |
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Financial Planning for
Individuals, Businesses and Heath Care Professionals |
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Government Relations Co-Chair |
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Career Devel./Scholarship
Co-Chair |
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Director of Technology /
Webmaster |
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Frank Paré |
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Ken Perine |
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Steven "Shags"
Shagrin, JD, CFP®, |
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CRPC®, CRC®, Certified Money Coach |
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PF Wealth Management Group, LLC |
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Meritage Wealth Advisory, LLC |
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The Money Coaching Institute |
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frank@pfwealthgroup.com |
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ken@meritage-wealth.com |
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Shags@PlanningForLife.info |
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Offering comprehensive financial
planning and complete financial management solutions. |
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Helping business owners and
individuals develop and execute plans to achieve their financial goals. |
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Money Coaching Outsourcing, Life
Planning Coaching for Financial Service Professionals & Clients,
Professional Speaking on Financial Education Topics, Couples Financial
Coaching |
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Program Co-Chair |
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Membership Co-Chair |
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Sponsorship Co-Chair |
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James Simos, CFP® |
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Evor C. Vattuone, CFP® |
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Roshan Weeramantry |
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INFINITY Financial Services |
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Aspire Capital Management |
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AXA Equitable |
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james@8financial.com |
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evor@aspire.biz |
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roshan.weeramantry@axadistributors.com |
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Advising individuals, families
and entrepreneures toward securing successful financial futures in a way that
feels right to them. |
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We provide comprehensive,
fee-based, highly customized financial solutions for professionals, business
owners and retirees. |
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Consults with financial advisors
to build and develop income and estate planning strategies using variable
annuities. |
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Board members: Click Here for the Board Positions Form |
And Assisting the Board: |
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Chapter Executive |
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Krysta Patterson |
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Phone (925)
935-9691 |
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Fax (925)
935-1108 |
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EastBayFPA@gmail.com |
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Here are useful links
for more information about our Chapter, its activities, the FPA and more: |
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Return to Home Page |
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Consumer
Information |
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Membership
Information |
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Board
of Directors |
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Directions
& Map to Meetings |
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More
About Us |
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Calendar
of Events |
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FPA National Website |
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Newsletters
(PDF Files) |
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Career
Development |
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FPA No. California Chapter |
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Nor Cal Conference |
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CFP®
Certification |
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FPA San Francisco Chapter |
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Our
Chapter Sponsors |
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Committees
(PDF Page) |
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FPA Silicon Valley Chapter |
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Community
Service |
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Media
& Press Information |
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e-mail
the Webmaster |
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send any comments or corrections to our webmaster, Steven "Shags"
Shagrin at Shags@PlanningForLife.info |
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