San Francisco and the Bay Area is the tech hub of the world, generating untold wealth for countless individuals. Yet serving this market can be incredibly challenging, both from a technical as well as a behavioral perspective. This month's FPA SF Chapter Meeting will showcase speaker Michael Yoder, who has built a successful practice serving this niche and will share a lifetime of lessons learned the hard way so you can best serve your clients from day one. We look forward to seeing you all at the Italian Athletic Club next Tuesday, September 10th at 3:00pm to hear more! ***This topic has been approved by the CFP Board for 1.0 hour of CE credit. Find more details and register on our website: (fb)

2025 is on the horizon and coming up quickly! Plans are in process for making this new year for FPA SF the best yet. Come join Jacob Quiroz, Reed Nothwang, and the rest of the programs planning committee for the 2025 FPA SF Programming Planning Meeting to share your thoughts on topics you want to see, speakers you want to hear from, and the things that are important to you! Taking place: Friday, October 4th from 12pm-1pm. Located at: Newmark Office, 1 Sansome Street, Floor 41, San Francisco, CA 94104 Reach out to Jacob and Reed with any questions on the event! (fb)