Community Improvement
Fpa Norcal Conference
LAFAYETTE, CA
Total revenue
$922K
Total expenses
$790K
Net assets
$529K
Grants received
—
EIN
261730710
Tax year
2024
Mission
The Financial Planning Association NorCal Conference is an annual two day gathering of the top financial planning professionals from the San Francisco Bay Area and across the United States.
Programs
1 program
opportunities which will continue to sustain the level of professionalism in the financial planning industry. 4. To provide opportunities, as an association, for members to enhance their service to the community through such forums as charitable events, hands-on projects, and other community efforts. 5. To encourage its members to engage in the highest ethical standards.
Financials
FY 2024
Revenue
Expenses
People
16 listed
Thomas Howard
Chairman
—
4 hrs/wk
Jenny Hood
Program Co-Chr
—
4 hrs/wk
Sara Ellefsen
Program Co-Chr
—
4 hrs/wk
William Pitney
Keynote Liaison
—
4 hrs/wk
Eric Flett
Treasurer
—
4 hrs/wk
Andy Yin
Sponsor Co-Chr
—
4 hrs/wk
Shawn Eubanks
Sponsor Co-Chr
—
4 hrs/wk
Brandon Ma
Sponsor Co-Chr
—
4 hrs/wk
Leotie Fukawa
Speaker Liaison
—
4 hrs/wk
Mira Ma
Speaker Liaison
—
4 hrs/wk
Laura Pantaleo
Speaker Liaison
—
4 hrs/wk
Fred Hymans
Speaker Liaison
—
4 hrs/wk
Jaime Alpaugh
Speaker Liaison
—
4 hrs/wk
Elizabeth Mintzer
Speaker Liaison
—
4 hrs/wk
Denise Tuemmler
Speaker Liaison
—
4 hrs/wk
Cameo Roberson
Marketing
—
4 hrs/wk