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7/21/2019 Program for San Francisco Financial Planning Day, 22 October 2011
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BROUGHT TO YOU BY
San FranciscoFinancial Planning Day
SATURDAY, OCTOBER 22, 2011
7/21/2019 Program for San Francisco Financial Planning Day, 22 October 2011
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Welcome
Welcome and thank you for attending todays Financial Planning Day!
Dear Financial Planning Day attendee,
You may have come across the term financial planning and wondered whatit means. You may have decided to start your own financial plan but youre not
sure how to begin. Or you may have a specific question about your personalfinancial planning situation and feel its time you went to a financial planner for
some professional advice. No matter what category you are in, todays FinancialPlanning Day can help you get the information you need.
We are very pleased to welcome you to this special event. Over the years, ourorganizations have seen up close the economic challenges people are facing
across our nation. Many have pressing financial questions that need answers, andunfortunately, many have not had the opportunity to discuss those questions with
professional financial planners. This has presented usthe financial planningcommunity and local governments nationwidewith a shared vision to unite our
collective resources and bring you Financial Planning Days.
Todays Financial Planning Day is an opportunity to get your financial questionsanswered by professional financial planners. These professionals include thosewho have earned the prestigious CERTIFIED FINANCIAL PLANNERcertification
and experts from the Financial Planning Association. Your conversations areconfidentialthere will be no sale of products or services and not even a business
card will be offered. In other words, there are no strings attached. In addition to
the one-on-one advice, youll be able to attend educational workshops addressingpopular financial topics. Finally, there is a financial planning booth in the mainarena that has a wealth of financial literature and additional professionals who can
answer your financial questions.
We hope that todays Financial Planning Day will provide you with first-handexperience on how financial planning can improve your life. And to help you getstarted with your own financial plan after todays event, be sure to pick up the free
publications and resources.
Sincerely,
Certified Financial Planner Board of StandardsFinancial Planning Association
Foundation for Financial PlanningThe United States Conference of Mayors
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Presenting organizations
San Francisco Financial Planning Day is presented by Bank on San Francisco
San Francisco Office of Financial Empowerment
San Francisco Smart Money Network
Financial Planning Association of San Francisco
Certified Financial Planner Board of Standards
Foundation for Financial Planning
The United States Conference of Mayors
Partners & supporters
Briggs Association Management
Comcast
Consumer Credit Counseling Service of San Francisco
Financial Planning Association of San Francisco
Kayvon Pejooh, Shores Press, San Carlos, CA
Mission Asset Fund
San Francisco Family Support Network
San Francisco Office of the Treasurer
San Francisco Public Library
San Francisco Mayors Office
San Francisco Unified School District
Tax Aid
211 United Way of The Bay Area
2Bridge Communications
UC Hastings College of the Law
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Steering committee
Marco Chavarin, Co-ChairOffice of Financial EmpowermentOffice of the Treasurer & Tax CollectorSan Francisco, CA
Ralph Latza, Co-ChairPrivate OceanSan Rafael, CA
Julie AstiAsti Financial ManagementBerkeley, CA
Mimi BarrettConsumer Credit Counseling Serviceof San FranciscoSan Francisco, CA
Marion BriggsBriggs Association ManagementMountain View, CA
Saundra DavisSage Financial SolutionsSan Francisco, CA
Eddy Demirovic
CFP BoardWashington, D.C.
Holly GalbrechtWetherby Asset ManagementSan Francisco, CA
Holly Gillian KindelMosaic Financial Partners, Inc.
San Francisco, CA
Bob GoldmanGoldman Financial PlanningSausalito, CA
Joni GoodmanThe United States Conference of MayorsWashington, D.C.
Janet HoffmannIntegral Financial SolutionsSan Francisco, CA
Melissa Huml
Abundance Wealth ManagementPiedmont, CA
Brian JonesCFP BoardWashington, D.C.
Greg KatoOffice of Financial Empowerment
Office of the Treasurer & Tax CollectorSan Francisco, CA
Laurie NardoneThe Shira GroupSan Rafael, CA
Ingrid RobinsonLenShaw Financial Services
Hayward, CA
Crystal Stanford, in memoriamRedwood MortgageRedwood City, CA
Justin TangThe United States Conference of MayorsWashington, D.C.
Amira TartFinancial Planning AssociationDenver, CO
Timothy WelshNexus Strategy, LLCLarkspur, CA
7/21/2019 Program for San Francisco Financial Planning Day, 22 October 2011
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Schedule
9:30am4:00pm
Ask-a-planner
clinicHalf-hour sessions
LBM Lounge& Room B2
9:00am9:30am LBM Lounge
Official welcoming & keynote address
Workshops
Session 19:30am10:20am
Investing Today:How to Be aSmarter Investor
Classroom A Classroom B
How PlanningToday Can Help
You Reach YourFinancial Goals ofTomorrow
Session 210:30am11:20am
Planning for theHigh Costs ofEducation: Goingfrom Kindergarten
to College
Real WorldRetirementPlanning andOther Life
Transitions
Session 311:30am12:20pm
Managing Debt,Building Credit,and HomeFinancing
8 Steps to TakingControl of YourMoney and YourLife
Session 41:00pm1:50pm
Investing Today:How to Be aSmarter Investor
How PlanningToday Can Help
You Reach YourFinancial Goals ofTomorrow
Planning for theHigh Costs ofEducation: Going
from Kindergartento College
Real WorldRetirementPlanning and
Other LifeTransitions
Managing Debt,Building Credit,and HomeFinancing
8 Steps to TakingControl of YourMoney and YourLife
12:30pm1:00pmLunch break
Session 52:00pm2:50pm
Session 63:00pm3:50pm
4:00pm Conclusion
9:30am12:30pm1:00pm4:00pm
ConsumercreditcounselingRoom B1
7/21/2019 Program for San Francisco Financial Planning Day, 22 October 2011
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Map
Classroom A
Classroom B
Louis B. Mayer
Lounge
Lobby
7/21/2019 Program for San Francisco Financial Planning Day, 22 October 2011
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Volunteerscontinued
Angie M. Hager, CFA, CFP
YCMNET Advisors2001 North Main Street, Ste. 270Walnut Creek, CA [email protected]
Tim Harrington, CFP
Marin Financial Advisors, LLC80 E. Sir Francis Drake Blvd. Suite 1ALarkspur, CA [email protected]
Daniel Haut, CFP
Merrill Lynch1715 Second StNapa, CA 94559707-254-4623
Gretchen Hollstein, CFP
Litman Gregory Asset Management100 Larkspur Landing Circle, Suite 204Larkspur, CA [email protected]
Melissa Huml
Abundance Wealth Management LLC101 Highland AvenuePiedmont, CA [email protected]
Scott Kidd, CFP
Bailard950 Tower Lane, Ste 1900
Foster City, CA [email protected]
Elizabeth Kirkpatrick, CFP
Merrill LynchP O Box 22320Carmel, Ca [email protected]
Aaron Langston, CFP
YCMNET Advisors
2001 N. Main St. #270
Walnut Creek, CA 94596
925-935-2900
www.ycmnet.com
Paul Low, CFP
Merrill Lynch
1111 Broadway, 22nd FloorOakland, CA 94607
510-208-3866
Charles Malsbury
YellowBrickRoad Financial Advisors
14 Funston Ave
San Francisco, CA 94129
415-346-2221 x210
www.ybrfinancialadvisors.com
Abraham Martinez, CFP
Ameriprise Financial
44 Montgomery St, Ste 4210
San Francisco, CA 94109
415.623.2450
ameripriseadvisors.com/abraham.x.martinez/
Spanish
Phillip May, CFP
Merrill Lynch
801 10th Street, 7th Floor, Suite 1
Modesto, CA 95354
209-578-2606
Karen McMillan, CFP
Merrill Lynch
600 California StreetSan Francisco, CA 94108
415-955-3778
7/21/2019 Program for San Francisco Financial Planning Day, 22 October 2011
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Volunteerscontinued
Adam Messinger, CFP
Merrill Lynch
1111 Broadway, 22nd Floor
Oakland, CA 94607
510.208.3862
http://fa.ml.com/ADAM_MESSINGER
Ashley Murphy
David White and Associates
3150 Crow Canyon Pl, Suite 200San Ramon, CA 0
9252772637
www.dwassociates.com
Talia Pierluissi, CFP
Stanford Investment Group
2570 W. El Camino Real, Ste. 520
Mountain View, CA 94040
650-941-1717 x122
www.stanfordinvestment.com
Spanish, Romanian
Lawrence Pon, CFP
Pon & Associates
240F Twin Dolphin Drive
Redwood City, CA 94065
650-508-1268
John Raphael, CFP
MetLife Securities, Inc.
1255 Treat Blvd, Suite 400
Walnut Creek, CA 94597
925-949-7417
Walter Reinsdorf, CFP
AMERIPRISE
455 Market St. Ste 1480San Francisco, CA 94105
4157771716
Chris RemediosFinancial Connections Group
21 Tamal Vista Blvd, #105
Corte Madera, CA 94925
415-924-1091
www.FinancialConnections.com
Chris Remedios
Financial Connections Group
21 Tamal Vista Blvd, #105Corte Madera, CA 94925
415-924-1091
www.FinancialConnections.com
Ben Rose, CFP
Raymond James
555 Market St. 18th floor
San Francisco, CA 94702
4155385702
www.econadvgroup.com
Dave Shore
Marin Financial Advisors, LLC
80 E. Sir Francis Drake Blvd. Suite 1A
Larkpur, CA 94939
415-925-1212
www.MFAwebsite.com
Spanish
Steven Solomon, CFP
Charles Schwab
1300 S. El Camino Real, Ste 110
San Mateo, CA 94402
650-358-5513
www.schwab.com
Sameer Somal, CFPDundeeWealth US, LP
1160 West Swedesford Rd. Suite 140
Berwyn, PA 19312
2022767589
www.dundeewealthus.com
7/21/2019 Program for San Francisco Financial Planning Day, 22 October 2011
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Volunteerscontinued
Tanya Steinhofer, CFP
Redwoodgrove Wealth Management
9 Bernard Street
Mill Valley, CA 94941
415-383-3381
www.redwoodgrovewm.com
Spanish
Marilyn Suey, CFP
Managed Economics6680 sierra lane
Dublin, CA 94568
925-336-6611
managedeconomics.net
Bonnie Suveerachaimontian
LifeStream Financial Inc
5201 Great America Parkway Suite 320
Santa Clara, CA 95054
408-657-6880
www.lifestreamfinancial.com
Jourdan Erik Sy, CFP
Merrill Lynch Wealth Management
1331 N California Blvd
Walnut Creek, Ca 94596
9259463061
http://www.fa.ml.com/holguin_sy
Laura Tanner, Ph.D.
SAS Financial Advisors, LLC
50 California St., Ste. 1500
San Francisco, CA 94111
415-860-4408
www.sasadvisors.com
Ludo Thomasson, CFPWetherby Asset Management
417 Montgomery St
San Francisco, CA 94121
415 399 9159
wetherby.com
French
Lilian Tsi Stielstra, CFP
Wells Fargo Advisors
301 University Ave
Palo Alto, Ca 94122
408-691-8687
Mandarin, Cantonese
David Wachter, CFP
Merrill Lynch
90 South E StreetSanta Rosa, California 95404
706-575-6301
Kate Wilusz, CFP
Ameriprise Financial Services
44 Montgomery Street, Suite 4210
San Francisco, CA 94104
415-623-2450
www.ameripriseadvisors.com/kate.m.wilusz/
Glenda Wong
Mosaic Financial Partners
840 Lake Street, 6th Floor
San Francisco, CA 94108
415-788-1952
www.MosaicFP.com
Wen Wu, CFP
Merrill Lynch
101 S Ellsworth Ave, 4th FL
San Mateo, CA 94401
650-579-3006
Mandarin, Taiwanese
Beth Wyatt, CFP
Morgan Stanley Smith Barney
3562 Round Barn Circle First FloorSanta Rosa, CA 95403
707-524-1008
http://www.morganstanley.com/fa/bolander-
franklinwyattgroup
7/21/2019 Program for San Francisco Financial Planning Day, 22 October 2011
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Notes
7/21/2019 Program for San Francisco Financial Planning Day, 22 October 2011
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Acknowledgments
For additional resources and to learn about future events, visitwww.FinancialPlanningDays.org
We would like to thank and recognizethese organizations for their support
Diamond$5,000 and higher
Platinum$2,500$4,999
Gold$501$2,499 Foundation for Financial Planning Private Ocean Wetherby Asset Management Ralph Latza
Silver$500 and under San Francisco Foundation Bay Area Financial Education Foundation John & Betsy Mell
Product & service donations Bi-Rite Market Panera Bread PBS Catering Shores Press Trader Joes
National media sponsor