Board Of Directors

Interested in learning more about chapter leadership opportunities? Contact our current President, Alise Kraus

Alise Kraus, CFP®

Alise Kraus, CFP®

President

Mercer Advisors

Thomas Howard, CFP®, MBA

Thomas Howard, CFP®, MBA

Past President & Co-Director of Advocacy

ZRC Wealth Management

Amanda Keith

Amanda Keith

Secretary & Treasurer

Retirement Funding Solutions

Thomas Bennett, CFP®, CLU®, CRPC®

Thomas Bennett, CFP®, CLU®, CRPC®

Co-Director of Advocacy

UBIS LLC/Union Bank

Eric M. Flett

Eric M. Flett

Co-Director of Programs

Concentric Wealth Management

Megan Rouse, CFP®

Megan Rouse, CFP®

Co-Director of Programs

Megan Rouse Financial Planning

Hyun Joo Park, ChFC, CLU, LUTCF

Hyun Joo Park, ChFC, CLU, LUTCF

Director of Career Development and Scholarships

Mass Mutual Pacific

Teresa Riccobuono

Teresa Riccobuono

Director of Public Relations

Simply Organized

Chad Perbeck, CIMA®

Chad Perbeck, CIMA®

Director of Sponsorship

Litman Gregory

Corey Silva

Corey Silva

Director of Membership

MFS Investment Management

Clay Selland, CPA

Clay Selland, CPA

Co-Director of Pro Bono

Signet Mortgage

Craig Kirkpatrick

Craig Kirkpatrick

Co-Director of Pro Bono

Orinda Asset Management

Denise Tuemmler, CFP®, MBA

Denise Tuemmler, CFP®, MBA

Director at Large (NORCAL Conference)

Protected Investors of America

Damien Couture, CFP®

Damien Couture, CFP®

Director at Large

Walnut Creek Wealth Management

Not Members of the Board of Directors But of Service to the Board

Krysta M. Patterson

Krysta M. Patterson

Chapter Executive

FPA of the East Bay
(925) 778-1165

Wade Rodrigues

Wade Rodrigues

Chapter Executive

FPA of the East Bay
(925) 778-1165

Curious about what it’s like to be on our Board? Come shadow a board meeting, which take place for about an hour after our monthly chapter meetings. To learn more about opportunities to join the board, or to attend a Board meeting as a guest, please contact our Current President Alise Kraus.