Board Of Directors
Interested in learning more about chapter leadership opportunities? Contact our current President, Chad Perbeck

Chad Perbeck, CIMA®
President
Litman Gregory

Alise Kraus, CFP®
Past President
Mercer Advisors

Amanda Keith
Secretary & Treasurer
Retirement Funding Solutions

Eric M. Flett
Co-Director of Programs
Concentric Wealth Management

Megan Rouse, CFP®
Co-Director of Programs
Megan Rouse Financial Planning

Corey Silva
Co-Director of Membership
MFS Investment Management

Egan Brown
Co-Director of Membership and Director of NexGen
Morgan Stanley

Teresa Riccobuono
Director of Public Relations
Simply Organized

Clay Selland, CPA
Co-Director of Pro Bono
Signet Mortgage

Craig Kirkpatrick
Co-Director of Pro Bono
Orinda Asset Management

Howard Thomas, CFP®
Co-Director of Advocacy
ZRC Wealth Management

Thomas Bennett, CFP®, CLU®, CRPC®
Co-Director of Advocacy
UBIS LLC/Union Bank

Mike O'Connor
Director of Sponsorship/Partnership
Advisor Partners

Hyun Joo Park, ChFC, CLU, LUTCF
Director of Career Development and Scholarships
Mass Mutual Pacific

Denise Tuemmler, CFP®, MBA
Director at Large (NORCAL Conference)
Protected Investors of America

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
Chapter Executive
FPA of the East Bay
(925) 778-1165

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 Chad Perbeck.