Board Of Directors
Interested in learning more about chapter leadership opportunities? Contact our current President, Chad Perbeck
Eric M. Flett
President and Director of Programs
Concentric Wealth Management
Chad Perbeck, CIMA®, CFP®
Past President
Waypoint Wealth Partners
Clay Selland, CPA
Secretary/Treasurer
Signet Mortgage
Corey Silva
Director of Membership
MFS Investment Management
Egan Brown
Director of NexGen
Morgan Stanley
Teresa Riccobuono
Director of Public Relations
Simply Organized
Craig Kirkpatrick
Director of Pro Bono
Orinda Asset Management
Thomas Howard, CFP®
Co-Director of Advocacy
Bedell Frazier Investment Counselling, LLC
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
Damien Couture, CFP®
Director at Large
Walnut Creek Wealth Management
Denise Tuemmler, CFP®, MBA
Director at Large (NORCAL Conference)
Protected Investors of America
Alise Kraus, CFP®
Director at Large
Mariner Wealth Advisors
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.