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Welcome to the Financial Planning Association of the East Bay

Calendar of Events

7:30 AM - March 1 Meeting
01 Mar
March 1, 2023    
7:30 am - 9:00 am
"Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation" Presented by: Amy Mullen, President Money Quotient *Qualifies for 1 hr of CFP [...]
07 Mar
March 7, 2023    
7:00 am - 4:00 pm
Hello FPA Members! Financial Planning as a profession is at a critical juncture. New laws, rules and regulations concerning our profession are being put into place [...]
24 Mar
March 24, 2023    
12:00 pm - 1:00 pm
25 Mar
March 25, 2023    
10:30 am - 4:30 pm
Friends and Family are invited to join us for a tailgate at Canyon Club, 1558 Canyon Rd, Moraga from 10:30am-12 pm. The FPA will be [...]
Events on March 1, 2023
01 Mar
1 Mar 23
Events on March 7, 2023
07 Mar
Events on March 24, 2023
Events on March 25, 2023

Apr 2023

Date/Time Event
April 4, 2023
4:00 pm - 6:30 pm
April 4 Meeting

The Arrival of Conscious Capitalism – a Critical Overview of Effective ESG Investing



Jamie Stone, VP, Director of ESG Research
Baron Funds


Despite 69% of retail investors having expressed interest in ESG investing, just 10% currently own products that incorporate ESG principles into their mandates. Conscious capitalism is here, and clients will increasingly require expertise in impact investing as they evaluate financial advisors. Baron Capital’s Director of ESG Research, Jamie Stone, brings a unique perspective to ESG’s rapidly expanding role in capital markets, having started his career as an energy stock analyst before assuming his current role and implementing policies that go far beyond “exclusion” across Baron’s 19 equity funds. At our April meeting, Jamie will discuss ways to incorporate ESG into asset allocation strategies while maintaining – and even potentially increasing – prospective returns.

Jamie joined Baron in 2009 as a research analyst specializing in energy and was named portfolio manager in 2011. In early 2019, he was named Director of ESG Research to initiate and lead our effort in integrating ESG considerations into our investment research process. He has 35 years of research experience. Jamie graduated from the University of Michigan with a B.A. in English Literature in 1987.


April 27, 2023
5:00 pm - 8:00 pm
FPA East Bay April NexGen Hosted Event

Practical & Tactical Branding for Finance Professionals





Presented by: Warner Johnston

A good brand is essential to your professional and commercial success in today’s virtual and digital world. Not only does a good brand convey authenticity and trust, but it also leads to repeat business by allowing you to raise awareness, build your network, and stimulate demand. Join FPA on Thursday, April 27th, as we sit down with PR & Branding Expert Warner Johnston to discuss the four components of branding and ways to refresh your positioning, design, assets, and promotion. If you are just starting or looking to update your brand, this event is for you. What You Will Learn: The four components of branding Ways to refresh and add value to your brand (personal and commercial)

Speaker Bio:
Warner Johnston is a communications professional with more than 20 years of experience working with various national and international companies and governments. Beginning his career with the City of New York, he developed and managed successful communications offices, including the NYC Parks Department, the Empire State Development Corporation, and the Association of Chartered Certified Accountants USA. In addition, he has worked with top-tier national and international media throughout his career, both on and off-the-record. His experience includes large-scale campaigns and productions, crisis communications planning and delivery, and organizational development and coaching. Over the years, he has developed internal and external strategies, served as an official spokesperson, and coached founders and line staff alike for multiple non-profit and corporate organizations. Warner is a graduate of NYU with advanced degrees in public administration and psychotherapy. Raised in New York, he splits his time between his native city and San Francisco.


May 2023

Date/Time Event
May 10, 2023
7:30 am - 9:00 am
May 10 Meeting

Estate Planning Strategies: What Clients Should be Thinking & Talking About Today




Presented by: Sara Dorosti, JD, VP & Senior Wealth Planning Strategist
Comerica Wealth Management

Financial advisors occupy a trusted position in conversations with their clients about their legacies. Are you having legacy conversations with your clients today? Are you up to speed on the best estate planning strategies for multi-generational wealth transfers? Are you starting to plan for the sunsetting of the current rules in less than three years? Join us for an interactive session with estate, tax and succession expert Sara Dorosti. She will share her top things that multi-generational families can be doing today. She will offer suggestions for holding meaningful legacy conversations with clients. She will also share her thoughts on how families with $13-26mm in wealth can be thinking about changes down the road. And she’ll be able to answer your other estate planning questions.

About the Speaker:
Sara Dorosti is a Vice President and Senior Wealth Planning Strategist at Comerica Wealth Management. She holds expertise in the areas of estate, tax and business succession planning with business owners, professionals and high-net-worth individuals. Dorosti helps clients build and implement wealth and business succession plans, as well as asset protection strategies.

Dorosti is admitted to the California State Bar Association. She is a candidate for the Certified Trust and Fiduciary AdvisorSM (CTFA) credential issued by the American Bankers Association®.

Before joining Comerica, Dorosti was Vice President at U.S. Bank. Previously, she was an Associate with Pillsbury Winthrop Shaw Pittman, LLP. A graduate of the University of California, Berkeley, Dorosti earned a Bachelor of Arts and Juris Doctor from the university.


May 30, 2023 - May 31, 2023
7:30 am - 5:00 pm
FPA NorCal 2023

Since 1972, the FPA NorCal Conference has held an annual conference in San Francisco for the purposes of furthering education and community networking. The FPA NorCal Conference is organized by a committee of respected financial planning professionals representing the San Francisco Bay Area FPA Chapters – San Francisco, East Bay, Silicon Valley, and Northern California (Sacramento).

This conference is planned for financial planners by financial planners.

The FPA NorCal Conference is the most established, advanced-level conference that provides the opportunity to interact with all parts of our community and profession. We offer an invaluable educational and networking event year after year.


Aug 2023

Date/Time Event
August 2, 2023
7:30 am - 9:00 am
August 2 Meeting

Meeting details coming soon!

Sep 2023

Date/Time Event
September 6, 2023
7:30 am - 9:00 am
September 6 Meeting

Meeting details coming soon!

Oct 2023

Date/Time Event
October 4, 2023
7:30 am - 9:00 am
October 4 Meeting

Meeting details coming soon!

Nov 2023

Date/Time Event
November 1, 2023
11:00 am - 1:00 pm
November 1 LUNCH Meeting

This will be a SPECIAL NETWORKING Meeting with education and a networking reception following the meeting!

Dec 2023

Date/Time Event
December 6, 2023
7:30 am - 9:00 am
December 6 Meeting

Meeting details coming soon!

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