Board Of Directors
Interested in learning more about chapter leadership opportunities? Contact our current President, Chad Perbeck
Chad Perbeck, CIMA®, CFP®
President
Waypoint Wealth Partners
Alise Kraus, CFP®
Past President
Mercer Advisors
Amanda Keith
Secretary & Treasurer
Mutual of Omaha Mortgage
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
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
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.