Want to know more about the importance of being a Mentor? Contact our current Director of Career Development & Scholarships
Interested in becoming a Mentor? Please fill out the following form.
Mary Ballin, CFP®,CDFA®
I enjoy talking to people entering this industry. I like to help them understand about the different types of advisors they can work for or become themselves so they can find the right fit. Figuring out what aspect of the financial planning world gives you the most passion will help you source through all the options that exist so you can be successful where you land. This is a very rewarding career that I am happy to be part of.
Sharon S. Nasstrom, CFP®
Registered Principal, Financial Advisor
I have mentored many advisors in the past and enjoy sharing my love of the business with others. I love personal finance and solving personal financial planning issues for clients. Teaching people how to do this is very rewarding.
Chad V. Perbeck , CIMA®, CFP®
Senior Research Consultant
I’m interested in being a mentor because I have been fortunate to be a mentee of many people over my life and have developed an appreciation for connecting and developing relationships, sharing experiences, and being of service by giving back to the community that supports me.
Chief Executive Officer and Wealth Advisor
When I started working in this industry in 1992, my boss Dave Gemmer told me to join FPA and start going to the meetings. It was at the East Bay chapter meetings that I learned the craft of being a successful advisor. I learned from successful advisors like Jim King, Jerry Mosher, George Coughlin and Marilyn Plum. The East Bay chapter and our members believe in collaboration and elevating the profession. This legacy of collaboration is the reason I choose to volunteer and give back to the FPA and the East Bay Chapter.
Thomas Bennett, CFP®, CLU®, CRPC®
Senior Financial Advisor
We all have and need mentors at all stages of our careers and in life. I have and have had mine. I owe back to the Universe. I don’t like debt.