Event Recap
Unlock Success with “The Winning Advisor’s Playbook” – FPA East Bay Seminar Recap
On November 6, 2024, the Financial Planning Association (FPA) of the East Bay hosted an
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November 9, 2024
On November 6, 2024, the Financial Planning Association (FPA) of the East Bay hosted an
On October 2nd, the Financial Planning Association (FPA) of the East Bay held an engaging
On September 5, 2024, the FPA of the East Bay hosted an informative event titled
On May 8, 2024, FPA East Bay members gathered at Round Hill Country Club for
By Michael J. O’Connor, 2024 President of the FPA of the East Bay As I
Mr. Gengo is a senior vice president and external advisor consultant for PIMCO Investments. He is
As a financial planner your job is to help clients feel secure and confident in
I collaborate with advisors in the East Bay and Marin County to find solutions that
My hometown is Oakland, CA and today I live in Lafayette with my amazing partner,
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
