Date(s) - October 5, 2022
5:00 pm - 7:30 pm
Financial Planning Case Study
Join us for an interactive case study that will challenge both our NexGen planners and our experienced members. The case study will be facilitated by Gregg Clarke and Sabrina Lowell who have experience sharing similar case studies through the FPA Residency program.
Program starts: Introduced to the case study and work
Buffet Begins – Attendees will continue case study during dinner
Facilitators review the case study.
About Our Speakers
Gregg Clarke, founder of Meritas Wealth Management, LLC, has been a financial advisor since 1990. He has a passion for comprehensive financial planning services with an emphasis on goal setting, investments, asset allocation, and retirement planning. Gregg also works with many clients in the area of employee stock option planning. Gregg is a Certified Financial Planner (CFP®), and has an MBA in Financial Planning from Golden Gate University. Gregg’s undergraduate degree is in Mechanical Engineering from the University of California at Davis.
Gregg is past President of the Financial Planning Association (FPA) of San Francisco and continues to serve on the Programs Committee. He currently serves on the board of the Community Media Center of Marin as Vice Chair and he also is an adjunct professor in the Masters in Financial Planning program at Golden Gate University in San Francisco. He continues to participate in the FPA Residency program as a mentor.
Gregg lives with his wife, Tiffani, in San Rafael, California, and together they are actively involved in the community through volunteer work for charitable organizations. Gregg participates in a variety of outdoor sports and activities, which includes multiple wine tasting trips. He also enjoys spending as much time as possible with family and friends – his personal goal is to laugh every chance he gets.
As a Certified Financial Planner (CFP®) and a Certified Professional Co-Active Coach (CPCC), Sabrina helps clients build a framework for informed financial decision making. She works with career engaged couples to communicate openly about their finances and shared financial goals. Located in San Francisco, Sabrina has an expertise in managing concentrated stock positions and structuring equity management strategies pre- and post IPO.
Sabrina has been named to SF Business Times Women To Watch, Investment News 40 under 40, Ten to Watch by WealthManagement.com, and Investment News 20 Women to Watch identifying women who possess leadership skills and the ability to effect change in the industry.
Sabrina is an active volunteer cultivating the next generation of talent and development of women. Sabrina currently sits on the CFP Board Women’s Initiative (WIN) Council aimed at the development of initiatives to increase the number of women entering the financial planning profession and the number of women CFP® professionals. Sabrina serves as a mentor for the FPA and XYPN Residency Programs designed to engage, inspire, and empower new CFP® professionals through experiential learning to gain skills and confidence in creating meaningful relationships with clients.