2026 Gold & Silver Sponsors

Gold Sponsors

FEDERATED HERMES
2026 FPA Gold Sponsor

Drew Larson
Tel: (415) 463-0627

JACKSON
2026 FPA Gold Sponsor

Brian T. Carlson, CIMA®, CFP®
Regency Vice President
Tel: (925) 787-7343

CANTOR FITZGERALD
2026 FPA Gold Sponsor

John Bacigalupi
Tel: (650) 703-7180

Nationwide
NATIONWIDE
2026 FPA Gold Sponsor

Andrew Rich
Tel: (925) 807-9934

Signet Mortgage
SIGNET REVERSE MORTGAGE

NMLS#168365

2026 FPA Gold Sponsor

Clay E. Selland, CPA
Certified Reverse Mortgage Professional
Licensed in CA, OR, WA, ID, MT, UT, AZ, CO
Tel: (925) 807-1500
NMLS#183492

PIMCO
2026 FPA Gold Sponsor

Joe Gengo
Tel: (415) 608-7480

First Trust Advisors
First Trust Portfolios
2026 FPA Gold Sponsor

Mike Zunica
Tel: (925) 425-8135

Inland Securities Corp.
Inland Securities Corp.
2026 FPA Silver Sponsor

Anthony Calderone
SVP, Inland Securities Corp.
Tel: (628) 231-4742

Silver Sponsors

American Century Investments
2026 FPA Silver Sponsor

Tod McMichael, CIMA
Tel: (925) 980-4880

Capital Group
Capital Group
2026 FPA Silver Sponsor

Brandon Ma, CFA
Regional Vice President – RIA & Bank Trusts
Tel: (415) 260-7163

Mariner
Mariner
2026 FPA Silver Sponsor

Dan Pease, CFP®, CWS® Director & Senior Wealth Advisor
Tel: (925) 643-6836

Tom Croxton
Tel: (650) 445-0462

Goldman Sachs
2026 FPA Silver Sponsor

John Jordan
Kevin Guzman

Main Management
Main Management
2026 FPA Silver Sponsor

Davis DeBoisblanc
Tel: (415) 217-5810

John Connor
Medicare on Demand
2026 FPA Silver Sponsor

John Connor, Chief Business Development Officer
Tel: (617) 966.1700

encompass
Encompass More
2026 FPA Silver Sponsor

Cortney Eastman
Tel: (925) 272-8850 x 807

AssetMark
AssetMark
2026 FPA Silver Sponsor

Phil Manning  |  Regional Director
Tel: (925) 588-3029

 

Maximize Your Impact in the Financial Services Community

As a sponsor, your brand will be an integral part of our organization, encouraged to be engaged with by our members. Take advantage of this unique opportunity to advance your branding and have a greater presence in the East Bay financial services community.

Explore How to Become a Sponsor

Why Become an FPA East Bay Sponsor?

As a sponsor, your brand will be an integral part of our organization, encouraged to be engaged with by our members. Take advantage of this unique opportunity to advance your branding and have a greater presence in the East Bay financial services community.

Explore How to Become a Sponsor

The East Bay chapter is a quality network of over 400 financial services professionals in services such as financial planning, investment management, broker dealer services, group benefits, insurance and annuities, banks/thrifts/trust, law and accounting. Our monthly breakfast meetings are typically attended by about 80-120 members and guests.

During the business portion at the beginning of each meeting, sponsors are individually recognized to create awareness and encourage familiarity. This includes an introduction to the group as well as logo placement on presentations and the opportunity to display marketing materials and logo items at the sponsor table. Additionally, at each meeting we remind members that sponsors are an integral part of our organization and encourage them to take our sponsors’ calls!

Sponsorship gives you the opportunity to advance your branding and have a greater presence in the East Bay financial services community.

Take full advantage of the opportunity to see 70-120 advisors consistently, every month. Create better relationships with existing clients by showing them that you support their professional organization through sponsorship, invite non-member clients to join you for breakfast and benefit from the quality speakers and topics we feature. Share the learning experience with your clients and prospects and take the opportunity to follow up on any points of interest or additional insight you may be able to offer. Becoming a sponsor gives you the opportunity to increase time spent with key relationships and prospective clients.