2025 Gold & Silver Sponsors

Gold Sponsors

INVESCO
2025 FPA Gold Sponsor

Mason Billock, CFA, CFP®, CIAI
VP, Market Leader-East Bay & Sacramento
Tel: (415) 370-6156

NATIONWIDE
2025 FPA Gold Sponsor

Andrew Rich
Tel: (925) 907-9934

OSTERWEIS CAPITAL MANAGEMENT
2025 FPA Gold Sponsor

Shawn Eubanks
Tel: (800) 700-3316

CANTOR FITZGERALD
2025 FPA Gold Sponsor

John Bacigalupi
Tel: (650) 703-7180

FEDERATED HERMES
2025 FPA Gold Sponsor

Drew Larson
Tel: (415) 463-0627

JACKSON
2025 FPA Gold Sponsor

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

Bluerock
BLUEROCK
2025 FPA Gold Sponsor

Corey Silva, CIMA, CIMC

Tel: (415) 676-7801

NMLS#168365

SIGNET REVERSE MORTGAGE
2025 FPA Gold Sponsor

Clay E. Selland, CPA
Certified Reverse Mortgage Professional
Licensed in CA, OR, WA, ID, MT, UT, AZ
Tel: (925) 807-1503
NMLS#183492

PIMCO
2025 FPA Gold Sponsor

Joe Gengo
Tel: (415) 608-7480

First Trust Advisors
FIRST TRUST ADVISORS
2025 FPA Gold Sponsor

Dominick Giordano
Tel: (415) 404-8935

Silver Sponsors

American Century Investments
2025 FPA Silver Sponsor

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

J.P. Morgan
2025 FPA Silver Sponsor

Thomas McKean and Andy Yin
Tel:(805) 280-8583 and
Tel: (626) 375-3884

Mariner Wealth Advisors
2025 FPA Silver Sponsor

Dan Pease
Tel: (925) 643-6836

Transamerica
2025 FPA Silver Sponsor

Marcie Carvalho
Transamerica

Tel: (303) 941-5886

AssetMark
AssetMark
2025 FPA Silver Sponsor

Phil Manning
Tel: (925) 588-3029

Jeffries
Jeffries
2025 FPA Silver Sponsor

Kyle McKenzie
Tel: (347) 982-5301

Vanguard
Vanguard
2025 FPA Silver Sponsor

Randy Wacker
Tel: (805) 234-1414

Lord Abbett
Lord Abbett
2025 FPA Silver Sponsor

Andrew Williams
Tel: (802) 363-1078

Dimensional Fund Advisors
Dimensional Fund Advisors
2025 FPA Silver Sponsor

John Gramata

Tel: (310) 576-0486

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.