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2024 Gold & Silver Sponsors

Gold Sponsors

CANTOR Fitzgerald
2024 FPA Gold Sponsor

John Bacigalupi
1037 Sunnyhills Road
Oakland, CA 94610
Tel: (650) 703-7180

Federated Hermes
2024 FPA Gold Sponsor

Drew Larson
1001 Liberty Avenue
Pittsburgh, PA 15222
Tel: (415) 463-0627

Heffernan-Brignole
HEFFERNAN BRIGNOLE
2024 FPA Gold Sponsor

David Shaffer, ARM, CPRIA
Vice President
12 Amanda Lane
Lafayette, CA 94549
Tel: (925) 944-7100

INVESCO
2024 FPA Gold Sponsor

Jack Fladeland
Tel: (925) 359-5773

JACKSON
2024 FPA Gold Sponsor

Brian T. Carlson, CIMA®, CFP®
Regency Vice President
150 Belgian Drive
Danville, CA 94526
Tel: (925) 787-7343

MEKATA CAPITAL
2024 FPA Gold Sponsor

Matt Barley
250 Fillmore St, Ste. 300
Denver, CO 80206
Tel: (949) 230-9496

PIMCO
2024 FPA Gold Sponsor

Joe Gengo
5180 Pastor Dr.
Granite Bay, CA 95746
Tel: (415) 608-7480

SIGNET MORTGAGE
2024 FPA Gold Sponsor

Clay Selland
2500 Old Crow Canyon Rd., Ste. 410
San Ramon, CA 94583
Tel: (925) 807-1503

Silver Sponsors

American Century Investments
2024 FPA Silver Sponsor

Tod McMichael, CIMA
(925) 980-4880

Goldman Sachs
2024 FPA Silver Sponsor

Brian Nash and John Jordan
(773) 304-8627 and (707) 696-0190

JP Morgan
2024 FPA Silver Sponsor

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

Mariner Wealth Advisors
2024 FPA Silver Sponsor

Dan Pease
(925) 643-6836

Transamerica
2024 FPA Silver Sponsor

Marcie Carvalho
(303) 941-5886

Voya Investment Management
2024 FPA Silver Sponsor

Kyle McKenzie
(925) 890-5232

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.