program for san francisco financial planning day, 22 october 2011

7/21/2019 Program for San Francisco Financial Planning Day, 22 October 2011

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BROUGHT TO YOU BY

San FranciscoFinancial Planning Day

SATURDAY, OCTOBER 22, 2011


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Welcome

Welcome and thank you for attending todays Financial Planning Day!

Dear Financial Planning Day attendee,

You may have come across the term financial planning and wondered whatit means. You may have decided to start your own financial plan but youre not

sure how to begin. Or you may have a specific question about your personalfinancial planning situation and feel its time you went to a financial planner for

some professional advice. No matter what category you are in, todays FinancialPlanning Day can help you get the information you need.

We are very pleased to welcome you to this special event. Over the years, ourorganizations have seen up close the economic challenges people are facing

across our nation. Many have pressing financial questions that need answers, andunfortunately, many have not had the opportunity to discuss those questions with

professional financial planners. This has presented usthe financial planningcommunity and local governments nationwidewith a shared vision to unite our

collective resources and bring you Financial Planning Days.

Todays Financial Planning Day is an opportunity to get your financial questionsanswered by professional financial planners. These professionals include thosewho have earned the prestigious CERTIFIED FINANCIAL PLANNERcertification

and experts from the Financial Planning Association. Your conversations areconfidentialthere will be no sale of products or services and not even a business

card will be offered. In other words, there are no strings attached. In addition to

the one-on-one advice, youll be able to attend educational workshops addressingpopular financial topics. Finally, there is a financial planning booth in the mainarena that has a wealth of financial literature and additional professionals who can

answer your financial questions.

We hope that todays Financial Planning Day will provide you with first-handexperience on how financial planning can improve your life. And to help you getstarted with your own financial plan after todays event, be sure to pick up the free

publications and resources.

Sincerely,

Certified Financial Planner Board of StandardsFinancial Planning Association

Foundation for Financial PlanningThe United States Conference of Mayors


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Presenting organizations

San Francisco Financial Planning Day is presented by Bank on San Francisco

San Francisco Office of Financial Empowerment

San Francisco Smart Money Network

Financial Planning Association of San Francisco

Certified Financial Planner Board of Standards

Foundation for Financial Planning

The United States Conference of Mayors

Partners & supporters

Briggs Association Management

Comcast

Consumer Credit Counseling Service of San Francisco

Financial Planning Association of San Francisco

Kayvon Pejooh, Shores Press, San Carlos, CA

Mission Asset Fund

San Francisco Family Support Network

San Francisco Office of the Treasurer

San Francisco Public Library

San Francisco Mayors Office

San Francisco Unified School District

Tax Aid

211 United Way of The Bay Area

2Bridge Communications

UC Hastings College of the Law


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Steering committee

Marco Chavarin, Co-ChairOffice of Financial EmpowermentOffice of the Treasurer & Tax CollectorSan Francisco, CA

Ralph Latza, Co-ChairPrivate OceanSan Rafael, CA

Julie AstiAsti Financial ManagementBerkeley, CA

Mimi BarrettConsumer Credit Counseling Serviceof San FranciscoSan Francisco, CA

Marion BriggsBriggs Association ManagementMountain View, CA

Saundra DavisSage Financial SolutionsSan Francisco, CA

Eddy Demirovic

CFP BoardWashington, D.C.

Holly GalbrechtWetherby Asset ManagementSan Francisco, CA

Holly Gillian KindelMosaic Financial Partners, Inc.

San Francisco, CA

Bob GoldmanGoldman Financial PlanningSausalito, CA

Joni GoodmanThe United States Conference of MayorsWashington, D.C.

Janet HoffmannIntegral Financial SolutionsSan Francisco, CA

Melissa Huml

Abundance Wealth ManagementPiedmont, CA

Brian JonesCFP BoardWashington, D.C.

Greg KatoOffice of Financial Empowerment

Office of the Treasurer & Tax CollectorSan Francisco, CA

Laurie NardoneThe Shira GroupSan Rafael, CA

Ingrid RobinsonLenShaw Financial Services

Hayward, CA

Crystal Stanford, in memoriamRedwood MortgageRedwood City, CA

Justin TangThe United States Conference of MayorsWashington, D.C.

Amira TartFinancial Planning AssociationDenver, CO

Timothy WelshNexus Strategy, LLCLarkspur, CA


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Schedule

9:30am4:00pm

Ask-a-planner

clinicHalf-hour sessions

LBM Lounge& Room B2

9:00am9:30am LBM Lounge

Official welcoming & keynote address

Workshops

Session 19:30am10:20am

Investing Today:How to Be aSmarter Investor

Classroom A Classroom B

How PlanningToday Can Help

You Reach YourFinancial Goals ofTomorrow

Session 210:30am11:20am

Planning for theHigh Costs ofEducation: Goingfrom Kindergarten

to College

Real WorldRetirementPlanning andOther Life

Transitions

Session 311:30am12:20pm

Managing Debt,Building Credit,and HomeFinancing

8 Steps to TakingControl of YourMoney and YourLife

Session 41:00pm1:50pm

Investing Today:How to Be aSmarter Investor

How PlanningToday Can Help

You Reach YourFinancial Goals ofTomorrow

Planning for theHigh Costs ofEducation: Going

from Kindergartento College

Real WorldRetirementPlanning and

Other LifeTransitions

Managing Debt,Building Credit,and HomeFinancing

8 Steps to TakingControl of YourMoney and YourLife

12:30pm1:00pmLunch break



4:00pm Conclusion

9:30am12:30pm1:00pm4:00pm

ConsumercreditcounselingRoom B1


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Map

Classroom A

Classroom B

Louis B. Mayer

Lounge

Lobby


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Volunteerscontinued

Angie M. Hager, CFA, CFP

YCMNET Advisors2001 North Main Street, Ste. 270Walnut Creek, CA [email protected]

Tim Harrington, CFP

Marin Financial Advisors, LLC80 E. Sir Francis Drake Blvd. Suite 1ALarkspur, CA [email protected]

Daniel Haut, CFP

Merrill Lynch1715 Second StNapa, CA 94559707-254-4623

[email protected]

Gretchen Hollstein, CFP

Litman Gregory Asset Management100 Larkspur Landing Circle, Suite 204Larkspur, CA [email protected]

Melissa Huml

Abundance Wealth Management LLC101 Highland AvenuePiedmont, CA [email protected]

Scott Kidd, CFP

Bailard950 Tower Lane, Ste 1900

Foster City, CA [email protected]

Elizabeth Kirkpatrick, CFP

Merrill LynchP O Box 22320Carmel, Ca [email protected]

Aaron Langston, CFP

YCMNET Advisors

2001 N. Main St. #270

Walnut Creek, CA 94596

925-935-2900

[email protected]

www.ycmnet.com

Paul Low, CFP

Merrill Lynch

1111 Broadway, 22nd FloorOakland, CA 94607

510-208-3866

[email protected]

Charles Malsbury

YellowBrickRoad Financial Advisors

14 Funston Ave

San Francisco, CA 94129

415-346-2221 x210

[email protected]

www.ybrfinancialadvisors.com

Abraham Martinez, CFP

Ameriprise Financial

44 Montgomery St, Ste 4210


415.623.2450

[email protected]

ameripriseadvisors.com/abraham.x.martinez/

Spanish

Phillip May, CFP

Merrill Lynch

801 10th Street, 7th Floor, Suite 1

Modesto, CA 95354

209-578-2606

[email protected]

Karen McMillan, CFP

Merrill Lynch

600 California StreetSan Francisco, CA 94108

415-955-3778

[email protected]


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Volunteerscontinued

Adam Messinger, CFP

Merrill Lynch

1111 Broadway, 22nd Floor

Oakland, CA 94607

510.208.3862

[email protected]

http://fa.ml.com/ADAM_MESSINGER

Ashley Murphy

David White and Associates

3150 Crow Canyon Pl, Suite 200San Ramon, CA 0

9252772637

[email protected]

www.dwassociates.com

Talia Pierluissi, CFP

Stanford Investment Group

2570 W. El Camino Real, Ste. 520

Mountain View, CA 94040

650-941-1717 x122

[email protected]

www.stanfordinvestment.com

Spanish, Romanian

Lawrence Pon, CFP

Pon & Associates

240F Twin Dolphin Drive

Redwood City, CA 94065

650-508-1268

[email protected]

John Raphael, CFP

MetLife Securities, Inc.

1255 Treat Blvd, Suite 400

Walnut Creek, CA 94597

925-949-7417

[email protected]

Walter Reinsdorf, CFP

AMERIPRISE

455 Market St. Ste 1480San Francisco, CA 94105

4157771716

[email protected]

Chris RemediosFinancial Connections Group

21 Tamal Vista Blvd, #105

Corte Madera, CA 94925

415-924-1091

[email protected]

www.FinancialConnections.com

Chris Remedios

Financial Connections Group

21 Tamal Vista Blvd, #105Corte Madera, CA 94925

415-924-1091

[email protected]

www.FinancialConnections.com

Ben Rose, CFP

Raymond James

555 Market St. 18th floor


4155385702

[email protected]

www.econadvgroup.com

Dave Shore

Marin Financial Advisors, LLC

80 E. Sir Francis Drake Blvd. Suite 1A

Larkpur, CA 94939

415-925-1212

[email protected]

www.MFAwebsite.com

Spanish

Steven Solomon, CFP

Charles Schwab

1300 S. El Camino Real, Ste 110

San Mateo, CA 94402

650-358-5513

[email protected]

www.schwab.com

Sameer Somal, CFPDundeeWealth US, LP

1160 West Swedesford Rd. Suite 140

Berwyn, PA 19312

2022767589

[email protected]

www.dundeewealthus.com


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Volunteerscontinued

Tanya Steinhofer, CFP

Redwoodgrove Wealth Management

9 Bernard Street

Mill Valley, CA 94941

415-383-3381

[email protected]

www.redwoodgrovewm.com

Spanish

Marilyn Suey, CFP

Managed Economics6680 sierra lane

Dublin, CA 94568

925-336-6611

[email protected]

managedeconomics.net

Bonnie Suveerachaimontian

LifeStream Financial Inc

5201 Great America Parkway Suite 320

Santa Clara, CA 95054

408-657-6880

[email protected]

www.lifestreamfinancial.com

Jourdan Erik Sy, CFP

Merrill Lynch Wealth Management

1331 N California Blvd

Walnut Creek, Ca 94596

9259463061

[email protected]

http://www.fa.ml.com/holguin_sy

Laura Tanner, Ph.D.

SAS Financial Advisors, LLC

50 California St., Ste. 1500


415-860-4408

[email protected]

www.sasadvisors.com

Ludo Thomasson, CFPWetherby Asset Management

417 Montgomery St


415 399 9159

[email protected]

wetherby.com

French

Lilian Tsi Stielstra, CFP

Wells Fargo Advisors

301 University Ave

Palo Alto, Ca 94122

408-691-8687

[email protected]

Mandarin, Cantonese

David Wachter, CFP

Merrill Lynch

90 South E StreetSanta Rosa, California 95404

706-575-6301

[email protected]

Kate Wilusz, CFP

Ameriprise Financial Services

44 Montgomery Street, Suite 4210


415-623-2450

[email protected]

www.ameripriseadvisors.com/kate.m.wilusz/

Glenda Wong

Mosaic Financial Partners

840 Lake Street, 6th Floor


415-788-1952

[email protected]

www.MosaicFP.com

Wen Wu, CFP

Merrill Lynch

101 S Ellsworth Ave, 4th FL

San Mateo, CA 94401

650-579-3006

[email protected]

Mandarin, Taiwanese

Beth Wyatt, CFP

Morgan Stanley Smith Barney

3562 Round Barn Circle First FloorSanta Rosa, CA 95403

707-524-1008

[email protected]

http://www.morganstanley.com/fa/bolander-

franklinwyattgroup


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Notes


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Acknowledgments

For additional resources and to learn about future events, visitwww.FinancialPlanningDays.org

We would like to thank and recognizethese organizations for their support

Diamond$5,000 and higher

Platinum$2,500$4,999

Gold$501$2,499 Foundation for Financial Planning Private Ocean Wetherby Asset Management Ralph Latza

Silver$500 and under San Francisco Foundation Bay Area Financial Education Foundation John & Betsy Mell

Product & service donations Bi-Rite Market Panera Bread PBS Catering Shores Press Trader Joes

National media sponsor

program for san francisco financial planning day, 22 october 2011

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