FPA NorCal Conference
@fpanorcal
FPA NorCal Conference Inspiring Excellence & Fostering Community for #financialprofessionals #CFP | Our conference is #live May 27-28 | #FPANorCal2025
ID: 462483207
http://www.fpanorcal.org 13-01-2012 00:32:58
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654 Followers
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Bill Winterberg, CFP®️
@billwinterberg
You can find me over on LinkedIn and also on the 🦋 site
CFP Board
@cfpboard
CFP® - The Recognized Standard of Excellence in Personal Financial Planning #CFPpro
Heath Jackson
@theheathjackson
CEO & Founder | Business Consultant | Problem solver by nature | Data-cruncher by training | Inquisitive through experience
Carolyn McClanahan
@carolynmcc
Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @Investopedia @Forbes
Dan VanDusen, CFP®
@danvandusen
Fee Only Financial Planner linkedin.com/in/danvandusen
Robert J. Chen, MD, MPH
@robertjchen
A cardiovascular surgeon with an innovative mind & motivated to offer the best clinical outcomes, practicing in Taiwan and USA.
Commonwealth
@commonwealthfn
Realize your vision with a partner who puts independent financial advisors first. Member FINRA.org/www.SIPC.org. Terms of Use: bit.ly/cfnterms
Bryan Hasling, CFP®
@bryanhasling
Financial Planner @ ModernFP.com • Investment Mgmt • Equity & Tax Planning
Dennis 🇨🇦
@moseleywilliams
I guide businesses how to become cults by staging a better client experience. CEEE no. 203, Pioneering member of the WXO, Author, Keynote Speaker, Coach, Dad.
The-Greek-Island
@thegreekisland
Modern Retirement
@modretiretheory
Modern Retirement Theory is a retirement planning framework for individual retirees.
Johnny Garstka
@johnnygarstka
iPlanTables
@iplantables
iPt builds full size estimating and display tables. Either touchscreen, mouse or pen input it can speed drawing review by 60%.
Darlene Bass
@dtpit
Simon Bedbrook
@sbedbrook
Ethan Gascho
@goshpointo
GUNASEGARAN
@wealthguna
Financial Planner/ Certified Money Coach/ Certified Behavioral Advisor who is client centric. I help people to make Smart Decision about Money based on Values.
Valerie Rivera, CFP® (she/her)
@1genwealth
CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
Ben Lewis
@benlewispr
Chief Communications Officer at @fpassociation, Izzy and Jillian's dad, author of Perfecting The Pitch, Tom Brady apologist, jelly doughnut fanatic.
Jenny Hood
@hood22j
blaine oliver
@blainers55
MoB
@morgan_sf
Marla Landa
@marla_landa
Running, travel, and wine. Work hard, play hard.
c4
@c4sub
Stephanie Bogan
@steph_bogan
Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer
Brendan Frazier
@jbrendanfrazier
Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Dr. Preston D. Cherry, CFP®
@drprestoncherry
Helping 6 & 7-figure GenX business professionals and owners build wealth. Founder @ConcurWealth. @CNBC Advisor Council. Top 100 Advisor by @Investopedia.
Charesse Spiller
@charessespiller
Founder of @getlevelbest | Transitioning off Twitter – catch me on LinkedIn for all my latest updates! linkedin.com/in/charesse-sp…
Ilana
@ilana1955241
OMOOBA TUNJÍ
@oye_tjae
YOLO🫧👾♟️🙇🛡️💎⛰️💧🌬️⚡🍀🏐🇳🇬🇩🇪
Overdose
@overdos7349890
Ellevate Advisors
@ellevateadvisor
Ellevate Advisors provides financial planning and exit coaching exclusively for financial advisors. (ellevateadvisors.com/regulatory-inf…)
Laukeg
@laukeg8477
Michael McAlpin
@_bafa007
Wealth Advisor and Founder of Intellicapital Advisors LLC
Disewt
@disewt130436
PE Translator
@pe_translator
Evaluated 2,500+ PE Funds and counting | Exploring PE manager selection concepts for financial advisors and their clients...because they're coming for you.
Theeddseash
@theeddseas12015
ShirleyCollins
@s171o6gbw0xcyw
Tauthew
@tauthewgij
Jake McKinney
@jakemck22
Circadia Financial Planning
@circadiafp
Boutique financial planning firm offering personalized, tax-smart strategies, and cost-effective investing aligned with your priorities.
Gina Patterson
@mama_gina_p
Josephine
@i7df5p01yp8uv24
AgathaLaurie
@891pqm0lmekl6re
Everett
@kounoshier17458
après
@apres48833
FinFactors
@finfactors
Emma Dumont
@93405jn31sur465
The Oasis Group
@theoasisgrp
Generating revenue for a better tomorrow by providing revenue consulting and coaching for wealth management and technology firms and individuals.
Jonny Swift
@jonnyswiftic
PR & Marketing pro in financial services industry. VP & Director of Social/Digital @ImpactMarComPR. Dad, husband, KC native, globetrotter, music lover/musician.
Red Tower Advisors
@redtoweradvisor
Wealth Planning for professionals in tech and individuals close to retirement. Securities offered through LPL Financial, Member SIPC sipc.org
Impact Communications
@impactmarcompr
Building brands and enhancing reputations in the financial services industry since 1993
Zocks | AI Meeting Assistant for Advisors
@zocksio
The AI Meeting Assistant for Financial Advisors Try it today: zocks.io
Caribou
@caribou_wealth
We see a world where healthcare doesn’t get in the way of living ✨ Healthcare planning software for the financial services industry.
Shought
@shought290069
Kalli Collective
@kallicollective
Financial Industry marketing for Savvy Advisors. Video, Social Media, Web Design and more. If we don't do it, you don't need it.
Stinuez
@stinuez61897
#32
Seeshep
@seeshep189990
digital Art
Tanya Torres, CFP®
@tanya_t___
Financial Planner📈 | Latina 🇲🇽 | Tweets ≠ Advice