Don't miss an outstanding evening devoted to networking and career planning. Join our Personal Financial Planning (PFP) Program Industry Advisory board members at this event for our PFP students, alumni and members of the Bay Area professional financial planning community.
Panelists will discuss their career paths, industry trends and their choices to build successful careers.
Moderator
![Headshot of Eric Flett in circle format](https://voices.berkeley.edu/sites/default/files/styles/thumbnail_left/public/Eric-Flett-circle.jpg?itok=XS18_Cqj)
Chief Executive Officer and Wealth Adviser, Concentric Wealth Management
Guest Panelists
![Headshot of Daniel Smyth in circle format](https://voices.berkeley.edu/sites/default/files/styles/thumbnail_left/public/Daniel-Smyth-circle.jpg?itok=F55OKpgs)
Daniel Smyth, CPWA®, CFP®
Lead adviser, North Berkeley Wealth Management
![Headshot of Rania Ghawi in circle format](https://voices.berkeley.edu/sites/default/files/styles/thumbnail_left/public/Rania-Ghawi-circle.jpg?itok=9Wmm-IDK)
Rania Ghawi, CFP®
Senior associate wealth manager, Waypoint Wealth Partners
![Headshot of Jessica Schafer in circle format](https://voices.berkeley.edu/sites/default/files/styles/thumbnail_left/public/Jessica-Schafer-circle.jpg?itok=z80e7Lab)
Jessica Schafer, CFP®
Principal J.P. King Advisors Inc.
Agenda
5:30-6 pm: Registration and opening reception
6-7:15 pm: Panel discussion with Q&A
7:15-8 pm: Networking
Details
Monday, March 11, 2024
5:30-8 pm
San Francisco Campus (160 Spear St., Room 609)
Cost: Free