March 11 In-Person Event: Personal Financial Planning Career Night

Network with personal financial planning students, alumni and members of of the Bay Area professional financial planning community.

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.


Headshot of Eric Flett in circle format

Eric Flett

Chief Executive Officer and Wealth Adviser, Concentric Wealth Management

Guest Panelists

Headshot of Daniel Smyth in circle format

Daniel Smyth, CPWA®, CFP®

Lead adviser, North Berkeley Wealth Management



Headshot of Rania Ghawi in circle format

Rania Ghawi, CFP®

Senior associate wealth manager, Waypoint Wealth Partners



Headshot of Jessica Schafer in circle format

Jessica Schafer, CFP®

Principal J.P. King Advisors Inc.


5:30-6 pm: Registration and opening reception

6-7:15 pm: Panel discussion with Q&A

7:15-8 pm: Networking


Monday, March 11, 2024

5:30-8 pm

San Francisco Campus (160 Spear St., Room 609)

Cost: Free


Register today!