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.
Josh Weaver, CFP®
Private wealth adviser, Paradise Cay Financial
Jason Terhune, CIMA®, CFP®
Senior financial adviser, Capital Advantage Inc.
Associate adviser, North Berkeley Wealth Management
Rosalyn Antonio, CFP®
Financial adviser, Edward Jones
5:30-6 pm: Registration and opening reception
6-7:15 pm: Panel discussion with Q&A
7:15-8 pm: Networking
Monday, March 13, 2023
San Francisco Campus (160 Spear St., Room 609)