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
Chief Executive Officer and Wealth Adviser, Concentric Wealth Management
Guest Panelists
Daniel Smyth, CPWA®, CFP®
Lead adviser, North Berkeley Wealth Management
Rania Ghawi, CFP®
Senior associate wealth manager, Waypoint Wealth Partners
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