Organizations Filed Purposes:
Starting in 1971 as a joint effort of the eight International Association of Financial Planners (IAFP) Chapters in the greater Norcal Conference KeynoteSan Francisco Bay Area, the NorCal Conference attracts more than 500 financial professionals and affiliated vendors from across the nation.
The Financial Planning Association NorCal Conference is an annual two day gathering of the top financial planning professionals from the San Francisco Bay Area and across the United States.
The Financial Planning Association NorCal Conference is an annual two day gathering of the top financial planning professionals from the San Francisco Bay Area and across the United States. The Conference is organized by over 20 financial planning professionals from the Northern California region who are affiliated with the Financial Planning Association (FPA), supporting sponsors, and other financial planners.The goals of the FPA NorCal Conference are summarized as follows: 1. To help its members improve their awareness of changes in the financial planning industry. 2. To network with other financial planning professionals 3. To provide for its members instructions, educational materials, and
opportunities which will continue to sustain the level of professionalism in the financial planning industry. 4. To provide opportunities, as an association, for members to enhance their service to the community through such forums as charitable events, hands-on projects, and other community efforts. 5. To encourage its members to engage in the highest ethical standards.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Anna Sergunina | Marketing | 4 | $0 |
| Cameo Roberson | Marketing | 4 | $0 |
| William Pitney | Marketing | 4 | $0 |
| Daria Victorov | Speaker Liaison | 4 | $0 |
| Paige Uher | Speaker Liaison | 4 | $0 |
| Denise Tuemmler | Speaker Liaison | 4 | $0 |
| Pamela Schmitz | Speaker Liaison | 4 | $0 |
| Chad Perbeck | Speaker Liaison | 4 | $0 |
| Laura Pantaleo | Speaker Liaison | 4 | $0 |
| Mira Ma | Speaker Liaison | 4 | $0 |
| Jenny Hood | Speaker Liaison | 4 | $0 |
| Leotie Fukawa | Speaker Liaison | 4 | $0 |
| Michele Hansen | Sponsor Co-Chr | 4 | $0 |
| Wade Pitts | Sponsor Co-Chr | 4 | $0 |
| Eric Flett | Treasurer | 4 | $0 |
| Leigh Shimamoto | Keynote Liaison | 4 | $0 |
| Thomas Howard | Program Co-Chr | 4 | $0 |
| Sara Ellefsen | Program Co-Chr | 4 | $0 |
| Daniel Anderson | Chairman | 4 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/201922749349301612_public.xml