President

Scott Yang, CFP®
(408) 688-0888
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Campbell

President Elect

Bob Adams, CFP®, MBA MSFP
(408) 257-4137
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Cupertino

Chair / Past President

Lloyd Yamada, CFP®
(408) 888-9834
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Cupertino

Treasurer

Jennifer Bush, CFP®
(650) 494 2733
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Palo Alto

Director of Programs

Dave Samuels
(408) 995-0915
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San Jose

Director of Membership

Craig Uffelman
(650) 473-6560
Email

Palo Alto

Pro Bono Director

Michael Caulkins, CFP®
(408) 370-3303
Email

Milpitas

Public Relations /
Gov't Relations Director

Julie Schatz
(866) 966-9291 x2
Email

Menlo Park

Career Development Director

Cynthia Riley
(408) 313-3870
Email

San Jose

Director of Partnerships

Eric Solve
(408) 315-9545
Email

Cupertino

Executive Director

Marion Briggs
(877) 808-2699
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Mountain View