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Association

The Financial Planning Association is a community that fosters the values of financial planning and advances the financial planning profession.

Regional Chapters and Information

  • Silicon Valley Chapter (this Chapter)
  • Northern California Chapter
  • San Joaquin Valley Chapter
  • San Francisco Chapter
  • East Bay Chapter
  • Monterey Bay
  • Silicon Valley Chapter Board of Directors

    President
    Esther Szabo, CFP®
    650-941-5530
    keszabo@kkwlth.com
    Los Altos
    President-Elect
    Lloyd Yamada, CFP®
    408-888-9834
    lsyamada@mac.com
    Cupertino
    Chair
    Tracy Lasecke, CFP®
    650-323-3700
    tlasecke@laseckeweil.com


    Palo Alto
    Secretary/Treasurer

    Mary Ann Anthony, CFP®
    650-867-6389
    maryann@anthonyfp.com

    Mountain View
    Director of Programs

    Austin Chinn, CFP®
    408 516-4682 austin@fountainstrategiesllc.com

    San Jose
    Director of Career Development
    Scott Yang, CFP®
    650-323-3700
    scott@laseckeweil.com
    Palo Alto
    Director of Membership

    Sigi Comeau
    (408) 879-0789
    sigi@kingwealth.com

    Campbell
    Director of Community Relations
    Joanne Mungall
    650-358-8696
    joannemungall@wealth-mgt.net
    Foster City
    Director of Partnerships Leslie Beck, CFP®, CFA
    650-617-3477
    leslie.beck@beckinvmgt.com


    Palo Alto

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