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DTSTART;TZID=America/Los_Angeles:20240411T110000
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UID:3648-1712833200-1712842200@www.fpasv.org
SUMMARY:April 2024 Chapter Meeting
DESCRIPTION:CLICK HERE TO REGISTER\nTOPIC\nIndustry Chat On Business Best Practices\nPANEL\n\n\nOur esteemed panelists include:\n–Esther Szabo\, CFP®\n–Rob Lyman\, CFP®\n–Darryl Ng\, CFP®\n–Jennifer Bush\, CFP® \nSUMMARY \n\nWe are thrilled to announce an upcoming event that promises to be both enlightening and enriching for all attendees. On April 11\, join us for a captivating Industry Insights Chat where a panel of distinguished members will share invaluable insights and advice on business best practices. Moderated by the esteemed Curt Weil\, CFP®\, this event aims to provide deep insights into the strategies and philosophies that have propelled our panelists to success. \n\nPANEL BIOS\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nCurt Weil\, CFP ® \nCurt Weil\, CFP began his career with E.F. Hutton in 1967\, obtained his CFP designation in 1982\, served as President of his local IAFP chapter and was the first President of the Silicon Valley Financial Planning Association chapter. In the late 1980’s he began teaching for the U.C. Extension system and taught generations of financial planners for more than 20 years. He served three years as a director of FPA national\, six years on the board of the Foundation for Financial Planning and was a founding member of FPA of California. Curt left the brokerage world in 1989 to start his own\, fee-only wealth management firm and and 25 years later sold it to his partner and retired. Today Curt continues to do financial planning on a pro-bono basis\, is an approved Ethics instructor for FPA chapters\, is active with FPA of CA\, is on the board of his local Boy Scout Council and fixes homes with Rebuilding Together. He is an instrument-rated pilot\, an authority on military history and single-malt whiskey\, enjoys a good cigar and lives with Margaret and two cats in Palo Alto.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nK. Esther Szabo\, CEO\, CFP®\, Gates Pass Advisors\, LLC \nAs both a Certified Financial Planner and Certified Financial Transitionist Esther focuses on both the technical and personal sides of money. She has been providing education and guidance to individuals since 1992\, and since 1998 in the ‘RIA’ world. She has a special niche working with women and couples in transition. After losing her husband in 2014\, she launched her own firm\, Gates Pass Advisors\, based in Los Altos with a satellite office in Washington. Gates Pass Advisors philosophy is to address financial planning first and maintain that planning throughout an engagement. Investments are integral\, but financial planning is what keeps clients safe. She remarried in 2019 and is now proud stepmom to two amazing young women\, and just returned from experiencing the total eclipse in Texas!\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRob Lyman\, CFP®\, Johnson Lyman Wealth Advisors \nRob is President and principal architect of the firm’s highly personalized and comprehensive Wealth Management service. Rob serves as the lead advisor for all the firm’s clients\, which include corporate tech executives of all stripes\, business owners\, entrepreneurs\, successful professionals\, and individuals and families (including a specialty in solo agers). Rob delights in making a difference in his clients’ lives. His passion is to partner with clients\, empowering them to clarify goals\, discern next steps\, and get into action. Rob is an experienced behavioral investment counselor and serves as both a coach and advocate for his clients. Rob is a graduate of Princeton University and holds a master’s degree in engineering from the University of California\, Berkeley. Professionally\, he is active in the Silicon Valley chapter of the Financial Planning Association (FPA)\, where he serves on the program committee and the National Association of Personal Financial Advisors (NAPFA)\, where he has been designated as a NAPFA-Registered Financial Advisor.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nDarryl H. Ng CFP® ChSNC® CDFA® ChFC® CLTC®\, CEPA® Sr. Vice President-Wealth Management\, Morgan Stanley \nA seasoned Wealth Management professional for more than 20 years\, Darryl serves as a trusted Financial Advisor to four generations of ultra-high net worth families\, corporate executives\, and business owners both in domestic and international locations navigate the financial and emotional complexities surrounding different life events. He has been listed as the 2018-2020 Top Best in State Next Gen Wealth Advisor and 2023-2024 Best in State Forbes Team. Darryl is dedicated to always doing the right thing and giving his clients a signature white glove experience with highly personalized advice. As a Senior Member at the Mountain View Group\, Darryl heads the advanced planning activities for the team. He focuses on the creation and implementation of financial plans\, portfolio management\, philanthropy\, insurance\, and estate planning strategies and coordinating with internal resources and outside professionals for proper planning. Throughout his career\, Darryl has always been committed to advanced learning and continuous education and has received the below industry designations. Darryl graduated with a Bachelors of Science (Entrepreneurship) degree with Recognition from the University of Southern California’s Marshall School of Business\, advanced professional education from the American College of Financial Services\, and Upasampada Ordination from the Theravada Buddhist Society of America (Buddhist Monk Certification). Darryl also is serving as a Subject Matter Expert and Volunteer National Exam Writer at the CFP Board of Standards and on Morgan Stanley’s National Trust Advisory Council.\n\n\n\n\n\n\nJennifer Bush\, CFP®\, Main Street Financial \nMore Details To Come.\n\n\n\n\n\nMore Information\nTicket price includes: lunch\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea. \nThere is also a bar in the hotel lobby if attendees want to continue networking after the meeting. \n1.0 CFP CEU pending for this session  \nNo refunds after 11 am the day before the meeting.
URL:https://www.fpasv.org/event/april-2024-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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