President
Michael Strohl, CFP®
Open Advisors
(415) 263-1319
Vice President/Programs Kyle Johnston, Esq. | Past President/Treasurer Lisa Soloway, CLPF |
Secretary Lee Kaster, Esq. | Membership Trice Rainer, CFP® |
2023-2024 Directors |
Director Robert Gewecke, CFP® | Director Joel Harris | Director Jonathan Jaffe, Esq. |
Director Joy Puyear, CPA/PFS | Director Erin Silva, CPA | Director Will Wollesen |