Outreach

Community and Professional Involvement

Members of our team have either served on the boards and committees of the following organizations or have donated time, energy, or funding. The many organizations we have supported over the years include:

  • American Association of University Women
  • Boy Scouts of America, Troop 212
  • Brighter Beginnings (Oakland)
  • Danville Sea Devils
  • Emily’s List
  • Ironhorse Mothers’ Club
  • Moraga Education Foundation
  • Moraga Education Foundation Endowment Fund
  • Moraga Planning Commission
  • Moraga School District, Governing Board
  • Trips for Kids (Marin)
  • Youth Homes, Inc.

In addition to these organizations, members of our team belong to the following professional organizations or have served on their boards or committees:

  • CFA Society of San Francisco
  • Chartered Financial Analyst (CFA) Institute
  • Earned Assets Resource Network (EARN)
  • Financial Planning Association (FPA)
  • Financial Women’s Association (FWA)
  • NASD Arbitration
  • National Association of Personal Financial Advisors (NAPFA)