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Join us to Celebrate our Financial Woman of the Year!
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Nancy Pfund, the Founder and Managing Partner of DBL Partners, has been named our 2022 Financial Woman of the Year. This award is the organization’s highest honor. Join us to honor Nancy as she receives the award on October 28, 2022, at FWSF’s 26th Annual Financial Woman of the Year Luncheon in San Francisco. Tickets are still available!
Learn more and register
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FWSF Board Member Meredith Rosen is a “Next Gen Advisor to Watch
FWSF's Board Member Meredith Rosen has been identified as a " Next Gen Advisor to Watch" by Advisor Hub, a well-known periodical resource in the financial services industry. Selected advisors represent the "fresh face of wealth management,” validating Meredith’s growing practice and her approach to advising clients. Congratulations, Meredith!
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FWSF President Melissa Maquilan Radic Quoted in Bloomberg
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Welcome New Members!
Click on the name to view their LinkedIn Profile
Anna Ton Ng, Director of Operations, Third Party Asset Management, Walnut Creek
Cheryl Leong, Senior Manager, KPMG, San Francisco
Kate Doppelt, Vice President—Consultant Relations, Fisher Investments, San Francisco Charity Hall, Consultant Relations Associate, T. Rowe Price, San Francisco Bay Area Tatiana Marshall, Senior Strategic Sourcing Manager, First Republic Bank, San Francisco
April Sullivan, Customer Service Associate, Portola Partners, San Francisco Bay Area
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EVENT RECAP
Meet the Leadership Circle: A Practical Guide to the Current Economic EnvironmentOn Thursday, September 29, 2022, over forty attendees gathered at the offices of KPMG to meet and hear from seven members of FWSF’s esteemed Leadership Circle. Learn more.
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TOP SOCIAL MEDIA PICKS
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ITEMS OF INTEREST
Share Your Good News With Us!
Did you get a promotion? Change jobs? Launch a business? We want to know! Drop us a line so that we can promote your news to the FWSF community! Write to: Carolyn@Caroflowers.com
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Upcoming Events
Happy Hour with ISFFA at the Vault Garden
Financial Women of San Francisco is pleased to partner with the San Francisco Chapter of the International Society of Filipinos in Finance and Accounting (ISFFA) to host a joint Happy Hour on Thursday, October 20th in downtown San Francisco. Please join us to connect and expand your network! Drinks and light appetizers will be provided.Save the Date! Annual FWSF Meeting & Holiday Party
Our annual FWSF Meeting & Holiday Party planning is in the works and slated for Tuesday, December 6th. Save the date and join us! The FWSF Annual Meeting and Holiday Party gives us an opportunity to reflect on the year's accomplishments, get to know the incoming Board of Directors, network and befriend other members, and enjoy some holiday cheer.
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VOLUNTEERS NEEDED!
Committee Members Wanted
Are you looking to help make a positive impact on women in our community? Interested in building your leadership skills and a path to an FWSF Board seat? If so, please consider joining one of our fantastic Board Committees! As a volunteer-run organization, our Committees are integral to making FWSF an essential source of insight and inspiration. Committees are also a great way to gain exposure to FWSF’s leadership and develop the skills for a future position on our Board.
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