2025 Personal Financial Planning Career Night

Name: 2025 Personal Financial Planning Career Night
Start: 2025-03-24T17:30:00-07:00
End: 2025-03-24T20:00:00-07:00
Location: UC Berkeley Extension San Francisco Campus

Schedule

Mon Mar 24 2025 at 05:30 pm to 08:00 pm

UTC-07:00

Location

UC Berkeley Extension San Francisco Campus | San Francisco, CA

Network with personal financial planning students, alumni and members of of the Bay Area professional financial planning community.
About this Event

Don't miss an outstanding evening devoted to networking and career planning. Join our Personal Financial Planning (PFP) Program Industry Advisory board members at this event for our PFP students, alumni and members of the Bay Area professional financial planning community.

Panelists will discuss their career paths, industry trends and their choices to build successful careers.

Moderator

Michael Ma, CFP®, MSFS, ChFC®

Principal

Parallel Advisors, LLC

Panelists

Ariana Alisjahbana, CFP®

Lead Advisor

North Berkeley Wealth Management

Ryan Duncan Anderson, CFP®, AIF®, EA

Partner and Financial Planner

Rydge Wealth Management

Jose Campos, AIF®, EA, CIMA®,CPWA®, CFP®

Managing Partner and Financial Planner

Rydge Wealth Management

Agenda

🕑: 05:30 PM - 06:00 PM
Registration and opening reception
🕑: 06:00 PM - 07:15 PM
Panel discussion with Q&A
🕑: 07:15 PM - 08:00 PM
Networking