2026 Personal Financial Planning Career Night

Name: 2026 Personal Financial Planning Career Night
Start: 2026-03-16T17:00:00-07:00
End: 2026-03-16T20:30:00-07:00
Location: The City Club of San Francisco

Schedule

Mon Mar 16 2026 at 05:00 pm to 08:30 pm

UTC-07:00

Location

The City Club of San Francisco | 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.

Panelists

Margaret Pierattini, CFP®

Private Advisor, Managing Director

Rockefeller Capital Management

Daniel Landa, CIMA®, CFP®

Financial Advisor

Stifel

Sesan Hanson, CFP®, CRPC®, APMA®

Advisor, Personal Office

Northrock Investment Partners

Agenda

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