Quarterly News & Updates

March 31st, 2025 | Issue 1

Meet: Claudia Deras, NexGen Director

Claudia is the NexGen director for the FPA of the Silicon Valley area

She plans to grow the NexGen group and build a community where financial professionals in the early stages of their careers can receive the support they need to grow and succeed. She is also a Financial Advisor with Corinthian Wealth Management, where her passion for assisting families and future generations with their financial well-being has become a reality.

We kicked off 2025 by gathering for a tasty lunch and listening to insights from Gabriela Santos, Chief Market Strategist of the Americas, at JP Morgan as she presented highlights from the 1Q25 Guide to the Markets. It was great to start the year with a comprehensive update on economic and investment cycles and key risks for the year ahead. Silicon Valley members were able to reconnect with colleagues after the holiday and explore strategies for navigating evolving market dynamics.

Our next Chapter meeting will be held on Tuesday, September 9th, from 11:30am-1:30pm, at Maggiano’s Little Italy in Santana Row.

Pro Bono Corner: Elizabeth Boatwright

This quarter, we highlight Dr. Elizabeth Boatwright’s contributions to our Pro Bono committee. Dr. Boatwright has been a member of the FPA since 2011.

2025 FPA CA Advocacy Day

We had a wonderful time joining other chapter members this year! The 13th Annual FPA California Advocacy Day was on Tuesday March 11th, 2025, at the California State Capitol in Sacramento. This annual event brings together Financial Planning Association (FPA) members from across the state to engage with legislators and regulators, advocating for our profession and its future. Read more

Mark Your Calendar: Firm Office Visit

This quarter, we are visiting Rob Lyman, CFP^® at the office of Johnson Lyman Wealth Advisors. Pick the brain of a successful firm owner and learn more about building a career in financial services! Learn More

OUR CHAPTER PARTNERS

High Tech Lending offers a variety of products to meet your financial goals, including Conventional Mortgages, Reverse Mortgages, FHA, Zero Down Payment, Jumbo, and many other products.

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TRIPLE TREAT

EVENT SPONSORS

Stonecrest Financial is a leading provider of short term lending solutions.

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Michael Leonard at Nationwide Group Retirement Solutions helps make it easier for you to offer your employees a retirement plan.

Nationwide Website

Interested in Sponsorship Opportunities? Learn more about how you can help support our cause!

We are looking for volunteers to join our committees! We are a volunteer organization, powered by passionate folks like you who want to network, grow the profession, and give back to the community. If you would like to help out but don't know where to start, just ask!