2022 CalCPA Personal Financial Planning Conference

ADVI$OR, CalCPA's Annual Personal Financial Planning Conference Features David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, and Gene Goldman, Chief Investment Officer for Cetera. 

ADVI$OR is designed for both beginners and more advanced and expert CPA financial planners, wealth managers and investment advisors advising high net worth individuals and family offices on current issues impacting their wealth. Take a look at this video to learn more

WHEN: Jan. 10-11 | WHERE: Online  

  • David Kelly, CFA, Chief Global Strategist at J.P. Morgan Asset Management
  • Gene Goldman, Chief Investment Officer at Cetera
  • Samuel Adams, CEO at Vert Asset Management LLC
  • Brooke Salvini, CPA/PFS, CFP
  • Mark F. Seid, CPA
  • Chris Cooper, Chris Cooper & Company
  • Ed Drake, executive managing director at Baker Tilly Wealth Management, LLC
  • Andy Edstrom, CFA, CFP is a financial advisor and a member of the investment committee at WESCAP Group 
  • Sarah Adams, Vert Asset Management LLC
  • Natalie Karp, MBA, CLTC at Karp Loshak LTC Insurance Solutions
  • Amanda Keith, CPA, MLO, Home Equity Retirement & Reverse Mortgage Specialist
  • Gregory M. Desmond, CPA/PFS, CFP, President at thd Desmond Consulting Group, Inc.
  • Rona Loshak, MBA, CLTC at Karp Loshak LTC Insurance Solutions
  • Jim Amerman, CFP, CPA, MBA at Fortress Wealth Management
  • Lynette E. Atchley, CPA, PFS, CFP at CPA Financial Advisors Inc
  • Marlena Lee, PhD, global head of investment solutions at Dimensional
  • Glenn Freed, CPA, Chief Investment Strategist at Syntax Advisors

Learn more about the speakers online.

About CalCPA
CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized. In 1909, it merged with two other state CPA associations to form CalCPA. CalCPA serves more than 43,000 members in public practice, private industry, students, academia and government, and has 14 chapters across California. CalCPA also offers more than 1,400 live courses, conferences, webcasts and on-demand self-study courses annually. 

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David Colgren 
Colcomgroup, Inc.
(917) 587-3708 | Email