2025 FPA NorCal Conference
Our Partners

Managing Money, Making an Impact: Let's invest to make a difference in your life and the lives of others. Together we can become a powerful force for good.Being client-centric with a performance-first focus was the initial step—but not the end of the story. The vision has grown to include significant, ongoing contributions to humanity through breakthrough medical research. It's how we help our clients Prosper With Purpose.

The American Heart Association’s Professional Advisor Network serves attorneys, financial advisors, estate planners, CPAs, and other professional advisors across the country. The Professional Advisor Network provides complimentary resources and education to enhance the admirable work of advisors as they empower clients to make a lifesaving impact today or with their legacy.

For over 30 years, Schwab has been a leader in supporting independent Registered Investment Advisors (RIAs). We are committed to the success of firms of all sizes, regardless of background, assets under management, or business complexity. Together, we can help you take your business further. Get started by discovering the breadth of services you can tap into when you choose Schwab as your custodian.

Dimensional Fund Advisors has been applying financial science to investing since 1981. Our firm is driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise working to outperform benchmarks and peers while maintaining low costs and diversification. We go where the science leads, continually innovating to improve outcomes for investors. As of September 30, 2024, Dimensional and its affiliates managed $794 billion worldwide.

Federated Hermes, Inc. is a global leader in active, responsible investing, with $779 billion in assets under management, as of March 31, 2024. Guided by our conviction that responsible investing is the best way to create wealth over the long term, Federated Hermes offers world-class investment management and engagement services. Our products span equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies and a range of separately managed accounts, distributed through institutions and intermediaries worldwide.

Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Today, the Flourish platform is used by more than 900 wealth management firms representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual.

The Institute for Divorce Financial Analysts (IDFA®) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. Founded in 1993, we have certified over 5,000 CDFA professionals in the US and Canada. The Institute for Divorce Financial Analysts is the authority on divorce planning theory and application in North America. IDFA has established standards for certification of divorce financial analysts that are objective, reliable meet and current benchmarks for certifying bodies.The IDFA helps to ensure the financial health and welfare of the divorcing public through the certification of individual as Certified Divorce Financial Analysts.

Nuveen is a global investment leader, managing an array of public and private assets for clients around the world and on behalf of our parent company TIAA, one of the world's largest institutional investors and highly-rated insurance and retirement provider. With diverse expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure, farmland and forest to help make an enduring impact on our world.

Osterweis Capital Management was founded in 1983 to serve the portfolio management needs of high net worth individuals. We believe the best way to protect and grow assets is through carefully selected, high conviction portfolios that can capture upside while helping to protect on the downside. We manage over $8 billion in assets between our equity and fixed income investment strategies, which are available through mutual funds and separate accounts.

Saturna Capital combines independent, family-owned leadership with a conservative, values-driven investment philosophy to deliver low-risk, long-term financial solutions that align with clients’ ethical and life goals. Rooted in a culture of excellence, sustainability, and education, Saturna builds meaningful relationships with investors through personalized guidance, a holistic product suite, and a steadfast commitment to preserving and growing capital.

Established in 1986, Stonecrest has successfully underwritten over 1.5 billion in residential and commercial loans while offering steady profits to our investors. We have multiple revenue channels in both Acquistion and Private Debt Funds. With 38 years experience, our dedicated professional have provided steady monthly income and overall portfolio yield as an alternative to bonds.

Vanguard is one of the world's most respected investment management companies, offering a broad selection of investments, advice, retirement services, and insights to individual investors, institutions, and financial professionals. We operate under a unique, investor-owned structure and adhere to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.