Our Professional Advisors Council
The San Francisco Foundation has a long history of working hand-in-hand with the Bay Area professional advisor community to ensure individuals and families achieve their philanthropic goals. We are grateful for the strong partnerships we hold with professional advisors who demonstrate a commitment to the community by working to advance philanthropy and encourage charitable giving across the Bay Area.
Our Professional Advisors Council (PAC) plays an important role in advising The San Francisco Foundation’s planned giving and donor relations work as we build a community of donors interested in enhancing the impact of each donor’s charitable giving. PAC members act as ambassadors for The San Francisco Foundation, as strong supporters of our charitable giving resources.
The Professional Advisors Council provides an opportunity for members to learn about new issues in philanthropy, the best strategies for meeting their clients’ needs in charitable giving, and establish new relationships with other advisors in the region. Read the latest blog posts by and for our professional advisor community, and check out the most recent newsletter for professional advisors.
Professional Advisors Council Members
Alma Soongi Beck, Esq.
Lakin Spears, LLP
Larry P. Beck, Esq.
Partner, Head of Estates and Trusts Department
Haas and Najarian LLP, Attorneys-at-law
Norman M. Boone, MBA, CFP®
Mosaic Financial Partners, Inc.
Annette Brinton, CPA, CFP®
Wealth Manager, Partner
WayPoint Wealth Partners
Carla S. Bryant, CPA
Mowat Mackie & Anderson LLP
Rachel R. Caldwell
Vice President at Fort Point Insurance
Meredith S. Etherington, MBA
Senior Investment Advisor
Sinclair Hwang, Esq.
Partner, Estate Planning, Trusts + Wealth Transfer
Anderson Yazdi Hwang Minton + Horn LLP
Jason Kiss, CFA, CFP®, CAIA
Director of Wealth Management
Keith McWilliams, CFA (Co-Chair)
Partner, Head of West Coast Region
Evercore Wealth Management
Jeffrey M. Ostrum, CFP®
Financial Architects Partners
Director of Portfolio and Wealth Advisory
Stephen Schwarz, Esq.
Hastings College of the Law
Barry Taylor, CFP®
Integral Financial Solutions
Anthony P. Vecino, Esq.
Farella Braun + Martel LLP
Kyle Vineyard, CPA
Realize CPA, LLP
BNY Mellon Wealth Management
Mary White, Esq. (Co-Chair)
*Please note council members’ titles and firms are listed for affiliation purposes only