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.

To learn more about our Professional Advisors Council, please contact Pamela Doherty, Director of Development at pdoherty@sff.org or 415.733.8521.

Professional Advisors Council Members

 

Alma Soongi Beck, Esq.
Partner
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®
President
Mosaic Financial Partners, Inc.

Annette Brinton, CPA, CFP®           
Wealth Manager, Partner
WayPoint Wealth Partners

Carla S. Bryant, CPA          
Partner
Mowat Mackie & Anderson LLP

Rachel R. Caldwell
Senior Manager
Andersen Tax

Kyle Cliff
Vice President at Fort Point Insurance
HUB International

Meredith S. Etherington, MBA
Senior Investment Advisor
Litman Gregory

Sinclair Hwang, Esq.
Partner, Estate Planning, Trusts + Wealth Transfer
Anderson Yazdi Hwang Minton + Horn LLP

Jason Kiss, CFA, CFP®, CAIA
Director of Wealth Management
Aspiriant

Keith McWilliams, CFA (Co-Chair)
Partner, Head of West Coast Region
Evercore Wealth Management

Jeffrey M. Ostrum, CFP®  
Managing Principal
Financial Architects Partners

Justin Peterson
Director of Portfolio and Wealth Advisory
BBR Partners

Stephen Schwarz, Esq.
Hastings College of the Law

Barry Taylor, CFP®  
Integral Financial Solutions

Anthony P. Vecino, Esq.
Partner
Farella Braun + Martel LLP

Kyle Vineyard, CPA
Partner
Realize CPA, LLP

Leigh Wasson
Senior Director
BNY Mellon Wealth Management

Mary White, Esq.  (Co-Chair)
Founder
White Law

*Please note council members’ titles and firms are listed for affiliation purposes only