Financial Women of San Francisco has been making news in business and financial circles for more than 60 years. Scan the articles below to see all the ways we advance the success of today’s women in finance throughout the Bay Area.
Meet Sunitha Anand. In 2023, she established AddsVal, a professional services firm offering Fractional CFO Solutions to startups and small to mid-sized businesses.
Read moreMeet Kristina Keck, practice leader for the Retirement Plan team at Woodruff Sawyer
Read moreMeet Sandra Wasicek. She is the co-founder of Zorro Wealth, a Wealthtech startup dedicated to empowering female investors and promoting equity in the financial market.
Read moreAt our 2023 holiday event we gathered for a celebration to meet new board members, old and new friends and potential members.
Read moreVolunteer work in community results in donation to Financial Women of San Francisco. ANVILLE, Calif., Nov. 15, 2023 /PRNewswire/ -- Quorum Private Wealth (Quorum), a wealth management firm and independent advisor representative partner of Sanctuary Wealth, LLC (Sanctuary), an SEC Registered Investment Advisor (RIA), today announced their recent sweep of awards and naming to multiple lists of top financial advisors and fast-growing companies in national and industry publications. Mike Barry, CPFA, C(k)P®, CIMA®, Kelly Milligan, CPWA®, CRPC®, C(k)P®, CPFA, Sue English Mazzetti, CPFA, CRPC®, and Melissa Yue, CFP®, founded Quorum in 2021. The experienced and highly collaborative group of partners have made great strides in the few short years they have been an independent firm.
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