February 2022 Student Forum

Student Forum Meetings are intended for current, former and prospective students, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program, and for members of any FPA chapter. These meetings are not open to the general public.

Overview:

Topic: Financial Planning Business Models

Speaker: Ethan Pepper, CFP®, EA, Founder of Orchard City Wealth Management, LLC; Phuong N. Quach, CFP®, CRPC®, BFA, Private Wealth Advisor and a co-owner of Quach, Chien & Associates; Eric Solve, CFP®, EA, Senior Advisor and Partner at Wade Financial

Location: UCSC Extension in Santa Clara (3175 Bowers Avenue)

Registration: Click here