Board of Directors

Financial Planning Forum Board Members
2016 – 2017 Board of Directors

Rebecca Nelson, President
Technology Credit Union
490 S. California Avenue, Suite 110
Palo Alto, CA 94301
(408) 437-3761
rnelson@techcu.com
 2014 Becky Nelson -jpeg
Chris Livermore, Vice President
Maxwell Money Management
10 Commercial Blvd., Suite 208
Novato, CA 94949
(415) 218-3300
chris.livermore@maxwellmoney.com
Therese Firestone, Secretary
BNY Mellon
555 Mission Street, 19th Floor
San Francisco, CA 94105
(415) 951-4121
Michael Clark, Treasurer
611 Veterans Blvd., Suite 100
Redwood City, CA 94063
(650) 363-7042
mike@greataccounting.com
Gary Brainin
Brainin Law Office
2855 Kifer Road, Suite 220
Santa Clara, CA 95051
(650) 422-3313
gary@braininlaw.com
 
Jan Cummins
2600 El Camino Real, Suite 501
Palo Alto, CA 94306
(650) 320-8010
John Froman
Merrill Lynch
333 Middlefield Road
Menlo Park, CA 94025
(650) 473-7860
john.froman@ml.com
Anna Paiva, Past President
Boston Private Bank and Trust Company
160 Bovet Road
San Mateo, CA 94402
(650) 378-2012
Joanne Wiggins-Barros
Brown Adams Agbayani LLP
(650) 857-1655
joanne@brownadams.com
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