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Financial Planning Forum Board Members
2011 – 2012 Board of Directors

David Sacarelos, President
Three Lagoon Drive, Suite 400
Redwood City, CA 94065
(650) 365-4646
[email protected]

Carol Acker, Treasurer
2029 Landings Drive
Mountain View, CA 94043
(650) 691-0440
[email protected]

Nick Rugh, Secretary
3039 Alameda de las Pulgas
Menlo Park CA94025
(650) 642-6624
[email protected]

Fritz Brauner
The Brauner Company
255 Shoreline Drive

Redwood City, CA 94065
(650) 574-0800

[email protected]

Krista Conover
Borel Private Bank & Trust Company
345 S. San Antonio Road
Los Altos, CA 94022
(650) 378-3717

[email protected]

Veronica Dostal, Past President
Financial Coach
3077 Carleton Place
Santa Clara, CA 95051
(408) 243-4850

[email protected]

Joel Jakubson, Communications Chair
Jakubson Financial Organizers
30 Sunrise Court, Suite 100
Menlo Park, CA 94025
(415) 309-1678

[email protected]

Anna Paiva
Borel Private Bank and Trust Company

160 Bovet Road

San Mateo, CA 94402
(650) 378-2012

[email protected]

Richard Zimmerman
PO Box 1145
San Mateo, CA 94403-0745
(650) 350-2000
[email protected]