Membership Related News
Member Profile: Crystal Valdez
Crystal Valdez, Morgan Stanley, Consulting Group Analyst. Favorite part of her job: I enjoy working on client portfolios and financial plans. The absolute favorite part of my job is building a tailored investment plan for each client. Every client is different and has different investment needs so no two days are ever alike.
Read moreFWSF Celebrates 60 Years - Meet our 1988 President, Linda Roggemann
What motivated you to join FWSF (formerly FWA) and to serve as President? I joined the FWSF at the urging of Judith Bedell who had been a prior President. We are still friends, in fact she manages our investments — and has done a great job for the last 16 years which has permitted us to travel and own vacation homes...
Read moreAdvancing Careers for 60 Years
Advancing careers for 60 years — In 1956, 17 forward-thinking women in the investment community gathered to create a forum to exchange ideas, share experiences and develop their careers. The Financial Women's Club of San Francisco, as our organization was originally known, was the first organization for executive women in finance in the country. Our mission, then and now, is to advance professionalism in finance and financial services by promoting the development, career progress and leadership of women.
Read moreFWSF Featured in San Francisco Business Times
The Financial Women of San Francisco named KPMG's Debbie Messemer as its 2016 Financial Woman of the Year.
Read moreMember Profile: Laura McDowell
Laura McDowell, Charles Schwab, Regional Director, West - Charles Schwab Investment Management. Favorite part of her job: meeting with people and hearing their stories – how they got to where they are, how they work with their clients, how they view investing, and how they manage client expectations with the current market environment. Everyone has a different background and a different approach. Understanding clients’ backgrounds helps me build more meaningful relationships with them, and being open to different investment approaches allows me to be a better resource for their firm.
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