• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Phoenix
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
    • Chapters in Development
      • Fort Worth
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Aug
05

XPX Northern California: August Casual Social

Details

Date & Time

Tue, Aug 5th, 2025 â‹… 4:30pm - 6:30pm (PDT)

Location

Harlan Records 18 Harlan Place, San Francisco, CA 94108 https://maps.app.goo.gl/iULbBq2YFTeEy7Ub8

Tickets

(1) Northern California Members
$0.00
(2) Non-Members
$0.00
Guests

Registrants

28 people attended
MP
Robert Thomas of WithumSmith+Brown, PC is a member of XPX Northern California
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
Kelly Ackel Crug of Andersen is a member of XPX Northern California
AV
+23

Join us for our August casual happy hour inviting XPX members and prospective members to come to network, enjoy a glass of wine, beer, nonalcoholic cocktail, and to come and get to know each other, after a productive day at a San Francisco hidden Gem.

We request your RSVP to be able to set expectations with the venue and the attendees.

Cash Bar.


Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
MP
Michael Plesha
ERA Group
Robert Thomas of WithumSmith+Brown, PC is a member of XPX Northern California
Robert Thomas
WithumSmith+Brown, PC
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
Adrian Bray
Stellar Business Consulting Inc.
Kelly Ackel Crug of Andersen is a member of XPX Northern California
Kelly Ackel Crug
Andersen
AV
Aksana Vasilyeva
JP Morgan Chase Bank, N.A.
Jay Jung of Embarc Advisors is a member of XPX Northern California
Jay Jung
Embarc Advisors
DO
David Ogburn
BNY
Todd Wellnitz of Wellguard Insurance & Financial is a member of XPX Northern California
Todd Wellnitz
Wellguard Insurance & Financial
SC
Sara Craven
Sand Hill Global Advisors
AB
Anne Bisagno
Xantrion Inc.
Tyler Cella of J.P. Morgan is a member of XPX Northern California
Tyler Cella
J.P. Morgan
DF
Diane Fernald
Futurecast CFO
BJ
Beko Jang
Rexcoda
VG
Vlad Galant
911 PC Help
Sarmad Naqvi of Gallagher is a member of XPX Northern California
Sarmad Neqvi
Woodruff Sawyer
Jeff Butler of City National Bank is a member of XPX Northern California
Jeff Butler
City National Bank
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
Jaco Grobbelaar
BroadVision Marketing
CF
Chris Fiscalini
Comerica Bank
KT
Karen Traversi
Traversi & Associates
Brit Summerill of NOW CFO is a member of XPX Northern California
Brit Summerill
NOW CFO
EB
Ellisha Blechynden
Blechynden Legal P.C.
AL
Anthony Lugo
Mercer Advisors
NS
Nathan Sahar
Live Oak Bank
TH
Terry Hill
BPM
PM
Peter Myers
Fox Rothschild LLP
Martin Johnson of Sagemark is a member of XPX Northern California
Martin Johnson
Sagemark
Jonathan Rubens of Moscone Emblidge & Rubens LLP is a member of XPX Northern California
Jonathan Rubens
Moscone Emblidge & Rubens LLP
JM
Justin Miller
Evercore Wealth Management