Mastering Wealth, Presence and Reputation

Join Us

Join us for a morning of networking, and inspiring conversation with successful women. Hear from leading female advisors and industry specialists as they share practical insights on how to build, preserve, and take ownership of your wealth.

And enjoy a keynote presentation by Allison Kluger, Stanford Graduate School of Business lecturer, Emmy-nominated producer, and co-author of Brand Up 2.0. This lecture will cover practical tips and skills to demonstrate executive presence, while showing how personal reputation is the secret currency we can all leverage.

Featured Panelists

Maggie Liu, CFP®, MST, MBA, CPWA®
Senior Wealth Advisor at FOCUS

Maggie has more than two decades of experience in financial services, including regional leadership of bilingual teams serving high-net-worth individuals with international and cross-border wealth management needs. She develops strategies to minimize taxes, protect assets, maximize growth, and transfer wealth through a holistic approach for clients with $5 million-plus in investable assets.

Lucy Ni, Tax Partner
Andersen

Since 2003, Lucy has served as a trusted advisor in public accounting, specializing in international and U.S. tax law. She partners with founders, entrepreneurs, and ultra-high-net-worth families to design bespoke tax strategies that safeguard global interests and secure multi-generational legacies. By bridging the gap between corporate-scale sophistication and personal wealth preservation, Lucy empowers her clients to navigate cross-border complexities with confidence.

Alexandra Gadzo
Estate Attorney at Gadzo Law

Alexandra Gadzo has provided legal services in Estate Planning, Trust Administration, and Probate in the Bay Area for the last twenty years. She prides herself on meeting the needs of her clients’ legal objectives. She uses her expertise and knowledge to help families plan for present and future life challenges. Alexandra is the managing partner at Gadzo Law, P.C. in Los Altos, California. Alexandra is a Certified Specialist in Estate Planning, Trust & Probate Law

Marisa San Filippo
Principal at Flickerkerin

Marisa C. San Filippo is a Certified Family Law Specialist, Fellow of the American Academy of Matrimonial Lawyers, and Principal at Flicker Kerin, LLP. She has dedicated her career to family law, handling high-conflict custody matters and complex financial cases involving business valuations, equity compensation, venture capital, real estate, marital agreements, and mediation.

Panel Moderator

Isabelle Araujo, CFA, CFP®
Associate Wealth Advisor at FOCUS

With more than a decade of experience in investment advisory and wealth management, Isabelle specializes in developing tailored investment portfolios and aligning clients’ financial goals with comprehensive wealth planning strategies. Her background includes asset management, private banking, and venture capital. Isabelle serves as Co-Chair of CFA Society San Francisco’s Member Programming Advisory Council.

Kindly confirm your attendance by August 20, 2026.

Due to limited seating, a waiting list will be created once full capacity is achieved.

Public parking is available at Tresidder Parking Lot, located off Mayfield Avenue.

This reflects opinions of Focus or its representatives, may contain forward-looking statements, and presents information that may change. Nothing contained in this content may be relied upon as a guarantee, promise, assurance, or representation as to the future. Services are offered through Focus Partners Wealth, LLC (“Focus”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus or its representatives. Focus has been part of the Focus Financial Partners partnership since 2011.