Welcome to the Financial Planning Association of San Francisco

Upcoming Events

September 12, 2016 – 6:00 pm – 7:30 pm – Career Advice for NexGen Planners – Panel Discussion – Sabrina Lowell, CFP®, Advisor and Chief Operating Officer, Mosaic Financial Partners; Joe Harrison, CFP®, Founder and Principal, JW Harrison Financial Advisors; Michael Powsner, CFP®, CPA, PFS, Founder and Principal, Upstart Wealth Management – Golden Gate University, 536 Mission Street, Room TBD, San Francisco, CA – Details/Register

September 13, 2016 – 4:00 pm – 6:00 pm – Technology Adoption: Best Practices for Successful, Firm Wide Deployment of Your Technology Tools– Keynote Speaker & Moderator – Greg Friedman, CEO of Junxure & Private Ocean; Panelists – Steve Lockshin, CEO AdvicePeriod, Investor in Quovo, Advizr & Betterment Institutional; Patrick Beaudan, CEO Belvedere Advisors & Emotomy – The City Club, 155 Sansome Street, San Francisco, CA – Details/Register

September 13, 2016 – 6:00 pm – 8:00 pm – Member Appreciation EventPalio d’Asti Restaurant, Enoteca Room, 640 Sacramento Street, San Francisco, CA – Details

September 19 – 23, 2016
FPA of California Advocacy Week Details


September 20, 2016 –
11:30 am – 1:00 pm – Marin Brown Bag Lunch Meeting – College Financial Aid Demystified – Frances Fee – Larkspur Landing, 2nd Floor, Sausalito Conference Room (In front of Suite 212), 100 Larkspur Landing Circle, Larkspur, CA – Details/Register

News & Updates

Financial Planner Volunteer Registration: http://financialplanningdays.org/event/san-francisco-financial-planning-day-volunte
Date: September 14-16, 2016 Topic: FPA’s Annual Conference – BE Baltimore 2016 Location: Baltimore Convention Center, Baltimo
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
2013 FPA of San Francisco Member Perspectives on YouTube





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