Welcome to the Financial Planning Association of San Francisco

Upcoming Events

April 21, 2015 – 11:30 am – 1:30 pm – Tax Planning for the Gray Tsunami – Speaker – Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist and Head of Individual Retirement, J.P. Morgan Funds – The City Club, SF – Details/Register

April 21, 2015 – 1:30 pm – 3:30 pm – New Member Orientation - Speakers – Various – The City Club – Registration is not required – Details

May 12, 2015 – 11:30 am – 1:30 pm – Current Health Insurance Landscape – How It Affects Individuals and Families in the Bay Area and Beyond – Speaker – Chris Acker, CLU, ChFC, CB Acker Associates Insurance Services; Lisa Aliferis, Founding Editor of KQED’s State of Health blog – The City Club

May 12, 2015 – 1:30 pm – 3:30 pm – Ethics Course – Speaker – Nancy R. Gire, CFP®, CPA, J.P. King Advisors, Inc. – The City Club – Details/Register

News & Updates

Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
To Chapter Members: Use promo code AFBE15 and receive $50 off! Plus the chapter also receives a $50 rebate back to the chapte
Chris Lakumb interviews the FPASF chapter Advocacy representative and next year’s President of FPA of California, Alice King…
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!
Thank you to our Gold Sponsors for supporting the FPA of San Francisco. Below is a letter from one Gold Sponsors ……………. Hello
2013 FPA of San Francisco Member Perspectives on YouTube


Thank You To Our Sponsors

Gold Sponsors

Voya Investment Management
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Silver Sponsors

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