Premier Professional Organization for Bay Area Financial Planners
Emerging Advisors
The Emerging Advisors Forum is a dynamic group of planners who meet throughout the year to discuss all things related to starting and running an RIA practice.
NexGen
NexGen (Next Generation) consists of members, typically under age 36, dedicated to leading and building the future of the Financial Planning profession.
Pro Bono
Making a difference in people’s lives by promoting financial literacy and providing individual, quality, financial advice for at-risk and underserved communities.
Advocacy
Building relationships with elected officials and advocating on behalf of policies that impact CFP® professionals and their work with clients.
Upcoming Events
Date/Time | Event |
---|---|
04/27/2018 - 04/29/2018 All Day |
CP Cal Conference XIII
San Mateo – Marriott Hotel, San Mateo CA |
05/05/2018 10:00 am - 3:00 pm |
2nd Annual LGBTQ Financial Planning Day
SF LGBT Center, San Francisco CA FREE but registration is required: For more information, visit horizonsfoundation.org |
05/08/2018 11:30 am - 1:30 pm |
The New Science of Engaging & Guiding Clients
The City Club, San Francisco CA Speaker(s): Shachar Kariv, Chief Scientist of TrueProfile.com & Capital Preferences, Benjamin N. Ward Professor of Economics, University of California Berkeley
|
05/22/2018 11:30 am - 1:00 pm |
Marin Brown Bag Lunch Meeting - Digital Asset Estate Planning: Risks & Rewards
Larkspur Landing, Larkspur CA Speaker(s): Megan Yip |
05/29/2018 - 05/30/2018 9:00 am - 6:00 pm |
FPA NorCal Conference
The Palace Hotel, San Francisco CA SOLD OUT! |
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The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical and professional standards by providing education, community, networking and leadership for our Bay Area members and through them the public they serve.
Member Benefits
The primary aim of the Financial Planning Association (FPA) is to foster the value of financial planning and advance the financial planning profession for our members and the community. FPA welcomes all who embrace and advance the financial planning process.
About the FPA
The Financial Planning Association (FPA) is the membership association for nearly 30,000 CFP® professionals, financial planners, investment specialists and associated professionals. FPA of San Francisco is a dynamic association with over 500 members.
News & Updates
FPASF Announces 2018 Board Nominees
President Kian Nobari, CIMA, MBA, MSFP, RLP Integrous San Rafael knobari@integrousfinancial.com (415) 200-0900 President-Elect Kate Wilusz, CRPC®, CFP® Wilusz and Associates / Ameriprise Financial Services San Francisco kmwcfp@yahoo.com (415) 623-2455 Chairman/Past...
read more2017 Scholarship Applications Now Being Accepted! Deadline is December 31st!
Please visit http://www.fpasf.org/careers/scholarship-program/ for all of the details
read moreDecember Chapter Meeting & Holiday Reception Photos
Our December meeting and holiday reception was a lot of fun! Thank you all for coming out and making it a memorable evening!...
read more