Welcome to the Financial Planning Association of San Francisco

Upcoming Events

February 4, 2015 – 5:30 pm – 7:30 pm – Networking Event – Financial Planning Association of SF Networking Event with CalCPA and the Financial Women of SF – Osha Thai Restaurant, 149 2nd Street, SF – Details/Register

February 10, 2015 – 11:30 am – 1:30 pm – The Resurgence of Single Stock Concentration Risk Management – Speaker(s) – Thomas Boczar, CEO, Intelligent Edge Advisors; Elizabeth Ostrander, Senior Vice President and Director, Business Development, Intelligent Edge Advisors – The City Club, SF – Details/Register

February 13, 2015 – 8:00 am – 9:30 am – CFP Board Town Hall – The City Club, SF – Download FlyerDetails/Register

Date: March 10, 2015 – 9:00 am – 2:00 pm – Understanding Longevity Annuities and Their Potential Role in Retirement Income / Impact of Valuation-Based Asset Allocation on Retirement Income / Future of Financial Planning in the Digital AgeSpeaker – Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Partner, Director of Research, Pinnacle Advisory Group – The City Club, 155 Sansome Street, SF

News & Updates

Check out FPA’s new Member Discount Guide – found in the February Journal of Financial Planning and available online here……….
Check out the events for the Northern California FPA Chapters – San Francisco, East Bay and Silicon Valley January – March 20
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
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 spotlight of one of our Gold Sponsors! …..
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

Vanguard Logo 2014-1 Hennessy Funds 2014 resized wffadvantage_gs_no_bleed
Landor Print Default RMF 2015 FlexShares 2015  Parnassus Investments_2 Line Logo2015  DiamondHill_CapitalMGMT_4C 20151