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 (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.


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
8:30 am - 1:30 pm
Serving Aging Clients and Their Families
The City Club, San Francisco CA

Speaker(s): Dr. Carolyn McClanahan, M.D., CFP®, Life Planning Partners, Inc.
Adriana Alex, MAG, CAC, Sage Eldercare
Elizabeth Krivatsy, Esq., Law Offices of Elizabeth Krivatsy, APC


9:00 am - 3:00 pm
9th Annual San Francisco Financial Planning Day
San Francisco Public Library Main Branch, San Francisco CA

For additional information, visit the website

To register, click here

10:00 am - 3:00 pm
3rd Annual Marin Financial Planning Day
Marin Center Exhibit Hall, San Rafael CA

For more information and to register, click here

11:30 am - 1:30 pm
Sophisticated Retirement Qualified and Non-Qualified Plans
The City Club, San Francisco CA

Speaker(s): TBD


4:00 pm - 6:00 pm
Integrating Millennials Employees and Partners Into Your Practice
The City Club, San Francisco CA

Speaker(s): Brian Shenson, Schwab


Click here to view the full list of events.

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2 weeks ago

FPA of San Francisco

Tim Kochis, JD, MBA, CFP®, Founder, and Former CEO,
and Chair of Aspiriant; Special Advisor, DeVoe & Co.

Thank You to Our Meeting Sponsor: The Bauer Team
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Good Afternoon #FPASF members! We are looking forward to seeing you for our September meeting, which will be immediately followed by our Member Appreciation Event.

Date: 9/11/2018
Time: 4:00pm-5:45pm
Topic: Succession Planning with Tim Kochis - a highly applicable topic for the entire audience!
Location: San Francisco Italian Athletic Club (NOTE - new location)

Immediately following the meeting, we will host our Member Appreciation Event from 6:00pm-8:00pm, also at the San Francisco Italian Athletic Club. Join us for celebrations, libations, conversations, laughter, tasty bites, and more!
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Today is the LAST DAY to submit your Call For Ideas for #FPARetreat 2019 --

We are really excited about the Call for Ideas and we've gotten some great Idea submissions over the past 3 weeks. We've included a Wordle here to share with you some of what has been captured by the survey responses so far. As you surely know, the larger words in this word cloud appeared in submissions more often, but every word here got at least 5 mentions. What is missing? What Ideas do we need to add?

Access the survey here:

Complete your entry by midnight TONIGHT!!
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2 months ago

FPA of San Francisco


Barry Taylor, CFP®
Integral Financial Solutions, LLC

Erik Dryburgh
Attorney and Principal
Adler & Colvin

Thank You to Our Meeting Sponsor: The San Francisco Foundation
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3 months ago

FPA of San Francisco

Real Estate Investment Management: Advising Clients With Direct/Inherited Commercial Real Estate Investments

Preston R. Sargent, Executive Vice President
Bailard Real Estate

Michael J. Faust, CFA, Executive Vice President
Bailard Wealth Management

Thank You to Our Meeting Sponsor: Blackrock
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5 months ago

FPA of San Francisco

The New Science of Engaging & Guiding Clients

Shachar Kariv
Chief Scientist of & Capital Preferences Benjamin N. Ward Professor of Economics, University of California Berkeley

Thank You to Our Meeting Sponsor: Golden Gate University - Financial Planning Program
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5 months ago

FPA of San Francisco

Insurance Lessons Learned From 2017 North Bay Wildfires

Brian Trouette Insurance Specialist for High Net Worth Clients
Trouette Insurance Agency, LLC
Amy Bach, Attorney and Executive Director
United Policy Holders

Thank You to Our Meeting Sponsor: Litman Gregory Asset Management
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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 (415) 200-0900 President-Elect Kate Wilusz, CRPC®, CFP® Wilusz and Associates / Ameriprise Financial Services San Francisco (415) 623-2455 Chairman/Past...

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