Welcome to the Financial Planning Association of San Francisco

Upcoming Events

August 12, 2014 – 11:30 am – 1:30 pm – Tax Issues for the Self-Employed – Speakers – Bob McGrath & Krissy Rhoades, Burr Pilger Mayer, Inc. – Details/Register

August 14 – 17, 2014 – FPA Far West Roundup (25th Anniversary) – UC Santa Cruz – Details/Register

News & Updates

FPA SF Thirsty Thursday Event Recap

On Thursday, July 17th, about 20 FPA San Francisco professionals descended upon Blanc et Rouge (not to be confused with Rouge

FPASF e-Newsletter: August Meeting Details and Other Chapter News

Financial Planning Association of San Francisco Newsletter August 2014 Next Meeting At: The City Club, 155 Sansome Street, Sa

CFP Board Recorded Webinar: The CFP Exam: What to Expect on Exam Day

CFP Board presented a webinar to review what you can expect during the CFP® Certification Examination. A recording is below.

Congratulations to Sabrina Lowell: InvestmentNews 40 Under 40!

InvestmentNews announced their 40 under 40 list, and Sabrina Lowell was selected! A bit about the 40 Under 40 from the Invest

Become a “go to” source for journalists looking for information and commentary on personal finance, financial planning and th

2013 FPA of San Francisco Member Perspectives on YouTube

Planner Search

Looking for a Certified Financial Planner? Choose from 1000′s of Financial Planners, all of whom adhere to FPA’s Code of Ethics. Planner Search is an online search engine created by the Financial Planning Association that allows you to search our national membership to find a CERTFIED FINANCIAL PLANNER® in your area.

FPA of San Francisco

The San Francisco Chapter of the Financial Planning Association is a dynamic community of over 500 financial professionals that come together to learn, share resources and to promote financial planning throughout the San Francisco Bay Area. Learn more…