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

News & Updates

Financial Planning Association of San Francisco Newsletter August 2014 Next Meeting At: The City Club, 155 Sansome Street, Sa
CFP Board presented a webinar to review what you can expect during the CFP® Certification Examination. A recording is below.
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
Financial Planning Day in San Francisco will be held on October 25th, 2014 at the SF Main Library, 100 Larkin Street. More de
2013 FPA of San Francisco Member Perspectives on YouTube


Thank You To Our Sponsors

Gold Sponsors

Voya Investment Management1
Home_Instead iShares logo DSM Capital Logo

Silver Sponsors

Commerce-Mortgage-resized wffadvantage_gs_no_bleed
 American Century2 Vanguard Logo 2014-1 Alliance Bernstein 2014  Diamond Hill 2014 Hennessy Funds 2014 resized