Welcome to the Financial Planning Association of San Francisco

Upcoming Events

April 29, 2015 – 5:00 pm – 7:00 pm – Wind Down Wednesday Social Mixer – Location – Minna Gallery, 111 Minna Street, SF – No RSVP Required

May 12, 2015
– 11:30 am – 1:30 pm – Current Health Insurance Landscape – How It Affects Individuals and Families in the Bay Area and Beyond – Speaker – Chris Acker, CLU, ChFC, CB Acker Associates Insurance Services; Lisa Aliferis, Founding Editor of KQED’s State of Health blog – The City Club – Details/Register

May 12, 2015 – 1:30 pm – 3:30 pm – Ethics Course – Speaker – Nancy R. Gire, CFP®, CPA, J.P. King Advisors, Inc. – The City Club – Details/Register

May 14, 2015 – 5:30 pm – 7:00 pm – FWSF -Explore Cutting Edge Research from the Haas Real Estate And Financial Market Lab – Nancy Wallace, Haas School of Business Fisher Real Estate and Financial Market Laboratories – Littler Mendelson, P.C. , SF – Details/Register (FPASF members receive discounted member rate)

May 15, 2015 – 12:00 pm – 1:30 pm – Joint Peninsula Brown Bag Meeting – Startup Wealth: Guiding Clients Through Liquidity Events – Joyce Franklin, CPA, CFP®, Founder, JLFranklin Wealth Planning – San Mateo Library, Laurel Room, 55 West 3rd Ave, San Mateo – Details/Register

May 27, 2015 – 5:30 pm – 8:00 pm – NorCal NexGen Reception – 901 Market Street, NerdWallet HQ –

News & Updates

Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
To Chapter Members: Use promo code AFBE15 and receive $50 off! Plus the chapter also receives a $50 rebate back to the chapte
Chris Lakumb interviews the FPASF chapter Advocacy representative and next year’s President of FPA of California, Alice King…
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 letter from one Gold Sponsors ……………. Hello
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

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