Welcome to the Financial Planning Association of San Francisco

Upcoming Events

August 9, 2016 – 11:30 am – 1:30 pm – Settling an Estate: Practical Advice from Members of the Team – Yulissa Zulaica, Johnston, Kinney & Zulaica LLP, Bill Molkenbuhr, Seiler LLP, Katherine Simmonds, Moderator, Stanford Investment Group, Inc. – The City Club, 155 Sansome Street, San Francisco, CA – Details/Register

August 11-14, 2016
27th Annual FPA Far West Roundup – UC Santa Cruz – College 8, 200 Heller Drive, Santa Cruz, CA – Details/Register

September 13, 2016
– 4:00 pm – 6:00 pm – Technology and Financial Services – Keynote – Greg Friedman, CEO of Private Ocean & Junxure;  Panelists: Steven Lockshin, CEO of AdvicePeriod & FinTech Investor (Advizr & Quovo), Patrick Beaudan, CEO of Belvedere Advisors & Emotomy – The City Club, 155 Sansome Street, San Francisco, CA

September 13, 2016
– 6:00 pm – 8:00 pm – Member Appreciation Event – Location – TBD

September 19 – 23, 2016
FPA of California Advocacy Week Details

News & Updates

The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial p
Date: September 14-16, 2016 Topic: FPA’s Annual Conference – BE Baltimore 2016 Location: Baltimore Convention Center, Baltimo
Check out the upcoming meetings & events for the Northern California FPA Chapters -San Francisco, East Bay and Silicon Valley
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
2013 FPA of San Francisco Member Perspectives on YouTube





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