Welcome to the Financial Planning Association of San Francisco

Upcoming Events

November 11, 2014 – 9:00 am – 2:00 pm – Tax-Optimized Wealth Management – Speakers – Doug Rogers, Author of “Tax-Aware Investment Management – The Essential Guide”, Scott Welch, Co-founder and Former CIO of Fortigent, other speakers TBA – The City Club, SF – Details/Register

December 4, 2014 – 11:30 am – 1:00 pm – Marin Brown Bag Lunch Meeting – Startup Wealth: Guiding Clients Through Liquidity Events – Speaker – Joyce Franklin, CPA, CFP® – Larkspur Landing – Details/Register

December 9, 2014 – 9:00 am – 2:00 pm – The Great Balancing Act: Advising the Sandwich Generation – Speakers – Chuck Bowes, CFP®, Gregg Clarke, CFP®, Karen Blodgett, CFP® – The City Club, SF – Details/Register

News & Updates

Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
Thank you to everyone who came out for the Thirsty Thursday Networking Mixer. Couldn’t make it? Here’s everything you missed!
Thank you to our Gold Sponsors for supporting the FPA of San Francisco. Below is a spotlight of one of our Gold Sponsors!    
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!
Congratulations to the following FPASF members for hitting these milestones in your years with us at the FPA of San Francisco
2013 FPA of San Francisco Member Perspectives on YouTube


Thank You To Our Sponsors

Gold Sponsors

Voya Investment Management1
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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