Welcome to the Financial Planning Association of San Francisco

Upcoming Events

May 9, 2017 – 11:30 am – 1:30 pm – Cross Border Planning – Moderator – Tom Zachystal, CFA, CFP®, IAM – Panel – Krystle Chow, CPA, Spott, Lucey, and Wall, Inc. CPAs; Melissa S. Hung, Farella Braun + Martel, LLP – The City Club, 155 Sansome Street, San Francisco, CA – Details/Register

May 9, 2017 – 1:30 pm – 3:30 pm – Ethics Course– Speaker – Gregg Clarke, CFP®, Meritas Wealth Management – The City Club, 155 Sansome Street, San Francisco, CA – Details/Register

May 17, 2017 – 5:00 pm -7:00 pm – Wind Down Wednesday Social Networking Mixer – Harrington’s Bar & Grill, 245 Front Street, San Francisco, CA – Sponsored by – Stonecrest – No RSVP Required

June 7, 2017 – 3:00 pm – 5:00 pm – Beyond the Obvious: Center of Influence Networking – Larkspur Landing, Main Floor Atrium, 100 Larkspur Landing Circle, Larkspur, CA – Details/Register

News & Updates

May 30-31, 2017, The Palace Hotel, San Francisco The FPA NorCal Conference has been providing advanced educational sessions f
Dear FPASF Members: Below you will find the proposed slate for the 2017 FPASF Board of Directors. The individuals listed have
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
Check out the upcoming meetings & events for the Northern California FPA Chapters -San Francisco, East Bay and Silicon Valley
2013 FPA of San Francisco Member Perspectives on YouTube





Thank You To Our Sponsors


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Silver Sponsors


 
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