Welcome to the Financial Planning Association of San Francisco

Upcoming Events

March 3, 2015 – 7:30 am – 4:00 pm – FPA of California Advocacy Day – State Capitol – Details/Register

March 5, 2015 – 11:30 am – 1:00 pm – FPASF & Financial Women of SF Present Carrie Schwab-Pomerantz On Becoming A Financial Savvy Woman – Schwab Center, SF – FPASF Members Receive the Discounted Rate – Details/Register

March 10, 2015 – 9:00 am – 2:00 pm – Understanding Longevity Annuities and Their Potential Role in Retirement Income / Impact of Valuation-Based Asset Allocation on Retirement Income / Future of Financial Planning in the Digital AgeSpeaker – Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Partner, Director of Research, Pinnacle Advisory Group – The City Club, 155 Sansome Street, SF – Details/Register

March 19, 2015 – 5:00 pm – 7:00 pm – Thirsty Thursday Networking Mixer – Novela, 662 Mission
Street, SF – No RSVP Required

News & Updates

Thank you to our Gold Sponsors for supporting the FPA of San Francisco. Below is a letter from one Gold Sponsors ….. Hello FP
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!
Greetings, We are pleased to announce that the 2015 Roundup will be held from August 13 through August 16. Once again, we wil
Check out FPA’s new Member Discount Guide – found in the February Journal of Financial Planning and available online here……….
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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