Welcome to the Financial Planning Association of San Francisco

Upcoming Events

October 14, 20145:30 pm – 7:30 pm – NexGen Happy Hour - Location – Local Edition, 691 Market Street, SF – Details/Register

October 14, 2014 – 11:30 am – 1:30 pm – Many Ways to Give – Emerging and Crossover Trends in Philanthropy and Mission-Based Investing- Speaker(s) – Benjamin Pierce, President of Vanguard Charitable; Julia Sze, Managing Director of Sonen Capital LLC; Ruben D. Orduña, VP of Development & Donor Services, The San Francisco Foundation – Location – The City Club, 155 Sansome Street, SF – Details/Register

October 16, 2014 – 5:30 pm – 7:30 pm – Thirsty Thursday Networking Mixer – The Press Club, 20 Yerba Buena Lane, SF - Details/Register

October 25, 2014 – 9:00 am – 4:00 pm – Fifth Annual San Francisco Financial Planning Day – SF Public Library, Main Branch – Download Flyer HereFree Estate Planning (Register) – Complete Event Details

News & Updates

The FPA of San Francisco Announces Financial Planning Day on October 25, 2014 San Francisco, CA, September 20, 2014–The Finan
Stay informed on all of the events and opportunities to network with the Financial Planning Association of San Francisco News
On Tuesday, September 9th, the FPA of San Francisco Chapter hosted their annual member appreciation event at the Irish Bank….
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!
You know about the great networking and educational opportunities FPA provides, but do you know of all the valuable discounts
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

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 American Century2 Vanguard Logo 2014-1 Alliance Bernstein 2014  Diamond Hill 2014 Hennessy Funds 2014 resized