Premier Professional Organization for Bay Area Financial Planners

Emerging Advisors

The Emerging Advisors Forum is a dynamic group of planners who meet throughout the year to discuss all things related to starting and running an RIA practice.


NexGen (Next Generation) consists of members, typically under age 36, dedicated to leading and building the future of the Financial Planning profession.

Pro Bono

Making a difference in people’s lives by promoting financial literacy and providing individual, quality, financial advice for at-risk and underserved communities.


Building relationships with elected officials and advocating on behalf of policies that impact CFP® professionals and their work with clients.

Upcoming Events

Date/Time Event
8:00 am - 10:00 am
Insurance Lessons Learned From 2017 North Bay Wildfires
Golden Gate University, San Francisco CA

Speaker(s): Brian Trouette Insurance Specialist for High Net Worth Clients,Trouette Insurance Agency, LLC; Amy Bach, Attorney and Executive Director, United Policy Holders
WEBINAR registration

11:30 am - 1:30 pm
Behavioral Finance: Risk Tolerance & Revealed Preference
The City Club, San Francisco CA

Speaker(s): TBD


1:30 pm - 3:30 pm
Ethics Course
The City Club, San Francisco CA

Speaker(s): TBD


05/29/2018 - 05/30/2018
9:00 am - 6:00 pm
FPA NorCal Conference
The Palace Hotel, San Francisco CA


11:30 am - 1:30 pm
Tax Update
The City Club, San Francisco CA

Speaker(s): TBD


Click here to view the full list of events.

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The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical and professional standards by providing education, community, networking and leadership for our Bay Area members and through them the public they serve. 

Member Benefits

The primary aim of the Financial Planning Association (FPA) is to foster the value of financial planning and advance the financial planning profession for our members and the community. FPA welcomes all who embrace and advance the financial planning process.

About the FPA

The Financial Planning Association (FPA) is the membership association for nearly 30,000 CFP® professionals, financial planners, investment specialists and associated professionals. FPA of San Francisco is a dynamic association with over 500 members.

News & Updates

FPASF Announces 2018 Board Nominees

President Kian Nobari, CIMA, MBA, MSFP, RLP Integrous San Rafael (415) 200-0900 President-Elect Kate Wilusz, CRPC®, CFP® Wilusz and Associates / Ameriprise Financial Services San Francisco (415) 623-2455 Chairman/Past...

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