Welcome to the Financial Planning Association of San Francisco

Upcoming Events

July 11, 2017 – 11:30 am – 1:30 pm – Tax Planning in the Trump Era – Lawrence Pon, CPA/PFS, CFP, EA USTCP, Pon & Associates
1) THE CITY CLUB registration
2) Registration for WEBINAR VIEWED ON YOUR COMPUTER
Exciting News! Our July chapter meeting will be simulcast on the Peninsula at the office of Golub Group LLC, 1850 Gateway Drive, Suite 100, San Mateo, CA 94404. Lunch will be generously provided by the Golub Group LLC. Register below:
3) SAN MATEO WEBINAR registration (lunch provided and only 20 spaces available)

July 13, 2017 – 5:30 pm – 7:00 pm – Emerging Advisors Forum – The Comprehensive Planning Approach to Long-Term Care for Advisors – Allen Hamm, Superior LTC – Golden Gate University, 536 Mission Street, Room 4225, San Francisco, CA – Details/Register

News & Updates

FPA NorCal Conference – 5/30/-5/31/17 – SOLD OUT!

May 30-31, 2017, The Palace Hotel, San Francisco The FPA NorCal Conference has been providing advanced educational sessions f

FPASF Announces 2017 Board Nominees

Dear FPASF Members: Below you will find the proposed slate for the 2017 FPASF Board of Directors. The individuals listed have

FPASF e-Newsletter: March meeting details and other Chapter News

Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter

FPASF e-Newsletter: February meeting details and other Chapter News

Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter

February – April 2016 Events for Northern California FPA Chapters

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

Planner Search

Looking for a Certified Financial Planner? Choose from 1000’s of Financial Planners, all of whom adhere to FPA’s Code of Ethics. Planner Search is an online search engine created by the Financial Planning Association that allows you to search our national membership to find a CERTFIED FINANCIAL PLANNER® in your area.

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 dedicated to advancing the financial planning process. FPA of San Francisco is a dynamic association with over 590 members.