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
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.
Advocacy
Building relationships with elected officials and advocating on behalf of policies that impact CFP® professionals and their work with clients.
Upcoming Events
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10/09/2018 8:30 am - 1:30 pm |
Serving Aging Clients and Their Families
The City Club, San Francisco CA Speaker(s): Dr. Carolyn McClanahan, M.D., CFP®, Life Planning Partners, Inc.
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10/27/2018 9:00 am - 3:00 pm |
9th Annual San Francisco Financial Planning Day
San Francisco Public Library Main Branch, San Francisco CA For additional information, visit the website To register, click here |
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11/03/2018 10:00 am - 3:00 pm |
3rd Annual Marin Financial Planning Day
Marin Center Exhibit Hall, San Rafael CA For more information and to register, click here |
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11/13/2018 11:30 am - 1:30 pm |
Sophisticated Retirement Qualified and Non-Qualified Plans
The City Club, San Francisco CA Speaker(s): TBD
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12/11/2018 4:00 pm - 6:00 pm |
Integrating Millennials Employees and Partners Into Your Practice
The City Club, San Francisco CA Speaker(s): Brian Shenson, Schwab
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Speaker:
Tim Kochis, JD, MBA, CFP®, Founder, and Former CEO,
and Chair of Aspiriant; Special Advisor, DeVoe & Co.
Thank You to Our Meeting Sponsor: The Bauer Team
Do you have topic or speaker ideas for our monthly meetings in 2019 and beyond? Are you interested in being part of a fun and lively group and getting together to share those ideas and implement great meetings for our chapter?
If so, the Programs Committee NEEDS AND WANTS YOU! 🙂
Immediately following the Member Appreciation Event on 9/11/2018, the Programs Committee will meet at Original Joe's for dinner and brainstorming for our future meetings.
Please reach out to our Board members Kate Wilusz, Holly Wilkerson, or Lauren Stansell if you're interested. Find their contact info here: www.fpasf.org/about/board-of-directors/
Good Afternoon #FPASF members! We are looking forward to seeing you for our September meeting, which will be immediately followed by our Member Appreciation Event.
Details:
Date: 9/11/2018
Time: 4:00pm-5:45pm
Topic: Succession Planning with Tim Kochis - a highly applicable topic for the entire audience!
Location: San Francisco Italian Athletic Club (NOTE - new location)
Immediately following the meeting, we will host our Member Appreciation Event from 6:00pm-8:00pm, also at the San Francisco Italian Athletic Club. Join us for celebrations, libations, conversations, laughter, tasty bites, and more!
Today is the LAST DAY to submit your Call For Ideas for #FPARetreat 2019 --
We are really excited about the Call for Ideas and we've gotten some great Idea submissions over the past 3 weeks. We've included a Wordle here to share with you some of what has been captured by the survey responses so far. As you surely know, the larger words in this word cloud appeared in submissions more often, but every word here got at least 5 mentions. What is missing? What Ideas do we need to add?
Access the survey here: noll.wufoo.com/forms/prflnua1isbqln/
Complete your entry by midnight TONIGHT!!
From the 2019 FPA Retreat Task Force:
Have you attended FPA Retreat in the past? Do you plan to attend this year? We sure hope so!
We offer the following questions to get the idea generation started:
• What do you/our members need to know or need to be able to do?
• What gaps might exist in your professional practice?
• What critical issues are we facing as a profession?
• What emerging trends should we be knowledgeable about as a profession?
• What type of personal development would help you grow professionally?
• How do you want to grow/develop as a result of attending Retreat?
Please share your ideas in the survey below! The survey closes in 11 DAYS.
noll.wufoo.com/forms/prflnua1isbqln/
Call for Ideas --- FPA Retreat 2019
noll.wufoo.com
Speakers:
Barry Taylor, CFP®
Integral Financial Solutions, LLC
Erik Dryburgh
Attorney and Principal
Adler & Colvin
Thank You to Our Meeting Sponsor: The San Francisco Foundation
Real Estate Investment Management: Advising Clients With Direct/Inherited Commercial Real Estate Investments
Speaker(s):
Preston R. Sargent, Executive Vice President
Bailard Real Estate
Michael J. Faust, CFA, Executive Vice President
Bailard Wealth Management
Thank You to Our Meeting Sponsor: Blackrock
For any of our #FPASF friends who may be in the LA area (permanently or around this time) --- upcoming event!
October 18th - FPA of Los Angeles Jonno Agnew hosting their third annual symposium "Change is the Only Constant"
Get early bird deals if you register before Sept 1st!
www.fpala.org/monthlyMeeting.php?mName=Oct2018
The New Science of Engaging & Guiding Clients
Speaker(s):
Shachar Kariv
Chief Scientist of TrueProfile.com & Capital Preferences Benjamin N. Ward Professor of Economics, University of California Berkeley
Thank You to Our Meeting Sponsor: Golden Gate University - Financial Planning Program
Topic:
Insurance Lessons Learned From 2017 North Bay Wildfires
Speaker(s):
Brian Trouette Insurance Specialist for High Net Worth Clients
Trouette Insurance Agency, LLC
Amy Bach, Attorney and Executive Director
United Policy Holders
Thank You to Our Meeting Sponsor: Litman Gregory Asset Management
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
FPA Member-Get-A-Member Program – Double Referral Rewards in August!
The FPA Member-Get-A-Member program referral savings will double August 1-31, 2018! This special promotion is aimed at growing the FPA member community. Here's how it works: 1. Refer a colleague 2. FPA will send an invitation to join on your behalf. 3. Get rewarded!...
read moreFPASF Announces 2018 Board Nominees
President Kian Nobari, CIMA, MBA, MSFP, RLP Integrous San Rafael knobari@integrousfinancial.com (415) 200-0900 President-Elect Kate Wilusz, CRPC®, CFP® Wilusz and Associates / Ameriprise Financial Services San Francisco kmwcfp@yahoo.com (415) 623-2455 Chairman/Past...
read more2017 Scholarship Applications Now Being Accepted! Deadline is December 31st!
Please visit http://www.fpasf.org/careers/scholarship-program/ for all of the details
read moreThank You To Our Sponsors
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