Welcome to the Financial Planning Association of San Francisco

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.

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FPA of San Francisco

The San Francisco Chapter of the Financial Planning Association is a dynamic community of over 500 financial professionals that come together to learn, share resources and to promote financial planning throughout the San Francisco Bay Area. Learn more…

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Upcoming Events

May 22, 2013 – 5:30 pm – 7:30 pm – Inaugural San Francisco NexGen Gathering Details/Register

June 18, 2013- 12:00 pm – 1:30 pm – Brown Bag Lunch Event - Content Marketing for Financial Planners – Speaker: Kristin Harad, CFP® Details/Register 

June 20, 2013 – 5:00 pm – Member Social Gathering – The Hidden Vine, 408 Merchant Street, SF - No RSVP’s Required

News & Updates

FPA SF June 2013 e-Newsletter & Archives
Here you will find a collection of recent e-Newsletter emails sent to our list of contacts.  These emails include information
FPA of California Update – May 2013
FPA of California Update May 2013   FPA of California (FPA of CA) is a coalition of the 13 local FPA chapters in California o
Member Minute: Kacy Gott, CFP 2012 Winner of the Heart of Financial Planning Award
Member Minute: Kacy Gott, CFP® 2012 Winner of the Heart of Financial Planning Award  By Linda Jo Fitz, Co-founder of Aspirian
Keir Educational Services Offers Scholarship Exclusively to FPA Members – Deadline May 6, 2013
Keir Educational Resources FPA Scholarship Application for 2013 Review Class for the CFP® Certification Exam Application Dead

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