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
| Date/Time | Event |
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04/27/2018 - 04/29/2018 All Day |
CP Cal Conference XIII
San Mateo – Marriott Hotel, San Mateo CA |
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05/05/2018 10:00 am - 3:00 pm |
2nd Annual LGBTQ Financial Planning Day
SF LGBT Center, San Francisco CA FREE but registration is required: For more information, visit horizonsfoundation.org |
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05/08/2018 11:30 am - 1:30 pm |
The New Science of Engaging & Guiding Clients
The City Club, San Francisco CA Speaker(s): Shachar Kariv, Chief Scientist of TrueProfile.com & Capital Preferences, Benjamin N. Ward Professor of Economics, University of California Berkeley
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05/22/2018 11:30 am - 1:00 pm |
Marin Brown Bag Lunch Meeting - Digital Asset Estate Planning: Risks & Rewards
Larkspur Landing, Larkspur CA Speaker(s): Megan Yip |
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05/29/2018 - 05/30/2018 9:00 am - 6:00 pm |
FPA NorCal Conference
The Palace Hotel, San Francisco CA SOLD OUT! |
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Have you registered for our March 13 FPASF Chapter Meeting? If not, do so now! events.r20.constantcontact.com/register/event?oeidk=a07ef27z5ez181bc9bc&llr=bqlzdklab
You don't want to miss this great topic -- Financial Life Planning in the 21st Century: Melding Theory and Practice;
Art and Science.
Elizabeth Jetton and Saundra Davis have a fantastic day planned for us.
More here:
Financial planners in the 21st century must be change agents in their clients’ lives. The roles that financial planners need to assume must expand beyond that of advisor and technical expert, to that of facilitator, advocate, listener and collaborator. This 4-part session is designed to offer context, new ideas, practical application and opportunity for reflection.
The session is based on an innovative new graduate course that Elizabeth designed and teaches, Introduction to Financial Life Planning. We will survey the landscape of theories, tools and processes that have been developing over the past 20 years while looking ahead to the demands of the future.
This half day will combine presentation with practice. We will integrate financial life planning into the entire 6-step process and have the opportunity to do exercises that can improve our impact and effectiveness in our work with clients. During and after lunch, students from the Golden Gate University course will be invited to share their experiences and learning. Saundra Davis will share her expertise in applying coaching skills to the delivery of financial planning. We will end the day by bringing it all together so that you leave with clear take-aways, learnings and a plan of action.
3-13-18 - Financial Life Planning in the 21st Century: Melding Theory and Practi
events.r20.constantcontact.com
We hope to see you there! Register now—- Find directions and parking information, if needed, and register here: events.r20.constantcontact.com/register/event?oeidk=a07ef0d16pl5f1afb43&llr=bqlzdklab
Jurrien Timmer shared his 2018 outlook on the state of the market. Great presentation for our first chapter meeting of 2018!
#NexGen Planners: Apply today to receive a scholarship to attend NexGen Gathering 2018 (June 24-26 - Santa Barbara, CA) FREE of charge! This is a phenomenal event, don't miss out on this opportunity! The deadline for submissions is January 9, 2018. Check out the details: here:https://www.onefpa.org/community/nexgen/gathering/Pages/Scholarship.aspx
#FPASF wishes you a happy, healthy, and joyous New Year!
Here's a fun photo from our great December Holiday Party!
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 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 moreDecember Chapter Meeting & Holiday Reception Photos
Our December meeting and holiday reception was a lot of fun! Thank you all for coming out and making it a memorable evening!...
read moreThank You To Our Sponsors
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