Welcome to the Financial Planning Association of San Francisco

Upcoming Events

September 8, 2015 – 4:00 pm – 6:00 pm – Build a Robo Strategy for Your Firm: Seven Tactics to Address the Emergence of Digital Platforms – Speaker(s): Deborah Fox, CEO & Founder, Fox Financial Planning Network, Kyle Ramsay, Category Manager, Investing, NerdWallet (Moderator) & Panel of Robo Advisor Firms – The City Club, 155 Sansome Street, SF – Details/Register

September 8, 2015 – 6:00 pm – 8:00 pm – Member Appreciation EventThe Irish Bank, 10 Mark Lane, SF – Details

September 14-18, 2015 – FPA of California Advocacy Week – Details

September 23, 2015 – 5:00 pm – 7:00 pm – Wind Down Wednesday Social Networking MixerAmericano Restaurant & Bar, 8 Mission Street, SF (Join us on the patio outside by the Embarcadero side) – No RSVP Required

September 24, 2015 – 11:30 am – 1:00 pm – Marin Brown Bag Lunch Meeting – Advising Clients on Philanthropy – Brian Van Weele, Marin Community Foundation – Larkspur Landing, 100 Larkspur Landing, Larkspur

October 1, 2015 – 5:30 pm – 7:30 pm – Center-Of-Influence Networking: Beyond the ObviousTown Hall, Private Event Space, 2nd Floor, 342 Howard Street, SF – Details/Register

October 13, 2015 – 11:30 am – 1:30 pm – Should You, Could You Bypass the Bypass? – Mark Prendergast, CPA, CFP®, CFO and Director of Tax Strategies, Inspired Financial & Raymond Sheffield, Esq., JD, LLM, Sheffield Law Office – The City Club, 155 Sansome Street, SF – Details/Register

October 15, 2015 – 11:30 am – 1:00 pm – FWSF & FPASF Driving Economic Growth: A Discussion with Oakland Mayor Libby Schaaf and San Francisco Supervisor Katy Tang – Wells Fargo Learning Center, 333 Market Street, SF – Details/Register

News & Updates

Date: November 7, 2015 Time: 9:00 am – 4:00 pm Topic: San Francisco Financial Planning Day Location: San Francisco Public Lib
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!
2015 FPA San Francisco CFP® Scholarship Program FPA San Francisco and FPA East Bay are pleased to announce the intention of e
Ever wondered what it’s like to hangout with over 100 NexGen Financial Planners for a weekend in Texas? Check this out……………….
Congratulations to the following FPASF members for hitting these milestones in your years with us at the FPA of San Francisco
2013 FPA of San Francisco Member Perspectives on YouTube

 




Thank You To Our Sponsors


Gold Sponsors


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