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
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
Details/Register

05/29/2018 - 05/30/2018
9:00 am - 6:00 pm
FPA NorCal Conference
The Palace Hotel, San Francisco CA

SOLD OUT!

05/30/2018
5:45 pm - 8:00 pm
2018 NorCal FPA NexGen Reception
The Palace Hotel, San Francisco CA

Details/Register

07/10/2018
11:30 am - 1:30 pm
Real Estate Investment Management: Advising Clients With Direct/Inherited Commercial Real Estate Investments
The City Club, San Francisco CA

Speaker(s): Preston R. Sargent, Executive Vice President, Bailard Real Estate; Michael J. Faust, CFA, Executive Vice President, Bailard Wealth Management
THE CITY CLUB registration
WEBINAR registration (webinar starts at 12:00 pm)

 

07/18/2018
6:00 pm - 8:30 pm
CalCPA Marin Midsummer Mixer
Marin/Sonoma County, San Rafael CA

Details/Register
FPASF Members – Use promo code FPAMMM18 to get the member rate

Click here to view the full list of events.

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FPA of San Francisco

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FPA of San Francisco

Jurrien Timmer shared his 2018 outlook on the state of the market. Great presentation for our first chapter meeting of 2018! ... See MoreSee Less

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FPA of San Francisco

#FPASF wishes you a happy, healthy, and joyous New Year!

Here's a fun photo from our great December Holiday Party!
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FPA of San Francisco

Financial Planning Association December Take 5 Tips! ... See MoreSee Less

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...

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