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
08/24/2018
11:30 am - 1:30 pm
Ethics Course
Golden Gate University, San Francisco CA

Speaker(s): Curt Weil, CFP®, Weil Capital Management
GOLDEN GATE UNIVERSITY registration
WEBINAR registration

09/11/2018
4:00 pm - 5:45 pm
Succession Planning
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Tim Kochis, JD, MBA, CFP®, Founder, and Former CEO, and Chair of Aspiriant; Special Advisor, DeVoe & Co.
Details/Register

 

 

09/11/2018
6:00 pm - 8:00 pm
Member Appreciation Event
San Francisco Italian Athletic Club, San Francisco CA

Immediately following the chapter meeting

No RSVP required

 

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.
Adriana Alex, MAG, CAC; Sage Eldercare
Elizabeth Krivatsy, Esq.; Law Offices of Elizabeth Krivatsy, APC
Details/Register

 

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

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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2018! ... See MoreSee Less

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FPA of San Francisco

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

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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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