Welcome to the Financial Planning Association of San Francisco

Upcoming Events

June 3, 2015 – 3:00 pm – 5:00 pm – CFA Society San Francisco & FPASF – Fixed Income Panel – Hilton San Francisco Financial District, 750 Kearny Street, SF – Details/Register (Use the promo code ‘FSA-SF’ to receive their member rate)

June 12, 2015 - 1:30 pm – 3:00 pm – Marin Workshop – Possibility: In the Midst of Disruptive Change – Don St. Clair, AIF®, CFP®, St. Clair Financial; Debbie Grose, CFP®, Lighthouse Financial Planning – Larkspur Landing, 100 Larkspur Landing, 2nd Floor Tiburon Conference Room, Larkspur – Details/Register

June 18, 2015 - 5:30 pm – 7:30 pm – Thirsty Thursday on the Peninsula – Social Mixer with CalCPA and FPA Silicon Valley – Kingfish, Upstairs, 201 B Street, San Mateo – $10 members, $20 non-members and at the door  (Includes one drink and appetizers) – Details/Register

June 23-24, 2015 FPA Advocacy Day – Washington, DC – Hyatt Regency Washington – Details/Register

July 14, 2015 – 11:30 am – 1:30 pm – Critical Tax Issues for Early Stage Company Founders and Executives – Steve deHaan, Managing Director, Andersen Tax – The City Club, 155 Sansome Street, SF – Details/Register 

News & Updates

The May 2015 Member Discount Guide will be hitting mailboxes May 4-8. The guide features over 80 discounts, as well as a cent
The FPA Board of Directors is the driving force behind FPA’s vision to be the professional membership association for the fin
Golden Gate University (GGU) has announced that noted financial planner Dr. Dave Yeske, CFP® will become the Program Director
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!
2013 FPA of San Francisco Member Perspectives on YouTube


Thank You To Our Sponsors

Gold Sponsors

Voya Investment Management
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Silver Sponsors

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