Welcome to the Financial Planning Association of San Francisco

Upcoming Events

January 26, 2017 – 11:30 am – 1:00 pm – Marin Brown Bag Lunch Meeting – Enhancing Retirement Income by Coordinating Securities with Home Equity -Barry H. Sacks, J.D., Ph.D. -Larkspur Landing, 2nd Floor, Tiburon Conference Room (In front of Suite 203), 100 Larkspur Landing Circle, Larkspur, CA – Details/Register


February 14, 2017 –
11:30 am – 1:30 pm – ESG & Impact Investing – Investing in Alignment with Your Beliefs – Mike Fardy, CIMA, CPM, Northern Trust Asset Management – The City Club, 155 Sansome Street, San Francisco, CA – Details/Register

March 14, 2017 – 9:30 am – 1:30 pm – Social Security, Medicare, Affordable Health Care Act – Speaker TBD – The City Club, 155 Sansome Street, San Francisco, CA

News & Updates

May 30-31, 2017, The Palace Hotel, San Francisco The FPA NorCal Conference has been providing advanced educational sessions f
Dear FPASF Members: Below you will find the proposed slate for the 2017 FPASF Board of Directors. The individuals listed have
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
Check out the upcoming meetings & events for the Northern California FPA Chapters -San Francisco, East Bay and Silicon Valley
2013 FPA of San Francisco Member Perspectives on YouTube





Thank You To Our Sponsors


Gold Sponsors


homa_rassouli_11_27_162 Invesco Stacked RGB


Silver Sponsors


Landor Print Default Litman Gregory-Resized FlexShares 2015 Evercore_2015 DiamondHill_CapitalMGMT_4C 20151
Polaris C2 Financial Corporation Hennessy Funds